Investing in Raleigh, NC
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10 locations found near Raleigh
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2607 Oberlin Road, Raleigh NC 27608
“Gray Pendleton at Pendleton Financial was absolutely fantastic in helping ease my anxiety around retirement planning. He provided clear, practical tools I can start using now to maximize my savings for the future. I truly appreciated his thoughtful, low-pressure approach—he’s definitely not one of those fast-talking financial advisors. Our complimentary call even ran over the scheduled time, yet he never seemed rushed. Gray took the time to answer all my questions thoroughly and walked me through realistic, personalized solutions. He then followed up with a detailed email summarizing everything we discussed, which was incredibly helpful. I highly recommend him to anyone looking for honest, knowledgeable guidance with their financial planning.”
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2941 Wakefield Pines Dr Suite 201, Raleigh NC 27614
“3-years ago I left a 5-star review on Darryl Banks, Financial Advisor at Edward Jones. My family (wife and children) have been with Darryl and his team for over 6-years. Within that 6-years, we have worked on the roadmap that was set out from our initial transfer. It has been modified to include Life Insurance and diversification of our portfolios. The 6-years have seen markets increase and decrease; however, the plan that Darryl has set forth is improving the confidence level that our path is improving towards the ability to retire. He and his team listen and offer guidance as life and priorities change. I appreciate their honesty and support. They tailor a plan to your needs and I highly recommend anyone speaking with Darryl and the rest of his team.”
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100 E Six Forks Rd #200, Raleigh NC 27609
“My friend recommended Ben Brooks for financial planning many years ago. The dynamic duo of Ben Brooks and Cindy Kasner, have been more like family to me than just advisers. They have helped me steer a course toward financial security and walked me through each step of the process, whether planning for retirement or buying a new home. They are consummate professionals who are 2 of the most caring and compassionate individuals I have ever worked with. I would recommend Ben and Cindy to anyone needing investment advice.”
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4242 Six Forks Rd, Raleigh NC 27609
“I've been with Merrill and the Edwin Braswell team for nearly 15 years and they've always been super professional, helpful and above all kind. The market has its ups and downs and over the years Edwin's team has always gone out of their way to look out for me and my family's financial best interests. Edwin consistently communicates and keeps me updated during the good and challenging times--and my portfolio has done great! I appreciate his genuine honesty and diligence for his clients. I give him my highest recommendation.”
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14400 Falls of Neuse Road, Raleigh NC 27614
“I've been using the PNC Bank branch in Wakefield fairly often, as the branch in Wake Forest closed a few years back. It is located in the Wakefield Commons shopping center. The branch has an outside ATM, drive-thru, and the lobby is also open during the week. The employees have been friendly the times I have needed to go inside to complete transactions. The ATM is normally more convenient for me, since this location isn't near me and hard to get to when open. The ATM thankfully can handle most transactions, including deposits of cash or checks. For withdrawals, it even has a bill select. if you would like a variety of denominations.”
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925 Ridgefield Dr, Raleigh NC 27609
“This branch is genuinely friendly and helpful to me over the many years. I like the efficiency and also when they offer suggestions that have improved my personal experience without any pressure”
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4300 Glenwood Ave, Raleigh NC 27612
“Sooo good to see a bank still handling cash transactions! The PNC in wake forest is a cashless bank. This one here was great! Helped me with my issue and got me on my way. They were very welcoming, pleasant and professional! Thanks PNC team!”
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8809 Six Forks Rd, Raleigh NC 27615
“The gentleman that helped me open up my account was just amazing! They made me feel like I was the only customer in the world, and my troubles were their troubles. I was just really shocked at how warm and inviting they were, it was really impressive! Great job keep up the good work:)”
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4000 Capital Blvd, Raleigh NC 27604
“New customer opened an account today online with virtual wallet it was quick and convenient. Followed by depositing check in person the teller was very nice andPersonable , didn’t catch anyone’s names but she was nice as well as the older gentleman who helped me with my account and discussed credit card”
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4313 Glenwood Avenue, Raleigh NC 27612
“For many years I dealt with Schwab only online. However, I've recently used this branch on three occasions to get help with opening accounts and depositing funds when paper handling was involved. Their assistance has been prompt, helpful, and professional. On a human level, each one of them has been a lift to my day, even when the banking system itself causes delays at times.”
