Taylor MacBain
Why pick this one
Taylor MacBain provides personalized financial planning for clients in Raleigh-Durham and has been in business for over 125 years.
Best for
- comprehensive financial planning for families
- customized retirement strategies
- education funding strategies
Look elsewhere if
- clients seeking immediate financial advice without a personalized plan
- those who prefer a less detailed approach to financial management
Specialties
- Education Planning
- Financial Planning
- Insurance Planning
- Retirement Planning
- Tax Efficient Investing
Certifications
- Accredited Wealth Management Advisor (AWMA®)
- FINRA Series 7
- FINRA Series 63
- FINRA Series 65
What makes them different
- Personalized financial planning tailored to individual goals
- Local team of experienced financial professionals
- Coordination with legal and tax professionals for comprehensive planning
- Years in business
- over 125 years
- Serves
- Raleigh, Durham
Distilled from this business's own website.
Contact & Location
- Address
- 4400 Six Forks Road, Raleigh, NC 27609
- Phone
- 9197162186
- Website
- https://foundation.firstcitizens.com/nc/raleigh...
- Taylor.Macbain@firstcitizens.com
Services
- Wealth Management
- Financial Consultation