Cardinal Hill Wealth Management - Cary, North Carolina

Alissa W.

We’ve been working with Cardinal Hill for 2 years. Each interaction is a joy. Seriously. Brooke is efficient, knowledgeable and kind. Jessie and Robert are extremely intelligent, professional and trustworthy. I am confident they are good stewards of our money and they want the best for our family. Do yourself a favor and bring your wealth to Cardinal Hill.

Moose W.

Working With Robert, Jesse, and Brooke at Cardinal Hill, has definitely been a pleasure. Their professionalism and personal communications have certainly removed any worries on my end.

I have learned quite a bit in the short time i have been with them, and I should probably add, that my portfolio has moved in a very positive direction. Better than I expected for sure. Their market updates have been timely, and informative, allowing me to "sit in" on some very informative sessions, in these changing times. Being technologically challenged (putting it mildly), they hooked me up for one meeting on a live feed. The miracles of modern technology:-) Zoom or something.

They have shared investment strategies and goals with me (i am 66 and retired), that certainly fit my needs. I have full confidence in their abilities and decisions. And i am looking forward to a long and prosperous relationship

Roja B.

I had a call with Robert, hoping to get a one-time suggestion on a specific question I had. During the free assessment call, Robert explained that their service model doesn’t typically offer one-off advice—but even so, he took the time to answer all my questions, share relevant resources, and make sure I left the conversation with clarity for the question i had.
I felt heard, understood, and equipped with exactly the information I needed. It’s rare to come across people—or businesses—that genuinely care about your needs, but I can confidently say that Robert and his team truly do.

julie C.

We have been with this firm since they started. We have a lot of confidence in their expertise, especially since one of the partners has a PhD in finance! They are personable, attentive, responsive, and have so much integrity. Very good choice for wealth management.

Keith T. F.

The whole team at Cardinal Hill is exceptional. They are professional while remaining so approachable and personable.
Jessie, Robert and Brooke are each incredible people and together they make a dynamic team with all the necessary expertise and skills to guide people towards their financial goals. They listened to us so well and helped us build a financial plan that works towards our future goals. Working with the team at Cardinal Hill has been a joy. We are so thankful for the ways they take the administrative work off of us and reduce our stress in planning for the future. They are authentic, trustworthy and great people to have in your corner!

jill S.

Title: Exceptional Financial Services with a Personal Touch

Rating: 5/5 Stars

Review:
I can't say enough about the outstanding service provided by Jessie Harris and his remarkable team at Cardinal Hill Wealth Management. From the moment I walked through their doors, I felt welcomed and valued as a client.

Jessie's expertise in financial management is evident from the first conversation. He took the time to listen attentively to my financial goals and concerns, and then crafted a comprehensive plan tailored to my needs. What truly sets Jessie apart is his unwavering commitment to acting as a fiduciary, always prioritizing my best interests above all else.

But it's not just about financial acumen; it's also about the exceptional people who make up the team. Brooke, in particular, stands out with her impeccable customer service skills. She's incredibly organized and keeps everything running smoothly, ensuring that I stay on track with my financial objectives.

What truly sets this team apart, however, is their genuine kindness and willingness to go above and beyond. I'll never forget the time when I was loading a U-Haul with donations, and Jessie happened to pass by. Without hesitation, he jumped in to help, demonstrating a level of compassion and dedication that goes far beyond the call of duty.

In every interaction, whether in the office or out in the community, Jessie and his team exemplify what it means to be exceptional human beings. Their commitment to their clients extends far beyond financial matters, creating a sense of trust and loyalty that is truly invaluable.

If you're looking for financial services with a personal touch, look no further than Cardinal Hill Wealth Management. Jessie Harris and his team are simply the best in the business.

Christopher J.

I recently had the pleasure of engaging with Cardinal Hill Wealth Management for guidance, and I am thoroughly impressed with their service and expertise. Jessie, Robert, and Brooke approached my situation with honesty and transparency, ensuring that I understood every aspect of their recommendations. They offered practical advice on immediate next steps while providing a clear roadmap to navigate toward long term success.

Overall, my experience with Cardinal Hill Wealth Management has been nothing short of excellent. I would highly recommend their services to anyone looking for trustworthy and competent wealth management solutions.

dayle B.

Robert and Jesse are awesome. We couldn’t be more pleased with the exceptional service they provide. Their expertise and personalized approach have significantly improved my financial outlook. They take the time to explain complex concepts clearly and always act in my best interest. I highly recommend them to anyone seeking a knowledgeable and trustworthy financial partner.