Cecil Financial Inc
Bank Credit Union
Why pick this one
Cecil Financial provides personalized wealth management and comprehensive retirement planning services in Raleigh, NC.
Best for
- individuals seeking personalized financial planning
- clients in need of retirement and tax planning
Look elsewhere if
- looking for quick transactions
- seeking services outside financial planning and investment
Specialties
- wealth management
- financial planning
- retirement planning
- tax planning
- insurance services
Certifications
- LPL Financial
What makes them different
- Focuses on personalized wealth management
- Offers a holistic approach to financial portfolios
- Provides comprehensive retirement planning services
- Serves
- Raleigh
Distilled from this business's own website.
Contact & Location
- Address
- 3701 Lake Boone Trail #200, Ste 202, Raleigh, NC 27607
- Phone
- 9195713334
- Website
- http://www.cecilfinancial.com/
- kevin.cecil@lpl.com
Services
- investment advice
- estate planning
- retirement plans