Advanced Financial Concepts
Bank Credit Union
Why pick this one
They are an independent financial firm founded in 1997, focused on comprehensive financial planning tailored to individual goals.
Best for
- individuals and small businesses seeking customized financial strategies
- families navigating life transitions
- clients wanting independent advice free from product sales pressures
Look elsewhere if
- seeking a firm focused solely on investment products
- clients needing budget-sensitive financial advice
Specialties
- comprehensive financial planning
- tax management
- retirement strategies
- estate conservation
- insurance and asset protection
Certifications
- Certified Financial Planner
What makes them different
- independent financial firm with no ties to investment companies
- focus on 'CLIENT'S BEST INTEREST'
- educational workshops on personal finance
- expertise in managing transitions for families
- customized financial plans for small business owners
- Response time
- initial free consultation lasts about 90 minutes
- Years in business
- over 25 years
- Serves
- Raleigh
Distilled from this business's own website.
Contact & Location
- Address
- 8404 Six Forks Rd Ste 204, Raleigh, NC 27615
- Phone
- 9198441981
- Website
- http://www.advfinancialconcepts.com/
- brianb@advfinancialconcepts.com
Services
- financial planning
- investment management
- wealth preservation
- college planning
- transition planning