Ruth Freire Swinarski
Why pick this one
Ruth Freire Swinarski has over 125 years of experience in wealth management and offers tailored estate planning solutions.
Best for
- estate and tax planning
- trust management
- wealth transfer objectives
Look elsewhere if
- simple investment advice
- small-scale financial consulting
Specialties
- fiduciary and administrative matters related to trusts
- estate and tax planning
- trust solutions
- cash flow analysis
Certifications
- Certified Wealth Strategist
- Certified Trust & Financial Advisor
- Accredited Trust & Financial Advisor
What makes them different
- focus on comprehensive estate and tax planning
- coordinate with tax and legal professionals
- financial education for descendants
- utilizes 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
- 9197162749
- Website
- https://foundation.firstcitizens.com/nc/raleigh...
- Ruth.Swinarski@firstcitizens.com
Services
- wealth management
- financial planning
- investment management