"When Experience Matters."
Office Hours: 9:30am-5:00pm
Monday - Friday
85A Boone Trail, North Wilkesboro, NC 28659
Located in the beautiful foothills and mountains of northwestern, North Carolina, Executive Financial Resources, Inc. is a comprehensive financial services firm committed to helping you improve your long-term financial success. Our customized programs are designed to grow, and conserve your wealth by delivering a level of service designed to meet your personal financial goals.
We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to email us or call us at (336) 667-1849. We look forward to hearing from you.
Years of experience have prepared us to guide you through your life transitions.
We create strategies that are tailored to your needs and goals.
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
Today's economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.
Whether you're facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing financial questions.
Our Mission Statement:
"To provide clients with custom investment strategies using modern asset allocation, and to develop lasting relationships embedded in integrity and trust. Executive Financial is committed to guiding you through this process, as you strive to achieve your financial goals."