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Financial Services

Know Where You’re Going.

Managing your finances can be a difficult task at any age. Since life’s events can fluctuate on a daily basis, it’s comforting to have a clear and more consistent outlook on your financial future. Even if you know little about personal finance or saving money, Vic Fisher Insurance is committed to helping you realize your fiscal goals.

At Vic Fisher Insurance, our advisors will take the time to understand your needs on an individual basis and educate you on the various financial services available to you and your family. We strive to offer the expert education and assistance you can expect for achieving monetary stability and security – to make your planning process that much easier.

Our financial planning services include:
  • Financial Planning
  • Annuities
  • 401K
  • Retirement Plans
  • Mutual Funds
  • Pension Plans
  • Profit Sharing Plans
  • Traditional & Roth IRAs

What Financial Planning Can Do For You

In these times, planning for the future has never been more important. By looking ahead at your financial situation and planning accordingly, you can secure your future independence. By working with Vic Fisher Insurance, we can evaluate your current situation, answer any questions, offer honest and professional advice, and help you choose the right financial services to make sure you get where you want to be in the future.

Plan ahead with financial services from Vic Fisher Insurance.

We are proud to provide fiscal planning services for clients near Raleigh, Cary, Holly Springs, Apex, Fuquay-Varina, and Morrisville.

Our Financial Services Coverage Options Include:

Our Location

Vic Fisher Insurance

2703 Jones Franklin Road, Suite 103
Cary, NC 27518
Main office: 919-851-4448

Our Providers

The Vic Fisher Agency has taken care of my family for over 25 years, whether my home or cars. I have always known I could trust them. - Steve T., Raleigh
Steve T. – Raleigh
When I moved to Raleigh, I needed an agent that could handle all of my insurance needs. Daniel at Vic Fisher was able to set up my home, cars, and business insurance to make sure I was well covered. - Eric H., Raleigh
Eric H. – Raleigh
I needed Life Insurance for my family, and was able to get what I needed at the right price. - Jorge, Cary
Jorge – Cary
Health Insurance is a huge deal for my family. So is the costs. I was able to purchase a BCBSNC family plan from Vic Fisher Insurance for considerably less than the current plan we had. The service was great as well. - Scott K., Durham
Scott K. – Durham
My business involves real estate, and I don’t have the time to try and figure everything out. The Vic Fisher Agency has helped manage my insurance and help me make informed decisions as my business grows. They seem to have my best interest in mind. -Chris C., Raleigh
Chris C. – Raleigh
I am concerned over what to do with my IRA in my retirement years. They showed me the annuity options as a real answers to my dilemna. I was shown I could still make money without risk, and provide a death benefit for my wife. - Charles C., Cary
Charles C.- Cary