HomeRaleigh, NC5 Best Financial Services in Raleigh, NC

5 Best Financial Services in Raleigh, NC

Below is a list of the top and leading Financial Services in Raleigh. To help you find the best Financial Services located near you in Raleigh, we put together our own list based on this rating points list.

Raleigh’s Best Financial Services:

The top rated Financial Services in Raleigh, NC are:

  • First Financial Group – was established by Tommy G. Lewis, II
  • Glenwood Financial Partners, LLC – is a wealth management company
  • Adams Financial – providing quality financial services
  • Financial Symmetry – is an independent, employee-owned financial advisory company
  • Nicholas Financial, Inc. – was established in 1985

First Financial GroupFinancial Services in Raleigh

First Financial Group is a financial advisor in Raleigh, NC, serving clients locally and across the country. They are fiduciaries and as such, legally bound to always act in their client’s best interest. Their task is simply to provide honest and trustworthy financial advice and management while rendering a superior personalized client experience. Tommy G. Lewis, II established First Financial Group in 1994.

His dream was to make an independent financial services organization that would always put his client’s needs ahead of product companies. FFG became a fee-only Registered Investment Advisor. Their role is to assist you to make smart, well-informed decisions about your money and offer a variety of investment solutions.

Products/Services:

Financial Services

LOCATION:

Address: 1100 Logger Ct STE B101, Raleigh, NC 27609
Phone: (919) 876-4926
Website: www.ffgplanning.com

REVIEWS:

“Worked with First Financial Group to serve a mutual client in a complex transaction. Found their team to be extremely helpful and knowledgeable along the way. Thank you!” – Erik S.

Glenwood Financial Partners, LLCTop Financial Services in Raleigh

Glenwood Financial Partners, LLC is a wealth management company that serves individuals, families, and business owners who seek a lifelong financial steward. They bring over five decades of combined industry experience to their client relationships and help investors navigate their financial lives within a complex environment.

They believe the financial industry can do more to assist clients to achieve their retirement goals and build lasting prosperity. But often, financial companies concentrate on pushing products and lumping investors into impersonal model portfolios for easier management. They know you are worth more from the industry than a one-size-fits-all service.

Products/Services:

Financial Services

LOCATION:

Address: 3717 National Dr Suite 211, Raleigh, NC 27612
Phone: (919) 268-4100
Website: www.glenwoodfinancialpartners.com

REVIEWS:

“Michael and Rick definitely stand out from other financial advisors. They take the time to understand your situation and come up with a custom plan to fit your needs. Highly recommend these guys.” – Tucker P.

Adams FinancialFinancial Services Raleigh

Adams Financial has become one of the most client-focused financial planning firms. Their top priority is to assist their clients by providing quality financial services and creative, intelligent solutions for meeting their goals. Their experienced advisor team develops innovative financial strategies and investment portfolios intended to meet clients’ goals. They meet regularly with clients to review their progress and make course corrections as needed.

They believe that trust and performance in advisor/client relationships are increased by maintaining clear and relevant communications on financial matters. Their award-winning communications are a reflection of their commitment to serving their clients at the highest level. Their mission is to help people become great stewards of their resources by creating personal financial planning relationships built on trust, experience, and a commitment to service.

Products/Services:

Financial Services

LOCATION:

Address: GlenLake Four, 4141 Parklake Ave, Raleigh, NC 27612
Phone: (919) 424-4650
Website: www.adamsfinancial.com

REVIEWS:

“My family (and Mother-in-law) has been with Lyn Adams and his team for about 15 years now and not once have we regretted it. Lyn and his team are extremely professional, and knowledgeable and have done a great job with our investments even during market “bad” times. His office provides clients with free classes on a variety of financial services and every quarter he sponsors a free event (i.e., dinner, baseball game, cooking classes, etc) to provide clients with information about what is trending financially. Without hesitation, I highly recommend his services!” – Bruce K.

Financial SymmetryGood Financial Services in Raleigh

Financial Symmetry is an independent, employee-owned financial advisory company in the Triangle area of North Carolina that provides financial services on a fee-only basis. Their team of financial advisors put your interests first by helping with financial planning, investment management, retirement planning, tax planning, social security analysis, college planning, 401k allocation, and estate planning.

They would love to help you with your financial planning questions and create a plan to help you reach your goals. Find out how they take a different approach to managing your finances.

Products/Services:

Financial Services

LOCATION:

Address: 1511 Sunday Dr #300, Raleigh, NC 27607
Phone: (919) 851-8200
Website: www.financialsymmetry.com

REVIEWS:

“I had searched far and wide for a fee-only Fiduciary in the Raleigh/Cary area and I’m so glad I found Financial Symmetry. I’ve worked with a couple of financial advisors in the past 10 years and Financial Symmetry is by far the best. Their professionalism, communication, and transparency are second to none. My previous experience with financial companies had left me feeling like a number and not a client. The same can’t be said with Financial Symmetry. Everyone we’ve encountered at the company has been friendly, informed, and straightforward. I am so happy that my wife and I had found this company and look forward to many more years with them.” – Franco A.

Nicholas Financial, Inc.One of the best Financial Services in Raleigh

Nicholas Financial, Inc. was established in 1985 as a consumer finance firm, that specializes in purchasing and servicing auto loans made by franchised and independent auto dealers, via a network of company-owned and operated branch offices. Nicholas Financial prides itself on being your local lending associate. A company that provides true common sense lending in the subprime space. They focus on financing primary transportation to and from work for their customers. Nicholas Financial’s efforts to help programs and events which share the responsibility of improving life in their American communities.

Products/Services:

Financial Services

LOCATION:

Address: 5215 Capital Blvd, Raleigh, NC 27616
Phone: (919) 790-5771
Website: www.nicholasfinancial.com

REVIEWS:

“Great customer service. Was able to get some personal work done quickly with their help. Highly recommend.” – Torey H.