Logan Hall

Why pick this one

Logan Hall has over 125 years of experience in wealth management and offers customized investment strategies.

Best for

  • individuals seeking personalized wealth management
  • clients needing tailored financial planning

Look elsewhere if

  • those seeking budget investment options
  • clients requiring immediate transaction services

Specialties

  • customized investment strategies
  • retirement planning
  • estate planning

Certifications

  • FINRA
  • CWS
  • CFP

What makes them different

  • guide and implement goals-based investment solutions
  • monitor investment strategies consistently
  • provide personalized attention to each client
  • utilize MoneyGuidePro for financial planning
Years in business
over 125 years
Serves
Raleigh

Distilled from this business's own website.

Contact & Location

Address
8540 Colonnade Center Dr, Raleigh, NC 27615
Phone
9197167341
Website
https://foundation.firstcitizens.com/nc/raleigh...
Email
Logan.Hall@firstcitizens.com

Services

  • wealth management
  • financial planning
  • asset allocation

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