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Over 328 reviews for
Creedmoor Financial Advisors from people just like you.

A
"It was very good. He explained the process and found are cash source we had overlooked. Plan to continue the planning process with
.

-Mike G.

A
"
has prepared our Income Taxes for over 15 years; both personal and business. Over the years he has offered us great financial advice and" has represented us when we were audited by the IRS. The number of years that we have used
to prepare our taxes is a testimony to how satisfied we are with his work. Even when we moved out of state seven years ago, we continued to use
.

-William D.

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Financial Advising reviews in Creedmoor

A

Rating
my advisor is thoughtful about my preferences and does not leave money lying about.
my agent is in Hawaii but there is a Portland office. This is a nice broker house, a little expensive, but attentive and knowledgeable.
- S N.
F

Rating
Take your business elsewhere.
1) Escrow officer was repeatedly condescending, and actually scroffed when we told her we wanted to close on a certain date, which had been our plan for more than a month, and all parties had already agreed to.
2) She went on vacation the next day without handing our case off to someone.
3) The receptionist had to process our closing documents while the officer was on vacation. Our loan officer at a major national bank stated this was the most unresponsive company they had ever worked with. This company caused extensive extra work for our bank due to their incompetence (escrow officer complained that loan documents were sent to receptionist and they couldn't find them, even though 2 days previous the receptionist was the only one working on the documents.)
4) When the escrow officer returned from vacation, on the day we need to finalize documents, she delayed the final processing of our loan docs for several hours doing her banking, and did not provide the final down payment amount and wire information until late in the afternoon, of course well after the Fed was closed. Another person in the office scolded us and said we couldn't close the next day because we didnt get the money to them.
5) This company's lack of professionalism caused a 72 hour delay to getting our house.
- Brian M.
B

Rating
I saw the ad for
Creedmoor Financial Advisors Provider Name Locked
on
Creedmoor Financial Advisors Provider Name Locked
's List and then checked out their website.

I needed someone to move a couch and love seat for me on very short notice.

I filled out the form on the website and was contacted via e-mail within one or two hours. We negotiated a price and set an approximate time for the delivery the very next day.

Creedmoor Financial Advisors Provider Name Locked
and a teammate moved my furniture from downtown to Carmel without a single
Creedmoor Financial Advisors Provider Name Locked
or scratch. I think they underestimated the size and weight of the furniture, though, as they struggled to get both pieces up the flight of stairs to my apartment.

Both guys were extremely professional and courteous. I will definitely consider this company the next time I need anything moved.
- Susan K.
A

Rating
She reviewed all her findings with me and made sure I understood her comments. Didn't try to sell me other products such as life insurance since it was not needed. Very helpful! The fee covers any financial questions I have for the year.
- Christine K.
A

Rating
This company handles all of our finances. He is extremely professional. He offers securities and investments through ACTS financial. This gentleman is also very personable.
- Lisa L.
A

Rating
He has far exceeded my expectations and has taken care of a lot of things he didn't have to. He is attentive and always there when you need him. I did a lot of research on him and I went and spoke with him a couple of times. He made some big changes to my portfolio and was able to raise it 15%. He is as professional as they come.
- Elden S.
N

Rating
We worked via teleweb because it is difficult for me to get away from the office. He was able to show me how to perform Excel functions on his computer screen and scroll through the spreadsheet tabs during our discussion, and also display other relevant information about my portfolio from his screen. We have done other telewebs in the past - for our twice yearly check ins, and it works quite well.

I am adding the following statement because my latest contact with him is not representative of the depth, breadth and high quality of services that
Creedmoor Financial Advisors Provider Name Locked
provides for both my mother and me (individually)l. This report about a discrete incident is not sufficient to describe the level and quality of service that he provides to his clients.

Creedmoor Financial Advisors Provider Name Locked
is an intelligent, thoughtful and ethical professional.

Creedmoor Financial Advisors Provider Name Locked
has been working with my mother and me for over 10 years, and we are extremely satisfied with both our interpersonal relationship and the results of his financial planning expertise and advice. He talks to us individually about our needs and goals, and develops a plan that we are comfortable with as well as enables us to achieve our' goals. In addition to the twice yearly updates, he sends special newsletters from time to time to his clients to explain how a trend in financial events might affect our investments; and a letter with each update.

He is available between visits to discuss whatever questions we may have about our investments. His office staff - Cat
Creedmoor Financial Advisors Provider Name Locked
, is very warm and professional.

Creedmoor Financial Advisors Provider Name Locked
goes to visit my mother for her twice yearly reviews so he can talk to her in person. She is rather elderly and doesn't hear well over the phone. I either meet with him in person when I have time; or have discussions by phone and view the information in real time via a teleweb link.

Creedmoor Financial Advisors Provider Name Locked
has given me sound advice over the years about major financial decisions I have made that have resulted from major life events -- buying/selling property, change in marital status (marriage, death of spouse, divorce), changing jobs, buying a car, refinancing a loan, and other complex matters. I do not make any such decisions without first consulting with him to see what the effect will be on my long-term goals.
- Mamie L.
A

Rating
I am very happy with my experience with
Creedmoor Financial Advisors Provider Name Locked
. I found the through their website, startwithgold.com and I had $1,200 I wanted to invest in silver. Everything was explained in detail and I already have the first part of my order. I'm really excted to being investing in precious metals. I don't trust the U.S. dollar and the government just keeps printing money. I feel safe having an investment in something that will never be worth zero and can go up in value a lot.
- Stephanie M.

