Raleigh, NC 51 Financial Advisors near you

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Spirit Financial

Spirit Financial

5.0 (4)
35 Year Tax Professional, specialize in individual, business taxes; including back taxes and problem resolution cases.
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Rising Tide, Inc.

Rising Tide, Inc.

5.0 (3)
I have a masters degree in counseling and it helps me connect with my clients. We discuss all of the needs and wants regarding each person's financial plan. Only then do we talk about solutions to help each individual reach her/his goals. Rising Tide, Inc. is a Registered Investment Advisory company. We have a fiduciary relationship with all of our clients. We must operate in your best interest and we are compensated by fees, not commissions. Rising Tide, Inc. was founded in 1999. Timothy C. Hucks, CEP has 39 years experience in financial services. ... View Profile
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Coastie Tax & Financial Planning, LLC, Aka Coastie Financial, LLC

Coastie Tax & Financial Planning, LLC, Aka Coastie Financial, LLC

5.0 (2)
We start with the end in mind. As a retired Coast Guard Lieutenant Commander and former Chief Petty Officer, I feel re-energized to provide (4) lines of business to those in need of help: (1) Financial Planning (2) Tax Preparation for Individuals & Small Businesses (3) Accounting (Bookkeeping - Quick Books) (4) Consulting for Individuals, Local, State, & Federal Financial Management, and Coaching (Career Changes, Life Coaching, Football, Basketball.  While the Coast Guard is an obvious niche, we can help any US taxpayer.  Our business is a high-tech, cloud-based business so we can assist you no matter where you are or where ... View Profile
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Chad Collins & Associates Inc

Chad Collins & Associates Inc

5.0 (1)
Chad Collins & Associates has been providing accounting and tax services to businesses and individual clients for over 10 years.  We are committed to providing timely and quality services to our clients in a cost effective manner.  Our goal is to render outstanding professional services of the highest quality so that we not only meet your business needs, but also exceed your expectations.
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Everson Wealth Management

Everson Wealth Management

5.0 (1)
We specialize in people over the age of 50. We put plans in place that are growth minded but also an income plan so that you don't run out of money in retirement.  We don't only work with people over 50 however. We can put a plan together for anyone that needs help.
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Virtual Financial

Virtual Financial

5.0 (1)
We offer Living Benefits which is the kind of insurance thatakes traditional insurance obsolete.
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SALEK CPA PC

SALEK CPA PC

Knowing the complexities you as a business owner may face in your industry or the tax concerns you may have as an individual, we are committed to understanding your specific need and preparing you for your financial future through our full-service accounting, tax, and consulting services. Our care does not end with your financial statement or tax return preparation. By developing and fostering a relationship with each of our clients and upholding the highest technical and ethical standards of our profession, we are honored to become our clients’ most valued strategic partner. We love seeing our clients succeed! I am the senior accountan ... View Profile
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Northwestern Mutual

Northwestern Mutual

Face it. you can get traditional, low-fee management anywhere, if that is all you are looking for. However, you are a person, not a portfolio. Our clients hire us because we also serve as their guide, their guru, and their guardian. Guide: we create a workable plan to help you get to your goals. What’s important to you? What do you want to be a part of your life and your future? Guru: we know retirement issues, and we can take care of details like asset location, asset allocation, tax loss harvesting, etc. Guardian: we advocate for your future self and remind you that we have already called the plays when the markets turn against you. D ... View Profile
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Edward Jones

Edward Jones

As your Edward Jones branch team, we are dedicated to delivering the highest level of service and advice to our family of clients and friends. We believe that an effective financial strategy is accomplished by getting to know you, understanding your life goals and crafting a comprehensive strategy that fits you.I am a husband of 25 years to Rachel, the love of my life. We have two beautiful children, Arabela and Beckett, who we are very proud of and constantly amazed by. Caring and providing for my family is what's most important to me. We genuinely invite you to become part of our family by telling us what is most important to you.Our estab ... View Profile
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Advanced Financial Concepts

Advanced Financial Concepts

I have been an advisor since 1984 and Certified Financial Planner since 1994. I take pride in that I still work with my first client and many of my clients have trusted me for over 20 years. We are independent advisors with no ties to any investment or insurance companies. This also means that we are not subject to any sales quotas by product type. We perform detailed research to create investment portfolios which are unique to each client's individual goals. We prepare a comprehensive financial plan for each client which is customized for their personal needs. A financial plan is the roadmap of your financial journey from today until... As y ... View Profile
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Bone Financial Group

Bone Financial Group

Our motto is "We are our brothers' keeper" and over a 35 years timespan, we have assisted hundreds of clients with both pre-retirement and retirement planning. Our most recent expertise is the addition of a VA Accredited Agent to handle senior veterans and widows in applying for pension benefits. Our fees is this area are linked to a guarantee of approval of penson benefits or a full return of all fees.
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Edward Jones

Edward Jones

What is your version of the American Dream? As a teenager I loved the opportunity to go to work with my father. He owned a welding shop in southern California and built things to make people's lives better. I admired the fact that my father was an entrepreneur and living his version of the American Dream. Unfortunately today my father has Dementia and lives in an assisted living facility. His quality of life has been severely compromised. What I didn't realize as a young man is that my father never prepared for retirement, much less a sentence of Dementia. I am determined to create a better life for myself, my family, and my clients. By helpi ... View Profile
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Artifex Advisory Group, Inc.

Artifex Advisory Group, Inc.

We work with business owners and their families who want an experienced fiduciary/advisor to help provide peace of mind in managing their corporate 401k plan, investment portfolio, financial-life planning, business succession, and charitable and legacy strategies.We believe trusting us with these critical aspects of your life requires a strong client-advisor relationship which begins with understanding your situation and providing perspective, strategies and solutions to meet your goals and not selling you products.What makes us different? A promise to deliver the service you desire, operating with honesty and integrity in all we do, and prov ... View Profile
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Tushingham Wealth Strategies

Tushingham Wealth Strategies

Thanks for visiting Tushingham Wealth Strategies. Our goal is to provide proactive financial advice that helps physicians and executives simplify their lives.Our Personal CFO planning service will guide you in making smart financial decisions and empower you to obtain financial independence.  We will grant you access to a team of experienced professionals, ready to provide you with ongoing and coordinated advice on a technology-driven platform. Please contact us to experience the difference. ... View Profile
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Family Legacy Financial Services

Family Legacy Financial Services

At Family Legacy Financial Solutions, we are passionate about our industry and helping families. We firmly believe that as advisors, our role is not simply to serve clients but to do so in a way that educates and empowers them to take an active role in managing their finances. We do not have clients as we respectfully refer to individuals as members.  We focus on providing relationship-based, comprehensive wealth management services based solely on members' needs and their best interests. With Family Legacy Financial Solutions, you will experience concierge-level service with the personal touch of a small firm. Our services and scope of ... View Profile
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Bob Sink

Bob Sink

We create a values-based Financial Plan focused on 4 pillars:Risk Management, Wealth Accumulation, Tax, and Estate planning. As a CERTIFIED FINANCIAL PLANNER™, I a fiduciary for my clients. We work with clients with at least $1MM in investable assets.
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CasaSanta Financial Services

CasaSanta Financial Services

We represent 20 different insurance companies that offer over 200 different annuities and life insurance products.  Our goal is to grow and protect our clients assets without taking a risk.  We do not charge a fee for our services.  We focus on all areas of retirement planning and show how you can have a guaranteed Income for your lifetime . We also show with your assets how you can leave a legacy for your family 
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