Eddie L. Naylor
Why pick this one
Eddie L. Naylor has over 125 years of heritage in wealth management and offers comprehensive financial plans tailored to individual needs.
Best for
- individuals seeking tailored financial planning
- clients looking for retirement strategies
- those in need of asset protection guidance
Look elsewhere if
- small investment amounts under $10,000
- clients seeking purely transactional investment services
Specialties
- financial planning
- retirement planning
- asset allocation
- tax efficient investing
- risk management
Certifications
- FINRA Series 7
- FINRA Series 65
- FINRA Series 63
- Long Term Care Insurance License
- Life Insurance License
What makes them different
- offers comprehensive personalized financial plans
- serves clients across the entire U.S.
- coordinates with tax and legal professionals
- focuses on safeguarding clients' financial futures
- utilizes MoneyGuidePro for financial planning
- Years in business
- over 125 years
- Serves
- Raleigh
Distilled from this business's own website.
Contact & Location
- Address
- 100 E. Tryon Road, Raleigh, NC 27603
- Phone
- 9197167115
- Website
- https://foundation.firstcitizens.com/nc/raleigh...
- eddie.naylor@firstcitizens.com
Services
- wealth management
- investment counseling