Financial Services in Burlington & Yanceyville, N.C.
We have several years of experience helping the community with financial services. Let us help you with financial planning services from the team of experts at D. E. Tax & Preparation. Each of our clients will receive dedicated service and superior customer service. We aim to answer all the questions you may have during the filing process.
Let Us Help You Find The Right Life Insurance Policy
If it’s other financial services that you need, call us today at 336-570-3629 to schedule a consultation. We can find the right life insurance policy for you to ensure your family is well protected should you become ill. We also provide mutual funds. A mutual fund is a pool of money managed by a professional fund manager. A mutual fund is a trust that collects money from several investors who share a common objective and invests in equities, bonds, money market accounts, and securities.
Interested in an IRA? Call Today
We can also help you invest in an IRA. An IRA is an induvial retirement account that lets you delay paying taxes until the money is withdrawn. An IRA is somewhat similar to a 401(k), but it isn’t managed by your employer.
If you’re looking to save for your children’s education, a 529 savings plan is the plan for you. This is a state-sponsored investment plan that lets you save money for a beneficiary and pay for education expenses. You’re able to withdraw funds tax-free to cover nearly any college expenses.
If you require any of our financial services, contact us today by calling 336-570-3629. We would be happy to discuss any of our financial services with you.
Why wait any longer? Call for a free 15-minute consultation at 336-570-3629!
