Otto Mucklo
Why pick this one
Otto Mucklo has over 120 years of experience in wealth management and offers personalized financial strategies in the Greater Raleigh area.
Best for
- clients seeking personalized wealth management
- individuals planning for retirement
- families looking for estate planning guidance
Look elsewhere if
- those seeking quick financial solutions
- budget-centric investment options
Specialties
- wealth management
- financial planning
- estate planning
Certifications
- FINRA BrokerCheck
- Certified Trust & Financial Advisor (CTFA)
- Chartered Retirement Planning Counselor (CRPC®)
What makes them different
- 120 years of experience in wealth management
- use of MoneyGuidePro for financial planning
- personalized financial strategies
- Years in business
- 120
- Serves
- Raleigh, Durham, Cary, Greenville, Chapel Hill
Distilled from this business's own website.
Contact & Location
- Address
- 4400 Six Forks Rd, Raleigh, NC 27609
- Phone
- 9197164945
- Website
- https://foundation.firstcitizens.com/nc/raleigh...
- Otto.Mucklo@firstcitizens.com
Services
- financial consulting
- investment advice
- retirement planning