Livengood Strategic Wealth Advisors of Janney Montgomery Scott
Why pick this one
Livengood Strategic Wealth Advisors has been recognized by Forbes as a Best-in-State Wealth Management Team for four consecutive years.
Best for
- individuals and families with significant net worth
- divorcees seeking financial planning
- small business 401(k) plan management
Look elsewhere if
- budget-sensitive financial situations
- clients seeking generic investment advice
Specialties
- holistic financial planning
- retirement income planning
- customized investment strategies
- business retirement plans
- college saving and funding plans
Certifications
- AWMA
- CRPC
- CFP
- CDFA
What makes them different
- named to Forbes Best-in-State Wealth Management Teams list from 2024 to 2026
- team with over 70 years of combined experience
- custom plan for unique client circumstances
- Serves
- Raleigh
Distilled from this business's own website.
Contact & Location
- Address
- 4140 Parklake Ave Ste 300, Raleigh, NC 27612
- Phone
- 9197913835
- Website
- https://advisor.janney.com/livengoodstrategicwe...
- klivengood@janney.com
Services
- wealth management
- financial planning
- investment management