White Oak Financial Specialists, Inc.
Financial Advising
Why pick this one
White Oak Financial Specialists develops investment, insurance, and tax plans for executives in Research Triangle Park.
Best for
- executives needing coordinated investment, insurance, and tax plans
- retirees planning for lifestyle, longevity, and loved ones
- multigenerational families addressing philanthropy and legacy
- Research Triangle Park professionals seeking long-term wealth management
Specialties
- investment planning
- insurance planning
- tax planning
- retirement planning
- multigenerational planning
- wealth management
What makes them different
- Focused on executives, entrepreneurs, and elite professionals associated with Research Triangle Park
- Provides coordinated investment, insurance, and tax planning for executives
- Provides retirement planning focused on lifestyle, longevity, and loved ones
- Provides multigenerational planning connecting family, philanthropy, and legacy
- Describes a hands-on approach supported by decades of experience
Distilled from this business's own website.
Contact & Location
- Address
- 2530 Meridian Pkwy # 3, Durham, NC 27713-5272
- Phone
- 19195909890
- Website
- http://whiteoakfs.com
- tim@whiteoakfs.com
Services
- financial planning
- retirement planning
- wealth management
- legacy and philanthropy planning