TRIANGLE ADVISORS GROUP, INC.
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Services

​At Triangle Advisors Group, we pride ourselves on providing advice based on each individual client's needs without ties to proprietary products.
 
We understand each client is unique, which is why our approach takes into account your particular goals and objectives, allowing us to customize each area of your retirement strategy.
 
We offer a comprehensive suite of products and services, including:
  • 401(k) rollovers.
  • 403(b) planning.
  • Estate planning.
  • Financial planning.
  • Investment management.
  • IRAs.
  • IRA rollovers.
  • Legacy planning.
  • Life Insurance.
  • Long-term care.
  • Medicare supplements.
  • Retirement income planning.
  • Social Security maximization.
 
Triangle Advisors Group is passionate about helping you prepare for your financial future because we want you to move toward the future with confidence. Call 919.460.1737 and let’s see how we can be of service to help you protect and grow your wealth.

Don't see what you're looking for?
​Give us a call at 919.460.1737

​We have experience working with all kinds of retirement income products, 
​and chances are we can help you, too!
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Paul G. Lindsay, President
200 Cornerstone Drive
Cary, NC 27519
[email protected]
919.460.1737

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Licensed Insurance Professional. Respond and learn how insurance and annuities can positively impact your retirement. This material has been provided by a licensed insurance professional for informational and educational purposes only and is not endorsed or affiliated with the Social Security Administration or any government agency. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. Investment advisory services offered through CreativeOne Wealth, LLC, an Investment Advisor. Triangle Advisors Group and CreativeOne Wealth, LLC are not affiliated. AR-3940 | 19640 - 2019/01/14
  • Home
  • About
  • Services
  • Resources
    • Sequence of Returns Calculator
    • Retirement Income Calculator
    • 401(k) Planner
    • Life Insurance Calculator
    • Timely Articles
  • Events
  • Contact