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Over 337 reviews for
Creedmoor Financial Advisors from people just like you.

N
"
was quick to respond, answered all of my questions thoroughly and made sure I understood exactly what was happening. I've recommended"
to numerous other friends and family not only for business, but as a resource should they have any questions about mortgages. I absolutely trust his recommendations, and would not hesitate doing business with him again.

-Edward S.

A
"My wife and I were had a dilemma. After many years of investing in a couple of health-care related stocks, we decided the time was right to sell the stock, which" had grown to a considerable sum but all high-risk money, and invest in something safer that stocks or mutual funds. We knew that bank savings accounts, money
accounts, and Certificates of Deposit were all safe options but were paying near zero percent interest rates. I initially consulted some of the more well-known local area investment firms but they were painfully slow to get back to me and in essence simply wanted us to reinvest in the stock
in some form and were generally most interested in large portfolio clients. Turning to Angie's List (which I should have done in the first place) I found
Fox and
.
immediately talked with me about my situation, promptly made an appointment to visit my wife and me at our home, and came out to educate us about a safer alternative to saving for retirement income through the use of annuities.
's customer service and desire to help were amazing, as he constructed a well thought out plan based on my and my wife's input and helped us invest in an annuity with a financially strong and reputable company. We could not be happier with the job
did for us. Thanks to
we now have a very key piece of our retirement secured and can rest easy knowing that the high risk money we once had in the stock
has been reallocated to a better, safer place and earning a better rate of return than a traditional bank savings vehicle. Thanks again
!

-Vincent G.

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Financial Advising reviews in Creedmoor

A

Rating
Creedmoor Financial Advisors Provider Name Locked
is very knowledgeable in the area of finance and planning for future retirement. He's great at finding what plan or strategies work for each individual's circumstances. I am very satisfied with his help in this area. I highly recommend to anyone making retirement decisions, talk to
Creedmoor Financial Advisors Provider Name Locked
first.
- Ed J.
N

Rating
It was very easy working with them. The information was very precise and to the point. I feel that everything got fixed fairly quick, which was helpful by the fact that I'm always busy. I would definitely recommend it to anyone who needs help with the IRS. They made it very easy on me. Worth the money spent.
- Javier P.
A

Rating
Creedmoor Financial Advisors Provider Name Locked
is amazing and one of the most honest business people I have ever encountered. He spent about 45 minutes on the phone with me discussing my financial standing as I wanted to move my
Creedmoor Financial Advisors Provider Name Locked
to another company, having fired my prior financial advisor for unresponsiveness and not being happy with the funds I am invested in. Not only did he analyze my situation, he explained that he didn't feel I needed an investment advisor....that I just need a more conservative set of funds to transfer my
Creedmoor Financial Advisors Provider Name Locked
to and basically let it sit and accumulate in a more even fashion than my current one has done. He even suggested where I place the funds to maximize my stability at a low expense ratio. I highly recommend
Creedmoor Financial Advisors Provider Name Locked
as, after having listened to him, he is honest, hard-working, has reasonable fees for investment advisement, and a great hands-on approach that I have to assume he would have in his advisor capacity. Fantastic experience!!
- Meryl C.
D

Rating
Two tax-exempt bonds were purchased. One of the trades was canceled, and a substitute bond was purchased. I received an e-mail showing the two trades that were made and the one that was canceled. The
Creedmoor Financial Advisors Provider Name Locked
representative assured me that the two bonds in question had been purchased. I then received another e-mail the next day showing a third bond had been purchased, which was not correct. I tried to get the representative on the phone. All I got were voice-mails. I then called
Creedmoor Financial Advisors Provider Name Locked
directly as the e-mail said "Please contact
Creedmoor Financial Advisors Provider Name Locked
SERVICES, INC. if you have any questions." When I called
Creedmoor Financial Advisors Provider Name Locked
, I was told that
Creedmoor Financial Advisors Provider Name Locked
did not service the account in question. When I asked why I had been instructed to call
Creedmoor Financial Advisors Provider Name Locked
, the person hung up the phone on me. When I was finally able to speak to the representative, he explained
Creedmoor Financial Advisors Provider Name Locked
's mistake and said that it had been corrected. I like the representative and will continue to use him unless I receive more terrible customer service from
Creedmoor Financial Advisors Provider Name Locked
. One more incident like this and I will be transferring the account.
- Preston B.
F

