Olde Raleigh Financial Group

Olde Raleigh Financial Group is a financial planner in Raleigh, NC. It is an employee-owned, fee-based financial advisory firm that provides personalized wealth management, investment services, and customized financial planning. The firm serves individuals seeking independent advice tailored to their specific circumstances, with a focus on those who value disciplined investing and a long-term approach. Its team of five advisors spans multiple generations, offering combined wisdom to help clients build a lasting legacy. The firm holds a rating of 5.00 based on customer reviews.

Founded in 2017, the firm prioritizes client interests through a conversation-driven process. The advisors take time to understand unique financial goals, using comprehensive tools for clear communication and efficient plan management. They focus on three distinct clients within each individual: the present self with immediate needs, the future self with long-term aspirations, and the humble hero representing impact on future generations through charity and education. The firm offers services including retirement planning, charitable giving strategies, insurance exploration for family protection, and long-term care navigation. The team assists with managing company stock grants, 401(k) selections, Roth conversions, and projected IRA mandatory distributions. Additionally, they help clients explore various investment instruments, including stocks, bonds, and mutual funds, to build tailored portfolios.

The team includes advisors with diverse backgrounds, including degrees in finance, paper and pulp science, entrepreneurship, and English. One advisor holds the Chartered Financial Consultant (ChFC®) and Chartered Life Underwriter (CLU®) designations and specializes in de-risking successful entrepreneurs through insurance strategies, investment, and estate planning. Another advisor previously worked as a project manager and accountant, while a third brings experience from Fidelity Investments and enthusiasm for tax strategies and retirement savings. The firm maintains Series 65 and Life & Health Insurance licensure in good standing.

The firm is known for its positive rating from the customers who have reviewed it. This high rating reflects the reputation for personalized attention and a client-focused approach that distinguishes Olde Raleigh Financial Group in the Raleigh market.

By combining decades of combined industry experience with a deeply personal, multi-generational team, Olde Raleigh Financial Group delivers tailored financial planning that helps Raleigh residents secure their present and future.

The firm is located on Edwards Mill Road, about a tenth of a mile from Duraleigh Road. It sits near the UNC Urgent Care at Raleigh and the Marquis on Edwards Mill Apartment Homes.

BizScoreAI gives Olde Raleigh Financial Group an On-Page score of 91 out of 100, which means the site is well set up for search engines to match the firm to customer searches. The business also holds a Content Quality score of 75 out of 100, ensuring the website clearly answers questions and provides content that AI assistants can quote directly.

Services:

• 401k Allocation
• Investment Management
• Retirement Planning
• Social Security Analysis
• Tax Planning