Bob Volpe - Raymond James
Financial Advising
Why pick this one
Sterling Fox Financial has over 23 years of experience in financial advising and follows a fiduciary standard to prioritize client needs.
Best for
- retirement planning
- multigenerational wealth transfer
- small business retirement plans
Look elsewhere if
- clients requiring immediate, high-frequency trading services
- those seeking purely transactional financial advice
Specialties
- retirement planning
- wealth preservation
- investment management
- estate and legacy planning
- tax planning
Certifications
- CERTIFIED FINANCIAL PLANNER™
- Series 7, 63, 9 & 10 licenses
What makes them different
- independent advisors following fiduciary standards
- personalized financial planning for each client
- active management of client financial plans
- over 23 years of service in Holly Springs
- recognized in the Raymond James Chairman’s Council from 2017 to 2022
- Years in business
- 23
- Serves
- Holly Springs, Apex
Distilled from this business's own website.
Contact & Location
- Address
- 104 Osterville Dr, Holly Springs, NC 27540
- Phone
- (919) 387-6776
- Website
- http://www.sterlingfoxfinancial.com
- user@domain.com
Services
- financial advising
- portfolio management
- insurance planning
- college planning
- small business retirement plans