Our Services
At Haines Financial, LLC we fully understand the importance of a sound, yet current portfolio. Depending on your needs, we will work with you to develop a wealth plan and match the investments best suited for your goals.
We begin with a thorough review of your objective, risk tolerance and time horizon in order to develop a personalized portfolio to fit your unique situation. Our wealth advisors offer access to many different types of securities and products, including brokerage investments and fee-based services.
After your initial allocation, we will proactively manage your wealth. We consistently monitor and adjust your portfolio in order to take advantage of potential opportunities that evolve in our ever-changing marketplace.
*Investments involve risks including possible loss of principal.
Haines Financial, LLC
1427 Military Cutoff Road | Suite 202 | Wilmington NC 28403 | 910.679.4370
315 South Evans Street | Suite 1A | Greenville NC 27858 | 855.399.7155