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Wolfperks - Wealth Management




Banyan Rock & Talent

  • Contact:Brant Spesshardt
  • Address:3356 Six Forks Rd, Raleigh, NC 27609
  • Phone Number: 919-TAX-FREE
  • Discount Offer: Free Household Financial Anaylysis (covering basics for Retirement Needs, College Expense, Life Insurance Needs, Long Term Disability Needs, Long Term Care Needs, and Review of Asset Allocation) Brant E. Spesshardt, Financial Advisor, Banyan Rock & Talent www.brantspesshardt.com
  • Discount Restrictions: Will only cover basic financial needs analysis as described above for no cost.


 

Travelers Auto and Home Insurance Company, offers several plans at a 5% discount to NC State Employees.

What is Available? NC State employees have access to auto, home, and renter's insurance at reasonable rates, through Travelers' Auto and Home Insurance Company.

Who's Eligible? Payroll deduction eligibility is limited to employees that are benefit eligible, so you must be a permanent employee working 20 hours per week and a minimum contract period of 9 months per year. Additional payment options are available for all employees.

Where Can I Obtain More Information?A representative from Providence Insurance Agency, Inc. schedules appointments on campus to meet with employees. The agent will meet on a one-on-one basis with interested employees to discuss insurance plan options and facilitate the enrollment process. Here's how to obtain more information:

  • For rate quotes, visit the Travelers web site
  • For questions or to schedule an on-campus meeting with a local representative, please contact the Providence Insurance Agency at 919-847-4909.
  • Meetings are held in Admin Services III room 222

 


Fee Only Planning NC

Hourly Only Financial Planning

Contact: Steve Gaito

Mailing Address: Raleigh, NC 27613

Phone: (919) 341-0277

E-mail: info@feeonlyplanningnc.com

Website: www.feeonlyplanningnc.com

Discount: 20% on all Financial Planning Services

Registered Investment Advisor