City of Oaks Wealth Management
Financial Advising
Why pick this one
City of Oaks Wealth Management has been dedicated to financial consulting for nearly a decade and provides personalized financial plans tailored to individual goals.
Best for
- personalized financial planning
- retirement strategy development
- wealth management
Look elsewhere if
- seeking non-customized, one-size-fits-all financial solutions
- looking for a firm without a focus on individual goals
Specialties
- investment strategy creation
- retirement planning
- insurance strategy development
- financial planning
What makes them different
- independent firm with no parent company
- has assisted nearly 1,000 investors across 10 different states
- focuses on personalized financial plans tailored to individual goals
- team approach with professionals from diverse backgrounds
- provides a wide range of financial services including retirement, investment, and insurance planning
- Years in business
- 10
- Serves
- Raleigh
Distilled from this business's own website.
Contact & Location
- Address
- 5513 Cressage Ct, Raleigh, NC 27613-6231
- Phone
- +19198872828
- Website
- http://www.cityofoakswealth.com/
- cmoore@cityofoakswealth.com
Services
- wealth management
- financial consulting
- financial planning
- investment