Ken Marsh
Why pick this one
Ken Marsh has over 125 years of experience in wealth management and offers comprehensive, personalized financial planning services.
Best for
- Individual financial planning
- Estate planning services
- Retirement planning guidance
Look elsewhere if
- Budget-sensitive clients
- Those seeking quick, non-comprehensive financial advice
Specialties
- Business Succession Planning
- Charitable Giving
- Estate Planning
- Investment Planning
- Retirement Planning
Certifications
- Certified Financial Planner
What makes them different
- Established for over 125 years
- Utilizes MoneyGuidePro as its Financial Planning Tool
- Offers comprehensive, personalized financial plans
- Years in business
- 125
- Serves
- Raleigh
Distilled from this business's own website.
Contact & Location
- Address
- 8540 Colonnade Center Dr, Raleigh, NC 27615
- Phone
- 9197164775
- Website
- https://foundation.firstcitizens.com/nc/raleigh...
- Ken.Marsh@firstcitizens.com
Services
- Wealth Management
- Financial Planning