Blue Water Capital Management, LLC - Apex, NC - Financial Advisors

Blue Water Capital Management, LLC

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(919) 346-8644 Call Email Email

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315 South Salem Street, #422Apex, NC 27502

Description

We check all the right boxes: Independent, Fee-Only, Fiduciary, CFP Professionals, Experienced, and Client Focused. We offer retirement planning, financial planning, and low-cost investment management to Apex, Cary, Holly Springs, Fuquay, Raleigh, and the Greater Triangle area.

Business details

Investments

  • Bonds
  • CDs
  • Government Securities
  • IRAs
  • Municipal Securities
  • Mutual Funds
  • Real Estate
  • Retirement Plans
  • Stocks
  • Tax-Exempt Securities

Services

  • Brokerage Services

Minimum Investment

  • No

Planning Types

  • Asset & Portfolio Management
  • Educational Savings Plans
  • Financial Planning
  • Inheritance Planning
  • Insurance Planning
  • Investment Planning
  • Retirement Account Rollover Plans
  • Retirement Planning
  • Tax Planning

Certifications

  • Certified Financial Planner
  • Masters of Business Administration
  • Registered Investment Advisor

Hours of Operation

  • MON
  • 8:30am
  • 5:00pm
  • TUE
  • 8:30am
  • 5:00pm
  • WED
  • 8:30am
  • 5:00pm
  • THU
  • 8:30am
  • 5:00pm
  • FRI
  • 8:30am
  • 5:00pm
  • SAT
  • SUN

* By Appointment Only

Payments Accepted

  • Personal Checks

Year Established

2004

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Photos (3 photos)

  • Blue Water Capital Management, LLC - Apex, NC - Retirement Planning
  • Blue Water Capital Management, LLC - Apex, NC - Investment Management
  • Blue Water Capital Management, LLC - Apex, NC - Fee Only


Retirement Planning

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Retirement Planning