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Financial Symmetry, Inc is an independent, employee-owned financial advisory firm based in Raleigh, NC. They provide fee-only financial services, including financial planning, investment management, retirement planning, tax planning, social security analysis, college planning, 401k allocation, and estate planning. With a team of experienced financial advisors, they prioritize their clients' interests and work towards helping them reach their financial goals. With a focus on serving busy professionals and business owners, Financial Symmetry offers personalized wealth management strategies and tax-saving opportunities tailored to their clients' unique needs. Their team of Certified Financial Planners (CFPs) and Certified Public Accountants (CPAs) are dedicated to providing comprehensive financial advice and creating customized plans to enhance their clients' financial well-being.Generated from the website

Collegiate Capital Management, Inc. is a financial services firm based in Raleigh, North Carolina, offering a range of services including financial planning, portfolio management, tax efficiency, and family legacy planning. With regional offices in Georgia, Texas, and Virginia, the company provides resources and events to help clients prepare for their financial future. Committed to personalized service and expertise, Collegiate Capital Management, Inc. emphasizes the importance of experience in guiding individuals towards their financial goals. Clients can connect with the firm through a contact form on their website or by reaching out directly to their team of professionals, led by Jennifer.Generated from the website

SpecialtiesWealth Management and Financial Advising