Graham L Ellis II

Financial Advisor at Ellis Agency

Fair Bluff, North Carolina

Quick Answer

Graham L Ellis II, Financial Advisor, is a licensed independent financial professional at Ellis Agency in Fair Bluff, North Carolina with 31+ years of experience. Specializing in Retirement Income Planning, Estate Planning, Financial Planning. As an independent advisor, they offer personalized retirement planning guidance from multiple providers with no pressure to buy specific products.

✓ SafeMoney Certified™

Contact Graham L Ellis II in Fair Bluff, North Carolina

Phone: 910-840-1415

Email: [email protected]

Website: https:familyestatedocs.com/a/GrahamEllis

Areas of Expertise in Fair Bluff, North Carolina

Retirement Income PlanningEstate PlanningFinancial PlanningLife InsuranceIndexed AnnuitiesRetirement PlanningFederal EmployeesSocial SecurityFixed AnnuityLong Term Care PlanningFixed AnnuitiesAnnuities

About Graham L Ellis II — Fair Bluff, North Carolina

Licensed Independent Financial Professional · 31+ Years Experience · SafeMoney Certified™

I am a seasoned professional with over 31 years of experience in the financial services and insurance sectors. My career began with a comprehensive six-year stint at a respected debit company, where I developed essential skills and insights before transitioning to an independent financial advisor. Parallel to my financial career, I cultivated a passion for horticulture, founding a landscaping business shortly after marrying my wife, Jody. This endeavor provided a valuable perspective and a respite from the demands of the financial industry, while I continued to uphold my professional license. Driven by a profound commitment to client service, I eventually decided to focus exclusively on financial services. My primary goal is to help individuals and families establish and maintain their financial legacies with integrity and foresight. On a personal note, I have been married to Jody for 25 years, and we are the proud parents of two children. My professional journey is complemented by a d...

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Frequently Asked Questions About Graham L Ellis II & Financial Advisors in Fair Bluff, North Carolina

What services does Graham L Ellis II offer?

Graham L Ellis II at Ellis Agency offers Retirement Income Planning, Estate Planning, Financial Planning in Fair Bluff, North Carolina. As an independent licensed financial professional, they provide personalized recommendations from multiple providers.

Why work with an independent financial advisor?

Independent advisors aren't tied to a single company's products, so they can recommend the best solutions for your specific needs. They focus on education first, helping you understand all your options before making decisions.

Is Graham L Ellis II SafeMoney Certified?

Yes, Graham L Ellis II is SafeMoney Certified™, demonstrating specialized expertise in safe money strategies and retirement income planning.

Is the initial consultation free?

Most SafeMoney.com advisors offer complimentary initial consultations. There's no cost or obligation to meet and discuss your retirement planning needs.

What should I expect in my first meeting?

Your first meeting typically covers your current financial situation, retirement goals, risk tolerance, and timeline. The advisor will explain different safe money options and answer your questions without pressure to buy anything.