Golden Years Advisors
Financial Advising
Why pick this one
They utilize the proprietary Kairos Formula to create personalized retirement plans for families and professionals.
Best for
- retirement planning
- wealth management for successful families
- financial strategies for top professionals
Look elsewhere if
- looking for basic investment advice
- need services for large businesses
- seeking low-cost solutions with no personalized service
Specialties
- wealth management
- risk mitigation
- tax planning
- healthcare strategies
- legacy maximization
Certifications
- ChFC
- CFA
- CLTC
What makes them different
- uses the proprietary Kairos Formula for financial planning
- focuses on successful families and top professionals
- independent firm not obligated to proprietary products
- offers a complimentary retirement guide
- team specialized in financial advice for retirees
Distilled from this business's own website.
Contact & Location
- Address
- 1601 Jones Franklin Rd, Raleigh, NC 27606-0002
- Phone
- +19197554889
- Website
- http://www.generations-wealth.com/
- Teresa@generations-wealth.com
Services
- financial advising
- retirement planning