Brannock-Bond Financial Planning

Raleigh Investment Advisors, Inc. is a financial planning firm based in Raleigh, NC, offering comprehensive services for individuals and closely-held institutions. With a proven approach, they specialize in financial planning, estate planning, trusts, investments, and money management of qualified plans. Their team of licensed and credentialed advisors provides unbiased recommendations and impartial guidance, focusing on ethics and integrity. Serving clients in Raleigh, the Research Triangle Park area, and throughout North Carolina, they are committed to helping clients save on taxes and accumulate wealth. Founded in 1999 and registered with FINRA in 2002, Raleigh Investment Advisors utilizes Charles Schwab Co., Inc. as the custodian of funds and leverages their software for transactions and research. As a fee-only firm, they do not charge commissions or trading fees, ensuring their clients receive objective advice. The father-son team of Greg Dunne, CFP, and Mike Dunne, along with their experienced staff, provide personalized service and are available to meet with clients as frequently as needed. With a focus on building long-term relationships, they strive to help clients achieve their financial goals.Generated from the website

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy