Expertise.com

Best Financial Advisors in Cary

Laurels
Laurels

We did the research for you!

Learn more
  • checkboxLicensing
  • checkboxUser Reviews
  • checkboxMystery Shopping Calls

Financial Advisors FAQs

Learn more
Cary, NCCary, NC

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

Cary, NCCary, NC

Website

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

315 South Salem Street, Apex, NC 27502
Apex, NC 27502
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Tax Planning

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

Website(919) 589-2528

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

10 (Better)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

1150 Northwest Maynard Road, Cary, NC 27513
Cary, NC 27513
  • Retirement Planning

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

Website(919) 468-3783

Show Number

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

1511 Sunday Drive, Raleigh, NC 27607
Raleigh, NC 27607
Instagram
  • Certified Financial Planner (CFP)

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

InstagramWebsite(919) 851-8200

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

4.3 / 5 ( Best)

Total Reviews:

9 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

56 Hunter Street, Apex, NC 27502
Apex, NC 27502
  • Certified Financial Planner (CFP)

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

Website(919) 589-4040

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

4 / 5 ( Best)

Total Reviews:

8 (Good)

Score Consistency:

Consistent (Best)

1255 Crescent Green Suite 440, Cary, NC 27518
Cary, NC 27518
Instagram
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Tax Planning
  • Retirement Planning

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

InstagramWebsite(919) 463-0018

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

3 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

7980 Chapel Hill Road, Cary, NC 27513
Cary, NC 27513
  • Retirement Planning

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

Website(919) 852-1215

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

104 Osterville Drive, Holly Springs, NC 27540
Holly Springs, NC 27540
  • Certified Financial Planner (CFP)

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

Website(919) 387-6776

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A

Detail: --

Cary, NCCary, NC
  • Tax Preparation

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

Website(919) 463-7588

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

3 (Best)

Average Review Score:

4.9 / 5 ( Best)

Total Reviews:

99 (Best)

Score Consistency:

Consistent (Best)

Frequently Asked Questions:

Q: Should I hire a financial advisor before buying a house?
A: While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.
Q: What experience should I look for in a financial advisor?
A:  If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.
Q: Can my financial planner help with taxes?
A: Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

Read All FAQS

Wrong city? Here are some nearby places:

Search for Financial Advisors near you