Scott D Sorrell
Investing
Why pick this one
Scott D. Sorrell, a CERTIFIED FINANCIAL PLANNER™, offers personalized financial planning services in Raleigh tailored to individual and business needs.
Best for
- comprehensive financial planning for families
- retirement planning for individuals
- business owners seeking investment strategies
Look elsewhere if
- looking for low-cost, basic financial advice
- seeking quick, one-time financial consultations
Specialties
- comprehensive financial planning
- retirement income planning
- estate and wealth transfer strategies
- personal and business insurance planning
Certifications
- CERTIFIED FINANCIAL PLANNER™
- Accredited Investment Fiduciary®
- Accredited Estate Planner®
- Chartered Financial Consultant®
- Chartered Life Underwriter®
- Retirement Income Certified Professional®
- Chartered Adviser for Senior Living®
- Certified in Long-Term Care
What makes them different
- fee-based advisory services
- lifetime member of the Million Dollar Round Table since 2006
- focus on personalized service and long-term goals
- experience with a wide range of client types including individuals and business owners
- Serves
- Raleigh
Distilled from this business's own website.
Contact & Location
- Address
- 8816 Six Forks Rd, Raleigh, NC 27615-2983
- Phone
- +19197193817
- Website
- http://www.scottsorrell.net/
- ssorrell@capfs.com
Services
- wealth management
- retirement planning
- financial planning
- estate planning strategies
- insurance and risk management
- educational funding
- special needs planning
- charitable planning