Jeff is a highly respected professional in the business brokerage, mergers, and acquisitions space…read more His experience of many years in the profession makes his advice to business buyers and sellers invaluable. I've known Jeff for well over a decade and can recommend him without any reservations. He will do a superb job for you.

An obvious leader in his industry. Goes above and beyond to simplify the complicated aspects of…read moreselling a business. Insures all parties receive full value! Consistently responsive to questions and concerns that arise during the process

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.

To be retired and financially comfortable is a gift. Compass Financial Group has given me that gift…read moresince I signed on with their office in 2018. Richard Hill, the president, has a fiduciary designation which means his first obligation is to me, his client. Richard and staff are always reachable. They are patient and thorough in explaining the reasoning and methodology they use to achieve my financial goals. I highly recommend Richard Hill and Compass Financial Group to help people live life comfortably without worrying about finances. Eleanor DeMeglio

Richard Hill and staff have done a fantastic job of educating and guiding my wife and I on the…read moresteps we need to take now to ensure a secure and lasting retirement. It is much more than investing. It is a complete plan with thought into everything needed in our later years that we would have never thought of on our own. Schedule an appointment today. You will be in good hands.

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.

Over the years, I worked with several AXA-Advisors who sold me unnecessary, overpriced financial…read moreproducts which did not perform as was presented to me. Over the last year and a half, I had a 0% return on a 200K investment. And these people think they're doing you a big favor by charging the excessive fees for their lousy performance. I also had two other products which did about as well. Do yourself an big favor and send your money to Vanguard or some other low cost index fund.

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.

Great advice and great people. Each of them truly has a teacher's heart and spoke to us in earnest…read moreabout our goals and what it would take to get there. Multiple times throughout the years when we had life changes, Chris and Brant were ready to navigate the hurdles alongside us and help make the right decision, which was not always the easiest choice.

From the owner: Steward Wealth Strategies is a faith-based wealth management firm dedicated to helping our clients…read moreget the most life and purpose out of their wealth. Established in 2008, Steward Wealth Strategies is the longest-serving Dave Ramsey affiliate in the Triangle and has guided thousands of families to stop worrying and start living. With over 60 years of collective advising experience, our team is dedicated to working with you to design a Purpose Driven Plan that will preserve your financial future while keeping true to the Christian ideal of generosity.

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.

Try other comapanies like Merrill Lynch, Edward Jones, even banks like SECU, Wells and BOA have…read morebrokerage services and were much more helpful. These folks were inept at greeting and helping people as I waited an hour to hear "no" from Justin Rosenthall. Every answer to clients' questions seemed to come from a place of "no." A week after requestsing signatures on documents I carried into the branch, I am not getting a response and had to cancel an important meeting for which I needed the signatures. They simply don't care, and I'm now in a mess because I allowed them to "manage" a sum of money for 11 years, never requesting anything and never hearing from them once. Invest your money elsewhere.

The representatives are always friendly, knowledgeable, and respectful, taking all the time I need…read moreso that I thoroughly understand what we are doing. I always feel that I am making an informed decision.