Carolina Wealth Strategies

2500 Regency Pkwy
Cary, NC 27518
(919) 654-4599
Contact: Bass, Jamey
Business Description: Carolina Wealth Strategies is an Independent financial planning firm. Jamey Bass is a Certified Financial Planner practitioner and President of the firm. Carolina Wealth Strategies offers Fee-Based Financial Planning Services including Retirement Planning, Investment Management, Estate and Tax Planning, Risk Management (Including Long Term Care Insurance Advising). As an Independent Wealth Management firm, Carolina Wealth Strategies has a Fiduciary responsibility to its clients meaning that all advice given has to be in the clients' best interest. This is important because unlike some of the big Wall St. firms clients of Carolina Wealth Strategy will only be advised to use products and services from financial companies that serve their needs, not products that just generate a commission for the company the advisor works for.
In Business Since: 2004
Service Area: North Carolina
On Angie's List Since: 4/15/2011
Free Estimates: Yes
Office Hours: By Appointment .
Licensed: Yes, I am appropriately licensed for my trade.
(All statements concerning insurance, licenses, and bonds are informational only, and are self-reported. Since insurance, licenses and bonds can expire and can be cancelled, homeowners should always check such information for themselves.)
Senior Discount: No
Cities Served: Angier | Apex | Benson | Brentwood | Brier Creek | Bunnlevel | Butner | Cameron Village | Carrboro | Cary | Central | Chapel Hill | City Market | Clayton | Coats | Crabtree Valley | Creedmoor | Dunn | Durham - Downtown | East Central | East Raleigh | Efland | Eno Commons | Erwin | Four Oaks | Franklinton | Fuquay Varina | Garner | Glenwood | Harnett County | Hayes Barton | Hilburn | Hillsborough | Holly Springs | Johnston County | Knightdale | Lillington | Moncure | Morrisville | Ncsu Campus | Ncsu Centennial | New Bern | New Hill | North Hills | North Raleigh | Northeast | Northwest | Oakwood | Orange County | Pittsboro | Raleigh - Downtown | Rolesville | Sanford | Selma | Smithfield | South Raleigh | Southwest | Triangle Town | Wake Forest | Wakefield | Wendell | West Central | West Raleigh | Willow Spring | Youngsville | Zebulon
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