Cary, NC

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Cary, NC
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Best Financial Advisors in Cary, NC

The highest-rated Financial Planning & Wealth Management companies out of 153 vetted & reviewed in the Cary area.

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JP Roney CPA

JP Roney CPA

(2)
Industries, Tax Services, Services For Individuals
“We had been using a great accountant for tax prep for years but as our taxes became more complicated we felt it was time to find a CPA.”
Free Initial Consultation
Transparent Fees & Pricing
In Business Since 1996
Licensed, BBB Rating: A+
Executive Cir, Cary, NC
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Marzella Law Group

Marzella Law Group

(23)
  • Work
  • Team
  • Responsive
“Carmen handled a business purchase for my wife and I last year, and we were both totally impressed with his knowledge, guidance and professionalism throughout the process.”
Free Initial Consultation
In Business Since 2013
Accepts Paypal
200 Pinner Weald Way Suite 101, Cary, NC
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Triangle Advisors Group

Triangle Advisors Group

(1)
“His follow-up was spot on what I needed in order to plan for my financial freedom in years to come!”
Accepts Cash
In Business Since 2009
Licensed, BBB Rating: A+
200 Cornerstone Dr Suite 201, Cary, NC
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Keystone Financial Partners

Keystone Financial Partners

“The way planning should be: transparent, collaborative and centered around you. Effortless is the whole idea behind redesigning financial planning for professionals and growing families, newlyweds, and couples having children. Experience working with...”
Accepts All Major Credit Cards
In Business Since 1985
Licensed, BBB Rating: A+
121 Edinburgh S Dr Suite 208, Cary, NC
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Cardinal Hill Wealth Management

Cardinal Hill Wealth Management

(26)
Free Assessment
“I sleep well at night knowing my financial future is in the secure, professional hands of Jessie Harris and his team at Cardinal Hill Wealth Management.”
In Business Since 2021
1143-B Executive Cir, Cary, NC
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Fred Barone, Barone Financial Group

Fred Barone, Barone Financial Group

(1)
Retirement Income, Long Term Care Insurance, Investments
“I have had my financial planning done my this group for a while but when I lost my job in 2020 thanks to COVID-19, I was extremely happy the Barone Financial Group was handling my money.”
Transparent Fees & Pricing
Family Business
Accepts All Major Credit Cards
In Business Since 1983
400 Pinner Weald Way #102, Cary, NC
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Raleigh Wealth Solutions

Raleigh Wealth Solutions

(16)
  • Retirement
  • Company
  • Team
“I've been working with him for a number of years, can always get in touch with him and they're always looking for ways to improve my portfolio and to limit my risk whether it be tax implications or market downside.”
In Business Since 2015
7980 Chapel Hill Rd #135, Cary, NC
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Retirement Solutions

Retirement Solutions

(30)
  • Meeting
  • Planning
  • Information
“Mr Fredrick Hicks exhibited such patience, knowledge, wisdom and the ability to articulate the benefits of the plan I selected, I've become a very strong advocate of this company.”
1140 Kildaire Farm Road, ERA Building, Suite 200-6, Cary, NC
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Family Legacy Financial Solutions

Family Legacy Financial Solutions

(1)
Fees, Planning, Insurance
“The Family Legacy Team always makes time for questions regarding market changes to help understand fluctuations and what they are doing to promote growth for their clients.”
In Business Since 2016
Transparent Fees & Pricing
1000 Centregreen Way #190, Cary, NC
FAQs
How are we compensated?
Our financial advisors charge an annual fee that is a small percentage of the amount of money that they manage for a client. In our firm, we utilize a breakpoint fee structure that is based on your annual invested amount. This fee structure is used to aligned our interest with yours, so our advisors benefit more as you. We also may charge an annual planning fee for members under a certain annual invested amount.
What makes us different from other financial firms?
We offer a comprehensive approach, covering the entire breadth of a financial plan across a range of services and goals. Focused on all the goals of a member to help create a custom approach that takes in the best interest of the client to help achieve their financial goals. There is no one-size-fits-all plan for any member at our firm.
What are your minimum requirements for accepting new members?
From a monetary perspective, there are no minimum requirements for new members. We are happy to help anyone looking for answers to their financial questions. For anyone bringing less than $1000,000 to manage, we charge an annual flat fee of $500.
How often do you reevaluate my plan/investments?
We are evaluating investments on an ongoing, daily basis for the overall performance. Member specific plans are reevaluated monthly, quarterly, and yearly basis, as well as when needed for member determined reasons.
Can you help me with my taxes?
Yes! We are happy to help you with your taxes through services such as tax strategies, tax harvesting, and cost-basis analysis. We have also opened our own Tax Firm which allows us to e-file taxes for both members and non-members.
You can find more info on the FAQ page of our website.
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Ashbridge Financial Solutions

Ashbridge Financial Solutions

(1)
Investments, Retirement Planning, Life Insurance
“She asked us questions about things that we weren't even thinking about but needed to be considered for our future.”
In Business Since 2014
2601 Weston Pkwy, Cary, NC
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Hall & Burns Wealth Management

