Had a consultation with Peter, and was highly impressed with the entire experience. His front…read moreoffice staff were professionals, he was quick to respond to communications, and he just has one of those thoughtful, strategic perspectives that I look for in professional services. While I'm not a client of his (yet) I strongly recommend his free consultation as a great asset to anyone considering their finances and future. Richon Planning's team are experts of the highest class.

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.

We had an important matter with the IRS that needed clarification and an immediate response. Jeremy…read morehandled our questions and concerns with professionalism and patience. He quickly resolved the matter for us and was willing to go the extra mile to make sure the IRS was aware of our actual situation. We trust Jeremy to be our accountant and highly recommend him for any tax-related assistance you might need. With the short deadline we had, the cost for Jeremy's services was a reasonable value as well!

I needed an accountant after my former accountant retired and came to Jeremy based on a…read morerecommendation from a friend. I found him to be attentive to detail and responsive and will continue to use him and it helped that his prices are reasonable. Now if I could just find a reliable mechanic I'd be set!

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.

I met with Laird Hepburn, Managing Partner at BSG. In a financial advisor, you want someone who is…read moreclear and direct balanced with empathy and human connection. Laird is a phenomenal educator of his expertise and conveys confidence when you are searching for someone who can lead you with great insights yet takes the time to know your sensibilities and guide you through what is of priority. He is a blend of financial advisor with a therapeutic touch! His wife Monica warms up the office even more with her warm disposition, and was the first person I met. Kris Alban, financial planner, is wonderful too! I am sure the rest of the BSG team of retirement and financial planners are wonderful people to select from!

Great company,wonderful agents helped my family with an insurance policy that fits our budgetread more

They are always professional. They listen to our concerns and answer any questions. They always…read moreanswer back quickly and we highly recommend them. This is our second year and we plan to return.

CEO lied so I can keep paying what I could not afford. He kept telling me to stay on until the…read moreanniversary date I started the insurance then I would be able to get the money back. I held out 7 months struggling to make the payments for an end result that Alex Batista promised and put my family in deeper financial trouble.

Initially, I went into this process very indecisive. After talking with Alex I came out with a…read morebetter understanding and I was more secure with my decision. He was very knowledgeable, patient and very personable and I never felt pushed. I have already started referring him to some of my friends and family because I feel like if they are looking for insurance or additional insurance. He's the one I want them to go to because of the treatment that I received from him and how I felt during the phone conversation as well as how I felt afterwards. I wholeheartedly recommend him to anyone who is looking to purchase insurance. HE'S THE ONE YOU WANT! Thanks Alex!