Deborah was fantastic! She provides very thorough, holistic, and detailed analysis of our current…read morefinancial picture and steps to take in order to meet stated financial goals. She is very personable and a pleasure to work with. We made changes in our portfolio with the information we received back from her analysis and have a clearer picture to maximize our savings and investments.

Over the years I have had various sources of financial planning advice. Blue Water offers just…read morewhat I want - I pay for advice and I get it. The fee charged is in line with the amount of service rendered. The advice is well calibrated to ours needs. Questions we ask are thoughtfully answered. After an unsatisfactory experience with an advisor affiliated with a major brokerage, we interviewed about half a dozen firms to find a replacement, we chose Blue Water and after almost 8 years with them we are happy we did.

How on earth do you reach these people? There is no one answering the phones, just goes directly to…read morevoice mail. It has you press 1 for this person, 2 for that person. I've called three times and pressed numbers in hopes to talk to a live person but it just goes to their individual voice mail. They must not want new clients

From the owner: At Hunter Street Investment Advisors Financial Planning Solutions we will take a holistic…read moregoals-based approach to your financial planning. Our firm's fee-only professionals have a combined 62 years of investment management experience. Our services include: investment management, retirement planning, taxes in retirement and estate planning. True holistic management means creating investment portfolios which complement each other in diversification while achieving the personal goals you set forth. Hunter Street serves both the individual and institutional investor and we are mandated by law to act as a fiduciary or trustee with regard to your financial advice.

Expensive and bad. There is no way you can grow money here…read more My mom died in Oct 2016 and left me 4 accts with Edward Jones. 3 of the accts were heavily weighted in bonds funds. Bonds, in case you didn't know, are at their maximum possible prices, and really can't go up in value (as of late 2016). I spoke with Jennifer twice on the phone, and twice in person. Each time, I told her that I wanted to move my mom's assets into stock funds (which can go up in value). She kept telling me that it was a bad idea, and asked for details regarding ALL MY INVESTMENTS OUTSIDE OF EDWARD JONES. During my last meeting with Jennifer (just after Thanksgiving), I gave her the details of my outside investments, and I told her, "It is late 2016, and friends don't let friends be in bonds." She still refused to help me transfer my mom's assets out of bonds -saying that we should do that later, and that I should let her guide me with all my outside investments. I decided to have one of my other brokerage accts take over the assets held by Edward Jones. Finally in late Dec 2016, I have completed the transfer. My conservative estimate is that Jennifer cost me 7.2% or $19,000 by sitting on her hands and not doing what I asked her to do. Jennifer did liquidate the 4th acct (which only held 64 shares of Chevron). She said the sale commission would be "one eighty-four." A dollar and 84 cents is pretty cheap. Selling shares usually costs me 8 or 9 dollars. When I got the trade confirmation in the mail, I couldn't believe it. That one trade cost me $184. Absolutely outrageous!

From the owner: During these uncertain times, we're here for you - ready to listen, support and navigate this…read moretogether. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

I've been working with Bob Mayhew at Cary Tax for the last three tax seasons. He is very…read moreknowledgeable and helpful, especially with my unique tax situations. I used to spend hours trying to make the DIY tax software work for me and now I'm able to spend a few minutes sending over my documents and Bob handles the rest! With COVID this year Bob was able to accommodate a totally touch free virtual experience. Documents are securely updated and we communicated as needed over email/ phone. Bob even managed to find us a refund due to new tax laws! I highly recommend Bob at Cary Tax to anyone who wants a pain free way to do taxes!

Terrible service. I hired this tax advisor when launching my small business, meeting with him in…read moreadvance to prepare. By tax season, he had forgotten everything and wrongly accused me of not actually starting my business. His errors nearly cost me $30K--had I not sought a second opinion, which led to a refund. He also botched my personal return, failing to account for a significant portion of my income. When I pointed it out, his firm blamed me for providing "nonstandard income documents"--even though I gave him exactly what he requested. Throughout the process, he treated me with mistrust and skepticism about my income level. The experience was frustrating and disheartening. Beware.

When a client for over five years and always enjoy consulting with the professionals at capital…read morecoach Pete has added his very professional and knowledgeable staff. Enjoy the weekly radio show and always find something interesting about it.

From the owner: Capital Financial Advisory Group was founded over 20 years ago by Peter J. "Coach Pete" D'Arruda…read more D'Arruda is a Registered Financial Consultant, Fiduciary, and Investment Advisor with over 200 clients under his management. He has authored four books and co-authored three other books, including the best-seller "The Secret To Winning Big." He has also been featured in numerous newspapers, magazines, television shows and radio programs including Newsweek, CBS Money Watch, Yahoo! Finance, San Francisco Chronicle, Miami Herald, CNBC Power Lunch, My Carolina Today, The Wall Street Journal, Reuters, AARP, Glenn Beck, Kiplinger's Retirement Report, TheStreet.com, AOLMoney and many more. Capital Financial Advisory Group is an Accredited Business with the Better Business Bureau, a member of the National Ethics Association, a member of the National Association of Insurance and Financial Advisors, and a member of the International Association of Registered Financial Consultants.

