Resource Partners, LLC Raymond James - Hickory, North Carolina

Resource Partners, LLC under Raymond James: An Overview

Resource Partners, LLC represents a dedicated component within the expansive Raymond James financial holding company. This partnership structure underscores a commitment to specialized financial advisory services, positioning it as a resource for individuals and possibly small to medium-sized entities seeking expert guidance in wealth management and financial strategy. The physical presence at 10 13th Ave NW in Hickory, North Carolina, serves as a tangible hub for client interaction, consultation, and relationship building within the local community of Caldwell County.

Core Financial Advisory Services

The primary focus of Resource Partners, LLC is delivering comprehensive financial planning and consulting services. These services are tailored to meet the diverse needs of clients, ranging from personal financial goals to more complex institutional requirements. Financial planning involves a holistic assessment of an individual's or organization's financial landscape, encompassing areas such as retirement planning, investment management, tax strategy, estate planning, risk management, and insurance needs. The goal is to create personalized strategies that align with the client's unique objectives, risk tolerance, and time horizon.

Financial consulting complements planning by providing expert advice on specific financial matters or market conditions. This could include portfolio diversification strategies, navigating economic downturns, tax-efficient investing, or implementing specific wealth transfer techniques. The expertise offered likely draws upon the broader capabilities and resources available within the Raymond James network, although the service is delivered through the focused lens of Resource Partners, LLC.

Financial Planner and Consultant: Roles and Responsibilities

Professionals designated as Financial Planners or Consultants at Resource Partners, LLC are expected to possess deep expertise in various aspects of personal and corporate finance. Their responsibilities typically involve:

• Conducting thorough client discovery to understand financial goals, current status, and future aspirations.
• Developing customized financial plans addressing savings, investments, protection, and retirement income.
• Managing client investment portfolios according to the outlined strategies.
• Providing ongoing monitoring and adjustments to plans as life events or market conditions change.
• Advising on insurance needs (life, disability, long-term care) and risk mitigation strategies.
• Explaining complex financial products and concepts in an accessible manner.
• Staying abreast of regulatory changes and market trends to offer informed guidance.

The recommendation is to seek counsel from these professionals if you are looking for a partner to navigate the complexities of financial life, aiming for long-term wealth accumulation and security.

Physical Presence: Location and Accessibility

Located at 10 13th Avenue Northwest in Hickory, North Carolina, Resource Partners, LLC maintains a physical office which is crucial for face-to-face interactions. Hickory, the county seat of Caldwell County, serves as a significant city in western North Carolina, offering a mix of suburban and urban environments. This location places them within reach of a defined market base in western NC.

A notable feature highlighted for this location is its commitment to accessibility. The premises boast a wheelchair accessible entrance, ensuring ease of access for clients with mobility challenges. Similarly, the parking lot is designed with wheelchair accessible spaces, accommodating clients and visitors who utilize mobility aids. Furthermore, the presence of a wheelchair accessible restroom demonstrates a consideration for the diverse needs of all visitors, contributing to an inclusive environment.

For individuals seeking financial advice, the physical accessibility of the office is a practical consideration, particularly for those who prefer in-person meetings or have difficulty with remote consultations. The specific address and contact details provided—10 13th Ave NW, Hickory, NC 28601, alongside the direct telephone line—facilitate easy scheduling and contact. The recommendation is to utilize the phone number provided or the website link for initial inquiries and appointment booking.

Operational Information and Client Interaction

Efficiency and professionalism are key tenets of client service at Resource Partners, LLC. It is standard practice to require appointments for client meetings, ensuring that consultations are well-structured and tailored to the client's schedule and the advisor's availability. While the phrasing 'Appointment required' might suggest a strict policy, the alternative interpretation 'Appointments recommended' often allows for some flexibility, especially for established clients or brief follow-up discussions. However, it is prudent to confirm directly with the office whether walk-in visits are possible or if scheduling in advance is strictly necessary.

The company's website, accessible via raymondjames.com, serves as a primary online resource. While the specific Resource Partners page might provide detailed service offerings, team member profiles, and potentially online tools, the main Raymond James website offers information about the parent company's extensive services and regulatory status. Prospective clients are encouraged to explore this website to gain a comprehensive understanding of the firm's capabilities and to potentially identify the specific advisor best suited for their needs.

Client Experiences and Reputation

Feedback from clients forms a vital part of assessing a financial advisory firm. While only two reviews are currently available on Google My Business, the perfect average rating of 5/5 suggests a high level of client satisfaction. Although specific details from these reviews are not provided, the general sentiment appears positive. The praise for individuals like "Carl and Sharon" indicates that the firm values its team members and recognizes their contributions to client relationships and service quality. This positive feedback underscores the firm's dedication to client care and its ability to meet client expectations.

The recommendation, based on this positive client feedback and the firm's focus on comprehensive financial planning and consulting within a physically accessible and professional environment, is to consider contacting Resource Partners, LLC. Potential clients are advised to initiate contact via phone or the website to schedule a consultation, discuss their specific financial goals, and gauge the compatibility of the firm's approach with their personal financial journey. This step allows for a more personalized assessment before committing to ongoing services.

Conclusion: Resource Partners, LLC as a Financial Advisor

Resource Partners, LLC, operating under the reputable Raymond James umbrella, presents itself as a specialized entity focused on providing personalized financial planning and consulting services. Based in Hickory, North Carolina, the firm combines professional expertise with a commitment to accessibility, ensuring that clients from the local area and beyond can access these services comfortably. The requirement for appointments signals a client-centric approach focused on dedicated time for consultation. With a strong online presence and indicators of high client satisfaction, Resource Partners, LLC appears to be a viable option for individuals seeking strategic financial guidance. For anyone looking to secure their financial future through professional planning and consultation, exploring what Resource Partners, LLC offers through their website or direct contact is highly recommended.

👍 Reviews of Resource Partners, LLC Raymond James

David S.

5/5

Carl and Sharon are wonderful!

chris M.

5/5