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C. Theodore Hicks, II, CFP®

Hicks & Associates - Ameriprise Financial

1225 Crescent Green
Ste 100
Cary, NC 27518
Phone: (919) 851-5500

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Household Income Minimum: $150,000
Investable Asset Minimum: $500,000

Specialties
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Charitable & Planned Giving
  • Career Change
  • Estate Planning
  • Retirement
  • Sudden Wealth
  • Women's Finances

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.