Dan Routh's Colleagues at Old Peak Finance
Dan Routh's Contact Details
HQ
919-459-8181
919-459-8181
Location
Raleigh-Durham-Chapel Hill Area
Raleigh-Durham-Chapel Hill Area
Company
Old Peak Finance
Old Peak Finance
Dan Routh's Company Details
Old Peak Finance provides financial planning to busy executives and retirees so they can achieve their financial goals. We are unique in four ways:Our advice is tailored. Every client is unique, so every financial plan is unique.Our advice is comprehensive. We start with a client's goals and then focus on investing, insurance, estate planning, and tax.We're on our client's side. We take a pledge to act only in each client's interest. As fiduciaries, we have no financial incentive to recommend anything unless it is the best alternative for a client.Smarter investing. We invest the way sophisticated institutions invest, using Nobel Prize-winning research.
Frequently Asked Questions about Dan Routh
Dan Routh currently works for Old Peak Finance.
Dan Routh's role at Old Peak Finance is Financial Advisor.
Dan Routh's email address is ***@oldpeakfinance.com. To view Dan Routh's full email address, please signup to ConnectPlex.
Dan Routh works in the Financial Services industry.
Dan Routh's colleagues at Old Peak Finance are Katie Villegas, Johanna Hammond, Donna Reaves, Rick Waechter, Molly Stanifer, Molly CFP and others.
Dan Routh's phone number is 919-459-8181