Laura C. Frushone
Why pick this one
Laura C. Frushone has over 30 years of experience in financial services and provides tailored wealth management plans in Raleigh.
Best for
- comprehensive wealth management and retirement planning
- customized investment strategies
- financial planning for life changes
Look elsewhere if
- budget-sensitive quick financial consultations
- clients seeking highly aggressive investment strategies
Specialties
- establishing and implementing comprehensive wealth management plans
- retirement planning
- tax efficient investing
- risk management
Certifications
- Chartered Mutual Fund CounselorSM
- Chartered Retirement Planning CounselorSM
- FINRA Series 7
- FINRA Series 63
- FINRA Series 65
What makes them different
- over 30 years of experience in financial services
- member of First Citizens team since 1998
- high touch, high service support
- customized financial advice tailored to client-specific needs
- Years in business
- over 30 years
- Serves
- Raleigh
Distilled from this business's own website.
Contact & Location
- Address
- 2005 Clark Ave, Raleigh, NC 27605
- Phone
- 9198353564
- Website
- https://foundation.firstcitizens.com/nc/raleigh...
- laura.frushone@firstcitizens.com
Services
- wealth management consulting
- financial planning
- investment strategies