Franklin Watkins Financial Group
Financial Service
Why pick this one
Franklin Watkins Financial Group has been providing comprehensive financial planning since 2005 and offers tailored wealth management services.
Best for
- retirement planning
- financial strategies for millennials
- investment management
Look elsewhere if
- clients needing aggressive short-term trading strategies
- those seeking basic tax preparation services
Specialties
- retirement income planning
- investment strategies
- social security planning
Certifications
- Certified Financial Planner
- Chartered Life Underwriter
- Chartered Financial Consultant
What makes them different
- they follow a six-step client onboarding process
- focused on retirees and millennials
- provides tailored financial strategies based on individual client needs
- Years in business
- since 2005
- Serves
- Raleigh
Distilled from this business's own website.
Contact & Location
- Address
- 4325 Lake Boone Trl, Raleigh, NC 27607-7509
- Phone
- +19198513117
- Website
- http://www.fwfinancialgroup.com/
- info@fwfinancialgroup.com
Services
- holistic planning & wealth management
- comprehensive financial planning