Olde Raleigh Financial Group
3110 Edwards Mill Road, Raleigh, NC 27612
About the Business
Olde Raleigh Financial Group is an independent, employee-owned financial advisory firm located in Raleigh, North Carolina. With a focus on serving the best interests of their clients, the firm offers streamlined investment portfolios and wealth management consultations on a fee-only basis. The experienced team of advisors at Olde Raleigh Financial Group provides services such as retirement planning, tax planning, insurance planning, estate planning, and more. With a fiduciary standard of care, the firm believes in acting in the best interest of their clients. The firm also offers personalized services such as charitable giving planning and educational planning. Olde Raleigh Financial Group is committed to building long-lasting relationships with their clients and providing top-notch investment management services. Contact them today to start a conversation about your financial goals.
Photos
Location & Phone number
3110 Edwards Mill Rd #340, Raleigh, NC 27612, United States
Hours open
Monday:
8:00 AM - 4:30 PM
Tuesday:
8:00 AM - 4:30 PM
Wednesday:
8:00 AM - 4:30 PM
Thursday:
8:00 AM - 4:30 PM
Friday:
8:00 AM - 4:30 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"Long time client and these folks are the best around!"
"I've had nothing but great experiences in working with the team over at Olde Raleigh Financial Group. They have a solid understanding of the markets and financial principles to help others grow their wealth over time, but more than that - these are great people. I'd also highly recommend listening to Trevor's podcast - Soundtrack to a Financial Advisor's Life."
"Olde Raleigh Financial Group is a Superb Investment Team! They are extremely Knowledgeable, Honest and Trustworthy. AND Yield Results! Absolutely my BEST Financial decision ever! If you are interested in starting and/or growing a Retirement Portfolio begin a conversation today!"
"Two words summarize my experience with Olde Raleigh: Results and Relationship!!! One without the other is not enough. They are knowledgeable, effective, and consistent. I trust Alex (and team) to act in my best interest and they deliver superior results. I am fortunate to be part of the Olde Raleigh family."
"I've learned a lot working with the Olde Raleigh Financial Advisors. Highly recommend starting a conversation with them."
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