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.

Used them since 2001, it was a great family run company that treated you like family. Now it's…read moreall corporate, no family feeling and prices have quadrupled.

We've used Roberson CPA for many years and never had any regrets. Everything is done in a very…read moreprofessional manner.

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 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

Roy Ray is one of the most knowledgeable financial experts. our money is SAFE because of his…read moreadvice. Contact his office and meet with him. He will educate you and explain the current market.

I have used Jim's services for at least eight years. He is extremely knowledgeable and easy to…read morework with. I highly recommend him!

James was very through in answering all my questions and his experience with both business and…read morepersonal tax filings gave me the peace of mind I needed. I will be using his services in the future!

I'll give 5stars! Very fast work! He used some type of turbo service online which kinda sucks…read morebecause it's probably something I could have done on my own. He's not expensive and he worked very Efficiently. Great office with friendly people. I was pleased.

Seward Matthews is my number one pick over any tax service. Ryan Seward has been doing my family's…read moretaxes for the last three years. He quickly became a friend. He is very thorough and explains all our questions and concerns. He even double checks areas we forgot about and helps us find forms and documents for things we didn't think of. His prices are better than any other service I've found in the RDU area as well.

Very customer oriented excellent service qualified tax preparer nice clean environment well…read moreknowledgeable about taxes and accounting