Best Financial Advisors in Wake County, NC

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List of Firms

Wake County, NC Fiduciary Financial Advisors

Edward Jones - Financial Advisor: Demi Arceneaux
SEC File# 801-3297
CRD# 250
Location 4030 Wake Forest Rd #206, Raleigh, NC 27609, USA
Phone (919) 872-7006
Edward Jones - Financial Advisor: Valerie Massengill, CFP®
SEC File# 801-3297
CRD# 250
5 out of 5
Location 6166 Rogers Rd, Rolesville, NC 27571, USA
Phone (919) 453-2369
Time Monday: 9:00 AM – 5:30 PM Tuesday: 9:00 AM – 5:30 PM Wednesday: 9:00 AM – 5:30 PM Thursday: 9:00 AM – 5:30 PM Friday: 9:00 AM – 5:30 PM Saturday: Closed Sunday: Closed
Edward Jones - Financial Advisor: Mike Baer, CFP®
SEC File# 801-3297
CRD# 250
Location 1900 S Main St STE 208, Wake Forest, NC 27587, USA
Phone (919) 554-3743
Time Monday: 8:30 AM – 4:30 PM Tuesday: 8:30 AM – 4:30 PM Wednesday: 8:30 AM – 4:30 PM Thursday: 8:30 AM – 4:30 PM Friday: 8:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
Edward Jones - Financial Advisor: Blair C Griffin
SEC File# 801-3297
CRD# 250
5 out of 5
Location 620 Dr Calvin Jones Hwy Suite 204, Wake Forest, NC 27587, USA
Phone (919) 554-4199
Time Monday: 9:00 AM – 4:00 PM Tuesday: 9:00 AM – 4:00 PM Wednesday: 9:00 AM – 4:00 PM Thursday: 9:00 AM – 4:00 PM Friday: 9:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
Nathan Davidson - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
5 out of 5
Location 8414 Falls of Neuse Rd Ste 100, Raleigh, NC 27615, USA
Phone (603) 715-8486
Time Monday: 9:00 AM – 9:00 PM Tuesday: 9:00 AM – 9:00 PM Wednesday: 9:00 AM – 9:00 PM Thursday: 9:00 AM – 9:00 PM Friday: 9:00 AM – 9:00 PM Saturday: 9:00 AM – 9:00 PM Sunday: 9:00 AM – 9:00 PM
Oak City Financial
Location 1661 Holding Village Way, Wake Forest, NC 27587, USA
Phone (919) 670-0158
Edward Jones - Financial Advisor: Seth A Asbill, CFP®
SEC File# 801-3297
CRD# 250
5 out of 5
Location 12324 Hampton Way Suite 102, Wake Forest, NC 27587, USA
Phone (919) 562-2970
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
John Watlington - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 286 W Millbrook Rd, Raleigh, NC 27609, USA
Phone (919) 870-8930
June Neri Financial
5 out of 5
Location 1241 S Main St, Wake Forest, NC 27587, USA
Phone (919) 554-9318
Edward Jones - Financial Advisor: Becky Parsons, AAMS™
SEC File# 801-3297
CRD# 250
5 out of 5
Location 941 Gateway Commons Cir Suite 113, Wake Forest, NC 27587, USA
Phone (984) 235-1075
Smith Troy M
Location 119 Brooks St, Wake Forest, NC 27587, USA
Phone (919) 570-3300
First Oak Wealth Management - Investment Advisor
SEC File# 801-113049
CRD# 288316
Location 9131 Anson Way Suite 200, Raleigh, NC 27615, USA
Phone (919) 421-1555
Franks Financial + Insurance Planning
Location 8644 Barrett Ridge Rd, Wake Forest, NC 27587, USA
Phone (410) 340-6691
Edward Jones - Financial Advisor: Greg Daniels
SEC File# 801-3297
CRD# 250
5 out of 5
Location 343 S White St Suite C, Wake Forest, NC 27587, USA
Phone (919) 569-5923
Troy M. Smith, Certified Financial Planner TM
Location 4509 Creedmoor Rd Suite 201, Raleigh, NC 27612, USA
Phone (919) 570-3300
Mitch Twiddy - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 1780 Heritage Center Dr Ste 104, Wake Forest, NC 27587, USA
Phone (919) 720-4980
Wake Wealth Management Co.
Location 4509 Creedmoor Rd Suite 201, Raleigh, NC 27612, USA
Phone (919) 570-3300
armstrong wealth management
Location 6549 Wakefalls Dr, Wake Forest, NC 27587, USA
Phone (919) 263-8603
Edward Jones - Financial Advisor: Darryl Banks, CFP®|AAMS™
SEC File# 801-3297
CRD# 250
5 out of 5
Location 2941 Wakefield Pines Dr Suite 102, Raleigh, NC 27614, USA
Phone (919) 435-1256
Lucid Wealth Planning LLC
5 out of 5
Location 1780 Heritage Center Dr #201, Wake Forest, NC 27587, USA
Phone (919) 495-0936
Carolina Wealth Stewardship Group
Location 3356 Six Forks Rd, Raleigh, NC 27609, USA
Phone (919) 881-7980
J D Gidley - Private Wealth Advisor, Ameriprise Financial Services, LLC
Location 8317 Six Forks Rd STE 105, Raleigh, NC 27615, USA
Phone (919) 366-5650
Edward Jones - Financial Advisor: Matt Vukmer, CFP®
Location 8351 Standonshire Way Ste 117, Raleigh, NC 27615, USA
Phone (919) 518-1012
Financial Advisors in Wake County, NC

