Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Apex, NC area, Wendy Garrett will take the time to understand you and your goals, as well as those changing... Read More about Wendy Garrett - Financial Advisor, Ameriprise Financial Services, LLC

At Truist, our purpose is to inspire and build better lives and communities. That happens through real care to make things better. To meet client needs, to empower teammates, and to lift up communities.

At Truist, our purpose is to inspire and build better lives and communities. That happens through real care to make things better. To meet client needs, to empower teammates, and to lift up communities.

We offer retirement planning, financial planning and investment management to Apex, Cary, Holly Springs, Raleigh and the Greater Triangle area. We check all the right boxes: Independent, Fee-Only, Fiduciary, CFP Professional, Experienced, Client Focused.

At Truist, our purpose is to inspire and build better lives and communities. That happens through real care to make things better. To meet client needs, to empower teammates, and to lift up communities.