Financial Pros in Raleigh, NC

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Showing 3 of 3 professionals

Pro+
Verified Professional
Photo of Nora Ellis

Nora Ellis

Estate Planning Attorney & Wealth Preservation Advisor

Bridge City Legacy Law

Nora Ellis helps Raleigh families and business owners protect assets, plan for the future, and transfer wealth with clarity and compassion.

Estate Planning (Wills & Trusts)Probate ServicesAsset ProtectionBusiness Succession Planning
CPACRS
Downtown Raleigh, Five Points, North Hills, Brier Creek, Glenwood South, Cary
Pro+
Verified Professional
Photo of Julian Carter

Julian Carter

Residential Real Estate Advisor

Summit Key Realty

A residential real estate advisor helping buyers and sellers navigate important property decisions with clarity, strategy, and local insight.

Residential Buying & SellingFirst-Time Homebuyer ProgramsRelocation ServicesInvestment Property Advisory
CRS
Downtown Raleigh, Five Points, North Hills, Brier Creek, Glenwood South, Cary
Verified Professional
Photo of Maya Bennett

Maya Bennett

Wealth Advisor & Financial Planning Strategist

Summit Ridge Wealth Partners

A trusted wealth advisor helping families and business owners make confident, tax-aware decisions for today and the future.

Financial Planning (Comprehensive)Retirement PlanningTax-Aware PlanningInvestment Planning
CFP®
Downtown Raleigh, Five Points, North Hills, Brier Creek, Glenwood South, Cary

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