With over 34 years of experience in estate planning, wealth management, insurance and financial services experience, Steve England began his career in Financial Services with a major brokerage firm in the Northeast. He was associated with several corporations, working with their Human Resources Departments, assisting them with specific programs for retiring employees. As consultant to several financial services companies, he has worked in conjunction with both management and marketing/sales in helping them develop, train and mentor their personnel.
Throughout his career, Steve has been honored with numerous awards and honors of achievement/excellence from major companies within the financial services and insurance industries. With exemplary performance, he has consistently achieved the “top one percent tier” of advisors, nationally, in his field. Since Steve believes that “with many advisors you succeed,” he therefore serves as liaison between the Attorney, CPA, CFP, CHFC and Money Management.
In addition to personal standards of professionalism and excellence, Steve is quick to credit a loyal, trusting client-base as important to his success. It is from this mutual respect that we find his passion, dedication and commitment to help clientele with financial, retirement and estate planning needs. He greatly values close business and personal relationships with clients and “treats them as he would like to be treated!”
Steve currently resides with his wife, Cynthia, and two daughters, Paige and Brooke.
Harold Price, Jr.
Principal
Hal Price’s involvement in business, both corporate and entrepreneurial, covers a span of 46 years. His resume includes over 23 years employment and experience with several Fortune 500 companies. As a trust representative, advising and serving hundreds of clients across NC since 1992, his focus is on senior/retiree financial issues, tax and risk avoidance, wealth management and estate planning. Client’s testify to his professionalism, integrity and also appreciate his practical, straightforward approach. A “senior citizen” himself, Hal “practices what he preaches” by managing his own financial affairs along the lines of advice to clients!
Hal graduated North Carolina State University with a BS and earned his MBA at Fairleigh Dickinson University. A veteran of the Armed Forces, he was honorably discharged from the U.S. Marine Corps.
Hal is also founder and president of a non-profit, “Looking Unto Jesus” Ministries and hosts a weekly Christian radio program each Sunday morning on Raleigh’s Christian radio station, WPJL-1240 AM. As a Christian businessman, Ordained Minister and Community Service Chaplain, he serves as guest speaker for various civic/business groups and churches, locally and internationally, and has shared the Gospel on many mission trips abroad.
A native North Carolinian, Hal resides with his wife (of 52 years), Janice, in the Raleigh North Carolina area.