Financial Advising in Cary, NC

“Title: Exceptional Financial Services with a Personal StarsReview:I can't say enough about the outstanding service provided by Jessie Harris and his remarkable team at Cardinal Hill Wealth Management. From the moment I walked through their doors, I felt welcomed and valued as a client.Jessie's expertise in financial management is evident from the first conversation. He took the time to listen attentively to my financial goals and concerns, and then crafted a comprehensive plan tailored to my needs. What truly sets Jessie apart is his unwavering commitment to acting as a fiduciary, always prioritizing my best interests above all else.But it's not just about financial acumen; it's also about the exceptional people who make up the team. Brooke, in particular, stands out with her impeccable customer service skills. She's incredibly organized and keeps everything running smoothly, ensuring that I stay on track with my financial objectives.What truly sets this team apart, however, is their genuine kindness and willingness to go above and beyond. I'll never forget the time when I was loading a U-Haul with donations, and Jessie happened to pass by. Without hesitation, he jumped in to help, demonstrating a level of compassion and dedication that goes far beyond the call of duty.In every interaction, whether in the office or out in the community, Jessie and his team exemplify what it means to be exceptional human beings. Their commitment to their clients extends far beyond financial matters, creating a sense of trust and loyalty that is truly invaluable.If you're looking for financial services with a personal touch, look no further than Cardinal Hill Wealth Management. Jessie Harris and his team are simply the best in the business.”

“Mr. David has been doing my taxes since I moved here in 2013 (Happy Taxaversary!) and he has always been kind, professional, and respectful. He sat with me for about an hour last week helping me plan some next big steps for my career. I'm thankful to have someone knowledgeable in my corner who is willing to go out of their way to help me learn how to become more successful! Highly recommend Tax Advisors of Cary!”

“It is very seldom that a company does exactly what it promises. Raleigh Wealth Solutions is one of those companies that does do exactly what it promises! The entire team has been an absolute pleasure to work with! Call and let them help you plan and meet your retirement goals. You will not regret it.”

“Charles Schwab nominee for Best Business of the Decade "Kuss Kuss Award" Dude There IS a Way 99 Reasons I LOVE SCHWAB 1. They let me be..... Me Dude you can invest like a Millionaire ( depending on which 0ne ) with 100 $ (if you will look into it) I'm not going to share my approach Because it is HIGHLY Speculative ( just a little more "conservative than Bitcoin" though currently only twice as Diversified! 2. Lower Fees You can spend more Money somewhere else and Very VERY Likely not get as great Advice and Service! 3. Support Continually the Branch Staff, Internet Support AND Telephone Personal Impress me, beyond my craziest Dreams and that says a LOT since my craziest dreams is where all the Great Art, Film and Design comes from... You didn't know? Think about it! 4. Recently I saw an Interview with The Man Himself Charles Schwab, I was incredibly impressed with how Sharp and Wise he is! 5. Ethics Dudes, you probably do NOT know how some of the other companies operate! Schwab is ethical! Where Schwab stands some of the competition has been pommeled! Be glad! To Be Continued”