The Clements-Langdon Group
Why pick this one
The Clements-Langdon Group offers a goals-based wealth planning approach and has a team with over 100 years of combined experience.
Best for
- affluent individuals seeking wealth management
- families needing help with financial complexities
Look elsewhere if
- clients requiring lower-cost financial services
- those with very minimal investment portfolios
Specialties
- wealth management
- investment advisory
- retirement planning
- estate planning
Certifications
- CERTIFIED FINANCIAL PLANNER™
- Chartered Retirement Planning Counselor
What makes them different
- team with over 100 years of combined experience
- goals-based wealth planning approach
- focus on simplifying financial lives
- commitment to long-term client relationships
- Serves
- North Carolina, South Carolina
Distilled from this business's own website.
Contact & Location
- Address
- 3800 Glenwood Ave Ste 400, Raleigh, NC 27612
- Phone
- 9199145824
- Website
- https://us.rbcwealthmanagement.com/clgroup?utm_...
- will.langdon@rbc.com
Services
- financial planning
- investment management