Triangle Financial Advisors, LLC

Description

Working with one company that can help you seamlessly flow from one phase to another can make all the difference in meeting those needs and goals. The hallmark of working with our firm is our commitment to keeping your best interests first and foremost. A true understanding of what's important to you, what you are trying to achieve, how much risk you're willing to take along the way, and how you want to communicate are the keys to the successful partnerships we enjoy with clients like you.

How you handle your business finances can have a great impact on your personal funds. We specialize in looking at both sides of your situation so that your business is used as much as possible to achieve your personal financial goals. And, as a member of your financial team, our collaboration with your attorney, accountant, banker or other advisor can positively impact both sides of your financial health.

We bring the best possible financial advice and support to our clients. We specialize in serving the unique needs of non-traditional families with respect and expertise.

Over the long term, we work with you to address unanticipated opportunities and challenges. Throughout your continually evolving financial situation, we provide objective advice and a focus on implementing sound recommendations.

Sherry has worked with Lorraine Johnson since 2005 as Executive Assistant and Client Services Coordinator. She is a Registered Representative with Royal Alliance Associates, Inc., and is licensed in North Carolina for insurance products. Sherry is in charge of the day-to-day operation of Triangle Financial Advisors and is an indispensable member of the firm's team.

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