Triangle Advisors Group

Triangle Advisors Group is an independent financial firm that builds retirement and estate plans for clients who are in or near retirement. The firm covers money management, retirement protection, retirement income planning, Medicare planning and estate planning, and it offers products from several top-rated companies rather than tying recommendations to proprietary products.

The firm is run by President Paul G. Lindsay, with associate Buddy R. Sanderson, and has more than 35 years of combined experience. Prospective clients can call to start a conversation, and the firm offers a free, no-obligation guide called "10 Steps to a Successful Retirement" on its website. The office is at 200 Cornerstone Drive in Cary.