Sara Hanna Fortier
Financial Advising
Why pick this one
Sara Hanna Fortier specializes in wealth strategies and offers intergenerational planning services, making her a strong choice for families in Raleigh.
Best for
- financial planning for families
- retirement income strategies
- business owners needing wealth strategies
Look elsewhere if
- looking for basic budgeting advice
- seeking only investment products
Specialties
- Wealth Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- Portfolio Reviews
- Intergenerational Planning
Certifications
- CFP®
What makes them different
- Offers specialized services for entrepreneurs & business owners
- Accepting new clients
- Team includes multiple associate financial advisors
- Serves
- Raleigh
Distilled from this business's own website.
Contact & Location
- Address
- 3304 Six Forks Rd Suite 104, Raleigh, NC 27609
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- sara.fortier@edwardjones.com
Services
- financial advising