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.
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.
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.
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.
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.
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