University Financial Strategies 4801 Glenwood Avenue, Raleigh, NC 27612
About the Business
University Financial Strategies is a finance institution located at 4801 Glenwood Avenue in Raleigh, North Carolina, United States. As a CERTIFIED FINANCIAL PLANNER™ Professional and Fee Only Raleigh Financial Advisor, we provide personalized financial planning services to empower our clients through life's various events. Our mission is to guide you through Dave Ramsey's 7 Baby Step Process towards financial freedom and success. We believe in a step-by-step approach to help you overcome emotional barriers and make informed financial decisions.
Our services are hassle-free and convenient, allowing you to work with us from the comfort of your home or office through Zoom meetings. We analyze your wealth, assets, cash flows, and tax returns to provide comprehensive strategies for financial growth and stability. Our goal is to revolutionize your financial success by empowering you with personalized planning services tailored to your unique needs.
As an Independent Financial Advisor and Fee-Only Financial Planner, we adhere to the Fiduciary Standard, always putting your best interests first. We combine investment management, financial planning, and tax planning into a holistic package to provide ongoing comprehensive customized planning advice. Our aim is to equip you with the necessary information to make informed decisions and overcome financial obstacles.
We believe in charging reasonable rates based on the assets we manage for our clients. Our services include specialized college-planning strategies, financial aid planning, cash-flow strategies, and more to help families save on college costs. At University Financial Strategies, we strive to empower you on your journey towards financial freedom and success.
Photos
Location & Phone number
4801 Glenwood Ave Suite 200-630, Raleigh, NC 27612, United States
Hours open
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Closed
Sunday:
Closed
Reviews
"We've been working with Mark for a few years now and he has made all the right moves to help us realize our financial goals for the future, near and down the road. If you need a financial planner who will work with you in a sincere and professional manner, Mark is your guy. Highly recommended!"
"Mark focuses on my needs and risk levels and has the knowledge to oversee my investments to my best advantage"
"I would highly recommend Mark to guide and assist in achieving short term and long term financial stability. His process for listening to my future financial goals and explaining options was extremely impressive and empowering. Continuously enhancing my understanding and sense of financial control to achieve my goal."
"Mark and University Financial Strategies were fantastic. Organizing and putting a financial plan in place were overdue. Now we have a clear path for retirement. Highly recommend!"
"Mark has been very helpful in introducing us to and teaching us about investing and helping us manage out accounts. Has always responded quickly to questions and gives thorough answers and is very patient. Will also be very helpful in our future college planning. Would recommend him to anyone who needs help with investing and financial planning."
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