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TOP 30 Insurance strategy in Wake Forest, NC
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Capmar Insurance Services
Capmar Insurance Services, located in Wake Forest, North Carolina, is a trusted insurance agency specializing in large life insurance cases. With over 80 years of combined experience, our team of capable agents, led by Terry Register, is dedicated to providing personalized service to help you make the right decisions for your financial future. Whether you are a client turning 65 and in need of a Medicare plan, or an employee looking to compare group plans versus Medicare options, we can help you navigate the complex world of insurance to find the best solution for your needs. Our goal is to ensure that you have a secure retirement savings strategy that will support you throughout your golden years.
Savidge and Associates - Ameriprise Financial Services, LLC
Savidge and Associates - Ameriprise Financial Services, LLC is a finance institution located at 4030 Wake Forest Road, Raleigh, North Carolina, United States. They offer personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. The institution provides regular meetings to review progress, update strategies, and track goals. Clients can access their investments and accounts from any device securely. The institution offers solutions for insurance needs such as health, life, disability, income, and long-term care. Ameriprise advisors are supported by the Ameriprise Investment Research Group, providing guidance on market conditions. Digital tools are available for clients to stay on track with their investments. The institution emphasizes the importance of preparation for unexpected events to achieve financial goals and protect assets. Initial consultations provide an overview of financial planning concepts. Ameriprise Financial Services, LLC is a member of FINRA and SIPC. The institution values referrals and promises to reach out to friends and family members to help them achieve their financial goals.
Dr. Carolyn Menendez
Dr. Carolyn Menendez is a breast surgeon located at 3400 Wake Forest Road in Raleigh, North Carolina. With additional training in clinical cancer genetics, Dr. Menendez specializes in treating patients with breast concerns, both benign and cancerous, and works with them to determine their risk for cancer. She formulates surveillance and management strategies based on individual risk factors. Dr. Menendez is passionate about working with patients, families, and communities to navigate the treatment process. Outside of work, she enjoys spending time with her family and pets, hiking waterfalls around the world. Patients can expect high-quality care and personalized treatment from Dr. Menendez. Additionally, she participates in clinical research on cancer risk factors and genetic changes within cancers. Duke Health contracts with most major health insurance carriers, making it convenient for patients to access Dr. Menendez's services.
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