Financial Advisors in Creedmoor, NC

Companies below are listed in alphabetical order. To view top rated service providers along with reviews and ratings, Join Angie's List Now!

3 Pointe Financial

8001 Irvine Center Dr

ABC College Planning

1000 Centre Green Way
Cary

AimSetGo.com

Raleigh

Allegiant Group Inc

189 W Clarkston Rd

ALLSTATE INSURANCE CO

3207 ROGERS RD
Wake Forest

Allsup Inc

300 Allsup Pl

AMG Legacy Planning

10100 W Sample Rd

Andy Esser - Edward Jones

5611 Nc Hwy 55
Durham

Antonio Financial Group

19200 Von Karman Ave.

BetaFrontier, LLC

156 W Superior St

Boost Credit 101

3773 E Cherry Creek N Dr

Bral Niedert Private Wealth Advisors

6701 Westown Parkway, Suite 200

Burns & Bynum Cpa Pa

5020 Weston Pkwy
Cary

CABALLERO WEALTH MGMT GROUP

3041 BERKS WAY
Raleigh

CAPITAL FINANCIAL ADVISORY GROUP

1500 Town Side Dr
Apex

Cardinal Advisors

117 Edinburgh South Drive Suite 280
Cary

Carolina Equity Services Inc

1111 Pemberton Hill Rd
Apex

Carolina Wealth Strategies

2500 Regency Pkwy
Cary

Cavalier Mortgage Group

7521 Mourning Dove Road
Raleigh

COLDWELL BANKER HOWARD PERRY & WALSTON

5000 Falls of Neuse Rd
Raleigh

Complete Financial Solutions, Inc.

7629 Purfoy Road
Fuquay Varina

Cozart & Edwards Pa

102 S Main St
Creedmoor

credit rehab Debt Consolidation

2825 Erwin Road
Durham

Credit Repair Raleigh

603 S Wilmington St
Raleigh

Delta Home Inventory

79 Tangueray Dr

Dunlap Wealth Management Group

14074 Trade Center Dr

EDWARD JONES

302 S MAIN ST
Creedmoor

Forever Living Products

116 Marlowe Court

Freyman CPA, P.C.

40 Exchange Place

Friendly Debt Consolidation

15 East Martin Street

Health Benefit Consultants LLC

20275 Honeysuckle Dr.

iBank

3090F Pullman St

IMA Credit Consulting Group Inc

3901 Barret Dr
Raleigh

IRS Tax Help Team

1201 S Beach Blvd

IWRITE & Company

1506 Gregg Street

Jakub M Kreuter - LPL Financial Advisor

155 Parkway Office Ct.
Cary

James Rick Lowe

5000 Falls of the Neuse #400
Raleigh

June Neri Financial

1241 S Main St Ste 6
Wake Forest

Law Offices of Cheryl David

528 College Rd
Greensboro

Lewis Financial Management

4904 Professional Ct, Suite 101
Raliegh

Lifelong Learning with Community Schools

110 Corning Road CR II
Cary

Lockett Consulting Group

75401 Rowan
Chapel Hill

Lowell, Blake & Associates

141 Tremont Street

Marchand & Co CPA's PC

2003 Southern Blvd SE

Meineke Car Care Center

11577 US 70 Business Highway W
Clayton

MJ Sheerin, CPA, MST

570 New Waverly Pl, Ste 200
Cary

MORTGAGE CHOICE INC

1003 High House Rd Ste 105
Cary

NC Insurance Agency

6718 Blalock Rd.
Bahama

NEW YORK LIFE INSURANCE CO

3200 BEECHLEAF CT
Raleigh

Number Crunchers Inc

1150 SE Maynard Road
Cary

Payday Loans

5007 Southpark Dr
Durham

Plan-B Profits

411 N Vance St
Sanford

Raleigh's Back Tax Defenders

426 South McDowell Street
Raleigh

RYDER INSURANCE

215 EAST MAIN STREET
Clayton

S P Johnson Group

2025 Delaware Ave

Schramm Tingen & Associates

3434 Kildaire Farm Rd
Cary

SCOTT DEWEY CPA

1150 EXECUTIVE CIR
Cary

STATE FARM - DONNY DINGESS AGENCY

300 MARKET ST
Chapel Hill

Stryker Financial

2530 Meridian Pkwy Suite 300
Durham

The Mutual Fund Store

8450 Falls of Neuse Rd., Suite 206
Raleigh

Thomas J Phelan CPA PC

1101 Pemberton Hill Rd
Apex

TRP CPAs, PLLC

306 Court Sq
Sanford

Tru Wealth Strategies

7980 Chapel Hill Rd
Cary

Turning Point Retirement Associates

3737 Glenwood Avenue Suite 100
Raleigh

United Gold Direct

2945 Townsgate Road

VISIONQUEST WEALTH MANAGEMENT

112 East Hargett Street
Raleigh

Wealth Apprentices, Inc.

PO Box 21114
Durham

Wells Fargo Advisors - Will Loveless

3600 N. Duke Street
Durham

WILLIAM H BUNCH CPA PA

102 MARKET ST
Chapel Hill

Wiser Financial Coaching, LLC

2741 Campus Walk Ave
Durham

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