Best Financial Advisors in Raleigh, NC

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List of Firms

Raleigh, NC Fiduciary Financial Advisors

Lewis Financial Management LLC
SEC File# 801-60666
CRD# 116344

5 out of 5

Location 1611 E Millbrook Rd, Raleigh, NC 27609, USA
Phone (919) 872-7000
Time Monday: 8:00 AM – 5:30 PM Tuesday: 8:00 AM – 5:30 PM Wednesday: 8:00 AM – 5:30 PM Thursday: 8:00 AM – 5:30 PM Friday: 8:00 AM – 5:30 PM Saturday: Closed Sunday: Closed
Armor Investment Advisors, LLC
SEC File# 801-63981
CRD# 134200
Location 4101 Lake Boone Trail Suite 208, Raleigh, NC 27607, USA
Phone (919) 571-4382
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 5:00 PM Saturday: Closed Sunday: Closed
CAPTRUST
SEC File# 801-62193
CRD# 175112

4 out of 5

Location 4208 Six Forks Rd #1700, Raleigh, NC 27609, USA
Phone (800) 216-0645
Time Monday: 8:30 AM – 5:30 PM Tuesday: 8:30 AM – 5:30 PM Wednesday: 8:30 AM – 5:30 PM Thursday: 8:30 AM – 5:30 PM Friday: 8:30 AM – 4:00 PM Saturday: Closed Sunday: Closed
Compass Financial Group
SEC File# 801-61941
CRD# 125186

5 out of 5

Location 7000 Harps Mill Rd Suite 103, Raleigh, NC 27615, USA
Phone (919) 714-7491
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Richardson Private Wealth Advisors - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 3605 Glenwood Ave Ste 210, Raleigh, NC 27612, USA
Phone (919) 670-3355
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 4:00 PM Saturday: Closed Sunday: Closed
Financial Analysts
SEC File# 801-71112
CRD# 146051
Location 2626 Glenwood Ave # 510, Raleigh, NC 27608, USA
Phone (919) 787-7325
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 2:00 PM Saturday: Closed Sunday: Closed
Beacon Wealthcare, LLC.
SEC File# 801-120334
CRD# 312556

5 out of 5

Location 1633 Glenwood Ave, Raleigh, NC 27608, USA
Phone (919) 821-5225
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Financial Planning Services
SEC File# 801-119824
CRD# 311146
Location 185 Wind Chime Ct #203, Raleigh, NC 27615, USA
Phone (919) 676-2086
Financial Symmetry
SEC File# 801-62698
CRD# 118443

4 out of 5

Location 1511 Sunday Dr #300, Raleigh, NC 27607, USA
Phone (919) 851-8200
Morgan Stanley Financial Advisors
Location 700 Spring Forest Rd Ste 200, Raleigh, NC 27609, USA
Phone (919) 877-2400
Beacon Financial Strategies
SEC File# 801-110734
CRD# 132987
Location 7100 Six Forks Rd STE 135, Raleigh, NC 27615, USA
Phone (919) 803-3801
Pendleton Financial

5 out of 5

Location 2607 Oberlin Rd, Raleigh, NC 27608, USA
Phone (919) 781-4167
James M Richardson - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363

5 out of 5

Location 3605 Glenwood Ave Ste 210, Raleigh, NC 27612, USA
Phone (919) 670-3355
Edelman Financial Engines
SEC File# 801-55196
CRD# 104510

1 out of 5

Location 4700 Falls of Neuse Rd Suite 275, Raleigh, NC 27609, USA
Phone (833) 752-6333
Baird Private Wealth Management

5 out of 5

Location 3600 Glenwood Ave Suite 200, Raleigh, NC 27612, USA
Phone (919) 789-5555
Edward Jones - Financial Advisor: John A Petretich, CFP®|AAMS¿
SEC File# 801-3297
CRD# 250
Location 1814 Oberlin Rd Suite 104, Raleigh, NC 27608, USA
Phone (919) 791-1799
Edward Jones - Financial Advisor: Bobby Allen, CRPC®
SEC File# 801-3297
CRD# 250

5 out of 5

Location 203 E Whitaker Mill Rd Ste 107, Raleigh, NC 27608, USA
Phone (919) 833-3390
Wake Wealth Management Co.
Location 4509 Creedmoor Rd Suite 201, Raleigh, NC 27612, USA
Phone (919) 570-3300
AIM Advisors (formerly Archer Investment Management)

5 out of 5

Location 421 N Harrington St Suite 630, Raleigh, NC 27603, USA
Phone (919) 758-8911
Brenda Dobrick - Private Wealth Advisor, Ameriprise Financial Services, LLC
Location 183 Wind Chime Ct Ste 202, Raleigh, NC 27624, USA
Phone (919) 322-4237
Thorough Financial Group

