Raleigh, NC Financial Consultant

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

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

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

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

Honest guy.

Positive: Professionalism, Quality, Responsiveness, Value

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

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.

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

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

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

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

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

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

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

Positive: Professionalism, Responsiveness

Friendly and tries to work with you all the time

Very helpful

Positive: Professionalism

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

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

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

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

This location is closed.

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

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

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

Spent 30 minutes with a Teller trying to attempt to cash a check from a big corporation. Yes, I am trying to scam $350.00!! Let's make him wait 30 minutes!

Awesome experience working with Jeff. Been with him for several years and all his recommendations have proved to be in my interest. He iniates reviews of my accounts an ... more

I have worked with High Tech Home Warranties for 10 years . They have done well considering all the challenges with this industry. I highly recommend them when your ... more