Brad Carr
Why pick this one
They provide comprehensive personalized financial plans and have been helping clients for over 125 years.
Best for
- customized financial planning
- personal banking solutions in Raleigh
Look elsewhere if
- clients seeking budget-sensitive solutions
- individuals requiring immediate cash flow assistance
Specialties
- cash flow planning
- customized lending
- personal banking solutions
Certifications
- FINRA Series 7
- FINRA Series 66
What makes them different
- committed to understanding clients' financial goals
- coordinates with tax and legal professionals
- provides comprehensive personalized financial plans
- Years in business
- over 125 years
- Serves
- Raleigh
Distilled from this business's own website.
Contact & Location
- Address
- 8540 Colonnade Center Dr, Raleigh, NC 27615
- Phone
- 9197167119
- Website
- https://foundation.firstcitizens.com/nc/raleigh...
- brad.carr@firstcitizens.com
Services
- wealth management
- financial planning
- estate planning