Jolley Asset Management LLC - Rocky Mount, North Carolina

Jolley Asset Management LLC: A Comprehensive Overview

Jolley Asset Management LLC is a respected financial planning firm dedicated to providing tailored investment strategies and comprehensive wealth management solutions. Located at 210 Bryant St A, Rocky Mount, NC 27804, United States, and easily accessible via Phone: 2524511450, the firm operates under the umbrella of Live Oak Private Wealth. Their website, Website: liveoakprivatewealth.com, serves as a central hub for information and client resources.

Specialties: Financial planner. Jolley Asset Management distinguishes itself through a client-centric approach, prioritizing the unique financial goals and circumstances of each individual. They specialize in developing and implementing personalized investment plans designed to help clients achieve long-term financial security. The firm's expertise extends to retirement planning, estate planning, education funding, and tax-efficient investment strategies. A core tenet of their operation is fostering a strong, trusting relationship with clients, built upon transparent communication and proactive guidance.

Location and Accessibility

The firm’s physical address at 210 Bryant St A in Rocky Mount, North Carolina, reflects a commitment to serving the local community. Beyond its convenient location, Jolley Asset Management prioritizes inclusivity and accessibility. The facility is equipped with Wheelchair-accessible car park, ensuring that clients with mobility challenges can easily access the premises. Furthermore, a Wheelchair-accessible entrance and Wheelchair-accessible toilet are available, demonstrating a dedication to accommodating the diverse needs of all clients. This commitment to accessibility underscores the firm’s values and its desire to provide a welcoming environment for everyone.

Client Testimonials & Reputation

Initial reviews on Google My Business, with an outstanding average opinion of 5/5, speak volumes about the quality of service offered by Jolley Asset Management. These reviews consistently highlight the firm’s professionalism, knowledge, and dedication to client success. Notably, feedback frequently praises Frank Jolley, the firm’s principal advisor, describing him as a trusted, extraordinary financial advisor – a testament to his expertise and commitment to his clients. The consistent praise for the wonderful staff and great customer service further reinforces the positive perception of the firm. It’s evident that Jolley Asset Management cultivates a client base that values not only financial expertise but also a genuine commitment to building strong, lasting relationships.

Key Features and Services

Jolley Asset Management offers a comprehensive suite of services designed to address a wide range of financial needs. These services include:

• Investment Management: Creating and managing diversified investment portfolios tailored to individual risk tolerance and financial goals.
• Retirement Planning: Developing strategies to help clients achieve comfortable and secure retirement income.
• Estate Planning: Assisting clients in planning for the transfer of assets and ensuring their wishes are honored.
• Education Funding: Providing guidance on saving and investing for college or other educational expenses.
• Tax Planning: Implementing tax-efficient investment strategies to minimize tax liabilities.

The firm’s approach emphasizes a holistic view of a client’s financial situation, integrating various aspects of their financial life to create a cohesive and effective plan. They prioritize ongoing monitoring and adjustments to ensure that the plan remains aligned with changing circumstances and market conditions.

Contact Information and Further Details

For those seeking professional financial guidance, Jolley Asset Management LLC provides multiple avenues for contact. The phone number, 2524511450, allows for direct communication with a knowledgeable advisor. The website, liveoakprivatewealth.com, offers a wealth of resources, including informative articles, planning tools, and contact forms. Clients can also visit the firm’s physical location at 210 Bryant St A, Rocky Mount, NC 27804 to schedule a consultation. The firm’s commitment to accessibility is further demonstrated by its facilities, ensuring a comfortable and welcoming experience for all visitors.

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👍 Reviews of Jolley Asset Management LLC

FCRM

5/5

Wonderful staff, great customer service. Frank Jolley is a trusted, extraordinary financial advisor. Recommend without any hesitation.