Welcome to Apex Financial Services, Inc. Call us today to schedule a complimentary review! Once we know what is important to you, we can begin to develop an effective financial strategy to help you achieve your goals. Apex Financial Services is a comprehensive financial planning firm dedicated to helping individuals and businesses achieve their goals. As a team we have over 25 years of experience. Our number one goal is to help our clients achieve financial security.

Because we seek new financial heights with you. At Apex, we take our clients to levels never thought imaginable. Through our processes clients see the value of working with a dedicated financial advisory firm. Because we seek new financial heights with you. At Apex, we take our clients to levels never thought imaginable. What We Do as Financial Advisors.

Meeting financial objectives is more complex than ever before. Few individuals have the knowledge and time required to sort through the spectrum of options. Planning effectively and understanding the choices to make educated decisions can be a full-time job. Apex has a program designed to simplify the entire process. It helps parents clearly understand their options, provides the keys to making college more affordable, dispels the myths surrounding aid qualification, an.

Our personalized service and communication creates long term relationships with not only our vendors and customers, but with our lenders as well, ensuring a satisfactory experience from beginning to end.

Ranging from well known, legendary labels to the lesser-known,. At very reasonable rates throughout NC and the rest of the country. 30 years of experience in the wine trade from owner Eric Stokes. A neighborhood wine store in Cary, NC. Offering a full selection of wine.