Art Financial Services

Lewis Financial Management LLC, based in Raleigh, NC, has been dedicated to providing comprehensive financial planning services for nearly 40 years. Unlike typical money managers, they emphasize total financial advice, tailoring solutions to fit each client's unique financial situation and goals. Led by certified financial planner Doug Lewis and his wife Linda, the firm focuses on continuous, customized support in areas including investment management, tax planning, retirement, cash flow, and estate planning. Their commitment to client care is reflected in their monthly reporting system, ensuring clients receive regular updates and ongoing advice throughout their financial journey. Generated from the website

About The Potter Financial Group It has always been about our clients. In 1985, when Charlie Potter founded the Potter Financial Group, he also put forth a set of values and principles that still define the Potter Financial Group. We see ourselves as partners to our clients. It is our role to educate and ensure that our clients understand each and every recommendation we make to them. We enter every client relationship from a holistic financial planning perspective first. As credentialed advisors and professionals, we have specialized knowledge of the fiduciary standard and work in our clients’ best interests.

Ameriprise Financial Advisors in Cary, NC, specializes in guiding clients towards achieving their financial goals through personalized, one-on-one advice. With a network of over 10,000 advisors, they offer tailored recommendations and regular meetings to help clients manage their investments and navigate life's financial uncertainties. Clients can expect a comprehensive approach that includes a focus on individual goals and access to digital tools for monitoring progress. Ameriprise advisors hold various professional designations, ensuring a knowledgeable and ethical approach to wealth management and financial planning. Generated from the website