Where Certified Financial Advisors in Wake County, NC Serve

Wake County is located in the Piedmont region of North Carolina and is the most populous county in the state. The county seat is Raleigh, which is also the capital of North Carolina. Some of the major landmarks in Wake County include the Capitol Building, the Governor's Mansion, and Historic Oakwood. Some of the top employers in Wake County include IBM, GlaxoSmithKline, and Cisco Systems. Major highways and streets in Wake County include I-440, I-40, and US-1. Some of the neighborhoods in Wake County include Cameron Park, North Raleigh, and Five Points.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Wake County, NC have a variety of banking services to choose from. Each bank offers different products and services, so it is important for consumers to research their options before choosing a financial institution. Some banks specialize in personal and small business accounts, while others offer a wider range of products, such as mortgages and car loans. No matter what your needs are, there is likely a bank that can meet them.

Insurance Broker

Wake County, NC is a great place to live, with plenty of economic opportunities and friendly people. However, like any large area, it can be difficult for residents to find the right insurance policy at the right price. That's where insurance brokers come in. They can help residents compare policies from different companies and find the best deal for their needs.

Retirement Planning

Financial advisors can help Wake County, NC residents with retirement planning in a number of ways. For example, they can help people save for retirement by setting up special accounts and investing money wisely. They can also provide advice on when to retire and how much money to withdraw each year. In addition, financial advisors can help people plan for unexpected expenses in retirement, such as long-term care or medical costs. By working with a financial advisor, Wake County residents can be sure that their retirement is both safe and comfortable.

Wealth Management

Residents of Wake County, NC can benefit from wealth management services in order to make the most of their money. Wealth management can help residents save money, invest money wisely, and plan for the future. By working with a wealth manager, residents can feel confident that they are making smart financial decisions and taking steps to secure their financial future.

Estate Planning Lawyer

Estate planning lawyers in Wake County, NC can help residents create wills and trusts that will protect their assets and provide for their loved ones after they die. They can also help residents set up guardianships for their children and make sure their medical wishes are carried out. In short, estate planning lawyers can help residents with all aspects of estate planning, from drafting documents to making sure everything is carried out according to plan.

Mortgage Loan Officer

Mortgage loan officers in Wake County, NC can help residents by providing them with information on the different types of mortgages available. They can also provide advice on which mortgage is best for each individual, and help them to understand the terms of the mortgage. Mortgage loan officers can also assist residents in filling out the paperwork required for a mortgage, and they can help them to stay organized during the entire process.

Tax Services

Residents of Wake County, NC can benefit from the services of tax accountants. These professionals can help residents understand and meet their tax responsibilities, and they can also provide advice on how to reduce their tax burden. In addition, tax accountants can help residents take advantage of available deductions and credits. Thanks to the expertise of these professionals, residents can be sure that they are taking full advantage of all the benefits that the tax code has to offer.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Wake County, NC