Best Financial Services in Cary

We have worked with Jessie Harris at Cardinal Hill Wealth Management for many years now and have found him to be honest and genuine, traits not always found in money managers. The team of Jessie, Brooke and Robert truly have their clients best interests in mind. They touch base often, are detail oriented in their work, and are tuned in to our lives enough in the short term to keep a watchful eye out for us on our long-term goals. When life changes happen we feel comfortable reaching out to run scenarios by Jessie for his advice and counsel. The team definitely does their research and are on top of the market and ahead of trends as much as humanly possible. We truly recommend the team at Cardinal Hill should you have any financial planning needs.

Jessie and his team at Cardinal Hill came highly recommended and we are so glad we followed the recommendation and made the move to Cardinal Hill. Jessie genuinely cares about our long-term goals and provides strategies for achieving those goals. He touches base frequently and provides terrific support for assuring our needs are met. Since partnering with Jessie I recommended my mother in Florida, my son in New Jersey, and my best friend in Pennsylvania consider Cardinal Hill for their asset management. All made the move and are as happy as we are with the Team at Cardinal Hill!

What a phenomenal experience our family has had financial planning with Jessie, Robert, and Brooke. We have always received sound financial advice with excellent attention to our changing life stages, both as we experience them as well as to prepare for future stages and ultimately retirement. I am completely satisfied and always impressed with the level of knowledge of this group. I always leave our regular meetings feeling energized and motivated, and actually looking forward to our next money steps and meetings.

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Awesome service! Over the course of the year, the investment earned the stated 7% interest. Brian thoroughly described the opportunity, how it would behave, the proposed exit strategy, and specific tax implications. Everything went according to plan. My husband and I are completely happy and satisfied with our first experience with Tru Wealth Strategies. Recently, we have invested in 2 new opportunities with Brian. We highly recommend him. With Brian's help, we are now on our way to financial freedom.

The staff at Raleigh Wealth Solutions always makes us feel welcome. We are very pleased with the service they provide and feel very confident that they are doing an excellent job with our best interests in mind. Joe McCleod takes his time with us to address all of our concerns and provide the best strategy he feels would work for us.

It is very seldom that a company does exactly what it promises. Raleigh Wealth Solutions is one of those companies that does do exactly what it promises! The entire team has been an absolute pleasure to work with! Call and let them help you plan and meet your retirement goals.

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What a great guy! Joel has been such a great financial advisor helping us get a plan together for our financial well being. Since we started working with Joel we are in a much better place and feel secure in our future and ability to retire and be financially secure.

Joel takes good care of our financial needs and has offered sound advice since we've been a client. He cares a lot about helping us grow our money and does not appear to be fixated on pushing whatever financial products might give him a better commission. Joel always responds to our questions quickly and intelligently and I'm very happy that I've moved funds to EJ from my previous brokerage firms.

We have been working with Joel for years and he has consistently helped us improve our financial status. He is more than just an advisor Joel truly cares about our success. He reaches out and helps us make other connections for needed services.

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