Edward Jones - Financial Advisor: Tyler Faggart

Located in Raleigh, NC, Edward Jones - Financial Advisor: John Underhill is a branch of the financial services firm renowned for its commitment to assisting individuals, families, and small businesses in achieving their financial objectives. Specializing in offering personalized guidance, they excel in tailoring solutions encompassing investment management, retirement and estate planning, and education savings programs. This branch, led by John Underhill, stands as a beacon of dedicated financial advisory services, reflecting the firm's ethos of fostering strong advisor-client relationships through personalized consultations and unwavering support to help clients navigate life's financial milestones. At this Raleigh location, Edward Jones embodies a culture that prioritizes individualized client care, emphasizing the creation of bespoke financial strategies rather than relying on generic, one-size-fits-all approaches. Through their unwavering dedication to thoughtful planning and accessible financial guidance, this branch ensures that a diverse range of investors can benefit from their expertise. By offering a consultative, relationship-focused experience, Edward Jones - Financial Advisor: John Underhill in Raleigh, NC, serves as a trusted partner in empowering clients to make informed financial decisions aligned with their unique goals and aspirations. Generated using this brand's available information

Our firm is a product of an evolution driven by curiosity. Of market gyrations and “great recessions”. Of time spent inside the corporate culture of both banks and broker dealers and understanding neither are for us nor our clients. Of taking the long view through the prism of today’s details. Of the craft that is personal wealth management. Throughout this evolution, we as individuals have always been focused on the best interest of those we serve. This quality is innate in all of us and you can’t work here if you don’t have that core talent. We attract clients who like being taken care of. Who recognize and appreciate independent thinking applied to the pragmatic decisions that make up ones financial well-being. Who have grown tired of being lumped in with everyone else and seek advice that recognizes their distinct past, present and future. We attract those who are engaged with us at a cadence we all agree on. Who have a fundamental understanding of markets and that ups and downs are part of the territory. Who appreciate our disciplined approach to investing and harbor a disdain for cookie cutter portfolios. We are an Independent Advisory firm and as such we operate within a flat fee only model. So, no hidden fees. There is no being put in a cue on an 800 number line. Instead, a warm, responsive voice. Our conference room’s wall size touchscreen displays your clear, concise, up to date performance reporting. Your dynamic financial plan is designed on the best software our industry has to offer. Our three advisors are respectively in their 60’s, 50’s and 40’s so continuity of service and multi-generational perspectives is part of the firm’s DNA. Best in class wealth management, like any well rooted personal relationship, is an ongoing conversation between people. Let’s start a conversation and see if we are a good fit. 919.861.8212Thank you! Olde Raleigh Financial

Alger Financial, located in Raleigh, NC, is a trusted financial advisory firm specializing in helping clients navigate the complexities of wealth management through carefully constructed portfolios and a strategic blend of traditional and sophisticated investment solutions. With a focus on preserving capital and managing risk, Alger Financial caters to two main client groups: conservative individuals and families nearing or in retirement, as well as corporate executives and business owners undergoing personal or professional transitions. Committed to providing professional investment and risk management solutions tailored to each client's unique situation, Alger Financial partners with individuals to make informed financial decisions that align with their personal and financial goals. With a minimum investment requirement of $500,000 in investable assets, the firm offers comprehensive financial planning, strategic portfolio management, and the latest technology to monitor progress towards achieving clients' objectives.Generated from the website