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.

No matter how young or old, getting solid financial retirement advice is important. Mark…read moreCourtemanche has all the credentials as a charted financial planner....plus he grew up in the financial biz and followed in his dad's footsteps! My husband and I wanted someone who had experience and expertise while understanding modern life challenges. He helped us immensely! We met him as strangers but quickly felt like friends. If you need help with figuring our your financial future give him a call!

From the owner: Retire with confidence! Get the answers you need with a holistic financial plan tailored for you…read moreand your family. Your plan will include Income Planning, Investment Management, Social Security Maximization Strategies, IRA Distribution Planning, Tax Strategies, and Insurance Services. We work with people that are already enjoying or nearing retirement.

Terrible service. I hired this tax advisor when launching my small business, meeting with him in…read moreadvance to prepare. By tax season, he had forgotten everything and wrongly accused me of not actually starting my business. His errors nearly cost me $30K--had I not sought a second opinion, which led to a refund. He also botched my personal return, failing to account for a significant portion of my income. When I pointed it out, his firm blamed me for providing "nonstandard income documents"--even though I gave him exactly what he requested. Throughout the process, he treated me with mistrust and skepticism about my income level. The experience was frustrating and disheartening. Beware.

I've been working with Bob Mayhew at Cary Tax for the last three tax seasons. He is very…read moreknowledgeable and helpful, especially with my unique tax situations. I used to spend hours trying to make the DIY tax software work for me and now I'm able to spend a few minutes sending over my documents and Bob handles the rest! With COVID this year Bob was able to accommodate a totally touch free virtual experience. Documents are securely updated and we communicated as needed over email/ phone. Bob even managed to find us a refund due to new tax laws! I highly recommend Bob at Cary Tax to anyone who wants a pain free way to do taxes!

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.

Very agressive and rude. I did not feel like customer. I felt like a slave. Give up on…read morecommunication. Will not have anything with them.

It looks like doing business with Brian Raleigh will cost me for the rest of my life. I was put…read moreinto an annuity without being told the entire story. I was told that it would protect my money. I was not told that it wasn't my money and what it would cost to use any of it. However, that is not why I am writing today. This practice is common and not worth the time to write. I am writing because after Brian's firm got my money I was cut off and this has put me in a position where I will never make up the loses and well into my retirement I am still paying out, not getting back I was old enough to take money out without IRS penalties and needed some money. I called the office to ask Brian about it. He had always been so nice before he had my money. I was told that I couldn't talk to him I had to go to the annuity company and did so. That is when I learned about the annuity penalties. That was bad enough, but a few years later I learned that I could have gotten the money in a way that didn't cost penalties. If Brian had spent 10 minutes talking to me, he could have steered me in a different direction. But he wouldn't do it. I not only lost that money, but because I had no advice, I got a lot of extra taxes, both federal and state. If Brian had talked to me those could have been avoided. If Brian had spent 10 minutes talking to me, that could have been avoided. A while ago I wrote him a letter, it wasn't going to change the situation, but I wanted him to know. I paid to have it sent registered, signature required. I told him the whole story in more detail. Brian Raleigh, ignored that and I have the receipt that he got the letter. He used to have a radio show, may still have it, and it makes him look like a big expert. Do know that that is just paid advertising. I have lost all my money and more, thanks to Brian Raleigh's not giving me 10 minutes and a bit of advice. But he had all my money by then so I can only guess that he was no longer interested.

Maria is a fantastic person and financial advisor. She helped my husband and I set up life…read moreinsurance. She's very kind, thorough, and a great listener. Thinking about Life Insurance isn't fun, but Maria made it feel seamless.

From the owner: During these uncertain times, we're here for you - ready to listen, support and navigate this…read moretogether. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

There are not enough wonderful things to say about Gray Pendleton and the business itself…read more Gary Pendleton handled my Mom's IRA for many years and she trusted him completely. When I lost my job, I put my trust in them as well. Gray has invested my retirement funds well, and continues to handle my finances over and above my expectations. He contacts me quarterly to recap past and future needs, asks about the welfare of my family and always makes me feel like his most important client. I value this service and would not consider other options. You should too. You won't regret it.

From the owner: The Proven Success of our Planning Process…read more Every good strategy begins with a structured plan. We use the proven CFP Certified Financial Planner process guides us in building and monitoring your plan Establishing and defining the relationship Gathering data, including goals Analyzing and evaluating current financial status Developing and presenting recommendations and/or alternatives Implementing recommendations Monitoring success

Paul and his team are focused on you the client and your needs. They offer a wide range of services…read morefrom 401(k) rollovers and financial planning to retirement income planning and social security maximization (and lots more). Paul works to build a relationship with you and earn your trust. Paul takes a life-centered approach to financial planning and wealth management as he walks out life with you. Paul is a valuable asset in an ongoing relationship where he can help you walk through the various waypoints you encounter.

