Financial Directions

Financial Directions Group was founded with the goal of assisting our clients in every aspect of their financial lives. For each of our clients we strive to help create financial stability and security to provide financial independence.

We are a branch office of First Allied Securities, Inc., an independent broker dealer in California.

Our Commitment

Since 1989, we have provided businesses and individuals across the country with a broad range of financial services including benefits programs, insurance planning, investments and financial planning. No matter what stage you may be in, we have one goal. To help you make smart choices with your money.

Our Reputation

We’ve built our business and our reputation one client at a time. We offer the confidence that comes with an established company. We are also a branch office of First Allied Securities, Inc., an independent broker dealer. Headquartered in Cary, NC, we have locations in cities across the United States. If you have any questions about your current financial situation or wish to schedule an appointment, send us an email or give us a call at 919-678-0007.

Our Philosophy

• We listen to our clients’ goals and dreams.
• We offer choices among strategies and products. We educate our clients concerning the differences.
• We identify and partner with innovative organizations to solve client needs in product areas, in administrative areas, and in technical areas.
• We work with client advisors – attorneys, accountants, and insurance professionals.
• We offer the collective experience of a team of specialists.

Smart, Clear Objective Guidance

• Health Insurance, Individual & Employer – Navigating new choices to meet your needs.
• Employer Retirement Plans – Partnering with your fiduciary to help your employees prepare for retirement.
• Wealth Management & Business Owner Strategies – Guiding you through choices to help you and your family plan for the future.