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Gordon Asset Management, LLC
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Business description
Gordon Asset Management is an independent Registered Investment Advisory firm in the Research Triangle Park area.
Gordon Asset Management is a holistic asset management company focused on three distinct areas of financial advice: Wealth Management for high net-worth and high-income individuals, Retirement Plan Consulting for businesses, and Exit Planning for owners of privately held businesses. We are a dedicated team of highly credentialed, financial professionals comprised of CERTIFIED FINANCIAL PLANNER(TM) (CFP(R)), Certified Investment Management Analysts (CIMA(R)), and Accredited Investment Fiduciaries(R).
General information
- Business Services Insurance Insurance Agents, Brokers, and Service Insurance Companies
| Estimated number of employees: | 5 to 9 | |
| Annual sales estimate: | 0 | |
| City / suburb: | Durham, NC | |
| County: | Durham |
personal finance services, Wealth Management, retirement planning services, Exit Planning, insurance
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