Merrill Lynch Wealth Management Advisor Marion R. Metzbower

Our investment philosophy is goals oriented. We help our clients determine their investment goals through a comprehensive wealth management planning process and create an appropriate investment allocation suited to those goals. Recognizing that each client is unique, we work closely with you to identify your needs and develop highly personalized strategies. Our benchmark is your goals, not beating an index. Our ultimate goal is to help our clients build and preserve wealth for not only themselves, but across multiple generations

Client First Advisors, located in Chapel Hill, NC, is a multi-family office that emphasizes a client-first approach by offering a comprehensive range of financial services, including investment advisory, trust company, and family office services. With their unique membership benefits, clients can enjoy a 30% reduction in long-term fees while receiving personalized financial administration tailored to their complex needs. The firm operates under a Registered Investment Adviser (RIA) structure, ensuring a fiduciary obligation to prioritize client interests and overall financial well-being. By providing a single point of contact for coordinated services across various financial professionals, Client First Advisors aims to streamline financial management for its partners. Generated from the website

Corporate Investors Mortgage Group serves the Chapel Hill, Durham, and Raleigh area. We offer loan programs that will fit your needs. We offer free consultation and low rates. Other services include refinancing, debt consolidation, purchasing and more! Pre-Qualify and apply online today!