AIM Advisors
Financial Advising
Why pick this one
AIM Advisors focuses on education and personalized financial planning, offering a team-based approach to clients in Raleigh since 2009.
Best for
- financial planning for families
- retirement planning for individuals
- investment strategies for entrepreneurs
Look elsewhere if
- clients seeking high-pressure sales tactics
- those looking for cookie-cutter investment solutions
Specialties
- financial planning
- investment options
- insurance planning
- retirement planning
- education planning
Certifications
- FINRA General Securities Representative
- NASAA-Investment Advisors State Law Exam
- Uniform Securities Agent State Law Exam
- General Securities Principal
- Life and Health Insurance
What makes them different
- independent financial advisory practice
- team-based approach to financial planning
- focus on education and transparency
- customized financial strategies for individuals and entrepreneurs
- no corporate agenda or sales goals
- Years in business
- 14
- Serves
- Raleigh
Distilled from this business's own website.
Contact & Location
- Address
- 421 N Harrington St, Raleigh, NC 27603
- Phone
- +19197588911
- Website
- http://www.aimadvisorsnc.com/
Services
- financial advising