Deborah was fantastic! She provides very thorough, holistic, and detailed analysis of our current…read morefinancial picture and steps to take in order to meet stated financial goals. She is very personable and a pleasure to work with. We made changes in our portfolio with the information we received back from her analysis and have a clearer picture to maximize our savings and investments.

Over the years I have had various sources of financial planning advice. Blue Water offers just…read morewhat I want - I pay for advice and I get it. The fee charged is in line with the amount of service rendered. The advice is well calibrated to ours needs. Questions we ask are thoughtfully answered. After an unsatisfactory experience with an advisor affiliated with a major brokerage, we interviewed about half a dozen firms to find a replacement, we chose Blue Water and after almost 8 years with them we are happy we did.

We have used Bowers Private Wealth Management for years and are very pleased with the preparedness…read morewe have for upcoming retirement. Our portfolio has been expanded and managed through the ups and downs of the markets expertly. Highly recommend.

We worked with Grayson, an excellent financial planner. Extremely professional, patient, detailed…read moreand informative! Provided a variety of options, provided good communication throughout the process, gave great advice and helped us weigh the pros and cons of the various choices we had to consider. I would highly recommend this service for financial planning for your future financial success and retirement. Grayson was also helpful in pointing us to other local resources in the area that would be helpful within the financial realm (tax consultant, etc) since we are newish to the area.

We selected Financial Symmetry after researching several fee-only financial planning firms in the…read moreRaleigh area. Chad Smith has served as our advisor since we first contacted the firm in 2016. After reviewing our financial situation, Chad prepared a set of recommendations, considering that we were within a few years of retirement. We then decided to have Financial Symmetry manage our investments on an ongoing basis. Every quarter we are presented with a review, along with a set of recommendations which we must approve before Chad implements them. Chad has always responded to our communications promptly and has addressed any concerns we have presented to him. I am pleased to recommend Financial Symmetry to anyone who requires financial planning services.

The Rosewood Wealth Management team has been a real asset to our retirement planning,We made the…read moreright decision when we met with John 2 years before my retirement.I really had not considered Wealth Management before we met our my eyes were opened when I understood all the things required for a healthy retirement plan.Along the way John has made suggestions that put us in a comfort zone as we move forward,Thanks John. Jesse Jr. and Janis Basnight

Nick and Phil spent weeks educating me on their products and answering my questions. They weren't…read morepushy but followed up regularly as I run a robotics business and am running hard. I wanted to do some business with them as they have some unique products. I asked for references and called 3-4. All were good reviews. I couldnt find anything negative at all at the BBB or other outlets, so I moved some money to them and invested. Excited to see what they can do.

Absolutely zero regard fir privacy laws and regulatory compliance. Kent Thompson added my personal…read moreinformation to their database without my permission after connecting with me on LinkedIn (using information that he obtained through combining dissociated public records and then combined in one easily hacked database) and has repeatedly refused to remove my personal information after repeated requests to do so. Emails sent directly to Capitol Financial Solutions and their Compliance representative (who no longer appears on their site) have remained unanswered. If this is how they treat an individual's personal information when they're trying to win business, I certainly wouldn't trust them with financial information--especially advice. Kent can seem to fathom regulations around PII and ethics. Don't trust him with anything else.

I've been with Olde Raleigh Financial Group for over a decade, and the impact has been nothing…read moreshort of life-changing. I came in with some investing experience and decent results, but their guidance took everything to a completely different level. Their team is consistently accessible, proactive, and incredibly knowledgeable--always keeping me informed on where to invest and, just as importantly, where not to. There were moments along the way where my confidence wavered, but their steady, strategic approach proved itself time and time again. Staying the course with them was one of the best decisions I've made. Grateful for their partnership and the results we've achieved together. Highly recommend.

I have been a client of Alex Mihajlov since 1983. No matter where he worked, I moved my money with…read morehim and now am an established client of Olde Raleigh Financial Group. Alex and his team listens to my concerns/needs and provides guidance to best meet my goals. I would highly this group for your financial needs.

I can't say enough good things about the outstanding service my family was provided by HEFS. For…read moremany years, Steve and his colleagues have provided excellent services and solid advice. When needed, Steve went way above and beyond what I would have expected from any advisor, and it made all the difference. I recommend this group very highly. Don M

I have consulted with Chris Arena numerous times regarding my growing small business and really…read moreappreciate his advice and knowledge. A lot of CPA's are unfamiliar with working with entrepreneurs in the startup phase. Chris has given us accurate advice and we are looking to move our business over to Blackman & Sloop this year.

I contacted this company with a question. They took my information and my phone number, and they…read moresaid they would put a "rush" on getting back to me. Four days later, i still have not heard back.