Our practice specializes in working with small businesses and individual families. We have helped over 400 households/businesses with the following services that include but are not limited to:
Life Insurance - Term, Universal & Whole Life
Retirement Planning - Pension maximization, IRA/401(k) rollovers & tax favored cash accumulation
Business Planning - Buy/Sell insurance, Company Owned Life Insurance (COLI) & Key-Person insurance
Our practice is not captive by any one company and this allows us to be highly competitive when markets shift. This also allows us to cater to our clients wants/needs since not one size fits all as in years past. Some of our highly rated companies include but are not limited to:
Allianz
American General
Americo
Athene
Fidelity & Guaranty
Gerber Life
Global Atlantic
Guggenheim Life
Lincoln Financial
Oxford Life
Prudential
Protective Life
United of Omaha
Voya Financial
Company Details
- Founded
- -
- Address
- Po Box 79,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Keywords
- Life Insurance, Annuities, Retirement, Business Planning, Pension Maximization, 401(k)/403(b) Rollovers, IRA's/Roth IRA's.
- HQ
- Bear Creek, NC
Scott Financial Services Questions
Scott Financial Services's LinkedIn profile is https://www.linkedin.com/company/scott-financial-services-nc
Scott Financial Services's industry is
Financial Services
Scott Financial Services's top competitors are
Bauman Scott Financial Services,
Great Scott Financial Services,
7im,
Atholl Scott Financial Services Ltd.
Scott Financial Services's categories are Financial Services
Scott Financial Services's founding year is 1979
