Our Core Values
To expand what's possible with moneyOur Core Values
To expand what's possible with moneyServe OthersWe put the needs of our clients, the team, and our community above our individual desires.
Bring GeniusWe spend our time doing what we are best at and love most.
Listen Deeply and Speak with CareWe come to each conversation with an open mind rather than the “right answer.”
EnjoyWe believe that your time with Pate & Smith Investment Group should be informative and enjoyable.
Serve OthersWe put the needs of our clients, the team, and our community above our individual desires.
Bring GeniusWe spend our time doing what we are best at and love most.
Listen Deeply and Speak with CareWe come to each conversation with an open mind rather than the “right answer.”
EnjoyWe believe that your time with Pate & Smith Investment Group should be informative and enjoyable.
Our Mission StatementWe are committed to maintaining integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you pursue your goals.
Our QualificationsWe have been working with individuals and businesses throughout eastern North Carolina for decades. Each of our financial professionals has extensive personal and professional experience and are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial situation and participate with informed decisions about your finances. One of the many benefits of working with us, is our ability to provide clear, easily understood explanations of financial products and services.
We’re looking forward to using our experience to help you with your current financial situation.
Our Mission StatementWe are committed to maintaining integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you pursue your goals.
Our QualificationsWe have been working with individuals and businesses throughout eastern North Carolina for decades. Each of our financial professionals has extensive personal and professional experience and are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial situation and participate with informed decisions about your finances. One of the many benefits of working with us, is our ability to provide clear, easily understood explanations of financial products and services.
We’re looking forward to using our experience to help you with your current financial situation.
