Triangle Advisors Group

When you work with a Janney Financial Advisor, it's about going beyond investing. It's about connecting your life and finances in a way that makes sense for you — and partnering to provide continuous guidance and support through every stage of life.

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

Du Lac Wealth Services, located in Cary, NC, is dedicated to providing personalized financial solutions, including investment management and retirement income planning. With a team boasting over 50 years of combined experience, they prioritize objective advice tailored to the unique needs of each client. The firm is led by seasoned professionals, including Managing Director Jim Mertens and Wealth Advisor Kerry Goodman, both of whom bring extensive backgrounds in finance and investment. Their commitment to excellence is reflected in their comprehensive strategies and community involvement, ensuring clients can live life on their terms while preparing for a secure financial future. Generated from the website