Principal Financial Group
Financial Service
Why pick this one
Principal Financial Group has over 145 years of experience in financial services and is licensed in both NC and SC.
Best for
- individuals seeking retirement planning
- businesses needing employee benefits solutions
Look elsewhere if
- individuals looking for short-term financial products
- those needing small-scale personal loans
Specialties
- retirement planning
- investment advisory services
- insurance products
- employee benefits
Certifications
- licensed in NC and SC
What makes them different
- part of the nationwide affiliated group of financial professionals
- over $601.5 billion in assets under management
- largest defined benefit plan service provider
- top 3 401(k) plan service provider
- Years in business
- 145
- Serves
- Charlotte, Raleigh
Distilled from this business's own website.
Contact & Location
- Address
- 4141 Parklake Ave, Raleigh, NC 27612-2332
- Phone
- +19197452040
- Website
- https://www.principal.com/carolinas
Services
- financial advisory
- retirement planning
- insurance services
- investment management