portrait of Greg Poe
FINANCIAL ADVISOR

Greg Poe

351 Butler Road, Forest City, NC 28043opens in a new window
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Charitable Giving
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Portfolio Reviews

Personal Interests

  • Running
  • Hiking
  • Golfing
  • Football
  • Volunteering

Team Members

  • Jessica Cooper
    Sr. Branch Office Administrator
  • Brandie Roberts
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

Phone

(828) 287-5878

Fax

(855) 394-6411

Office Address

351 Butler Road
Forest City, NC 28043opens in a new window

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