Collegiate Financial

About

Collegiate Financial is a trusted finance and financial advising firm serving Raleigh, NC, offering comprehensive wealth management solutions for individuals, families, and institutions. As an experienced financial planner, the firm specializes in personalized financial advising and investment services tailored to meet diverse client needs. Their expert team provides extensive financial planning and forecasting, retirement plan consolidation and management, and sophisticated investment management strategies. Collegiate Financial excels in compensation planning, private client group services, and comprehensive income and estate tax planning to help clients preserve and grow their wealth.