Investments
Eric Gaddy, Capital Investment Group Representative
50 West Main Street, Franklin, NC 28734
Office: (828) 524-7000, extension 2227 or (828) 505-3340
Welcome to Macon Wealth Management!
We want to help people achieve a lifetime of financial success and build relationships with our clients based on integrity, to better serve them. We are committed to helping our clients improve their lasting financial success. The customized programs we provide through Capital Investment Group, Inc. are designed to grow and protect our clients’ wealth. As we follow the markets, build wealth plans and manage custom portfolios, we keep our interests right in line with our clients' interests - We never lose sight of the importance of the work we’re doing, because we are doing it for you.
Whether you're looking for help with planning your retirement, need a second opinion on your portfolio or are risk adverse and just looking to get a better rate than CD's, we can develop a custom plan for you. We don't have account minimums nor will we ever talk over your head. We believe in keeping the most complicated investment concepts simple.
Our Services
Macon Wealth Management provides, through Capital Investment Group, Inc, a wide variety of products and services to help you achieve the financial security that you and your family deserve. Together we can help alleivate your concerns by evaluating your financial goals and developing an action plan that works best for you.
Individual and Business Accounts
Retirement Planning and Rollover Options
* Traditional and Roth IRA's
* 401k's and Small Business Retirement Accounts
College Savings Plans
* 529 Plans
* UGMA/UTMA Accounts
Insurance
* Free Life Insurance Reviews
* Term, Universal, Variable and Whole Life Insurance
* Long-term Care Insurance and Disability Insurance
Annuities
* Fixed, Variable, Immediate and Index Annuity Options
Fee Based Accounts
* Individual Money Managers, Wrap Accounts and Customized Portfolios
Fixed Income
* Tax-free, Corporate and Government Bonds
* Brokered CD's and Equity-Linked CD's
* Publicly Traded and Non-Publicly Traded REITS
* Many Money Market Options
Mutual Funds
* Exchange Traded Funds, Open-End Funds and Closed-End Funds
* Unit Investment Trusts
Stocks
* Common and Preferred Trading
Estate Planning
Comprehensive Wealth Planning
Designations
Advanced Courses in Asset Allocation and Alternative Investment Strategies
CMFC Chartered Mutual Fund Counselor designation
CRPC Chartered Retirement Planning Counselor designation
Education
B.A. degree in Economics, University of North Carolina at Pembroke
Affiliated with Capital Investment Advisory Services, LLC
Securities offered through Capital Investment Group, Inc.
17 Glenwood Avenue, Raleigh, NC 27603
(919) 831-2370
NOTICE: About Our Relationship with Capital Investment Group, Inc.
Capital Investment Group, Inc. and Macon Bank, Inc. dba Macon Wealth Management have entered into an agreement for Capital Investment Group, Inc. to provide services at select Macon Bank locations. Mr. Gaddy, other Independent Contractors and employees of Capital Investment Group, Inc. are not employees of Macon Bank, nor do they sell bank products.
Non-deposit investment and insurance products and services that are offered by Capital Investment Group, Inc and/or related agencies:
- ARE NOT INSURED BY THE FDIC
- ARE NOT DEPOSITS IN OR OBLIGATIONS OF MACON BANK AND ARE NOT GUARANTEED BY MACON BANK
- ARE SUBJECT TO RISK, INCLUDING THE POSSIBLE LOSS OF INVESTMENT PRINCIPAL
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