Fortier Wealth Management Team
Why pick this one
Fortier Wealth Management Team specializes in personalized investing strategies and offers supportive consultations for major financial events.
Best for
- individuals seeking personalized financial advice
- clients needing support for major financial decisions
Look elsewhere if
- looking for purely transactional services
- seeking low-cost investment options without personal guidance
Specialties
- introductory financial consultation
- strategy review
- account opening
- support for major financial events
What makes them different
- They provide personalized investing strategies
- They offer support through major financial events
- Response time
- They will contact you to learn about your goals and answer any questions
Distilled from this business's own website.
Contact & Location
- Address
- 3304 Six Forks Rd, Suite 104, Raleigh, NC 27609
- Phone
- 9192697714
- Website
- https://www.edwardjones.com/fortier-wealth-mana...
- mark.fortier@edwardjones.com
Services
- financial advisory
- investment management