Hunter Street Investment Advisors - Apex, North Carolina

Hunter Street Investment Advisors: A Comprehensive Overview

Hunter Street Investment Advisors is a respected financial planning and investment service provider dedicated to helping individuals and families achieve their long-term financial goals. Located at 56 Hunter St Suite 210, Apex, NC 27502, the firm offers personalized guidance and strategies tailored to meet the unique needs of each client. Their commitment to client satisfaction is evident in their accessibility and comprehensive services, fostering a trusting and collaborative relationship.

Company Details and Contact Information

The firm’s primary contact number is 95894040. Clients can readily connect with the team through their website: hsiadvisors.net. This website serves as a valuable resource, providing detailed information about their services, investment philosophy, and team members.

Specialties and Services Offered

Hunter Street Investment Advisors specializes in providing comprehensive financial planning services and a robust investment service. They assist clients with a wide range of financial needs, including retirement planning, education funding, estate planning, and wealth management. They take a holistic approach, considering all aspects of a client’s financial life to develop a well-rounded and effective plan. The firm emphasizes proactive management, adapting strategies to reflect changing market conditions and individual circumstances. This proactive approach is a key differentiator, ensuring clients remain on track toward their objectives.

Accessibility and Client Experience

Hunter Street Investment Advisors prioritizes client convenience and accessibility. The firm offers both online appointments and onsite services, providing flexibility to cater to individual preferences. Furthermore, the office is designed to be wheelchair accessible, featuring a wheelchair accessible entrance, wheelchair accessible parking lot, and a wheelchair accessible restroom. Regular appointments are scheduled, and clients are encouraged to book in advance to ensure adequate attention. A comfortable and welcoming environment is maintained, reflecting the firm's commitment to client comfort.

Client Feedback and Reputation

The company boasts a strong reputation, reflected in its favorable average opinion of 4.9/5 based on 12 reviews on Google My Business. These reviews consistently highlight the firm’s dedication to client education and personalized service. One client described their experience as a journey of understanding, emphasizing the patient and thorough approach of Kevin Cochran. The focus on explaining complex concepts in a way that is easily understood demonstrates a genuine desire to empower clients with the knowledge they need to make informed decisions. The established track record suggests a consistent commitment to delivering positive outcomes for clients.

Key Features and Benefits

• Personalized Financial Plans: Tailored strategies aligned with individual goals and risk tolerance.
• Investment Expertise: A deep understanding of various investment vehicles and market trends.
• Ongoing Support: Continuous monitoring and adjustments to plans as needed.
• Transparent Communication: Open and honest communication about fees and performance.
• Client-Focused Approach: Prioritizing the client’s needs and building long-term relationships.

The firm’s commitment to providing accessible services, combined with their expertise and client-centric approach, positions them as a trusted partner in navigating the complexities of personal finance. The positive feedback underscores their dedication to building strong client relationships based on trust and mutual understanding. The firm’s ability to offer both online and onsite options further enhances convenience and accessibility, catering to the diverse needs of its clientele. Ultimately, Hunter Street Investment Advisors strives to empower clients with the knowledge and resources they need to achieve their financial aspirations, fostering a sense of security and confidence in their future.

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👍 Reviews of Hunter Street Investment Advisors

Natalie P.

5/5

We started working with Kevin Cochran a little over a year ago. He has helped us put together a plan for our future, has given us advice given recent market conditions, and has really captured our main concerns and wishes. We feel much better prepared and organized for our future. We also asked that he explain certain concepts and sort of teach us as we go so that we can have a full understanding, and Kevin has very patiently and thoroughly done that. We are very happy here and look forward to many more years working with Kevin and Hunter Street Investment Advisors.

Shauna P.

5/5

I have been with Hunter Street Advisors Matt and Joe for a few years now. During this time, I was fully employed, bought a house, semi-retired and started a new venture. I felt my advisors were available to me and with me each step of my journey. Matt and Joe have current knowledge of financial, economic and investment strategies. They demonstrate their professional integrity and are very personable. Most importantly they are understanding, candid, supportive and openly communicate with me about my unique needs and portfolio. I appreciate that they want to be involved in my financial decision making and use their expertise to guide me in making choices which are in my best interest!

Paige L.

5/5

From the very start I have been informed of my investments with Hunter St and have felt welcome to ask questions along the way. They have gone above and beyond to make sure I am comfortable each quarter by a scheduling meetings to give thorough reviews of each account. Jo and Matt truly care about my long term financial well being. Both are extremely genuine and easy to talk to. Their attention to detail and consistent communication is impeccable. I am thankful I discovered Hunter St. Investments.

Jason P.

5/5

We've been using Hunter Street for about a year and feel like we're in really good hands. Matt and Joe make a great team, each specializing in their own thing. I especially enjoy the quarterly portfolio reviews, where they take as much time as necessary to bring us up to speed on our situation, giving us confidence in our financial future.

Karen R.

5/5

Excellent customer support and knowledge of finance, investments, strategy & planning. The entire team are extremely knowledgeable and still very approachable and down to earth. I value being able to meet with them on a regular basis for personal planning and guidance. I love their hometown approach to taking care of the individual and not just reviewing data & spreadsheets (although they will do that with you too!). I also appreciate that they are always just a phone call or email away, able to answer questions and clarify best approach for me and my family. Great team of people who know their business and will make you feel at home and that you are never a bother to them.

Eduardo R.

5/5

I can not say enough about the advisors over at Hunter Street Investments, truly top-notch. They surround you with a Team of experts, we work with Joe and Matt. They have taken very good care of us. Before becoming a client, my wife and I interviewed several advisors in search of the right ones for us. Joe & Matt are experts in their field, easy to work with, and very diligent in answering all our questions. They treat our finances as if they were their own. They show you how they are planning your investments and retirement versus simply telling you. They take personal accountability and responsibility for helping us grow our wealth, which makes us take our retirement more seriously. They are local, Independent, fee only advisors that have a vested interest in seeing you be successful in your financial and personal life!

Lee S.

5/5

My wife and I use Kevin Cochran as our investment advisor. He is supper friendly, explains everything transparently, and is very responsive. The whole system apparently works very well.

Linda S.

5/5

Coming from a company that didn’t seem to be concerned with me personally, being with Hunter Street is like a breath of fresh air. I appreciate their genuine care and concern in making sure I know what’s going on.