Josh Almond, Financial Advisor located in Apex, NC

Financial Advisor
Josh Almond

CFP®, ChFC®, AAMS®
1480 Chapel Ridge Rd Ste 170, Apex, NC 27502opens in a new window
Accepting New Clients
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Business Retirement Plans
  • College Savings
  • Inheritance Guidance
  • Values and Faith Based Investing

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • ChFC®

    Chartered Financial Consultant®

  • AAMS®

    Accredited Asset Management Specialist™

Personal Interests

  • Tennis
  • Active Lifestyle
  • Coaching Sports
  • Golfing
  • Spending Time with Family

Team Members

  • Jodi Reed
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(919) 267-9615

Fax

(888) 222-4576

Office Address

1480 Chapel Ridge Rd Ste 170
Apex, NC 27502opens in a new window

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