Joseph M. Bassett,  CFP<sup>&reg;</sup> - Financial Advisor

Joseph M. Bassett, CFP®

MBA, ChFC, CLU

President

Bassett, Dawson & Foy, Inc

8401 Fazio Dr
Wilmington, NC 28411
(302) 999-9330

General

Joseph Bassett is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Bassett, Dawson & Foy, Inc in Wilmington, NC and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Other - MBA, CLU

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Variable annuities

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Estate Planning, Investment Management, Insurance, Retirement, Stocks & Bonds, Long-term Care

More

Helpful Financial Planning Resources