Nick Pangakis
Financial Advising
Why pick this one
Nicholas J. Pino, CFP®, AIF® offers specialized estate strategies and retirement income protection tailored for retirees and pre-retirees.
Best for
- retirement planning
- wealth management for working professionals
- financial advising for small business owners
Look elsewhere if
- seeking budget-sensitive services
- needing immediate or emergency financial assistance
Specialties
- retirement income protection
- wealth management
- portfolio management
- estate strategy
- wealth-building strategies for professionals
Certifications
- CERTIFIED FINANCIAL PLANNER™
- Accredited Investment Fiduciary®
What makes them different
- team comprises industry experts with decades of combined experience
- focus on replacing financial anxiety with relaxed confidence
- serving retirees, small business owners, working professionals, and women with unique needs
Distilled from this business's own website.
Contact & Location
- Address
- 8816 Six Forks Rd, Raleigh, NC 27615-2983
- Phone
- +19842058060
- Website
- http://www.TeamRetireWell.com/
- clientservices@capfs.com
Services
- financial advising
- investment strategies
- retirement planning