The Providence Group of North Carolina, LLC
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Financial Advisory Services

As a corporate partner of The General Baptist State Convention of North Carolina, our firm offers each member church, its congregation and its pastoral and lay employees financial advice and wealth planning services.  Some of the areas that we advise on include:

  • Pastor & Church Employee Benefit Plans, Church Loan Origination, Church Member Group Life Insurance Plans, Church & IRS Compliance Guidance, Charitable Gifting, Establishing a 501C3, Internal Church Audits, Cash Management Services for Building & Scholarship Funds.

Through strategic partners of The Providence Group, the following other services are offered:

  • Will Preparation, Real Estate Services & Affordable Housing Initiatives


About The Providence Group

The Providence Group of North Carolina is a wealth-planning firm dedicated to assisting individuals, families, small business, churches, and non-profit organizations to better manage their wealth and make wise financial decisions.  Our focus lies within providing a comprehensive strategy that addresses most financial challenges by developing a written workable plan supported by professional advice and expert guidance.

Ask Dexter V. Perry

To learn more about these services, call 919-858-7817 and ask for Mr. Dexter V. Perry or Mr. Dennis Brown. Both are eager to assist and will come out to the church for face to face discussions.

You may also go online to www.ProvidenceGroupNC.com.

This site offers helpful information about the resources available to you and on other topics that may be of interest.

 

Contact Information

The Providence Group of N.C., LLC
1400 Crescent Green, Suite G-100
Cary, NC 27511
Phone: 919-858-7817
Fax: 919-816-9241
www.ProvidenceGroupNC.com

Dexter Vincent Perry
Senior Wealth Planner
dperry@providencegroupnc.com

Dennis Brown
Wealth Planner
dbrown@providencgroupnc.com

Sherry A. Perry
Director of Operations
sperry@providencegroupnc.com

More Information

» Center for Health and Healing
» Ministries & Missionaries Benefit Board
» N.C. Mutual Life Insurance Company
» The Providence Group of N.C., LLC