Investing in Cary, NC

“Title: Exceptional Financial Services with a Personal StarsReview:I can't say enough about the outstanding service provided by Jessie Harris and his remarkable team at Cardinal Hill Wealth Management. From the moment I walked through their doors, I felt welcomed and valued as a client.Jessie's expertise in financial management is evident from the first conversation. He took the time to listen attentively to my financial goals and concerns, and then crafted a comprehensive plan tailored to my needs. What truly sets Jessie apart is his unwavering commitment to acting as a fiduciary, always prioritizing my best interests above all else.But it's not just about financial acumen; it's also about the exceptional people who make up the team. Brooke, in particular, stands out with her impeccable customer service skills. She's incredibly organized and keeps everything running smoothly, ensuring that I stay on track with my financial objectives.What truly sets this team apart, however, is their genuine kindness and willingness to go above and beyond. I'll never forget the time when I was loading a U-Haul with donations, and Jessie happened to pass by. Without hesitation, he jumped in to help, demonstrating a level of compassion and dedication that goes far beyond the call of duty.In every interaction, whether in the office or out in the community, Jessie and his team exemplify what it means to be exceptional human beings. Their commitment to their clients extends far beyond financial matters, creating a sense of trust and loyalty that is truly invaluable.If you're looking for financial services with a personal touch, look no further than Cardinal Hill Wealth Management. Jessie Harris and his team are simply the best in the business.”

“The tellers there were very kind, and the nice lady who helped me did so while giving me the information that I needed. Jessica F. and I chatted for most of my visit, instead of us sitting in awkward silence. Also, Anne was very nice!There was also lollipops! Overall, I had a great experience”

“A quick note of praise for Financial Advisor Mr. Kenn Buckner (Cary, NC). My wife and I live close to Kenn's new office in Cary and recently discussed the desire to meet with a trusted individual from a well regarded financial organization. After sending Kenn a quick email, he saw us within a week, took a sincere interest in our situation, and scheduled a follow-up meeting. He is patient, professional, and exhibits a welcoming and warm personality with no pressure. Looking forward to our next meeting with him!”

“Jasmyne is an absolute gem. she knows how to tame the savage beast (me) with her kindness, calm and strong understanding of the customer. Thank u so much for resolving all issues with ease and respect.”

“Charles Schwab nominee for Best Business of the Decade "Kuss Kuss Award" Dude There IS a Way 99 Reasons I LOVE SCHWAB 1. They let me be..... Me Dude you can invest like a Millionaire ( depending on which 0ne ) with 100 $ (if you will look into it) I'm not going to share my approach Because it is HIGHLY Speculative ( just a little more "conservative than Bitcoin" though currently only twice as Diversified! 2. Lower Fees You can spend more Money somewhere else and Very VERY Likely not get as great Advice and Service! 3. Support Continually the Branch Staff, Internet Support AND Telephone Personal Impress me, beyond my craziest Dreams and that says a LOT since my craziest dreams is where all the Great Art, Film and Design comes from... You didn't know? Think about it! 4. Recently I saw an Interview with The Man Himself Charles Schwab, I was incredibly impressed with how Sharp and Wise he is! 5. Ethics Dudes, you probably do NOT know how some of the other companies operate! Schwab is ethical! Where Schwab stands some of the competition has been pommeled! Be glad! To Be Continued”