Hall & Burns Wealth Management

Executive Planning, Investment Management, Tax Planning
“The Setting Every Community Up for Retirement Enhancement Act of 2019, popularly known as the SECURE Act, was signed into law in late 2019. Now called SECURE Act 1.0, it included provisions that raised the requirement for mandatory distributions from...”
Accepts Cash
In Business Since 2010
Licensed, BBB Rating: A+
1001 Winstead Dr Suite # 275, Cary, NC
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Brodie Cpa,pllc

Brodie Cpa,pllc

(3)
Tax Planning, Bookkeeping
“My husband works in finance & accounting, yet we always go to David for his expertise and attention to detail, especially when it comes to numbers for my small, handmade business.”
In Business Since 2013
Accepts All Major Credit Cards, Cash, Check
2500 Regency Pkwy, Cary, NC
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Left Tackle Advisors

Left Tackle Advisors

(3)
“Professional, knowledgeable and trustworthy”
In Business Since 2017
Licensed
106 Fountain Brook Cir suite a, Cary, NC
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Financial Strategies Group

Financial Strategies Group

(1)
“I would highly recommend having a conversation with Jay to understand how he can assist you with your financial goals.”
In Business Since 1988
125 Edinburgh S Dr #207, Cary, NC
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Louis Prosser Ny Life Clu Chfc

Louis Prosser Ny Life Clu Chfc

(1)
“Amazing!”
In Business Since 2003
105 Summerwinds Dr # 2, Cary, NC
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Pinnacle Retirement Solutions

Pinnacle Retirement Solutions

(1)
“As a senior it is wonderful to have someone who takes into account your thoughts and feelings when creating your your annuities and insurances needs.”
In Business Since 2015
1140 Kildaire Farm Rd #108, Cary, NC
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Collegegps

Collegegps

(10)
  • Education
  • Meeting
  • Funding
“Rodney has opened our eyes to all the many considerations, complications, deadlines, tools, tricks involved with college planning in a now, very technology-based world.”
455 Swiftside Dr #102, Cary, NC
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Charles Schwab

Charles Schwab

223 Weston Pkwy, Cary, NC
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Kristin Sutton

Kristin Sutton

Merchant Services, Reporting & Liquidity, Fraud Protection
“Links are being provided for information purposes only. TowneBank has no control over any other website and is not able to endorse, guarantee or monitor content, availability, viewpoints, products, or services that are offered or expressed on any sit...”
In Business Since 2002
Transparent Fees & Pricing
5000 Valleystone Dr #110, Cary, NC
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Carolina Wealth Strategies

Carolina Wealth Strategies

Tell A Friend, Client Account Access, Featured Links
“Carolina Wealth Strategies isa financialservices firm located in Cary, NC that is committed to helping guide and advise individuals, families, and business owners towards the accomplishment of their financial and life goals. We work to design and imp...”
In Business Since 2009
Offers Financing Options
2500 Regency Pkwy, Cary, NC
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Du Lac Wealth Services

Du Lac Wealth Services

Shifting Income to Dependents in a Lower Tax Bracket, Maximizing Qualified Plan and IRA Contributions
“Committed to excellence, Jim received his Bachelor of Business Administration from The University of Notre Dame du Lac (BBA) in 1998, majoring in Finance. In 2005 while working full time, he completed his Masters of Business Administration (MBA) from...”
In Business Since 2003
Licensed
1150 NW Maynard Rd #110, Cary, NC
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KRB Financial

KRB Financial

Budgeting, Saving Strategies, Goal Setting
“For some consumers, budgeting is a foreign idea. Understandably, when faced with certain financial challenges or mindsets, budgeting takes a second stage to dealing with immediate priorities.”
In Business Since 2013
2601 Weston Pkwy, Cary, NC
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Stonegate Wealth Management

Stonegate Wealth Management

Exit Planning, Social Security, Investment Management
“At Stonegate Wealth Management, our vision is to deliver the highest quality private wealth management to our clients, in a fiduciary capacity. We go the extra mile to make sure our clients' objectives are taken care of beyond their finances; we add ...”
In Business Since 2007
2500 Regency Pkwy, Cary, NC
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Posh Lifestyle Management

Posh Lifestyle Management

(1)
“From the very beginning she kept me informed on everything she was doing on my account as well as educated me.”
2500 Regency Pkwy, Cary, NC
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Retirement Planning and Investment Management Services in Cary, NC Cost Estimates

Minimum cost
$1208
Maximum cost
$10262
National Average
$3622
Avg Per Hour Rates
$363
$2415
$6640
Typical price range is based on 292 cost profiles
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Average Cost $3622
Minimum cost $1208
Maximum cost $10262
Avg Per Hour Rates $363

Typical range $2415 to $6640 is based on 292 cost profiles.

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Wealth Management Advisors near Cary

Popular in Cary

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