Best Financial Advisors in Raleigh, NC

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List of Firms

Raleigh, NC Fiduciary Financial Advisors

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
Directions
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
Directions
SEC File# 801-62698
CRD# 118443
4 out of 5
Location 1511 Sunday Dr #300, Raleigh, NC 27607, USA
Phone (919) 851-8200
Directions
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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
Directions
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Morgan Stanley Financial Advisors
Location 700 Spring Forest Rd Ste 200, Raleigh, NC 27609, USA
Phone (919) 877-2400
Directions
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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
Directions
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Pendleton Financial
5 out of 5
Location 2607 Oberlin Rd, Raleigh, NC 27608, USA
Phone (919) 781-4167
Directions
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Baird Private Wealth Management
5 out of 5
Location 3600 Glenwood Ave Suite 200, Raleigh, NC 27612, USA
Phone (919) 789-5555
Directions
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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
Directions
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Wake Wealth Management Co.
Location 4509 Creedmoor Rd Suite 201, Raleigh, NC 27612, USA
Phone (919) 570-3300
Directions
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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
Directions
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Thorough Financial Group
5 out of 5
Location 2245 Gtwy Acc Pt Suite 200, Raleigh, NC 27607, USA
Phone (919) 785-2221
Directions
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Capitol Financial Solutions
5 out of 5
Location 8816 Six Forks Rd Suite 301, Raleigh, NC 27615, USA
Phone (919) 546-0400
Directions
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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
Directions
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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
Directions
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H & M Financial Group LLC - LPL Financial
5 out of 5
Location 8309 Six Forks Rd Suite 107, Raleigh, NC 27615, USA
Phone (919) 870-1818
Directions
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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
Directions
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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
Directions
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Financial Planning Services
SEC File# 801-119824
CRD# 311146
Location 185 Wind Chime Ct #203, Raleigh, NC 27615, USA
Phone (919) 676-2086
Directions
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Beacon Financial Strategies
SEC File# 801-110734
CRD# 132987
Location 7100 Six Forks Rd STE 135, Raleigh, NC 27615, USA
Phone (919) 803-3801
Directions
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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
Directions
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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
Directions
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Brenda Dobrick - Private Wealth Advisor, Ameriprise Financial Services, LLC
Location 183 Wind Chime Ct Ste 202, Raleigh, NC 27624, USA
Phone (919) 322-4237
Directions
Financial Advisors in Raleigh, NC

Where Certified Financial Advisors in Raleigh, NC Serve

Raleigh, NC, the capital city of North Carolina, is a vibrant metropolis filled with an abundance of landmarks and attractions. The city is home to the North Carolina State Capitol, a historic building built in 1840 that serves as a symbol of the state's rich history. Other notable landmarks in Raleigh include the North Carolina Museum of Art, the Duke Energy Center for the Performing Arts, and the North Carolina Museum of Natural Sciences. Top employers in Raleigh include SAS Institute, IBM, Cisco Systems, and Red Hat. These companies are at the forefront of innovation and technology, driving the city's economy forward. Major highways in Raleigh include I-40, I-440, and I-540, which connect the city to other major cities in North Carolina and beyond. Streets such as Hillsborough Street, Glenwood Avenue, and Capital Boulevard are bustling with activity and offer a variety of shops, restaurants, and entertainment options.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Raleigh, NC can greatly benefit from the guidance and expertise of a financial advisor. A financial advisor can help residents plan for retirement, manage their investments, create a budget, and save for major life events such as buying a home or paying for college tuition. With Raleigh being a rapidly growing city, a financial advisor can also provide insight into the local real estate market and help residents navigate the unique financial challenges that come with living in a bustling metropolitan area. Additionally, a financial advisor can assist residents in creating a customized financial plan that takes into account their unique goals, priorities, and lifestyle. Overall, a financial advisor can help Raleigh residents achieve financial stability and security, allowing them to focus on enjoying all that this vibrant city has to offer.

