Alexander Friend - RBC Wealth Management Financial Advisor
Why pick this one
They have over 60 years of combined experience and specialize in individualized wealth plans for local families and business owners.
Best for
- high-income executives
- business owners managing succession
- families planning for retirement
Look elsewhere if
- budget-sensitive investments
- clients seeking purely transactional financial advice
Specialties
- tax-considerate Roth conversions
- multi-generational estate planning
- 401(k) plan reviews
- college savings plans
- business succession planning
Certifications
- Certified Plan Fiduciary Advisor
- Chartered Retirement Planning Counselor
What makes them different
- dedicated to long-term financial confidence
- relationship-first approach
- 60 years of combined experience in financial services
- focus on local families and business owners
- Response time
- providing the answers you need within a business day
- Years in business
- 6
- Serves
- Raleigh
Distilled from this business's own website.
Contact & Location
- Address
- 3800 Glenwood Ave Ste 400, Raleigh, NC 27612
- Phone
- 9195716249
- Website
- https://us.rbcwealthmanagement.com/friendwealth...
- joseph.friend@rbc.com
Services
- wealth management
- financial advising
- investment banking
- retirement planning