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.

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.

DO NOT GIVE THESE PEOPLE YOUR BANK INFORMATION!!!!!! I was double billed my first month in this…read moreprogram and they refused to fix their error. Their representative told me that it was my bank's responsibility to fix CESI's errors and refused to refund my money or transfer me to a supervisor. Extremely shady and predatory conduct AVOID.

I used CESI, but it has been some years back, maybe beginning in 2003. I was practically hopeless…read morewith debt and they were very encouraging on the phone and I felt great relief immediately. I never had a problem after that. They withdrew funds from my account every month, paid my bills and reduced my interest, and charged me $25 a month for this service. The end result was that I was debt free. Unfortunately again I am signing up with them to help clear my debts.

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

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.

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.

After a lot of research on area CPA's, we chose to have Mr. Bunn do our 2020 federal, IL & NC…read morestate tax returns. We found him to be very timely with his response time to our questions, efficient, and thorough. The quality of his work is top notch, and we recommend him highly.

Very grateful to have found Brian! He was very prompt, thorough and helpful with the services he…read moreprovided. I can not recommend him enough!

I've been with Olde Raleigh Financial Group for over a decade, and the impact has been nothing…read moreshort of life-changing. I came in with some investing experience and decent results, but their guidance took everything to a completely different level. Their team is consistently accessible, proactive, and incredibly knowledgeable--always keeping me informed on where to invest and, just as importantly, where not to. There were moments along the way where my confidence wavered, but their steady, strategic approach proved itself time and time again. Staying the course with them was one of the best decisions I've made. Grateful for their partnership and the results we've achieved together. Highly recommend.

I have been a client of Alex Mihajlov since 1983. No matter where he worked, I moved my money with…read morehim and now am an established client of Olde Raleigh Financial Group. Alex and his team listens to my concerns/needs and provides guidance to best meet my goals. I would highly this group for your financial needs.

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.

We worked with Grayson, an excellent financial planner. Extremely professional, patient, detailed…read moreand informative! Provided a variety of options, provided good communication throughout the process, gave great advice and helped us weigh the pros and cons of the various choices we had to consider. I would highly recommend this service for financial planning for your future financial success and retirement. Grayson was also helpful in pointing us to other local resources in the area that would be helpful within the financial realm (tax consultant, etc) since we are newish to the area.

We selected Financial Symmetry after researching several fee-only financial planning firms in the…read moreRaleigh area. Chad Smith has served as our advisor since we first contacted the firm in 2016. After reviewing our financial situation, Chad prepared a set of recommendations, considering that we were within a few years of retirement. We then decided to have Financial Symmetry manage our investments on an ongoing basis. Every quarter we are presented with a review, along with a set of recommendations which we must approve before Chad implements them. Chad has always responded to our communications promptly and has addressed any concerns we have presented to him. I am pleased to recommend Financial Symmetry to anyone who requires financial planning services.