From the owner: Triangle Advisors Group is an independent local firm with 35+ years of collective experience…read moreworking with individuals in or near retirement. Our recommendations are based on each individual client's needs without ties to proprietary products--the way it should be. We are committed to providing our clients with objective advice and the planning needed to reach their goals for them and their legacy. With our approach, we hope clients are happy and successful in their retirement based on the planning that we provide. Advisory services offered through ChangePath, LLC. Investment advisory services offered by duly registered individuals on behalf of ChangePath, LLC a Registered Investment Adviser. ChangePath, LLC and Triangle Advisors Group are unaffiliated entities. This communication may contain privileged and/or confidential information. It is intended solely for the use of the person or entity in which it is addressed. If you are not the intended recipient, you are strictly prohibited from disclosing, copying, distributing or using any of this information. If you received this communication in error, please contact the sender immediately and destroy the material in its entirety, whether electronic or hard copy. This communication is for informational purposes only. This is not intended as nor is it an offer, or solicitation of any offer to buy or sell any security, investment or product.

Hi, everyone! After thinking about it, I decided to right a review about Online Trading Academy…read more(OTA). If you want a clever advice, do not sign up even for the free classes. I joined the first class, which was free. Then, I paid for another class, which was a couple hundred bucks. During that period, I asked to get out of the class to meet with the campus director. He was super pushy and convinced me to join the academy. Initial investment of almost $30k. They promised me so much. Told me that I would get this and that, that I would be able to pay the classes just with the trades that are shared by the instructors. Please do not believe in these promises! I can tell you that their method is outdated and does not work. I have joined aNother academy, which does not cost me 3% of what I paid OTA and it is so much more efFective. As OTA promises that you pay once but your membership is "lifetime," and after my experiences, I contacted them to get a refund. They will not give me. Now, they have been also sued by FTC. So now who guarantees that you will continue to get the "education" they offer? I have talked to a couple attorneys already, and am about to sue the academy get some of my investment back. I am also opening a Youtube and Instagram page to not just talk about OTA, but also to warn futures students/traders. Please, before you think about joining OTA or any other trading academy, talk to people who are part of their community so you won't make the same mistake I have made. The campus was joined is in Raleigh, North Carolina.

I have been a student of OTA for less than a year. Prior to becoming a student, I had little…read moreinterest and absolutely no knowledge about investing or the world of asset trading. I had allowed others - my husband and financial advisor(s) - to make all my financial decisions. Following a series of unexpected life events which resulted in hefty financial losses, my interest in this incomprehensible world was "piqued". I instantaneously developed a burning desire to learn all that I could, as quickly as I could, to protect my dwindling assets. The solution to my financial ignorance and the skills I need to protect my assets are being realized at Raleigh's Online Trading Academy ! Students of OTA learn from instructors who have proven their skill and exceptional abilities in the world of finance. Like so many others, I have had the privilege to learn from world renowned financial gurus who also happen to be amazing and compassionate human beings and instructors who truly desire and enjoy sharing their knowledge with others to assist in their future financial success. At OTA you are welcomed into a family of people from all walks of life. The comradery experienced among the students is akin to nothing I have ever previously experienced. Fellow students who are more knowledgeable and experienced in this subject matter generously share their time, knowledge, and wisdom gained from their actual trading experiences in an attempt to help each other. Completion among fellow students just doesn't exist here. Raleigh's OTA Center is staffed by some truly amazing people: Renee Shaw, the Center's Administrator is always polite, professional and organized. She, like Leigh Ann Robertson (Student Support Specialist) and Paul Itterly (Student Support Specialist and Instructor) genuinely care about the success of the students and give of their time and energy to assist in the progress of all students. All strive to make Raleigh's OTA an environment that positively facilitates their educational journey. I am continually impressed by their exceptional level of customer service. All have courteously listened to my frustrations, concerns, or suggestions with a non-judgmental attitude. In return, they have consistently rendered constructive suggestions, information, one-on-one tutoring sessions and/or encouragement that is always helpful and useful. This program is educationally sound. The methodology of instruction comes in many forms so that all persons can choose to learn the subject matter using the learning style that works best for them. However, to succeed in this area of finance requires dedication and perseverance on the student's part. It is a journey and does take time and hard work, but the rewards can be life changing. For those who want to have "control" over their lives and pocketbook, please consider Raleigh's OTA. The cost of this fascinating education is not cheap but nothing this superb ever is. .

Try other comapanies like Merrill Lynch, Edward Jones, even banks like SECU, Wells and BOA have…read morebrokerage services and were much more helpful. These folks were inept at greeting and helping people as I waited an hour to hear "no" from Justin Rosenthall. Every answer to clients' questions seemed to come from a place of "no." A week after requestsing signatures on documents I carried into the branch, I am not getting a response and had to cancel an important meeting for which I needed the signatures. They simply don't care, and I'm now in a mess because I allowed them to "manage" a sum of money for 11 years, never requesting anything and never hearing from them once. Invest your money elsewhere.

The representatives are always friendly, knowledgeable, and respectful, taking all the time I need…read moreso that I thoroughly understand what we are doing. I always feel that I am making an informed decision.