We are not only a financial services resource, but teachers, and that educating you on the options and choices that are available to you for retirement savings and your insurance needs is imperative. Through high quality carriers and products, we assist clients in achieving their financial goals and objectives through solid planning. Find useful links such as client logins and technical support to help with your everyday financial needs.
Our consultative approach to understanding your personal and business goals is comprehensive and driven by our genuine interest in you and your family and a dedication to helping you plan for your financial future. Securities offered through Cambridge Investment Research, Inc., Member FINRA & SIPC. Cambridge and Wellington Financial are not affiliated.
We currently have individuals licensed to offer securities in the states of: NC, SC, and NY. This is not an offer to sell securities in any other state or jurisdiction.
Our consultative approach to understanding your personal and business goals is comprehensive and driven by our genuine interest in you and your family and a dedication to helping you plan for your financial future. Securities offered through Cambridge Investment Research, Inc., Member FINRA & SIPC. Cambridge and Wellington Financial are not affiliated.
We currently have individuals licensed to offer securities in the states of: NC, SC, and NY. This is not an offer to sell securities in any other state or jurisdiction.
Services
Danielle N. Maggs founded Wellington Financial with a vision to create an organization dedicated to serving clients first.
With a background in the financial industry and having developed and grown several successful businesses, Danielle appreciates the challenge that business ownership brings.
Danielle's love for people and her attention to detail fuels her passion for helping others identify and achieve their financial goals.
She has an innate ability to not only learn and understand, but to respect her clients' goals and objectives.
With a background in the financial industry and having developed and grown several successful businesses, Danielle appreciates the challenge that business ownership brings.
Danielle's love for people and her attention to detail fuels her passion for helping others identify and achieve their financial goals.
She has an innate ability to not only learn and understand, but to respect her clients' goals and objectives.
Headquartered in Denver, North Carolina, we are a Client Centered Organization specializing in helping individuals and businesses meet their unique financial objectives through investment strategies, insurance needs and financial counseling.
We pride ourselves on maintaining long-term, lasting relationships.
Clients' assets are securely held in separate accounts at a subsidiary of Fidelity, National Financial Services with regulatory framework provided by Williams Financial Group (WFG).
Securities offered through Cambridge Investment Research, Inc., Member FINRA & SIPC.
We pride ourselves on maintaining long-term, lasting relationships.
Clients' assets are securely held in separate accounts at a subsidiary of Fidelity, National Financial Services with regulatory framework provided by Williams Financial Group (WFG).
Securities offered through Cambridge Investment Research, Inc., Member FINRA & SIPC.
Through high quality carriers and products, Wellington Financial assists clients in achieving their financial goals and objectives through solid planning.
A sound investment plan should consider your specific needs, goals, time horizon, and risk tolerance level.
Diversification of assets, performance measurement, portfolio review and assessment processes are also critical.
At Wellington Financial, we will help provide this and an unparalleled level of service to help you meet all your wealth accumulation and risk management needs.
A sound investment plan should consider your specific needs, goals, time horizon, and risk tolerance level.
Diversification of assets, performance measurement, portfolio review and assessment processes are also critical.
At Wellington Financial, we will help provide this and an unparalleled level of service to help you meet all your wealth accumulation and risk management needs.
Reviews
Be the first to review Wellington Financial.
Write a Review
