Josh Alford
Why pick this one
Josh Alford provides personalized financial planning backed by over 125 years of experience and coordination with tax and legal professionals.
Best for
- comprehensive financial planning
- investment strategies for families
- retirement planning guidance
Look elsewhere if
- budget-sensitive clients looking for low-cost solutions
- individuals needing quick refunds or unconventional loans
Specialties
- financial planning
- retirement planning
- tax-efficient investing
- risk management
- asset allocation
Certifications
- FINRA Series 7
- FINRA Series 66
- life insurance license
- Certified Financial Planner
What makes them different
- comprehensive, personalized financial plans
- focus on customized advice
- coordination with tax and legal professionals
- over 125 years of helping clients
- services available to clients across the U.S.
- Response time
- conversation over the phone or through secure video call
- 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
- 9197167474
- Website
- https://foundation.firstcitizens.com/nc/raleigh...
- Joshua.Alford@firstcitizens.com
Services
- wealth management
- investment consulting