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Financial Planning Services

Herb Council, Founder & President, first began offering a broad array of financial services in 1983. His passion for his clients and vision of a unique financial services firm ultimately led to Council Financial, Inc. as we know it today. Incorporated in 2001, Council Financial, Inc. maintains a steadfast focus on its clients needs. With over 40 years of combined experience in a variety of fields, we have specialists committed to simplifying your life by providing comprehensive, integrated financial solutions. We know that you have questions about your current situation and will work with you every step of the way to address those questions quickly and effectively.

We have constructed a team of specialists with unique backgrounds allowing us to efficiently evaluate your situation from different points of view. Our technical expertise allows us to answer your questions in a way that is easy to understand and we generally present multiple solutions from which you can choose the alternative you prefer. We have the experience and resources to handle even the most complicated situations along with the freedom and focus to treat you as an individual. Finally, we only offer solutions when we can clearly demonstrate the benefit of our recommendations.

At Council Financial, Inc., we have been helping people maximize their financial potential while minimizing their risks for over 20 years. Click Here to learn more about how Council Financial can help you. We look forward to serving you.


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Council Financial, Inc. is an Investment Adviser registered with the State of North Carolina. The information on this site is not, nor is intended to be,
investment advice, legal advice, or tax advice. The focus of our practice is in, but not limited to, NC, Wake County, Cary, Raleigh, and Apex. Information
provided on this site is only general in nature, and you should seek the advice of a properly licensed individual in your area regarding your specific situation.
Learn more about us at FINRA.

Securities offered through The O.N. Equity Sales Company, Member FINRA/SIPC, One Financial Way, Cincinatti, OH 45242 (513)794-6794.
Council Financial representatives are licensed to receive commissions from the sale of insurance and annuities in NC, OH, and FL.

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