cookecapital.com - Home | Allegiance Financial Group Advisory Services

Description: From our offices in Goldsboro and Wilmington, N.C., we provide personalized wealth management services to dentists and their families.

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From Day 1, our advisory firm has helped dental professionals and their families make confident decisions about their financial direction. From our offices in Goldsboro, N.C., and Wilmington, N.C., we provide wealth management services with a level of personalization that only a boutique firm can offer. Our team supports not only independent practices, but also corporate practices, independent dentists, associates, and employees.

And while we have expertise working with dentists, our practice has naturally grown into other areas because of the trust our clients place in us by referring their friends and family members. We help provide financial direction for individuals and families at all stages of life, as well as employers seeking to set up a workplace retirement plan.

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