Raleigh Wealth Solutions

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.
Jul 25th, 2022

Very attentive to my needs and concerns. Excellent response time!
Jul 3rd, 2022

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.
Jun 28th, 2022

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.
May 17th, 2022

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.
Apr 15th, 2022