Steve

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“I have had one financial advisor during my entire 35-year medical career. I wanted to extend the bandwidth to using a Self-Directed Sep IRA. I was referred to Susan and her team at Old North State Trust. It takes many years to trust anyone with my investments and after a relatively short time I knew they were the best. Accessible, family oriented, and caring about our individual needs. Down the road I moved additional funding to their managed account portfolio, and this move to them pretty much says it all.”

-Steve