Greg J Coudriet IV
Why pick this one
Greg J Coudriet IV guides customized investment strategies and has over 125 years of wealth management experience at First Citizens Bank.
Best for
- personalized financial planning
- long-term investment strategies
Look elsewhere if
- short-term financial needs
- budget-sensitive services
Certifications
- Certified Financial Planner (CFP®)
What makes them different
- Portfolio Strategist at First Citizens Bank
- Over 125 years in business
- Offers customized investment strategy
- Supports a broad array of financial goals
- Years in business
- 125
- Serves
- Raleigh
Distilled from this business's own website.
Contact & Location
- Address
- 8540 Colonnade Center Dr, Raleigh, NC 27615
- Phone
- 9197167137
- Website
- https://foundation.firstcitizens.com/nc/raleigh...
- Greg.CoudrietIV@firstcitizens.com
Services
- wealth management
- financial planning
- investment strategy