The Preferred Client Group
Financial Advising
Why pick this one
They are a fee-based fiduciary firm providing comprehensive financial planning and investment management services in North Carolina.
Best for
- individuals preparing for retirement
- families seeking long-term financial security
Look elsewhere if
- looking for budget financial advising options
- seeking a transactional rather than holistic approach
Specialties
- comprehensive financial planning
- investment management
- multi-generational planning
Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
What makes them different
- fee-based fiduciary
- approachable and responsive service
- focus on risk management
- personalized financial strategies
- education-based guidance
- Serves
- North Carolina
Distilled from this business's own website.
Contact & Location
- Address
- 116 N West St, Raleigh, NC 27603-1747
- Phone
- +19194594171
- Website
- http://www.pcgnc.com/
- paul.pittman@pcgnc.com
Services
- financial advising