3 Best Financial Services in Cary, NC

“Cardinal Hill Wealth Management provides services to individuals and families who are facing recent changes and need assistance in planning for the future. Jessie Harris, the firm's partner and financial planner, is a CFP® professional who views his role as a steward of your dreams and wealth. He enjoys helping retirees and pre-retirees live stress-free lives. They aim to create portfolios that maximize returns while minimizing risk, utilizing a blend of established academic research and common sense. Partnering with you, they focus on wealth creation and converting it into a reliable income stream for the rest of your life. Additionally, the team develops strategies to help you retain as much of your hard-earned money as possible.”

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“Raleigh Wealth Solutions Inc. aims to achieve your financial goals in the tax-efficient way. Brian Raleigh, the president and founder, has spent 25 years helping retirees and business owners craft effective income and tax strategies. Over the past two decades, the team at Raleigh Wealth Solutions Inc. has developed and refined a process to balance risk with expectations effectively. Understanding the importance of trust in the financial advisor-client relationship, they always work in your best interests, regardless of the stock market or interest rate fluctuations. Their strategies help clients avoid worrying about the market's ups and downs, enabling individuals and families to pursue their ideal retirements.”

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“Joel M Oliver has been a financial advisor with Edward Jones. He has the honor of helping people daily by creating a comprehensive and realistic strategy to help make their financial goals and dreams a reality. He serves clients with $500,000 and a New Client Waitlist. His office is based in Cary, NC. The team caters to serious long-term investors, hardworking individuals, and small businesses that value a strong work ethic and a personalized relationship. So, regardless of whether you're investing in providing for your family, legacy, or business, they have the tools and experience necessary to provide you with the resources you need and advice you can trust. They leverage each person's strengths to help clients create a complete, tailored approach for achieving their financial goals. Contact them to make an appointment.”

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