800-942-8624

Financial Services

Know Where You’re Going.

Managing your finances can be a difficult task at any age. Since life’s events can fluctuate on a daily basis, it’s comforting to have a clear and more consistent outlook on your financial future. Even if you know little about personal finance or saving money, Wade S. Dunbar Agency, Inc. is committed to helping you realize your fiscal goals.

At Wade S. Dunbar Agency, Inc., our advisors will take the time to understand your needs on an individual basis and educate you on the various financial services available to you and your family. We strive to offer the expert education and assistance you can expect for achieving monetary stability and security – to make your planning process that much easier.

Our financial planning services include:
  • Financial Planning
  • Annuities
  • 401K
  • Retirement Plans
  • Mutual Funds
  • Pension Plans
  • Profit Sharing Plans
  • Traditional & Roth IRAs

What Financial Planning Can Do For You

In these times, planning for the future has never been more important. By looking ahead at your financial situation and planning accordingly, you can secure your future independence. By working with Wade S. Dunbar Agency, Inc., we can evaluate your current situation, answer any questions, offer honest and professional advice, and help you choose the right financial services to make sure you get where you want to be in the future.

Plan ahead with financial services from Wade S. Dunbar Agency, Inc..

We are proud to provide fiscal planning services for clients near Laurinburg, Raleigh, Richmond, Fayetteville, Oriental, and Durham.

Our Financial Services Coverage Options Include:

Laurinburg Office

800 Atkinson St.

Laurinburg, NC 28352

Main office: 910-534-4792
Toll free: 800-942-8624
Fax: 910-277-3590

Office Hours:

Mon: 8:30 AM - 5:00 PM
Tues: 8:30 AM - 5:00 PM
Wed: 8:30 AM - 5:00 PM
Thurs: 8:30 AM - 5:00 PM
Fri: 8:30 AM - 5:00 PM
Sat: Closed
Sun: Closed

Oriental Office

1101 Broad St. Extension

P.O. Box 279 Oriental, NC 28571

Main office: 252-392-0178
Fax: 252-249-2784

Office Hours:

Mon: 8:30 AM - 5:00 PM
Tues: 8:30 AM - 5:00 PM
Wed: 8:30 AM - 5:00 PM
Thurs: 8:30 AM - 5:00 PM
Fri: 8:30 AM - 5:00 PM
Sat:   - Closed
Sun:   - Closed
Closed from 12pm to 1pm for lunch

Pinehurst Office

2296 Hwy 5, Suite A

Aberdeen, NC 28315

Main office: 910-687-4199
Fax: 910-944-9789

Office Hours:

Mon: 8:30 AM - 5:00 PM
Tues: 8:30 AM - 5:00 PM
Wed: 8:30 AM - 5:00 PM
Thurs: 8:30 AM - 5:00 PM
Fri: 8:30 AM - 5:00 PM
Sat:   - Closed
Sun:   - Closed
Closed from 12pm to 1pm for lunch

Raleigh Office

7951 Monument Lane, Suite 201

Raleigh, NC 27615

Main office: 919-532-3131
Fax: 919-532-3130

Office Hours:

Mon: 8:30 AM - 5:00 PM
Tues: 8:30 AM - 5:00 PM
Wed: 8:30 AM - 5:00 PM
Thurs: 8:30 AM - 5:00 PM
Fri: 8:30 AM - 5:00 PM
Sat:   - Closed
Sun:   - Closed
Closed from 12pm to 1pm for lunch

Richmond Office

14413 Justice Rd., Suite 2

Midlothian, VA 23113

Main office: 804-977-0273
Fax: 804-378-7602

Office Hours:

Mon: 8:30 AM - 5:00 PM
Tues: 8:30 AM - 5:00 PM
Wed: 8:30 AM - 5:00 PM
Thurs: 8:30 AM - 5:00 PM
Fri: 8:30 AM - 5:00 PM
Sat: Closed
Sun: Closed

West Virginia Office

516 Lincoln Dr

Martinsburg, WV 25401

Main office: 304-260-8677
Fax: 304-260-8678

Office Hours:

Mon: 8:30 AM - 5:00 PM
Tues: 8:30 AM - 5:00 PM
Wed: 8:30 AM - 5:00 PM
Thurs: 8:30 AM - 5:00 PM
Fri: 8:30 AM - 5:00 PM
Sat: Closed
Sun: Closed

Our Providers

Testimonials

Accommodating, professional, helpful, and quick. Very comfortable experience and I was impressed by their capabilities. Highly recommended.
Brad M.
I feel lucky to have found an agent willing to provide this level of service. No need to look anywhere else!
Michelle D.
Over the years we’ve never once had to worry about our coverage. My husband and I are long-time customers and proud to be.
Carol S.
Surprisingly flexible and in-touch with my needs as a small business owner. Can’t ask for more.
Spencer F.
They have strong ties with the community, and it shows. It’s nice to do business with people that really show they care about you and your family.
Susan T.