No matter how young or old, getting solid financial retirement advice is important. Mark…read moreCourtemanche has all the credentials as a charted financial planner....plus he grew up in the financial biz and followed in his dad's footsteps! My husband and I wanted someone who had experience and expertise while understanding modern life challenges. He helped us immensely! We met him as strangers but quickly felt like friends. If you need help with figuring our your financial future give him a call!

From the owner: Retire with confidence! Get the answers you need with a holistic financial plan tailored for you…read moreand your family. Your plan will include Income Planning, Investment Management, Social Security Maximization Strategies, IRA Distribution Planning, Tax Strategies, and Insurance Services. We work with people that are already enjoying or nearing retirement.

Very agressive and rude. I did not feel like customer. I felt like a slave. Give up on…read morecommunication. Will not have anything with them.

It looks like doing business with Brian Raleigh will cost me for the rest of my life. I was put…read moreinto an annuity without being told the entire story. I was told that it would protect my money. I was not told that it wasn't my money and what it would cost to use any of it. However, that is not why I am writing today. This practice is common and not worth the time to write. I am writing because after Brian's firm got my money I was cut off and this has put me in a position where I will never make up the loses and well into my retirement I am still paying out, not getting back I was old enough to take money out without IRS penalties and needed some money. I called the office to ask Brian about it. He had always been so nice before he had my money. I was told that I couldn't talk to him I had to go to the annuity company and did so. That is when I learned about the annuity penalties. That was bad enough, but a few years later I learned that I could have gotten the money in a way that didn't cost penalties. If Brian had spent 10 minutes talking to me, he could have steered me in a different direction. But he wouldn't do it. I not only lost that money, but because I had no advice, I got a lot of extra taxes, both federal and state. If Brian had talked to me those could have been avoided. If Brian had spent 10 minutes talking to me, that could have been avoided. A while ago I wrote him a letter, it wasn't going to change the situation, but I wanted him to know. I paid to have it sent registered, signature required. I told him the whole story in more detail. Brian Raleigh, ignored that and I have the receipt that he got the letter. He used to have a radio show, may still have it, and it makes him look like a big expert. Do know that that is just paid advertising. I have lost all my money and more, thanks to Brian Raleigh's not giving me 10 minutes and a bit of advice. But he had all my money by then so I can only guess that he was no longer interested.

I met with Laird Hepburn, Managing Partner at BSG. In a financial advisor, you want someone who is…read moreclear and direct balanced with empathy and human connection. Laird is a phenomenal educator of his expertise and conveys confidence when you are searching for someone who can lead you with great insights yet takes the time to know your sensibilities and guide you through what is of priority. He is a blend of financial advisor with a therapeutic touch! His wife Monica warms up the office even more with her warm disposition, and was the first person I met. Kris Alban, financial planner, is wonderful too! I am sure the rest of the BSG team of retirement and financial planners are wonderful people to select from!

From the owner: BSG Advisers is a premier independent Registered Investment Adviser (RIA) specializing in fee-only…read morefinancial planning and wealth management. Our core expertise includes: ● Fee-only Financial Planning: Holistic roadmaps for retirement, tax efficiency, and estate planning. ● Investment Management: Custom portfolio strategies tailored to your risk tolerance and long-term goals. ● Company Retirement Plans: Specializing in 401(k) plans, SEP IRAs, and SIMPLE IRAs for small to mid-sized businesses. Our team of financial advisers proudly serves clients throughout the Triangle, including Apex, Cary, Holly Springs, Fuquay-Varina, Morrisville, Durham, and Raleigh. Whether you are looking for a retirement planner or a dedicated wealth manager, we offer the local expertise you deserve. Business-owner Strategies Group, LLC is an SEC Registered Investment Adviser d/b/a BSG Advisers. BSG Advisers offers financial planning, investment advice and insurance. We do not provide tax or legal services.

I have worked with Jessie at Cardinal Hill for over 8 years and was very impressed from the…read morebeginning of our relationship but my confidence in Jessie has only grown. I wouldn't trust anyone with my wealth other than Jessie, Robert and Brooke. Quality firm. Wonderful people.

From the owner: Our firm specializes in providing comprehensive financial planning to working professionals, small…read morebusiness owners and retired individuals seeking to plan for the future, minimize taxes and maximize their wealth. We leverage top technology to evaluate multiple aspects of your financial plan and combine our diverse professional background (one partner has a CFP and another a PhD in business) and experience to deliver value to every client we meet with.

Had Srinivasu come to my home to notarize a couple of documents. He was on time, very professional,…read morefriendly, efficient, and kind. Highly recommend for your needs.

Needed a notary that was able to come to my house to notarize multiple real estate sale documents…read morefor myself and my son. Was actully early than scheduled but was fine for a sunday. Very affordable and professional. Would highly recomend for any one that needs a mobile notary that can work around your schedule on short notice. Will use again in future. They also offer many other financial needs--estate planning etc.........