About Financial Directions Group, Inc.

website icon
Website
employees icon
Employees
1-10 employees View all link out icon
industry icon
Industry
Financial Services
location icon
Location
5001 Weston Parkway, Suite 200, Cary, NC 27513, US
description icon
Information
Since 1989, we have provided businesses and individuals with a broad range of financial services including employer retirement benefits programs, executive benefits, investments and financial planning. No matter what stage you may be in, we have one goal: to help you make smart choices with your money. RETIREMENT PLANS – Our goal is always to find the investment and administrative platform that meets your needs. To meet your fiduciary responsibilities, we can serve as 3(21) fiduciary and we commit to providing employee education. Based upon your objectives, we help you select the appropriate design from 401(k) or 403(b) to more sophisticated designs such as new comparability profit sharing or defined benefit plans. WEALTH ADVISORY – It all starts with the financial future you envision for your family. We listen, help you define your goals and get organized, and then devise and implement a plan that includes retirement planning, education planning, disability and long term care planning, life insurance needs and estate planning – all offered with support of our team of trusted advisors. INVESTMENT MANAGEMENT – We design and implement investment portfolios tailored to your risk profile and objectives. We offer a full range of investment products including mutual funds, annuities, private money managers, stocks and bonds, structured products and alternative investments. http://www.financialdirections.com/ www.finra.org www.sipc.org Securities offered through Cetera Advisors LLC, a registered broker-dealer, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC, a registered investment adviser. All Third party posts are the responsibility of their respective authors. These opinions and information are subject to change at anytime without notice or obligation of notification. The information is intended for informational purposes only and is not intended to provide tax, legal, or investment advice.

Financial Directions Group, Inc. Alternatives

Industry
financial services
Industry
financial services
Industry
financial services
Industry
Financial Services
Industry
financial services
Industry
financial services

Frequently Asked Questions about Financial Directions Group, Inc.

Who are the decision makers in Financial Directions Group, Inc.?

The decision makers in Financial Directions Group, Inc. are Lori Spivey, etc. Click to Find Financial Directions Group, Inc. decision makers emails.


Supercharge your
Prospecting &
Outreach with
ContactOut

Search Portal

Find countless prospects outside of LinkedIn fast

Accelerate prospecting with instant access to 300M professionals from 30M companies with the right contact details.

Discover the source of our data

Learn more