Diversified Estate Services, LLC

Description

Our firm is dedicated to provide financial advisor solutions, and financial planning, serving clients in Raleigh NC, Cary NC, Garner NC and the surrounding Triangle. Diversified Estate Services is a fee based financial advisory firm. You can visit their office at 4101 Lake Boone Trail, Suite 122, Raleigh NC.

We specialize in working with pre-retirees and retirees, requiring assistance with transitioning into retirement, rolling over their qualified retirement plans or assistance with a pension, creating a distribution plan, as well as improving upon their existing retirement plan.

2. How long have you been practicing as a financial advisor in Raleigh NC and the surrounding area? Diversified Estate Services has been serving clients for nearly 14 years. Some of the individual advisors have been helping clients for over 35 years.

With other places you may have found, you are talking to someone you do not know. You may recognize the company name but what do they know about you and your needs. We are right here in Raleigh and we specialize working with IRAs, 401(k), 403(b), and many other retirement accounts. We will be glad to meet you in our office on Lake Boone Trail or begin by talking with you on the phone.

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