White Owl Financial
Bank Credit Union
Why pick this one
White Owl Financial specializes in comprehensive financial planning and has been empowering clients since 2018.
Best for
- individuals seeking personalized financial strategies
- women looking to take control of their finances
Look elsewhere if
- clients needing immediate emergency financial services
- those seeking only basic banking products
Specialties
- comprehensive financial planning
- tax guidance and planning
- investment management
- insurance
Certifications
- fiduciary
What makes them different
- woman-owned firm focused on empowering women financially
- offers a holistic approach to financial planning
- dedicated to building long-term client relationships
- personalized financial guidance based on individual goals
- Years in business
- 5
- Serves
- Raleigh, North Carolina
Distilled from this business's own website.
Contact & Location
- Address
- 2601 Weston Pkwy Ste 101, Cary, NC 27513
- Phone
- 9192750754
- Website
- https://www.whiteowlfinancial.com/
- sandra@whiteowlfinancial.com
Services
- financial advising
- retirement planning
- wealth management