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University Financial StrategiesFinancial advisor in Raleigh, NC

University Financial Strategies is a financial advisor at 4801 Glenwood Ave Ste 200-630, Raleigh, NC 27612, ranked #41 of 154 financial planners in Raleigh and rated 4.8 from 12 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.

Raleigh, NCUpdated 0 paid placements in any rankingHow we rank

Call (919) 578-6500Website ↗

Key facts

Key facts about University Financial Strategies
Address4801 Glenwood Ave Ste 200-630, Raleigh, NC 27612Get directions
Phone(919) 578-6500
Websiteuniversityfinancialstrategies.com
HoursMonday to Friday: 9 AM – 5 PM
Google rating4.8 from 12 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Raleigh and 11 towns within 25 miles: West Raleigh, Cary, Morrisville, Garner, Knightdale, Apex, Wake Forest, Holly Springs, Durham, Clayton and Fuquay-Varina.

Based in Raleigh, NCView on map

Opening hours

Opening hours for University Financial Strategies
DayHours
Monday9 AM – 5 PM
Tuesday9 AM – 5 PM
Wednesday9 AM – 5 PM
Thursday9 AM – 5 PM
Friday9 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about University Financial Strategies

How is University Financial Strategies ranked in Raleigh?

University Financial Strategies is ranked #41 of 154 financial planners in Raleigh by RFA Score, with 62 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 University Financial Strategies’ hours?

University Financial Strategies is open Monday to Friday. Its listed hours are Monday to Friday, 9 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 University Financial Strategies serve?

Serves Raleigh and 11 towns within 25 miles: West Raleigh, Cary, Morrisville, Garner, Knightdale, Apex, Wake Forest, Holly Springs, Durham, Clayton and Fuquay-Varina. 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 University Financial Strategies?

University Financial Strategies has a rating of 4.8 from 12 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 University Financial Strategies?

Call University Financial Strategies on (919) 578-6500. The business is at 4801 Glenwood Ave Ste 200-630, Raleigh, NC 27612. 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

University Financial Strategies compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
University Financial Strategies (this business)—624.8 (12)NoNo
Blue Water Capital Management, LLC#25625.0 (9)NoNo12.5 mi
Bowers Private Wealth Management#26625.0 (11)NoNo2.3 mi
Arbor#28625.0 (11)NoNo3.2 mi

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