4904 Professional Court, Suite 102 Raleigh, NC27609(map)
About us
A financial group located in Raleigh, NC, with over 30 years of experience, we are focused on guiding individuals and small businesses through their tax, financial, marketing, and risk management needs one step at a time. Currently serving over 700 clients across the U.S., from all walks of life, we are guided by three principles: innovation, reasonable prices, and reliable service. No other financial group that we know of offers such a unique blend of knowledge and talent. For instance, our professionals are cross-trained in multiple disciplines. The resulting value to our clients is a unique holistic approach that we embrace to bring your financial vision to life. Assisting our clients in overcoming their individual or business challenges and goals is our passion. Our overall goal is to heighten your awareness of your personal and business situation to build your financial bridge one pillar at a time. And of course, our ultimate purpose is to achieve success for you and your family.
Can anyone recommend a Financial Planner in Durham? I'm looking for a real financial planner... not someone who sells financial products. I'm not interested in having someone manage my money/buy annuities/life insurance or any of the other scam artist type stuff out there. I'm looking for a real financial planner. I am retiring in about 5 years and all I want is someone to check over my numbers and make sure I haven't forgotten anything and or make a recommendation on if I need to reorder anything.
jtrenor replied:
My husband and I went to John Rukosky a couple years ago, and he helped us get our money on track. He's in Raleigh, but definitely worth the little bit of a drive. [John Rukosky](https://www.rafginc.com/)
So bummed to see Carolina Tax Service isn't taking any more clients this season. Kelly Perry is the man and has done our taxes for years. We need recommendations on someone good and trustworthy to prepare our taxes.
Thanks in advance!
Cindy B. replied:
Kelly did ours for years but we switched to John Rukosky. He does taxes for everyone but specializes in Fire, Police & EMS. http://rafginc.com
Can anyone recommend a good tax preparer? Personal and/or small business?
Cindy B. replied:
John T. Rukosky, EA Rukosky & Associates Financial Group, Inc. 4904 Professional Ct. Suite 102 Raleigh, NC 27609 Ofc. : 919.781.9319 Fax : 919.791.0990