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Best Financial Advisors in Cary

2024

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SmartAdvisor by SmartAsset logo
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SmartAdvisor by SmartAsset

Cary, NC
  • Estate Planning
  • Investment Management
  • Financial Planning
  • Retirement Planning

Why choose this provider?

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.

Reputation:

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.
4.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
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Price: Free Consultation

Cary, NC

Why choose this provider?

Need help contacting a Financial Advisor in Cary? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Price: Free booking service | Call 848.Book.Pro!

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

Why choose this provider?

Financial Symmetry is an independent, employee-owned financial advisory firm in the Triangle area of North Carolina. It has been providing wealth management services in a fiduciary capacity since 2001. Financial Symmetry's advisors are all CFP professionals who aim to put clients' interests first by helping with financial planning, investment management, social security analysis, 401k allocation, and estate planning. The company also covers the areas of retirement plans and tax strategies. Financial Symmetry works with individuals and families in Cary.

Reputation:

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.
4.6

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

Reputation:

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.
5.0
Google
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

Reputation:

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.
5.0
Google
5.0 / 5 (8)
Yelp
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

Reputation:

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.
4.0
Google
4.0 / 5 (8)

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

Why choose this provider?

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.

Reputation:

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.
5.0
Facebook
5.0 / 5 (2)
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Frequently Asked Questions

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • Why should you consider obtaining a 529 plan in Cary?

    You should consider obtaining a 529 plan in Cary to help you understand your family's education needs. Your financial advisor help you create a strategy tailored to your saving goals and your child's preferred school. In 529 plans, withdrawals are state or federal income tax-free as long as money is used for qualified higher education expenses. You can also control your account and change beneficiaries at any time without tax consequences.

  • Can you withdraw funds from a governmental 457(b) plan in Cary?

    You can withdraw funds from a governmental 457(b) plan in Cary under certain circumstances. You can withdraw funds if you are 70.5 years old, a qualified domestic relations order was issued, or you are unemployed. You may also be able to withdraw funds if you have an unforeseen emergency or if you will use the money for a qualified birth or adoption that costs up to $5,000 per birth or adoption per taxpayer.

  • What types of tax materials do you need for financial planning in Cary?

    In Cary, you need to keep all your tax materials because you will need them for financial planning. You should reach out to your tax preparer to help you review the documents. You should ready your W-2 and 1099 forms and documentation of your taxable investment income, childcare expenses, mortgage and student loan interest, and IRA and health savings account contributions.

  • What can you do with your IRA and 401(k) plan if you are near retirement in Cary?

    If you are near retirement, you have several options for your IRA and 401(k)plan in Cary. You can transfer the money to another employer-sponsored plan (if it is allowed), take the cash and pay ordinary income taxes and the 10% penalty if you are younger than 59 ½, or leave the money alone because it may incur higher investment costs.

  • How can financial advisors help religious organizations in Cary?

    Financial advisors help religious organizations in Cary balance faith and finance to achieve their organizations' goals. They assist religious organizations document policies involving investment selection, portfolio risk, and ongoing portfolio monitoring. They also help organizations allocate their assets, implement best practices for endowment investment, and assess the competitiveness or appropriateness of fees charged by investment managers.

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.