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...
- Logan.Hall@firstcitizens.com
Services
- wealth management
- financial planning
- asset allocation