Adrian Orozco
Why pick this one
Adrian Orozco provides personalized financial planning with over 125 years of experience, serving clients across the US.
Best for
- comprehensive retirement planning
- customized financial strategies
- tax-efficient investing
Look elsewhere if
- looking for low-cost general financial advice
- seeking non-personalized financial products
Specialties
- retirement planning
- asset allocation
- tax efficient investing
- risk management
- financial planning
Certifications
- Chartered Retirement Planning Counselor (CRPC®)
- FINRA Series 7
- FINRA Series 63
- FINRA Series 66
- Life Insurance License
What makes them different
- over 125 years of experience
- personalized financial plans based on individual needs
- coordination with tax and legal professionals
- services available to clients across the US
- Spanish-speaking services available
- Response time
- conversation over the phone or through secure video call
- Years in business
- 125
- Serves
- Raleigh
Distilled from this business's own website.
Contact & Location
- Address
- 100 E Tryon Rd, Raleigh, NC 27603
- Phone
- 9197164196
- Website
- https://foundation.firstcitizens.com/nc/raleigh...
- Adrian.Orozco@firstcitizens.com
Services
- wealth management
- investment consulting