We'll help you protect the items that mean the most to you.
We've built a solid reputation for ourselves, one that is based upon our innovative approach to meeting the unique financial needs of our clients. We pride ourselves on turning challenges into opportunities.
Retirement Plan Rollovers
We'll apply practical and successful saving practices.
Ron Peoples, President & CEO
With nearly 25 years of experience in finance, Ron Peoples' success is the direct result of his practicing philosophy of relationship building, and the discipline derived from a career in law enforcement.
Since the 1980s, Peoples has held positions in finance and insurance, received numerous performance awards, and was inducted into Smith Barney's Golden Circle Production Club. The native North Carolinian attended both Winston-Salem State University and Albany (GA) State University. He formerly held National Association of Securities Dealers Series 26 (Principal Officer) and Series 6 and 63 (Investment Officer) certifications.
Peoples also serves as President and CEO of the Peoples Community Foundation. Peoples also serves as a business advisor to NFL players.
Our team members are certified and stay current with continuous certifications and seminars to ensure we are up-to-date on all of the newest information, financial laws, regulations, and techniques in our field.
Hours of Operation
Monday - Friday : 8am - 5 pm
Need assistance with making sure your financial decisions are as efficient and profitable as possible? Don't we all. We've got you and your business goals and objectives in mind. You and all your planning needs are in expert hands. Leave it to us.
We''ll assist you with eliminating uncertainties and maximizing the value of your estate.
We'll help you plan for the most comfortable and secure. future
Copyright © Ron Peoples.