At Six5 Financial Planning Group, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the Cary, NC area... Read More about Six5 Financial Planning Group - Ameriprise Financial Services, LLC

The Raleigh, NC, team of financial advisors is ready to help guide your financial future. Founded in 1997, Wealth Enhancement Group is a nationwide network of independent financial advisors focused on delivering personalized financial plans. Clients from over 50,000 households have access to a range of services, including retirement planning, wealth management, tax strategies, risk management, estate planning, and private... Read More about Wealth Enhancement Group

Since 1952, clients across the U.S. and more than 50 countries have partnered with Aprio to Account for Anything™. Delivering comprehensive advisory, assurance, tax, accounting, wealth management and legal services, Aprio helps clients create value, drive growth, manage risk and protect wealth. With proven experience and genuine care, Aprio provides the solutions and guidance individuals and businesses need to achieve... Read More about Aprio

As a First Command Financial Advisor, I am committed to helping clients consistently make the smart, informed financial decisions that are essential to the pursuit of long-term financial security. I chose this profession because I believe it gives me the opportunity to make a real difference in the lives of the people I work with. Experience has taught me that... Read More about First Command Financial Advisor - Angel Nieves Alicea

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

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 Cary, NC area, Phil Sielatycki will take the time to understand you and your goals, as well as those changing... Read More about Phil Sielatycki - Financial Advisor, Ameriprise Financial Services, LLC

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 Cary, NC area, Phillip Harris will take the time to understand you and your goals, as well as those changing... Read More about Phillip Harris - Financial Advisor, Ameriprise Financial Services, LLC

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 Cary, NC area, Bryan Richardson will take the time to understand you and your goals, as well as those changing... Read More about Bryan Richardson - Financial Advisor, Ameriprise Financial Services, LLC

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 Cary, NC area, Will Dyson will take the time to understand you and your goals, as well as those changing... Read More about Will Dyson - Financial Advisor, Ameriprise Financial Services, LLC

Jim Kniffen, CFP, Senior Investment Advisor, has been professionally and passionately engaged in helping individuals and couples pursue financial peace, success and security since 1985. Jim is focused on building and maintaining effective client investment portfolios. He is engaged in investment research and analysis, monitoring the financial markets through current events and trends and analysis of specific investments and their... Read More about James P. Kniffen Portfolio Management, LLC

Family Legacy Financial Solutions, based in Cary, NC, offers personalized financial advising tailored to your family's needs and dreams. Founders Todd Iglehart and Josh Stubbolo, an uncle-nephew team, focus on comprehensive financial planning that includes budgeting, retirement planning, tax strategies, and estate planning. They emphasize a family-centric approach, helping you achieve financial freedom, security, and lasting wealth. Whether planning for... Read More about Family Legacy Financial Solutions

Lifestyle Ownership: What's Your Number? Nobody grows up wanting just to survive in life, but that is all many seem to be doing. I believe we all want to do better but do not know how. I'm here to help you change that.

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.

Tom founded Turning Point Retirement Associates (Turning Point) to offer objective guidance and advice free from the constraint of shareholder expectations and corporate profits. An educator by nature, Tom's independent practice is uniquely positioned to help individuals and families invest with confidence. Listening to your needs is, and will always be, the key to Tom's success. By truly understanding your... Read More about Turning Point Retirement Associates

Chuck Stratton joined First Command Financial Services as a Financial Advisor in August 2021, following a 10-year career in the United States Army, where he attained the rank of CPT. Chuck understands the challenges and opportunities associated with life in the military and is committed to helping service members and their families get their financial lives squared away. A graduate... Read More about First Command Financial Advisor - Chuck Stratton

Nick Putnam joined First Command Financial Services as a Financial Advisor in May 2007. He is excited about the opportunity to help people make the smart financial decisions that are essential to long-term financial security. A graduate of North Carolina State University with a Bachelor's degree in Financial Management, Nick holds Series 6, 63 & 65 securities licenses plus life... Read More about First Command Financial Advisor - Nick Putnam, RICP®

First Command's Financial Advisors in Cary, North Carolina are committed to serving our Nation's military families in their pursuit of financial security. Keeping you financially squared away wherever life takes you.