Cary, NC

Popular Cities

Cary, NC
Join as a Pro

Best Financial Advisors in Cary, NC

The highest-rated Financial Planning & Wealth Management companies out of 372 vetted & reviewed in the Cary area.

View Profile
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 2010
Accepts All Major Credit Cards, Cash, Check
2500 Regency Pkwy, Cary, NC
i
View Profile
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 1995
Licensed, BBB Rating: A+
Executive Cir, Cary, NC
i
View Profile
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
i
View Profile
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 2010
Licensed, BBB Rating: A+
200 Cornerstone Dr Suite 201, Cary, NC
i
View Profile
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
i
View Profile
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 1982
400 Pinner Weald Way #102, Cary, NC
i
View Profile
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
i
View Profile
June Neri Financial

June Neri Financial

(17)
Career
“They found the best insurance products for our needs and switched everything over for us and we will continue to meet to discuss our progress towards our goals.”
In Business Since 2008
Serving Cary Area
i
View Profile
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
i
View Profile
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.
i
View Profile
Prime Capital Investment Advisors

Prime Capital Investment Advisors

(14)
Financial Wellness, Wealth Management, Retirement Plan Consulting
“I have been extremely pleased with the service I have received from Rich and Jim it has been 10 years plus they have been managing both myself and my wife's portfolio.”
In Business Since 2018
Serving Cary Area
i
View Profile
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
i
View Profile
Left Tackle Advisors

Left Tackle Advisors

(3)
“Professional, knowledgeable and trustworthy”
In Business Since 2017
Licensed
106 Fountain Brook Cir suite a, Cary, NC
i
View Profile
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 1989
125 Edinburgh S Dr #207, Cary, NC
i
View Profile
Louis Prosser Ny Life Clu Chfc

Louis Prosser Ny Life Clu Chfc

(1)
“Amazing!”
In Business Since 2003
105 Summerwinds Dr # 2, Cary, NC
i
View Profile
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
i
View Profile
West M Lee CPA

West M Lee CPA

(2)
“I've had my retirement accounts with West Financial for almost ten years and have recommended them family and friends.”
In Business Since 2018
Family Business
Serving Cary Area
i
View Profile
Taelos Financial Partners

Taelos Financial Partners

(2)
“He gives you a completely different type of client experience.”
In Business Since 2022
Serving Cary Area
i
View Profile
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
i

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
Embed on your site

Your Embed Code

Click to copy
Successfully copied!
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.

Why these companies made our list

Is this page useful? Yes
No
Is there anything wrong with this page?

Wealth Management Advisors near Cary

Popular in Cary

, NC
Back To Top