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Wealth Preservation Associates
- Financial Services
- Southport, NC
About this business
We focus on retirement planning for clients that are already retired or for clients that are looking to retire in the near future. Clients are our main priority, which is why we work to understand your unique circumstances and ultimately create a distinctive plan that provides a roadmap for your financial journey. We hope you join us - Jonathan P. Grocott, Managing Director
Location details
4330 Southport-Supply Rd SE STE 203, Southport, NC, 28461, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:30 a.m. to 4:30 p.m. | |
| Tue | 9:30 a.m. to 4:30 p.m. | |
| Wed | 9:30 a.m. to 4:30 p.m. | |
| Thu | 9:30 a.m. to 4:30 p.m. | |
| Fri | 9:30 a.m. to 4:30 p.m. | |
| Sat | Closed | |
| Sun | Closed |
We met Jonathan in 2018 when we moved here from TX. We needed to get everything transferred and we were introduced. He is wonderful. He listens to us and makes recommendations when necessary. Wonderful family man too!
I have had a few advisors over the years and there’s always one trait that they are lacking. I was referred to Jon Grocott at WPA and I finally have the right advisor for my family’s future. He is very knowledgeable and provides necessary insight above and beyond his peers that is tailored fit to my needs and expectations. Another plus is he is always available and prioritizes great communication with his clients. My only complaint is that I didn't find Jon sooner! Thank you WPA for finally ending my search to the perfe... read more
Jonathan has been my trusted advisor for several years. He helps me navigate my options on investments and keeps me well informed. Always great service from him and Deanna.
Very happy. My account keeps growing, I have recommended to many others as well!
Provides great advice on long term planning to help set up our kid’s future. The WPA team is always patient with my questions and they never hesitate to repeat concepts I don’t understand. Thank you for all your help! your financial planning guidance has given us a great sense of relief!
Frequently asked questions about Wealth Preservation Associates
How is Wealth Preservation Associates rated?
Wealth Preservation Associates has a 5 star rating with 7 reviews.
When is Wealth Preservation Associates open?
Wealth Preservation Associates is closed now. It will open on Monday at 9:30 a.m.