S. Paul Kanoy
Why pick this one
They have over 125 years of experience in wealth management and provide comprehensive, personalized financial planning.
Best for
- individuals seeking tailored financial advice
- families planning for estate management
- clients interested in retirement strategies
Look elsewhere if
- simple banking needs
- budget-focused financial solutions
Specialties
- Estate Planning
- Retirement Planning
- Investment Planning
Certifications
- FINRA Series 7
- FINRA Series 63
- FINRA Series 66
- Life Insurance License
- Long Term Care Insurance License
What makes them different
- Over 125 years of experience
- Comprehensive personalized financial planning
- Consultative approach to understand client goals
- Years in business
- 125
- Serves
- Raleigh, Durham, Cary
Distilled from this business's own website.
Contact & Location
- Address
- 8540 Colonnade Center Dr, Raleigh, NC 27615
- Phone
- 9197168516
- Website
- https://foundation.firstcitizens.com/nc/raleigh...
- Paul.Kanoy@firstcitizens.com
Services
- Wealth Management
- Financial Planning
- Asset Management