Financial Advisor Raleigh NC

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, LLC is a fee based financial advisory firm.  You can visit their office at 4101 Lake Boone Trail, Suite 122, Raleigh NC. 

You may wonder what are some financial advisor interview questions.  Please note some of the questions below.

1.  Who is your ideal client?

A good financial advisor will have a particular area of focus.  For example Diversified Estate Services, LLC has a focus on retirement planning, especially working with 401k / IRA and other retirement accounts.

2.  How long have you been practicing as a financial advisor in Raleigh NC and the surrounding area?

Diversified Estate Services, LLC is co-owned by Radon Stancil a Certified Financial Planner and he has practicing for nearly 10 years.  The other co-owner, Rick Parkes has been in financial services for nearly 35 years

3.  How are you compensated?

Diversified is a fee-based financial advisor firm. 

Click here to Recieve a FREE pre-evaulation from one of the financial advisors, Radon Stancil or Rick Parkes.

Diversified Estate Services, LLC is an independent financial advisor firm which means they can provide the universe of financial investments, products and services.  They answer questions like, how does the stock market work?  What type of investments are good for retirement accounts?  Are there safe investments good for income planning?  What are some good safe money tips?