Banyan Rock & Talent
Why pick this one
Banyan Rock & Talent has been providing customized financial programs since 1986, focusing on both personal and business financial needs.
Best for
- individuals seeking retirement planning
- businesses needing employee benefit solutions
Look elsewhere if
- clients looking for low-cost investment options
- those who require immediate financial service without prior consultation
Specialties
- retirement account consolidation
- business succession planning
- estate preservation
- tax-advantaged investing
- distribution planning
Certifications
- FSC Securities
What makes them different
- customized financial programs since 1986
- focus on long-term financial success
- emphasis on diversification in investment strategies
- offers free consultations
- Years in business
- 37
- Serves
- Raleigh
Distilled from this business's own website.
Contact & Location
- Address
- 3356 Six Forks Rd, Raleigh, NC 27609
- Phone
- 9197820033
- Website
- http://www.landonwatts.com/
- Landon@LandonWatts.com
Services
- financial planning
- investment management
- insurance services
- employee benefits