Rating
The Right Line Stock Report or (
Creedmoor Financial Advisors Provider Name Locked
) fraudulently and unauthorized charged my credit card number they had on file since last year for $499.95 on 7/30/15. There was no advance notice or warning of subscription renewal of any kind. MasterCard contacted me on 7/31 letting me know a large an unauthorized charge had just been placed. I contacted
Creedmoor Financial Advisors Provider Name Locked
the very same day 7/31/15 asking them to remove the charge as I had no intention to renew. Then I got some lame email from someone using the name of
Creedmoor Financial Advisors Provider Name Locked
stating they would not refund the charge, but they would not charge me again in 2016.
Creedmoor Financial Advisors Provider Name Locked
will not return phone calls or numerous emails. They
Creedmoor Financial Advisors Provider Name Locked
’t answer their 1-800 number. They have multiple addresses and phone numbers to hide by. Not only is their stock report uninformative, outdated, and repeats the same information every report; they are trying to steal and scam from honest consumers. 2912
Creedmoor Financial Advisors Provider Name Locked
Pack Drive

Antioch ,
Creedmoor Financial Advisors Provider Name Locked
37013

United States Or



3 Wooded Way Round Rock, TX 78664 512-458-6046
- Jay M.
D

Rating
I had high hopes for Redfin, several agents showed my home
(though non responded to requests for feedback) which showed me they had
Creedmoor Financial Advisors Provider Name Locked

penetration)

When my last agent and I went our separate ways (I’ve been
trying to sell my home ) I engaged redfin. I researched their site and choose
to communicate with our of their high volume agents. (at his point I needed
successes from an agent with a lot of successes behind them, rather than one that’s
still trying to create a reputation).

Anyway, in the end they choose the agent for me.
And after our 1st meeting and follow-up emails, I
was not feeling it, but more so, it seemed the agent was tied up with other
things and being out of town. I wanted
to get my house on the
Creedmoor Financial Advisors Provider Name Locked
quickly, and it seemed Redfin was not able to accommodate
such a request as quickly as other agent/ real-estate firms.

But I like the concept, the webnsite, the idea about being performance
based (at least that’s what they advertise) . But what I didn’t like, was not
being able to pic the agent (I contacted two members of the leadership team
with this request, and they politely avoided it). However one, ‘
Creedmoor Financial Advisors Provider Name Locked
’ took the time to make some well thought out
responses, including addressing many of my questions. Regrettably, it seems
more the heavy hitters are there to draw in clients and then they like the mom
and
Creedmoor Financial Advisors Provider Name Locked
birds, disperse over to the chicks. L
In an attempt to work with the agent, I had written about
what I was looking for, my experiences, past offers, and the agent responded that they promised not to disappoint me. Upon
our 1st meeting they asked me to lower the price by $30k , which
would have made most offers less than my
Creedmoor Financial Advisors Provider Name Locked
offer (that I rejected) , How is
this not going to disappoint me.
I looked at the agent’s reviews, something redfin encourages
people to do and encourages to give feedback on their agents. But what was odd,
was that many of this agents reviews (ok most of them) predated her employment
with the company. Most did not have written comments (despite 5 out of 5 stars)
, even listings that were an offer was not accepted, had 5 stars (yet still no
comments)

Buyer beware (or be cautious) , if you’re looking to attain buyer or seller
services, ask questions of the respective agent about their reviews. I did and
get no response). Shortly thereafter they indicated that maybe they were not
the best option for me. I signed with
someone else (who wasted no time to have the paperwork in front of me.
- Patrick M.
A

Rating
Creedmoor Financial Advisors Provider Name Locked
came out to the house at the time agreed on , took all the formation he needed and was as nice a person that you would ever want to meet. He will be back next week with all the updated material for our living trust
- John V.
A

Rating
I had a very productive phone conversation with
Creedmoor Financial Advisors Provider Name Locked
. That I am based in Atlanta and he in Chicago would not make a difference in his providing quality service, in my opinion. Unfortunately, I cannot at this point invest the minimum amount that
Creedmoor Financial Advisors Provider Name Locked
requires to take me on as a client. He explained to me that he does this so that he can keep his client base small and provide better service, something I completely understand. He was however, generous enough to dispense some financial planning advice gratis and answered all my questions very patiently. I (hopefully) look forward to working with him in the future.
- Vishal N.

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

858 North Franklin 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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