3 Best Financial Services in Cary, NC

“Cardinal Hill Wealth Management is an independent financial planner in Cary, North Carolina. 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. The team at Cardinal Hill Wealth Management offers services for individuals and families who have experienced recent changes that prompt them to plan more for the future. 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 is one of the leading financial services firms in Cary, North Carolina. 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 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. The team strives to achieve these objectives in the most tax-efficient manner possible. Contact them to schedule a meeting and develop a tailored strategy for your financial future.”

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“Joel M Oliver has been a financial advisor with Edward Jones since 2017. 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 delegate to each person's strengths. They can help their clients develop a complete, tailored approach to help them achieve their financial goals. Contact them to make an appointment.”

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