Christopher Demarest, CFP
Investing
Why pick this one
Christopher Demarest, CFP offers comprehensive financial planning focused on personalized strategies for diverse clients.
Best for
- families managing multigenerational wealth
- business owners seeking tailored financial guidance
- executives needing personalized asset management
Look elsewhere if
- individuals looking for basic investment advice
- clients preferring a low-cost or automated service model
Specialties
- financial planning
- asset management
- tax mitigation
- retirement income strategies
- insurance planning
Certifications
- CFP
What makes them different
- multigenerational planning experience
- focus on comprehensive wealth management
- dedicated to long-term client relationships
- customized financial planning for business owners and executives
Distilled from this business's own website.
Contact & Location
- Address
- 5500 McNeely Dr, Raleigh, NC 27612-7623
- Phone
- +19842002185
- Website
- https://blackbridgenc.com/
- support@blackbridgenc.com
Services
- investment management
- strategic wealth planning