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 is the partner of Cardinal Hill Wealth Management. He is a CFP® professional who sees himself as a steward of your dreams and wealth. He enjoys helping retirees and pre-retirees live stress-free. Cardinal Hill Wealth Management seeks to create portfolios that maximize returns while minimizing risk using a combination of established academic research and common sense. As generational entrepreneurs, they understand the demands on your time and seek to become your personal CFO. They create strategies to help you keep as much of your hard-earned money as you can.”

“Raleigh Wealth Solutions can help you better understand and manage your finances, reduce the stress of retirement planning, and enjoy your retirement the way you have always dreamed, with income to last. Brian Raleigh is the founder and president of Raleigh Wealth Solutions. Brian Raleigh has helped retirees and business owners craft effective income and tax strategies for the past 25 years. His comprehensive approach to planning is designed to help clients retire earlier, and his income strategies help keep clients from worrying about the ups and downs of the market. Brian graduated from the University of Vermont with a Bachelor of Science degree in education. He earned his master’s degree from Western Carolina University and obtained his Life Underwriter Training Council Fellow (LUTCF) designation in 1999 with a focus on estate and business planning strategies.”

“Family Legacy Financial Solutions' comprehensive financial planning services provide you with a clear, actionable roadmap to achieve your financial goals. Joshua Stubbolo is the co-founder and Managing Partner of Family Legacy Financial Solutions. Josh brings expertise, heart, and straightforward communication to financial planning. He doesn't measure success by portfolio size, but by how well his clients sleep at night. He's committed to breaking down complex financial concepts into plain English, ensuring you understand exactly what's happening with your money. Family Legacy Financial Solutions' financial planning is tailored to your unique circumstances—so whether you’re planning that well-deserved vacation, working toward financial freedom, or preparing for life’s unexpected turns, your financial well-being is their top priority.”