Wealth transfer in Apex, North Carolina

Moore & Alphin, PLLC is a leading institution located at 800 West Williams Street in Apex, North Carolina, United States. Specializing in providing exceptional legal services for real estate transactions in North Carolina, the dedicated and experienced legal team at Moore & Alphin has been serving the Triangle’s real estate closing needs for 20 years. With a strong reputation and long-standing relationships in the local home building industry, they work directly with many of the Top 25 best home builders in North Carolina to ensure a seamless and enjoyable home purchase process from start to finish. As a closing attorney, they offer valuable services to home buyers by acting as their settlement agent, title examiner, advocate, and legal advisor. Their focus on real estate means they bring a wealth of experience and legal knowledge to bear for clients, helping and protecting them through every step of the process. If you're in need of a Raleigh real estate attorney, Moore & Alphin, PLLC is ready to help. Connect with them today to take the next step towards owning your new home.

Fidelity Bank, located at 804 East Williams Street in Apex, North Carolina, is a full-service financial institution offering a range of personal and business banking products and services. From basic checking accounts to interest-bearing savings options, Fidelity Bank has the right solution for your financial needs. With convenient digital banking solutions, you can easily manage your accounts, transfer funds, pay bills, and more from your computer or mobile device. For businesses, Fidelity Bank offers a variety of checking and savings accounts designed to help you achieve your long-term financial goals. With over 114 years of experience, Fidelity Bank is committed to building lifelong relationships with its customers and providing personalized service. As a community bank, Fidelity Bank focuses on putting its customers first and being a trusted partner in the local community. Visit Fidelity Bank today to experience the difference of banking with a team that is "Right By You." Please note that credit products are subject to approval and Fidelity Bank is a member of the FDIC and an Equal Housing Lender.

CAPTRUST, located at 5535 Currituck Drive in Wilmington, North Carolina, is a finance institution that offers comprehensive wealth management services to high-net-worth individuals, professional athletes, business owners, and families. Our team of industry-leading advisors is dedicated to providing expertise and support to help clients make the best financial decisions. Whether you need help with wealth planning, portfolio management, family governance, philanthropic strategies, or any other financial need, our advisors are ready to assist you. We take a comprehensive approach to wealth management, guiding our clients towards achieving their financial goals no matter their unique challenges. Connect with a local CAPTRUST advisor today to learn more about our services and gain access to best practices, market insights, and financial planning strategies. Join us as we share must-know information for every client type, including insights from Apex Mayor Jacques Gilbert on his path to local government and tips on preparing your children to inherit your business.

Capital Financial Advisory Group is a comprehensive financial institution located at 1500 Town Side Drive in Apex, North Carolina, United States. Specializing in finance, insurance, and legal services, our team led by Coach Pete provides the latest developments in the financial world and offers common sense strategies to help you maximize your retirement savings. Tune in to our shows on Mix 101.5 WRAL, FM 106.1 WTKK, and AM680 WPTF, or listen on Apple Podcasts, Amazon Alexa, Spotify, and more. With locations in Myrtle Beach, SC and Scottsdale, AZ, Capital Financial USA is your trusted partner in financial planning. Schedule a consultation with our fiduciary financial advisors to discuss your needs and create a comprehensive financial plan. Contact us by filling out the form or texting a keyword to short code 600700. Please note that SMS message services are provided on an "as is" basis, and we make no warranties, including implied warranties of merchantability and fitness for a particular purpose. Participating carriers include AT&T, T-Mobile®, Verizon Wireless, Sprint, and more. Let Capital Financial Advisory Group guide you towards a secure financial future.

Summit Retirement Partners, LLC is a finance institution located at 209 West Chatham Street in Apex, North Carolina, United States. Specializing in retirement planning and investment management, Summit Retirement Partners offers personalized financial solutions to help clients achieve their retirement goals. With a team of experienced advisors, Summit Retirement Partners is dedicated to providing expert guidance and support to individuals looking to secure their financial future.

Edward Jones - Financial Advisor: Josh Almond, CFP®|ChFC®|AAMS™ is a reputable finance institution located at 1480 Chapel Ridge Road in Apex, North Carolina, United States. Josh Almond, a Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC®), and Accredited Asset Management Specialist (AAMS™), provides expert financial advice and services to help clients achieve their financial goals. With a focus on personalized financial planning and investment strategies, Josh Almond and his team at Edward Jones are dedicated to helping clients build and protect their wealth for the future.

Edward Jones - Financial Advisor: Maria Litzinger, RICP®|AAMS™ is a reputable finance institution located at 800 West Williams Street in Apex, North Carolina, United States. Maria Litzinger, a knowledgeable and experienced financial advisor, holds the designations of RICP® and AAMS™, demonstrating her expertise in retirement income planning and asset management. With a focus on personalized financial solutions tailored to each client's unique goals and needs, Maria Litzinger and the team at Edward Jones are dedicated to helping individuals and families achieve financial success and security.

Edward Jones - Financial Advisor: Wendy A Garrett, CEPA®|AAMS™ is a reputable finance institution located at 56 Hunter Street in Apex, North Carolina, United States. With Wendy A Garrett's expertise as a Certified Exit Planning Advisor (CEPA) and an Accredited Asset Management Specialist (AAMS), clients can trust her to provide personalized financial advice and planning services. Whether you are looking to invest, plan for retirement, or manage your assets, Wendy A Garrett and her team at Edward Jones are dedicated to helping you achieve your financial goals.