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Olde Raleigh Financial
- Financial Services
- Raleigh, NC
About this business
Location details
3110 Edwards Mill Rd Suite 340, Raleigh, NC, 27612, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:00 a.m. to 5:00 p.m. | |
| Tue | 8:00 a.m. to 5:00 p.m. | |
| Wed | 8:00 a.m. to 5:00 p.m. | |
| Thu | 8:00 a.m. to 5:00 p.m. | |
| Fri | 8:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
Trevor, Katie, and the team are always quick to respond and consistently look out for our best financial interests and long-term goals. I would highly recommend Olde Raleigh Financial Group to anyone who wants to feel confident they’re in the right place for their future.
I’ve been with Olde Raleigh Financial Group for over a decade, and the impact has been nothing short of life-changing. I came in with some investing experience and decent results, but their guidance took everything to a completely different level. Their team is consistently accessible, proactive, and incredibly knowledgeable—always keeping me informed on where to invest and, just as importantly, where not to. There were moments along the way where my confidence wavered, but their steady, strategic approach proved itself time... read more
I have been working with Trevor, Alex and Kathy at Olde Raleigh for several years and have been extremaly impressed by the level of client service they offer. They take a holistic approach and a deep dive into your entire financial picture. I have now moved my entire family to them and everyone is truly amazed. I wish I had moved to them two decades ago!
I attended an event hosted by this team and had a great experience. I’m not a client, but I had the chance to meet several of the advisors and was impressed by how approachable and knowledgeable they were. Bonus: The BBQ was excellent. If their events are any indication of how they treat clients, then you’re in good hands!
The team at Olde Raleigh Financial Group is top notch. Not only are they extremely talented in managing our financial investments, but they are genuinely extraordinary people.
Frequently asked questions about Olde Raleigh Financial
How is Olde Raleigh Financial rated?
Olde Raleigh Financial has a 5 star rating with 20 reviews.
When is Olde Raleigh Financial open?
Olde Raleigh Financial is closed now. It will open at 8:00 a.m.
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