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December 2024 by Todd Baucom
Where shall I start. Getting engaged with Raleigh Wealth Solutions has been incredibly wonderful. Stephanie and I have been working with them for a couple years now. The staff is always amazing. They go beyond the goal line to answer questions, facilitate finding a form, providing advice, etc. Most importantly though, they have managed to develop a plan that has experienced robust growth, while simultaneously diminishing our income tax burdens. The double whammy of benefits have been game changing.
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July 2022 by Jim Tuck
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.
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July 2022 by joy kimble
In the beginning, the firm was very engaging and offered in person gatherings while keeping us up to date on retirement changes/updates and would introduce us to new investment opportunities or that some retirement laws have changed such as the MRA has been increased to 72. This also provided us a chance to meet the other investors which gave us the feeling of being a family. 1) I would like to see the company go back to that. This is something that can be done quarterly or even twice a year. 2) I would like for my assigned advisor to contact me to schedule annual reviews and to just check in to see how I'm feeling about my current investments and discuss possible changes. 3) It is important for the advisor (or whoever has been contacted) to respond to calls and emails within 3 days to make sure that I dont feel like I'm being ignored. Two weeks and sometimes as long as a month is unacceptable. 4) When new people are hired, send a email or flyer in thru the mail to everyone with the new person's picture and a brief synopsis of the work they will be doing and who they are assisting if applicable. 5) I would like to hear from my ASSIGNED advisor every now and then when I place a call to the office instead of their assistant/co-worker. This wold make me feel like they are earning the commission from my assigned accounts.
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July 2022 by sonja haywood
Very attentive to my needs and concerns. Excellent response time!
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June 2022 by Ron Weinhold
Simply put the company does a great job. I've been working with him for a number of years, can always get in touch with him and they're always looking for ways to improve my portfolio and to limit my risk whether it be tax implications or market downside.
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June 2022 by Ashley Paul
The RWS team is a great team to work with. I have enjoyed working along side a team that supports one another and cares about the families we serve.
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June 2022 by Ferrand Fowler
They are like family and my wife and myself have put complete trust in their team.
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May 2022 by Melanie Kaufman
The staff at Raleigh Wealth Solutions always makes us feel welcome. We are very pleased with the service they provide and feel very confident that they are doing an excellent job with our best interests in mind. Joe McCleod takes his time with us to address all of our concerns and provide the best strategy he feels would work for us.
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May 2022 by Michelle Cator
We have loved everything about working with Raleigh Wealth Solutions. They are very personable, informative and truly make an effort to get to know you and your personal situation. They spend a lot of time getting to know you and have given us excellent guidance so far. Highly recommend working with them.
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May 2022 by John Lenns
The entire team at Raleigh Wealth Solutions has been outstanding to work with over the many years we have been part of their client family. The knowledge and experience of the team is second to none and they truly care about their clients' financial security.
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May 2022 by Natalie Giles
As we transitioned from “savers” to “spenders” in retirement the Team at Raleigh Wealth Solutions helped us feel confident about our choices. When I call I promptly get a response from them. Highly recommend this group.
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May 2022 by Andrew Barksdale
RWS has a team of advisors that has been a great resource to both my company and personal financial successes. Brian has built a group that is interested in understanding what the customer needs and not what they perceive as being needed or that they have a product to push. This is a wonderful, dynamic group that is caring and responsive and adds value to every aspect of the financial experience.
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May 2022 by Karen Smith
Brian Raleigh and his staff have gone above and beyond taking care of our finances to ensure our money is secure and most importantly GROWING! We have referred both family and friends and all are as satisfied as we are!
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May 2022 by Wally Turnbull
Professional and personal advice and assistance. Definitely, not one size fits all. These folks will know you and work with your preferences - not make you fit theirs.
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May 2022 by Gerry Shearin
A great team that cares. Very professional and responsive. I would recommend them to anyone looking for a financial advisor.
