Intercarolina Financial Services, Inc.

Intercarolina Financial Services, Inc. (IFS) is a Registered Investment Advisor (RIA) based in Greensboro, NC, established in 1986. The firm specializes in investment advisory services, with a team of experienced professionals including James Gregory Cordell, Diana Sue Thomason, Lynn Franklin Irvin, Adamson Wayne Wright, Marcus Dale Kindley, Joseph Eugene Navolanic, Vincent Craig Revels, Jeremy Michael Remily, and Anthony Blake Hinson. The advisors offer expertise in various financial areas, such as investment management, financial planning, and insurance services. Clients can engage with IFS with a minimum initial investment, and the advisors charge fees based on a percentage of assets under management. The advisors act as fiduciaries, ensuring they act in the best interests of their clients. Clients have varying levels of control over their investments, depending on their preferences and agreements with the firm. The firm's investment strategies focus on personalized approaches tailored to individual client goals and risk tolerance. The advisors use a combination of fundamental analysis and market research to guide their investment decisions. Clients can access additional information about the advisors and the firm on the SEC's website using their unique CRD numbers. For further details or inquiries, clients can contact Joseph Navolanic, the Chief Compliance Officer at IFS.