Fiduciary

Olde Raleigh Financial Group

Raleigh, North Carolina

★ 5.0 (14 reviews)
Call (919) 861-8212 Visit website →

About

Olde Raleigh Financial Group is a fee-only, fiduciary registered investment advisor in Raleigh, North Carolina. The firm provides investment management, retirement planning, tax planning, and estate planning services, with particular focus on college savings strategies and tax strategy. It operates independently and serves clients on a fee-only basis, meaning advisors do not earn commissions on product sales.

Specialties

College Savings Retirement Planning Tax Strategy

Fee structure

Fee-Only

Firm details

Firm type
Independent RIA
Languages
English
Hours
Sunday: Closed, Monday: 8AM-4:30PM, Tuesday: 8AM-4:30PM, Wednesday: 8AM-4:30PM, Thursday: 8AM-4:30PM, Friday: 8AM-4:30PM, Saturday: Closed
SEC registered
No

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