Sterling Capital Management LLC

The Preferred Client Group was founded with the belief that the interests of the client must always come first. Our goal is to provide our clients with the information and guidance necessary to make sound financial decisions.

AIM Advisors, based in Raleigh, NC, is committed to providing personalized financial advice through a team-based approach that centers around the unique needs of individuals, families, entrepreneurs, and retirees. The firm emphasizes transparency and education, helping clients comprehend complex financial concepts while ensuring they feel engaged in their financial situations. With a focus on enhancing quality of life, AIM Advisors guides clients in achieving their financial goals—including income planning, risk assessment, and effective strategies for business owners. Their dedication to empowering clients extends beyond mere wealth preservation, aiming to enrich lives and support passions through sound financial planning. Generated from the website

Equitable Advisors is a national wealth management firm, operating locally across the country. Our financial professionals understand that your path to fulfillment starts with us getting to know who you are, what matters to you, and how you've made decisions so far. Equitable Advisors, LLC (NY, NY), member FINRA, SIPC (Equitable Financial Advisors in MI & TN), a broker/dealer // Equitable Advisors, LLC, an SEC-registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) GE-7417817.1(12/24)