Business Partners

Hicks Financial Partners

in Banking & Finance
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Overview:

At Hicks Financial Partners, our mission is to discover what is important to you and see your vision of where you want to go with your money and provide you with the planning to get there. Two locations to serve you in Cary & Southern Pines, NC.

Contact Information:

Address:
Hicks Financial Partners
1000 Centre Green Way, Suite 200
Cary, NC 27513
Phone:
(877) 921-6478
Website:
Click Here to Visit Website

Hicks Financial Partners - Trustworthy Financial Help

At Hicks Financial Partners, we believe in transparency. You should know up-front how much our services will cost. Each client has their own set of circumstances and needs, therefore, there isn’t a one-size-fits all model. We provide our services in a number of ways to meet your situation. The recommended fee model will be identified at the conclusion of our first meeting.

At the end of the day, the value you receive from any financial planning service should exceed your costs. We have conducted extensive market research and are proud of our fee structure.

 The Process Click >>>>7 Steps to Financial Success

WHAT WE BELIEVE IN:

Integrity: To be honest and fair.

Objectivity: Unbiased and data driven information.  

Confidentiality: Our relationship will be built on trust.

Professionalism: We will engage in the most professional manner.

Authentic: Be who you are

Clarity: Easy to understand and remember

Simple: Is usually better

Financial Planning: is an ongoing process

 

MY PHILOSOPHY

Do the right thing.  If you do the right thing you generate trust.

Do everything to the best of your ability with the time allotted....

This means the little things. They make a difference. This is a commitment to excellence.

Duty of care for client. We are a strong supporter of the Fiduciary Standard and Oath.

 

WE WILL…

Place my clients’ best interests first

Act with prudence; with the skill, care, diligence, and good judgment of a professional



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