Janet F. Ramsey,  CFP<sup>&reg;</sup> - Financial Advisor

Janet F. Ramsey, CFP®

President

Premier Advisor Group LLC

3100 Tower Blvd. Suite 1610
Durham, NC 27707
877.PLAN WELL
(919) 381-4727 x107
CONNECT WITH Janet
  • linkedin link

General

Janet Ramsey is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Premier Advisor Group LLC in Durham, NC and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Other - MBA, CLU

Insurance Licenses

  • Life insurance: NC
  • Health/disability insurance: NC
  • Fixed annuities: NC
  • Variable annuities: NC

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Annuities, Charitable & Planned Giving, Asset Allocation, Career Change, Business Taxes, Disaster Recovery, Estate Planning, Investment Management, Limited Partnerships, Employee Benefits, Getting Divorced, Irregular Income, Getting Married, Mutual Funds, Job Loss, Real Estate, Insurance, Retirement, Stocks & Bonds, Life Planning, Startup, Succession Planning, Starting a Family, Long-term Care, Medical & Health Issues, Sudden Wealth, Men's Finances, Nontraditional Households, Special Needs, Personal Taxes, Women's Finances

More

Helpful Financial Planning Resources