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Sterling Fox Financial Services - Raymond James
104 Osterville Drive, Holly Springs, North Carolina, United States
About the Sterling Fox Financial Services - Raymond James
Sterling Fox Financial Services - Raymond James is a reputable finance institution located at 104 Osterville Drive in Holly Springs, North Carolina, United States. With a strong commitment to providing personalized financial solutions, they offer a wide range of services including investment management, retirement planning, and wealth management. Their team of experienced financial advisors work closely with clients to help them achieve their financial goals and secure their financial future. Trustworthy and reliable, Sterling Fox Financial Services - Raymond James is dedicated to providing top-notch financial services to individuals and businesses in the Holly Springs area.
Photos of Sterling Fox Financial Services - Raymond James
104 Osterville Dr, Holly Springs, NC 27540, United States
Reviews of Sterling Fox Financial Services - Raymond James
"Would not trust them with a dime. One of their partners has opened up our organization to massive deficits and federal investigation."
"Brenan and Bob Volpe are exceptional. True professionals who live and breathe this financial stuff which is so often over my head. They have a way of simplifying and explaining things, and care about every aspect of a client's financial health. Theirs is truly a holistic approach and they genuinely want you to learn, grow and succeed financially."
"Bob has handled our investments over 15 years at this point. It took a while to help us see the power in saving and investing as a family. When we decided to jump on the investment train we didn't realize how much investing would teach us about sound financial planning. Staff at Sterling Fox office are professional and engaging. Very grateful to Bob Volpe helping our family."
"Brenan Volpe has handled my investments for years, and it's been nothing but a great experience. Over time I've come to realize that I can trust Sterling's direction entirely, and if I do have questions about my investment plan they are immediate in responding and helping me understand how to best orient my portfolio. This is an extremely professional organization, with a small personalized client relationship atmosphere. I highly recommend Sterling Fox to those close to me, this is a group with years of experience and a undeniably strong commitment to their clients. I'll be a life long member."
"I had an exceptional experience with Sterling Fox, namely Brenan Volpe. He walked me through, step by step, the process of investing in an IRA and helped me invest my money properly in an account that is set to grow according to the risk tolerances we discussed. He couldn't be easier to work with. From speaking with him, the process took about 3 days for the paperwork to be signed and submitted. I received my first statement a week later. The employees here seem to be caring and committed to the financial success of their clients and I could not be happier with my experience."
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