Insurance Broker

Residents of Raleigh, NC can benefit greatly from the services of an insurance broker. One of the most common ways they can be helped is by finding the best insurance policies that fit their specific needs. Raleigh is a growing city with a diverse population, and the insurance needs of its residents vary greatly. An insurance broker can help residents navigate the complex world of insurance and find policies that cover everything from home and auto to health and life insurance. Additionally, with the unpredictable weather patterns in Raleigh, an insurance broker can help residents find policies that provide adequate coverage for natural disasters like hurricanes and flooding. Overall, an insurance broker can save Raleigh residents time and money by finding them the best policies that provide the coverage they need at a price they can afford.

Retirement Planning

Residents of Raleigh, NC can greatly benefit from the services of a retirement planner. With the city's growing population and diverse economy, it can be challenging to navigate the various retirement options available. A retirement planner can help individuals develop a personalized plan that takes into account their unique financial situation and goals. For example, with the city's proximity to the Research Triangle Park, many residents may have employer-sponsored retirement plans that require careful management. A retirement planner can provide guidance on investment strategies and help individuals make informed decisions about their retirement savings. Additionally, with the city's high cost of living, a retirement planner can assist individuals in creating a budget that allows them to live comfortably during their retirement years. Overall, a retirement planner can provide invaluable support and guidance to residents of Raleigh, NC as they plan for their future.

Wealth Management

Residents of Raleigh, NC can benefit greatly from the services of a wealth manager. One of the most common ways a wealth manager can help is by providing personalized financial planning and investment strategies. With the diverse economy and growing population of Raleigh, a wealth manager can help residents navigate the local real estate market, plan for retirement, and manage their investments to ensure long-term financial stability. Additionally, with the increasing number of tech startups and small businesses in the area, a wealth manager can provide valuable advice on business planning and growth strategies. Overall, a wealth manager can provide invaluable guidance and support to help residents of Raleigh achieve their financial goals and thrive in this vibrant and dynamic city.

Mortgage Loan Officer

Residents of Raleigh, NC can benefit greatly from the services of a mortgage loan officer. These professionals can assist with a variety of financial needs, such as securing a mortgage loan for a new home purchase or refinancing an existing mortgage to obtain a lower interest rate. Raleigh is known for its growing economy and bustling real estate market, making it an ideal location for individuals and families looking to invest in property. A mortgage loan officer can provide guidance on the best loan options and help navigate the complex process of obtaining a mortgage in Raleigh's competitive market. With their expertise and support, residents can achieve their homeownership goals and secure a stable financial future.

Tax Services

Residents of Raleigh, NC can benefit greatly from the expertise of a tax advisor in several ways. For starters, a tax advisor can help residents navigate the complex tax laws in the state of North Carolina. This is especially important in Raleigh, where the tax laws can be particularly confusing due to the city's unique mix of urban and suburban areas. Additionally, a tax advisor can help Raleigh residents maximize their tax deductions and credits, potentially saving them thousands of dollars each year. Finally, a tax advisor can provide valuable advice on financial planning and investment strategies, helping residents achieve their long-term financial goals. All in all, working with a tax advisor can be a smart investment for any Raleigh resident looking to improve their financial situation.

Estate Planning Lawyer

Residents of Raleigh, NC can benefit greatly from the expertise of an estate planning lawyer. One of the most common ways that they can be helped is by creating a comprehensive estate plan that includes a will, trust, and power of attorney. This is especially important in Raleigh, where the population is growing rapidly and many residents have significant assets and property. An estate planning lawyer can help ensure that these assets are distributed according to the individual's wishes, and can also provide guidance on how to minimize taxes and avoid probate. Additionally, they can assist with healthcare directives and other important legal documents that can ensure that an individual's wishes are respected in the event of illness or incapacity. Overall, working with an estate planning lawyer can provide peace of mind and security for residents of Raleigh, NC.

Raleigh, NC Financial Resources

Raleigh, NC Chamber of Commerce

https://www.raleighchamber.org/

Raleigh, NC City Hall

https://raleighnc.gov/

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Raleigh, NC