Citadel Financial Planning
Financial Advising
Why pick this one
Citadel Financial Planning specializes in customized financial strategies and has been serving clients in Fuquay-Varina since 2022.
Best for
- individuals seeking customized financial guidance
- clients looking for comprehensive retirement planning
Look elsewhere if
- those seeking one-size-fits-all solutions
- clients looking for high-pressure sales tactics
Specialties
- investment management
- retirement planning
- insurance analysis
- charitable giving strategies
- financial life coaching
Certifications
- CERTIFIED FINANCIAL PLANNER™
- FINRA Series 7
- FINRA Series 66
What makes them different
- independent firm providing customized financial solutions
- holistic financial planning approach
- access to industry-leading technology and resources
- collaborative client-focused experience
- Years in business
- 1
- Serves
- Fuquay-Varina
Distilled from this business's own website.
Contact & Location
- Address
- 145 S Main St, Fuquay-Varina, NC 27526
- Phone
- +19846001002
- Website
- https://www.citadelfp.com/
- brenan.volpe@citadelfp.com
Services
- comprehensive financial planning
- portfolio management