AIM Advisors
Why pick this one
AIM Advisors has focused on financial planning since 2009, offering a team-based approach with no corporate agenda.
Best for
- individuals looking for comprehensive financial planning
- entrepreneurs seeking tailored business financial strategies
- retirees preparing for income planning
Look elsewhere if
- clients seeking high-pressure sales tactics
- those who prefer cookie-cutter financial solutions
Specialties
- financial planning
- investment options
- insurance planning
- retirement planning
- education planning
Certifications
- FINRA General Securities Representative (Series 7)
- NASAA-Investment Advisors State Law Exam (Series 66)
- Life and Health Insurance
What makes them different
- no corporate agenda or sales goals
- team-based approach to financial planning
- weekly market updates for clients
- focus on education and guidance
- specializes in services for entrepreneurs and retirees
- Years in business
- 14
- Serves
- Raleigh
Distilled from this business's own website.
Contact & Location
- Address
- 421 N Harrington St Ste 630, Raleigh, NC 27603
- Phone
- 9197588911
- Website
- https://www.aimadvisorsnc.com/
Services
- financial advice
- risk analysis
- portfolio management