Raleigh, NC Investments

Guy knows his stuff and is extremely helpful with any questions that you might have. Glad to have Guy looking out for me.

Great fast process, folks are a joy to work with

Have had financial assets parked with Socratic Better Wealth for over a year and I'm very pleased. We've continued to bring more assets over for them to manage and trust ... more

Positive: Professionalism, Quality, Responsiveness, Value

I am so happy I found these guys. I felt taken care of and was not pressured to do anything I wasn't comfortable with. I would recommend them for anyone that gets in the ... more

Caroline is not only knowledgeable but so caring. She remembers all the details of not only your financial situation but your family and life. Its like working with famil ... more

Wonderful time today at Durham Bullls games with Arbor Wealth. Great event that matches their great service!

Victoria Johnston is an excellent resource for all of your financial needs!

Working as an intern for the summer of 2023 under William Smith, I learned that Capitol Financial was truly about two things... Collaboration (1) was truly evident within ... more

Darryl has been amazing to work with. Anything having to do with financial planning or planning for retirement scares me, but Darryl has been so patient with me and reall ... more

John works hard for his clients finding the right path for them, he is great at listening and very responsive. Looking for an awesome financial planner? Call John Underhi ... more

First citizens is quite possibly the worst. They nickel and dime you left and right and if you need anything done FOR you everything will take at least 3 to 5 business da ... more

Everything went well as expected. The person assisting with the withdraw was helpful and knowledgeable.

Very professional office from the staff all the way up to Ms Winbon, who personally cares for her clients .

Very helpful

I've been working with Marty for years and get solid advice and guidance on my retirement plan. He's patient in answering questions and calls me several times throughout ... more

Brian and his team are fantastic, my wife and i are extremely pleased with our ROI. Thanks Brian...Keep up the GREAT work.

Sarah Privette at Marshall & Taylor goes above and beyond. Could not be happier with her work. Professional, expeditious, and courteoustraits that are far and few between ... more

Honest guy.

George not only did extremely well with my portfolio, but was personable and easy to talk to about my financial goals and strategy. Would recommend to anyone.

I've been working with Nathan for a few years now and there is no one I trust more in financial services. He's always been professional and a joy to work with. He has be ... more

Waylon has assisted me and my family for over 6 years. I meet or call him several times a year and he helps to walk me through what all I may need to shift in my portfoli ... more

Weve entrusted Tom for the past year +. Hes great not only on the professional level but as a friend too. We have referred our own friends and colleagues too. We are all ... more

Friendly and tries to work with you all the time

Corbin has been my financial advisor since 2016. He is very knowledgeable and has always been very professional. He has given me good sound financial advice and is conce ... more

Positive: Professionalism

I've worked with Jon for some time. He's been very helpful and responsive.

Cheryl is dedicated to her clients and is always up to date with the market and its changes. I always go to Cheryl to find the answers I need for investments.

I hope he gets the same reception when he knocks on your door seeking your business. Rude!

Positive: Professionalism, Responsiveness

Philip has provided excellent service, and has made very wise choices with our investments. I highly recommend his services as a financial planner!

Great operation with good investment advise.

This location is closed.

Very knowledgeable and caring which is very important to me. He has been so helpful to me. I completely trust and appreciate his patience and guidance.

First citizens is quite possibly the worst. They nickel and dime you left and right and if you need anything done FOR you everything will take at least 3 to 5 business da ... more

Excellent. Super bedside manner. Shares what the opinions are available to help you make the right decision. He is the best. Kelley his assistance was wonderful. And ... more

Everything went well as expected. The person assisting with the withdraw was helpful and knowledgeable.

I can't run out of positive things to say about Jeff Miller and his office. I'm very grateful I found him via a Google search. Everyone at his office is responsive, profe ... more

Very friendly and welcoming firm. Very knowledgeable, and patient in explaining and showing me how to meet my goals.

I'm his brother. I beat him up as often as I could when we were kids. I highly recommend!

This office has been wonderful in helping us manage our resources. Bill provides exceptional guidance for us. Brittany is always available to help us do what we need t ... more

He is representing a friend of mine and webt b out of his way to prevent her from getting a FTA .