Amy Keating
Why pick this one
Amy Keating offers personalized financial planning in the Triangle area and has over 125 years of heritage in wealth management.
Best for
- individuals seeking personalized wealth management advice
- families planning for future financial stability
- clients needing customized lending solutions
Look elsewhere if
- budget-sensitive clients needing basic banking services
- those looking for generic financial advice
Specialties
- cash flow planning
- customized lending
- debt management
- personal banking solutions
Certifications
- CWS
What makes them different
- personalized financial planning based on client discussions
- customized strategies to help avoid potential pitfalls
- team with expertise in various financial resources
- Years in business
- over 125 years
- Serves
- Raleigh, Durham, Cary
Distilled from this business's own website.
Contact & Location
- Address
- 8540 Colonnade Center Dr, Raleigh, NC 27615
- Phone
- 9197164081
- Website
- https://foundation.firstcitizens.com/nc/raleigh...
- Amy.Keating@firstcitizens.com
Services
- wealth management
- financial planning