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LPL Financial and Acera Wealth Management - Michael Delia, AAMS , CFP
8309 Six Forks Road, Raleigh, North Carolina, United States
About the LPL Financial and Acera Wealth Management - Michael Delia, AAMS , CFP
LPL Financial and Acera Wealth Management - Michael Delia, AAMS , CFP is a reputable finance institution located at 8309 Six Forks Road in Raleigh, North Carolina, United States. With a focus on providing top-notch financial planning and wealth management services, Michael Delia, AAMS , CFP and his team offer personalized solutions to help clients achieve their financial goals. Whether you are looking to plan for retirement, invest for the future, or manage your assets, this institution is dedicated to providing expert guidance and support every step of the way. Trust LPL Financial and Acera Wealth Management to help you secure your financial future.
Michael Delia, Financial Advisor, AAMS®, CFP®, 8309 Six Forks Rd STE 107, Raleigh, NC 27615, United States
Opening hours of LPL Financial and Acera Wealth Management - Michael Delia, AAMS , CFP
Monday:
08:00 - 17:00
Tuesday:
08:00 - 17:00
Wednesday:
08:00 - 17:00
Thursday:
08:00 - 17:00
Friday:
08:00 - 17:00
Saturday:
Closed
Sunday:
Closed
Reviews of LPL Financial and Acera Wealth Management - Michael Delia, AAMS , CFP
"This review is for Michael Delia with LPL Financial. I can't say enough good things about Michael as a financial advisor. There are several qualities to look for in an independent financial advisor. After all, your financial advisor is literally planning and guiding your future. Trust is the foundation of the relationship between advisor and client. Michael, is a trustworthy individual, he is honest, and has personal integrity. Second, your financial advisor has to be capable, competent, and predictable. When the advisor and client agree on a plan you can count on Michael to faithfully bring your financial future to success. Last, the quality of communication is imperative for a solid advisor and client relationship. Michael is very responsive to the client's needs whether those conversations take place over the phone, by email, or by text. You can count on Michael to be available to service your needs, and when he is attending to other client's you can expect a call back very quickly so YOUR needs can be heard. It is rare to find a financial advisor that has all of the qualities mentioned above. I wholeheartedly recommend Michael Delia as a professional who can bring your financial hopes, goals, and dreams to fruition."
"I have been a client of LPL and my financial advisor Michael Delia for the past seven years. Michael is someone that I trust with having my best interest for my financial future. We discuss my future plans and where my money should be invested to ensure that I can meet those plans. We discuss my retirement accounts at least once a quarter and often talk more frequently when I have questions or there has been a change that affect my future plans. I also like to bounce ideas for the few stocks I have and I know Michael will give me a fair and direct answer as to whether it is the best move based on my plans. I know that this all sounds like what an advisor should do and you are right. I have used other advisors in the past and those relationships didn't have the personal feel that I found when working with Michael and to me it can't feel just like business."
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