City of Oaks Wealth Management

at 5513 Cressage Ct, Raleigh, 27613 United States

A full service Financial Services company dedicated to helping our clients build wealth and protect their hard earned assets.


City of Oaks Wealth Management
5513 Cressage Ct
Raleigh , NC 27613
United States
Contact Phone
P: (919) 887-2828
Website

Description

We are a full service financial services firm that for over 30 years has been dedicated to helping our clients build wealth and protect assets. City of Oaks Wealth is completely independent, so our loyalty belongs exclusively to our clients-not to a parent company. "Securities offered through Securities America, Inc., Member FINRA (www.finra.org) / SIPC (www.sipc.org). Advisory services offered through Securities America Advisors, Inc. City of Oaks Wealth Management and Securities America are unaffiliated." "Securities licensed in: CA, CO, CT, FL, GA, KS, MD, NC, NE, NJ, NY, OH, OR, SC, VA, WA"

Opening time

  • Mondays: 08:00- 17:30
  • Tuesdays: 08:00- 17:30
  • Wednesdays: 08:00- 17:30
  • Thursdays: 08:00- 17:30
  • Fridays: 08:00- 17:30

Company Rating

261 FB users likes City of Oaks Wealth Management, set it to 8 position in Likes Rating for Raleigh, North Carolina in Bank/financial services category

Don't cut yourself short...if you went to college you chose a major based on what you thought would fit you at the time. If you found your passion in something other than your major, it was still influenced by something you learned in college, people you met, professors that made you think you could anything. No regrets!! Enjoy the ride!!! (but still save!) Was It Worth It? — Fifty-six percent of employees surveyed believe that if they had a higher level of education then they would be more successful in their employment career. However 48% of college graduates with jobs today do not believe their degree is relevant to the work they are doing today (source: Glassdoor, BTN Research).

Published on 2014-08-29 19:17:33 GMT

Twins?— A child born in 2012 will cost a higher-income family (defined as those making at least $105,000 of before-tax income) $399,780 in 2012 dollars (i.e., a present value amount) and $501,250 in inflation adjusted dollars over the first 17 years of the child’s life, i.e., not including college (source: Department of Agriculture, BTN Research

Published on 2014-06-30 15:45:03 GMT

Market Holiday-In observance of Good Friday all major markets in the US will be closed on Friday. It also means Friday will not be considered one of the business days for settlement and checks are not disbursed on that day. Not clear? Call us, we'll help!

Published on 2014-04-16 17:55:37 GMT

As a reminder, if you haven't sent in your 2013 retirement plan contribution, you still can tomorrow!. Most firms will go by the post mark on the envelope. (We will) But be sure to check. Don't lose the benefit if you don't have to!