Parsec Financial Management

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Today: 8:30 am - 5:00 pm

Tomorrow: 8:30 am - 5:00 pm

(704) 334-0894Visit WebsiteMap & Directions227 W Trade StCharlotte, NC 28202 Write a Review

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Hours

Regular Hours

Mon - Fri:	8:30 am - 5:00 pm

Parsec Financial Management

Tax Planning
Parsec Financial expanded its service offerings to include tax services in January 2018 after a merger with Burlingham & Harris, P.A. The South Asheville office is located at 85 Peachtree Road in the Nettlewood Professional Park. Brad Burlingham, CPA, and Larry Harris, CPA, CFP®, along with their staff, have provided tax planning and compliance services together since 2001. We are delighted to offer their expertise and experience for our clients’ tax planning and compliance needs.

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Services/Products

Trust Services

Payment method

cash, check, master card

Location

Carillion Bldg

Neighborhoods

Uptown, Third Ward

Other Links

http://www.parsecfinancial.com

http://blackrock.com

https://www.blackrock.com/corporate/about-us/contacts-locations

Categories

Financial Planners, Financial Planning Consultants, Financial Services, Investment Advisory Service, Investment Management

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Details

Phone: (704) 334-0894

Address: 227 W Trade St, Charlotte, NC 28202

Website: http://www.parsecfinancial.com

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Parsec Financial Management

Tax Planning
Parsec Financial expanded its service offerings to include tax services in January 2018 after a merger with Burlingham & Harris, P.A. The South Asheville office is located at 85 Peachtree Road in the Nettlewood Professional Park. Brad Burlingham, CPA, and Larry Harris, CPA, CFP®, along with their staff, have provided tax planning and compliance services together since 2001. We are delighted to offer their expertise and experience for our clients’ tax planning and compliance needs.
Charitable Giving
Giving back to the communities we work in is central to our mission. We donate 1% of our revenues each year to the Parsec Prize, our charitable grant program. This makes up half of our annual charitable giving. Moreover, employees donate their time to worthwhile organizations, including employee-organized volunteer events such as United Way’s “Days of Impact” campaign. And lastly, Parsec will match personal charitable donations up to 2% of eligible employees’ gross salary
Tax Services
Parsec has six offices across North Carolina. Our headquarters is in downtown Asheville and our tax services team is in South Asheville. We also have offices in Charlotte, Winston-Salem, Tryon and Southern Pines. For all of our contact information, please visit parsecfinancial.com/offices
Tax Return Preparation
Oversight and management of tax office information technology, including hardware, software and cloud-based applications used for tax return preparation, research and planning.

Investment Management
We enable people to thrive by helping them attain and maintain meaningful financial security. To do this we work with clients to create financial goals, create an investment strategy in accordance with those goals and maintain this focus through long-term investment management.
Mutual Funds
Parsec invests in a variety of securities for its clients. These may include mutual funds, exchange traded funds (ETFs), and individual stocks, among others. All of these investments can and do experience significant price pullbacks from time to time. While Parsec’s research committee focuses on investments it can hold for the long-term and performs significant due diligence before adding any new positions, price declines still happen. In this article we will discuss how we monitor investment securities and our process when a stock or fund does not perform as expected. Read More »
Bonds
Wealth Management
On average, we managed approximately $2.1 million per family as of Dec. 31, 2021. On average, our Premier Wealth clients had $8.4 million; our Wealth Management clients had $1.8 million; our Emerging Wealth clients had $279k.

Accounting Services

Financial Planning
The past two years have reminded us all that life ultimately charts its own course with unexpected ups and downs. It also taught us that maintaining control with sound financial planning enables life’s bumps to be less turbulent. Attaining financial security isn’t just about successfully managing day-to-day finances – it impacts the long-term emotional, physical and mental well-being of you and your loved ones. Everyone deserves the ease-of-mind that comes from attaining financial security. Let us be your financial partner and take this journey together to build a consistent financial road map that successfully navigates you through the inconsistency of life.
Retirement Planning
Yes, part of our wealth management service includes financial planning. We believe this is critical to align our client’s investment strategy with their financial plan. The financial planning process will generally address the areas of cash flow planning, retirement planning, investment planning, insurance planning, tax planning and estate planning. This holistic approach can give clients a greater understanding of the inter-related issues that determine their financial success and provides greater peace of mind.
Asset Management
Due to the uncertainty of security prices, we firmly believe that investing in a given asset class should be done over a long-term time frame, preferably longer than 10 years. This is critical to investment success because it allows the longterm characteristics of the asset classes to surface. Short-term portfolio spending needs are considered in the long-term asset allocation decision.

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