Thomas R. Schaffer, President - Confidence Financial Group, LLC
Why pick this one
Confidence Financial Group develops customized financial strategies and offers collaborative planning in Raleigh, NC.
Best for
- individuals seeking personalized financial planning
- business owners needing employee benefit solutions
Look elsewhere if
- clients looking for one-size-fits-all solutions
- individuals focused solely on low-cost options
Specialties
- financial planning
- investment strategies
- estate planning
- protection planning
- business solutions
Certifications
- LUTCF
What makes them different
- custom financial strategies developed for unique client needs
- collaborative approach to financial planning
- decades of industry experience
- focused on improving client profitability and quality of life
- Serves
- Raleigh
Distilled from this business's own website.
Contact & Location
- Address
- 4140 Parklake Ave Ste 450, Raleigh, NC 27612
- Phone
- 9197857114
- Website
- https://www.transitionsfs.net/
- admin@fusion92.com
Services
- financial services
- investment advisory
- retirement planning
- risk management