Olde Raleigh Financial Group
Financial Services - Raleigh, North Carolina, United States
Olde Raleigh Financial Group Employees
Olde Raleigh Financial Group Details
Advisory Services offered through Olde Raleigh Financial Group, a Member of Advisory Services Network, LLC. Phone: 770.352.0449. Securities offered through Calton & Associates, Inc., Member FINRA/SIPC. 2701 North Rocky Point Drive, Tampa, FL 33607. Advisory Services Network, LLC and Calton & Associates, Inc. are separate and unrelated entities.Olde Raleigh Financial Group is a product of an evolution driven by curiosity. Of market gyrations and "great recessions". Of time spent inside the corporate culture of both banks and broker dealers and understanding neither are for us nor our clients. Of taking the long view through the prism of today's details. Of the craft that is personal wealth management. Throughout this evolution, we as individuals have focused on the best interest of those we serve. This quality is innate in all of us and you cannot work here if you don't have that core conviction. We seek to attract clients who recognize and appreciate our independent thinking when helping them make pragmatic decisions. Who have grown tired of being lumped in with everyone else and seek advice that recognizes their distinct past, present and goals. We seek to attract those who actively engage with us. Who have a fundamental understanding of markets and that ups and downs are part of the territory. Who appreciate our disciplined approach to investing and harbor a disdain for cookie cutter portfolios. There is no being put in a cue on an 800 number line. Instead, a warm, responsive voice. Our conference room's wall size touchscreen displays your clear, concise, up to date performance reporting. Our three advisors are respectively in their 50's, 40's and 30's so continuity of service and multi-generational perspectives is part of the firm's DNA. Wealth management, like any well rooted personal relationship, is an ongoing conversation between people. Let's start a conversation and see if we are a good fit. 919.861.8212
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