Financial Advisors
Raleigh, NC
Olde Raleigh Financial Group is an employee-owned, fee-based financial advisory firm in Raleigh specializing in comprehensive wealth management for individuals and small business owners. They offer retirement planning, investment management, tax planning, 401(k) allocation, Social Security analysis, estate planning, insurance planning, and college funding strategies. Their independent, client-focused approach prioritizes your best interests without conflicts of interest, backed by an experienced team using technology-driven tools for clear communication and efficient plan management.
Ideal for: Pre-retirees and retirees, small business owners, high-net-worth individuals, families prioritizing comprehensive planning
Service area: Raleigh, NC and surrounding Wake County area
Employee-Owned & Independent: As an independent, employee-owned firm, Olde Raleigh Financial Group prioritizes client interests without commission-driven conflicts of interest, ensuring advice aligned with your financial goals.
Comprehensive Wealth Planning: Beyond investments, they provide integrated planning including tax optimization, Social Security strategy, estate planning, insurance analysis, and long-term care planning for a complete financial picture.
Fee-Based Transparent Pricing: Their fee-based structure means you pay only for services received, with full transparency and alignment between advisor and client success.
Address: 3110 Edwards Mill Rd #340, Raleigh, NC 27612
Phone: (919) 861-8212
Website: olderaleighfinancial.com
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