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Dexter V. Perry, CFP®

The Providence Group of North Carolina, LLC

1400 Crescent Green Dr
Suite G100
Cary, NC 27518-8118
Phone: (919) 858-7817
Fax: (919) 816-9241

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Household Income Minimum: $100,000
Investable Asset Minimum: $25,000

Specialties
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Charitable & Planned Giving
  • Annuities
  • Asset Allocation
  • Investment Management
  • Employee Benefits
  • Mutual Funds
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Long-term Care

 

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.