Expertise

Expertise

Our Associates Offer

  • Universal Life
  • Variable Universal Life
  • Term Life
  • Whole Life & Interest Sensitive Whole Life
  • Variable Annuities
  • Disability Income
  • Group Life, Health, Dental, and Disability
  • Pension Products
  • Business Continuity
  • Mutual Funds

Strategy

Through high quality carriers and products, Wellington Financial assists clients in achieving their financial goals and objectives through solid planning.

A sound investment plan should consider your specific needs, goals, time horizon, and risk tolerance level. Diversification of assets, performance measurement, portfolio review and assessment processes are also critical. At Wellington Financial, we will help provide this and an unparalleled level of service to help you meet all your wealth accumulation and risk management needs.

Get in Touch

Need some personalized advice?

We're here to help. Get in touch with us and we'll happily guide you in the right direction.

Securities offered through Cambridge Investment Research, Inc., Member FINRA & SIPC. Cambridge and Wellington Financial are not affiliated. 
We currently have individuals licensed to offer securities in the states of: NC, SC, and NY. This is not an offer to sell securities in any other state or jurisdiction.

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