Financial Directions Group, Inc. Employee Directory
Financial ServicesNorth Carolina, United States2-10 Employees
Financial Directions Group, Inc. is a small financial services firm based in Cary, North Carolina. Established in 1989, it serves both businesses and individuals with a broad set of financial services. In retirement planning, the firm helps design and administer employer programs and can act as a fiduciary (3(21)) while providing employee education; designs range from standard 401(k) or 403(b) plans to more advanced arrangements. In wealth advisory, it works with clients to define goals and create plans that address retirement, education, disability and long-term care, life insurance, and estate planning. Its investment management practice builds portfolios aligned with a client’s risk profile and objectives and offers a wide spectrum of investment products. Securities are offered through Cetera Advisors LLC and advisory services through Cetera Investment Advisers LLC.
1-888-653-2347 
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