Socratic Better Wealth
Bank Credit Union
Why pick this one
Socratic Better Wealth utilizes a holistic approach and is staffed by CERTIFIED FINANCIAL PLANNER™ practitioners.
Best for
- individuals seeking holistic financial advice
- clients valuing transparency and accountability in financial services
Look elsewhere if
- those seeking budget-focused financial services
- clients requiring immediate emergency financial interventions
Certifications
- CERTIFIED FINANCIAL PLANNER™
What makes them different
- holistic approach to financial advising
- transparency in communication without hidden fees
- accountability for clients' assets
- commitment to community support
Distilled from this business's own website.
Contact & Location
- Address
- 3130 Fairhill Dr Ste 108, Raleigh, NC 27612
- Phone
- 9199486211
- Website
- http://socraticwealthadvisors.com/
Services
- holistic financial advising