5 out of 5

Location 2245 Gtwy Acc Pt Suite 200, Raleigh, NC 27607, USA
Phone (919) 785-2221
Capitol Financial Solutions
SEC File# 801-54859
CRD# 23131

5 out of 5

Location 8816 Six Forks Rd Suite 301, Raleigh, NC 27615, USA
Phone (919) 546-0400
H & M Financial Group LLC - LPL Financial
SEC File# 801-10970
CRD# 6413

5 out of 5

Location 8309 Six Forks Rd Suite 107, Raleigh, NC 27615, USA
Phone (919) 870-1818
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About Raleigh, NC

Raleigh, NC is the capital of North Carolina and is located in Wake County. The city has a population of 451,066 and is the second-largest city in the state. Some of Raleigh's landmarks include the Capitol building, the Duke Energy Center for the Performing Arts, and the North Carolina Museum of Art. The city's top employers are Duke University, Wells Fargo, and Red Hat. Major highways and streets in Raleigh include I-40 and US-1. The city's neighborhoods include Glenwood South, Mordecai, and Five Points.

Where Certified Financial Advisors in Raleigh, NC Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Banks are a valuable resource for Raleigh, NC residents. They offer a variety of services that can help you meet your financial needs. Some of these services include checking and savings accounts, loans, and credit cards. Banks also offer other services, such as online banking and bill pay. This allows you to manage your finances from anywhere in the world.

Insurance Broker

Raleigh, NC is a city that is constantly growing. With new businesses and residents moving in every day, the need for quality insurance brokers increases. Insurance brokers are the people who help connect Raleigh residents with the best insurance policies for their needs. They are experts in their field and can help residents find the right coverage at the best price. Insurance brokers are an important part of the Raleigh community. They work hard to find the best policies for their clients and make sure they are fully protected against any potential risks. They are there to help when things go wrong and make sure that everyone has what they need to stay safe and secure.

Retirement Planning

As people live longer and retire later, financial advisors have seen a dramatic increase in the number of clients who are looking for help with retirement planning. Raleigh, NC residents are no exception. In fact, many residents of Raleigh are retirees themselves. Financial advisors in the area have developed a number of strategies to help their clients plan for a comfortable retirement.One common strategy is to encourage clients to save as much money as possible. Advisors often recommend that retirees put away at least 10-15% of their income each year. This will allow them to have a cushion against unexpected expenses and ensure that they will have enough money to cover their costs during retirement. Another popular strategy is to invest money wisely. Many advisors counsel their clients to invest in stocks, which can provide a higher return than savings accounts or other traditional investments like bonds or CDs. However, it is important for investors to do their homework before investing in any particular stock or company. Finally, some advisors recommend that retirees consider buying annuities. Annuities are contracts between an insurance company and an individual that guarantee payments over a certain period of time. They can be a helpful way for retirees to ensure regular income during their golden years.

Wealth Management

Raleigh, NC residents who are looking for help with their wealth management can find a variety of options available to them. Wealth management is the process of organizing and managing a person's or family's assets. This includes investment planning, insurance planning, tax planning, and retirement planning. There are many different ways to go about wealth management, and it is important to find an option that fits your individual needs. Raleigh, NC residents can consult with a financial advisor to find the best way to manage their wealth.

Estate Planning Lawyer

Estate planning lawyers can help Raleigh, NC residents protect their assets and ensure that their loved ones are taken care of after they die. Estate planning is the process of arranging for the management and disposal of a person's estate during their lifetime and after death. It can include setting up trusts, wills, powers of attorney, and other legal documents. An estate planning lawyer can help you to create an estate plan that meets your specific needs and protects your interests. They can also advise you on how to avoid probate and deal with complex tax issues. If you live in Raleigh, NC, it is important to have an estate plan in place to protect yourself and your family.

Mortgage Loan Officer

Mortgage loan officers in Raleigh, NC can help residents by providing them with the best rates and options for their home loans. They can also work with residents to find the right loan program for their needs, and they can help them through the entire process of obtaining a mortgage. In addition, mortgage loan officers can provide information on what to expect during the mortgage application process, and they can answer any questions that residents may have about mortgages.

Tax Services

Residents of Raleigh, NC can benefit from the services of tax accountants. These professionals can help individuals and businesses file their taxes correctly and on time. In addition, tax accountants can offer advice on how to minimize taxes and maximize deductions. As a result, taxpayers in Raleigh can save money and avoid penalties.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Raleigh, NC