Triangle Securities
Financial Advising
Why pick this one
Triangle Securities offers dedicated financial planning teams and operates in a fully transparent, no-pressure environment.
Best for
- financial planning for families
- investment advice for retirees
- strategic financial planning for business owners
Look elsewhere if
- looking for generic financial services
- seeking low-cost financial advising options
Certifications
- CFP®
- CFA®
- CPA
What makes them different
- Provides each family with a dedicated team of specialists including a financial planner and a portfolio manager
- Operates in a no-pressure, fully transparent environment
- Focuses on long-term financial goals for families
- Works primarily with retirees, business owners, professionals, and multi-generational families
Distilled from this business's own website.
Contact & Location
- Address
- 1301 Annapolis Dr, Raleigh, NC 27608
- Phone
- (919) 838-3221
- Website
- http://www.trianglesecurities.com
- user@domain.com
Services
- investment advisory
- financial planning