City of Oaks Wealth Management

at 5513 Cressage Ct, Raleigh , 27613 United States

1. Financial Services

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

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 Service category

Summary

City of Oaks Wealth Management is Raleigh based place and this enity listed in Financial Services category. Located at 5513 Cressage Ct NC 27613. Contact phone number of City of Oaks Wealth Management: (919) 887-2828