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Testament Wealth ManagementFinancial advisor in Cary, NC

Testament Wealth Management is a financial advisor at 1014 High House Rd Ste 102, Cary, NC 27513, ranked #28 of 252 financial advisors in Cary and rated 5.0 from 17 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Cary, NCUpdated 0 paid placements in any rankingHow we rank

Call (919) 241-7640Website ↗

Key facts

Key facts about Testament Wealth Management
Address1014 High House Rd Ste 102, Cary, NC 27513Get directions
Phone(919) 241-7640
Websitetestamentwealth.com
HoursMonday to Friday: 8:30 AM – 5 PM
Google rating5.0 from 17 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Cary and 11 towns within 25 miles: Morrisville, Apex, West Raleigh, Holly Springs, Raleigh, Garner, Fuquay-Varina, Durham, Chapel Hill, Carrboro and Knightdale.

Based in Cary, NCView on map

Opening hours

Opening hours for Testament Wealth Management
DayHours
Monday8:30 AM – 5 PM
Tuesday8:30 AM – 5 PM
Wednesday8:30 AM – 5 PM
Thursday8:30 AM – 5 PM
Friday8:30 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Testament Wealth Management

How is Testament Wealth Management ranked in Cary?

Testament Wealth Management is ranked #28 of 252 financial advisors in Cary by RFA Score, with 69 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Testament Wealth Management’s hours?

Testament Wealth Management is open Monday to Friday. Its listed hours are Monday to Friday, 8:30 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Testament Wealth Management serve?

Serves Cary and 11 towns within 25 miles: Morrisville, Apex, West Raleigh, Holly Springs, Raleigh, Garner, Fuquay-Varina, Durham, Chapel Hill, Carrboro and Knightdale. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Testament Wealth Management?

Testament Wealth Management has a rating of 5.0 from 17 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Testament Wealth Management?

Call Testament Wealth Management on (919) 241-7640. The business is at 1014 High House Rd Ste 102, Cary, NC 27513. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Testament Wealth Management compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Testament Wealth Management (this business)—695.0 (17)NoNo
Fortress Tax Services#26695.0 (51)NoNo11.0 mi
First Horizon Bank - Cary, NC - Carpenter Fire Station Rd#27694.6 (26)NoNo4.6 mi
First Horizon Bank - Raleigh, NC - Clark Ave#29684.5 (55)NoNo9.4 mi

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