Tristate Financial Advisors

Here at SHARP ADVISORS we believe in personalized service and have earned a reputation in our industry for excellence in customer service. Clients can expect clear communication and down-to-earth relationships with our advisors.Retirement planning doesn't have to be complicated. You know what it took to get you where you are: hard work, realistic goals, and integrity. What you need now is someone who can grasp your vision and help chart a course to give your aspirations life. We will work with you to help you articulate, plan for, and pursue your goals.While we are most noted for working with employees at AT&T and Duke Energy, we also work with other companies, both large and small. If you're interested in any of our planning or investment management services, we encourage you to contact us, either through email or by calling us at 888-955-8500. One of our advisors will be happy to answer your questions and direct you further.You can learn more about What We Do, Why We Do It, and How We Help, by checking out these sections below.See our affiliate Raleigh North Carolina Office3100 Smoketree Court Suite 1002Raleigh, NC 27604Phone: 919-878-6600Fax: 919-878-6544Mon-Fri: 8:30 AM - 4:30 PM