Paul Durso
Founder | Financial Advisor | Author | Dividend Advocate | Building Fintech that Puts People Before Products
- Role
- President at Insight Folios
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Paul Durso
I love helping people. It’s at the core of everything I do. As the founder of…
Experience
President
Nov 2003 — Present · Charlotte, NC, US
Durso Capital Management is a full-service Financial Planning firm dedicated to consistently providing high customer satisfaction through educating clients, rendering excellent service, and furnishing a professional, enjoyable atmosphere that just feels like home.They could take the simple route and just say they are retirement advisors, but that does not do the team or the successful, hardworking clients they serve justice. Durso Capital Management does so much more than help people plan for retirement. Together, their team helps clients realize everything that is crucial to their future happiness by designing a custom plan to make it a reality.Since they don’t work for any product companies or manufacture any investments, their clients can be certain they will shop the market place for what is best for their financial situation.Fee based financial planning and investment advisory services are offered through Insight Folios Inc, a SEC Registered Investment Advisor. The firm only transacts business in states where it is notice filed, or is excluded or exempted from notice filing requirements Insurance products and services are offered through individually licensed and appointed agents in various jurisdictions. Insight Folios Inc does not offer legal or tax advice.
Skills
- Disability Insurance
- Retirement
- Strategic Financial Planning
- Life Insurance
- Finance
- Wealth
- Term Life Insurance
- Securities
- Public Speaking
- Estate Planning
- Financial Planning
- Portfolio Management
- Wealth Management
- Asset Allocation
- Mutual Funds
- Risk Management
- Financial Advisory
- Employee Benefits
- Financial Planners
- Investment Advisory
- Long Term Care Insurance
- Series 7
- Fixed Annuities
- Retirement Planning
- Insurance
- Iras
- Financial Services
- Investments
- 401k
- Wealth Accumulation
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