at 2840 Plaza Pl Suite 206, Raleigh, 27612 United States

Check us out at or call Toll Free: 888-854-7526

2840 Plaza Pl Suite 206
Raleigh , NC 27612
United States
Contact Phone
P: (919) 881-2850


As your local connection to the largest* independent broker-dealer and registered investment advisory firm in the United States, we are a comprehensive one-stop shop to geek out all of your retirement needs in the following five areas: FIVE FUNDAMENTALS OF FINANCIAL FITNESS: (AFTER YOU'VE DETERMINED YOUR GOALS) Cash Flow Insurance Tax Smart Investing Real Estate and Debt Estate Planning To do retirement planning properly and maintain your success, you either need to be a retirement geek or work with the RetirementGeeksā„¢ who passionately follow all aspects of retirement planning. Securities offered through LPL Financial, Member FINRA/SIPC, Third-party posts found on this profile do not reflect the view of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which we are registered to do business, please visit *Based on total revenues, as reported by Financial Planning magazine, June 1996-2013.

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