RKJ Group
Financial Service
Why pick this one
RKJ Group offers specialized financial strategies including unique services like special needs planning and collaborates with Wells Fargo Advisors for estate investments.
Best for
- clients needing retirement planning
- families with special needs children
- individuals seeking tax-efficient investment strategies
Look elsewhere if
- looking for low-cost investment options
- needing immediate financial consulting
- seeking generic financial advice without specialization
Specialties
- retirement planning
- special needs planning
- tax management strategies
- estate investment planning
- education funding
- risk management strategies
Certifications
- Wells Fargo Advisors Financial Network
What makes them different
- focus on special needs planning
- offering tax-efficient investment strategies
- collaboration with estate-planning specialists through Wells Fargo Advisors
- Serves
- Raleigh, NC, Wilmington, NC
Distilled from this business's own website.
Contact & Location
- Address
- 4350 Lassiter at North Hills Ave, Raleigh, NC 27609-5724
- Phone
- +19192394701
- Website
- http://www.rkjgroupllc.com
Services
- financial strategies
- investment management
- insurance services
- employee and executive benefits