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Cary, NCCary, NC
Blue Water Capital Management, LLC, is an independent financial advisory firm that caters to clients in Cary. Its financial planning services include retirement, education funding, estate, and legacy planning. The firm also provides investment and wealth management solutions, such as helping clients build diversified portfolios. Its managing director, Terrance A. Green, is a Certified Financial Planner. He has a Master of Science in Entrepreneurship degree and has been in the financial services industry since the mid-1990s.
315 South Salem Street, Apex, NC 27502
Apex, NC 27502
Du Lac Wealth Services is an independent financial advisory firm serving clients in Cary and the surrounding communities. Its professionals carry more than 50 years of combined experience in assisting clients with financial planning, investment management, tax strategies, and retirement income planning. The company also works with LPL Financial to provide its customers with customized portfolio solutions. James Mertens, the managing director and founder of the firm, obtained the Chartered Financial Analyst designation in 2006.
1150 Northwest Maynard Road, Cary, NC 27513
Cary, NC 27513
Financial Symmetry is an independent financial advisory firm that serves clients in Cary. Based in Raleigh, this employee-owned firm offers customized financial planning solutions. Its team of fiduciary advisors assists clients in evaluating various facets of their finances, such as determining how much life insurance they need, the retirement accounts they should use, and what debts they should settle first. Bill Ramsay, one of the firm's advisors, has been serving clients since 1985 and has been interviewed for The Wall Street Journal.
1511 Sunday Drive, Raleigh, NC 27607
Raleigh, NC 27607
Hunter Street Investment Advisors provides financial planning solutions for clients in Cary and the neighboring areas. The firm provides investment management, retirement planning, and estate planning services. It also helps retirees in determining the amount of taxes they have to pay. Financial advisors from the company have 70 years of collective experience in the industry. Joseph Malfeo, the company president, provides financial planning programs for high-net-worth individuals and is a member of The Chicago Board of Trade.
56 Hunter Street, Apex, NC 27502
Apex, NC 27502
Keystone Financial Partners provides its Cary clientele with a selection of wealth management and financial planning services. With over 80 years of combined experience, its staff can analyze the client's current financial goals to recommend strategies that match their needs. These strategies can address factors such as cash flow, risk management, and retirement planning. The company's founder, Jim Trull, is a member of the Financial Planning Association. He also founded the Senior Resource Alliance of the Triangle, an organization that supports the elderly community.
1255 Crescent Green Suite 440, Cary, NC 27518
Cary, NC 27518
Raleigh Wealth Solutions in Cary is a firm that offers financial services and investment management solutions to metro residents. The firm was founded by Brian Raleigh, a certified financial educator (CFEd) with over 25 years of tax strategy and financial planning experience. Some of his services include retirement income strategies, wealth management, asset protection strategies, insurance planning, and investment management. Brian also holds a Life Underwriter Training Council Fellow (LUTCF) designation in business and estate planning strategies.
7980 Chapel Hill Road, Cary, NC 27513
Cary, NC 27513
Sterling Fox Financial Services is a Holly Springs-based firm that provides financial planning services for clients throughout the Cary area. The firm offers a wide range of services, including business planning, education planning, fixed income services, longevity planning, and portfolio management. It also provides risk management and sustainable investing solutions. Its financial advisors serve a diverse client base, from individuals and families to corporate executives, healthcare professionals, and sudden wealth recipients. Robert W. Volpe, the firm's president, has been serving clients for over 20 years.
104 Osterville Drive, Holly Springs, NC 27540
Holly Springs, NC 27540
Tax Advisors Of Cary addresses the needs of clients in the metro. Its founder, David Fruchter, holds various designations, including ChFC and NTPI. He has been in the industry for over 30 years, handling federal and state tax returns for businesses and individuals. Fruchter offers tax planning and preparation services for individuals, including the client's real estate investments and business entities. The firm has partnered with various companies, including Tru Blue Roofing and Oak City Properties.
Cary, NCCary, NC