Jason Garey

Jason Garey

Wealth Management Advisor

  • CFP®
  • ChFC®
FINRA BrokerCheck
  • CA License: #0K26510

1201 Edwards Mill Road, 2nd floor,
Raleigh, NC 27607
919-985-1023 Visit my website

About my practice

Jason partners with clients to help them navigate financial success to significance. Jason and his business partner, Bob, specialize in multi-generational financial planning for families and business owners. His specialties within financial planning include disability and life insurance and retirement planning. A former pro soccer player, Jason loves helping pro athletes with financial planning.

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