Doug Russ
Why pick this one
Doug Russ provides personalized financial strategies tailored to individual goals, with over 125 years of experience at First Citizens Wealth.
Best for
- individuals seeking tailored financial plans
- clients desiring comprehensive retirement strategies
- those looking for tax-efficient investing options
Look elsewhere if
- clients looking for budget-focused investments
- individuals wanting basic financial advice without customization
Specialties
- financial planning
- retirement planning
- tax efficient investing
- asset allocation
- risk management
Certifications
- FINRA Series 66
- FINRA Series 7
- FINRA Series 24
- Life Insurance License
- Long Term Care Insurance License
What makes them different
- comprehensive financial planning services
- personalized financial strategies
- collaboration with experienced financial professionals
- customized advice tailored to client needs
- serving clients across the entire U.S.
- Response time
- conversations over the phone or through secure video call
- Years in business
- over 125 years
- Serves
- Raleigh, all of US
Distilled from this business's own website.
Contact & Location
- Address
- 100 E. Tryon Road, Raleigh, NC 27603
- Phone
- 9197167443
- Website
- https://foundation.firstcitizens.com/nc/raleigh...
- Doug.Russ@firstcitizens.com
Services
- wealth management
- investment consulting