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John M. Thomas

CFP®

Specialties: Comprehensive Financial Planning, Attending College, Investment Management, Estate...More

Financial Advisor serving North Carolina and the surrounding communities.

Stearns Financial Services Group

324 W Wendover Ave, Ste 204
Greensboro, NC 27408-8438
(336) 230-1811

Grace Kvantas

CFP®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a...More

Fee Only Financial Advisor serving North Carolina and the surrounding communities.

Financial Symmetry, Inc.

1511 Sunday Dr., Suite 300
Raleigh, NC 27607
(919) 851-8200
CONNECT WITH Grace
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Sara I. Seasholtz

CFP®

President

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home,...More

Commission and Fee Financial Advisor serving North Carolina and the surrounding communities.

Preferred Financial Financial Strategies, Inc.

PO Box 5366, 136-C Gateway Blvd.
Mooresville, NC 28117
(704) 658-1040

Katherine S. Newton

CFP®, ChFC

Certified Financial Planner

Specialties: Comprehensive Financial Planning, Asset Allocation, Estate Planning, Investment Management...More

Commission and Fee Financial Advisor serving North Carolina and the surrounding communities.

Waite Financial, LLC

PO Box 1177
Hickory, NC 28603
(828) 322-9595

Allen B. Parker

CFP®, CIMA®

Financial Advisor

Specialties: Budget & Debt Management, 401(k)/403(b)/IRAs, Banking, Charitable & Planned Giving,...More

Commission and Fee Financial Advisor serving North Carolina and the surrounding communities.

Edward Jones

2816 Erwin Rd, Ste 109
Durham, NC 27705
(888) 382-3085
CONNECT WITH Allen
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Glen Wright, II

CFP®

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving,...More

Financial Advisor serving North Carolina and the surrounding communities.

Worth Financial Advisory Group

5605 77 Center Drive, Ste 101
Charlotte, NC 28217
(704) 731-0121
CONNECT WITH Glen
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James B. McGehee

CFA®, CFP®, CPWA®

President

Specialties: Attending College, Budget & Debt Management, Comprehensive Financial Planning, Asset...More

Fee Only Financial Advisor serving North Carolina and the surrounding communities.

McGehee Wealth Advisory Group, Inc.

8430 Rea Rd., Suite A
Charlotte, NC 28277
(877) 987-3443
(704) 733-9844

C. Hunter Widener

CFP®

Senior Client Advisor

Specialties: Comprehensive Financial Planning, Banking, Estate Planning, Investment Management

Financial Advisor serving North Carolina and the surrounding communities.

PNC Wealth Management

4720 Piedmont Row Dr., Ste 300
Charlotte, NC 28210
(704) 571-0716

Kevin Cecil

CFP®

LPL Financial Planner

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities,...More

Commission and Fee Financial Advisor serving North Carolina and the surrounding communities.

Cecil Financial, Inc.

3701 Lake Boone Trail
Raleigh, NC 27607
CONNECT WITH Kevin
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Stratford N. Kiger

CFP®, JD, MBA, CELA

Owner

Specialties: Arbitration & Mediation, Budget & Debt Management, Comprehensive Financial Planning,...More

Fee Only Financial Advisor serving North Carolina and the surrounding communities.

Kiger Law PC

1800 East Blvd
Charlotte, NC 28203
(980) 318-5900

Douglas J. Lewis

CFP®

Specialties: Comprehensive Financial Planning, Charitable & Planned Giving, Asset Allocation, Estate...More

Financial Advisor serving North Carolina and the surrounding communities.

Lewis Financial Management, LLC

4904 Professional Ct, Ste 101
Raleigh, NC 27609-4969
(919) 872-7000

David W. Heiligenthaler

CFP®

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Estate...More

Commission and Fee Financial Advisor serving North Carolina and the surrounding communities.

DHFS Wealth Management

711 Peninsula Dr
Davidson, NC 28036
(800) 579-2052
(704) 895-8370

Charles E. Carrick

CFP®, ChFC

Partner

Specialties: Comprehensive Financial Planning

Commission and Fee Financial Advisor serving North Carolina and the surrounding communities.

DMJ Wealth Advisors, LLC

703 Green Valley Rd, Suite 201
Greensboro, NC 27408
(336) 275-9886

Richard R. Norkum

CFP®,CDFA,CFS,RFC

President

Specialties: Comprehensive Financial Planning, Attending College, Charitable & Planned Giving,...More

Financial Advisor serving North Carolina and the surrounding communities.

Norkum Wealth Management, Inc.

2818 Coliseum Centre Dr., Suite 200
Charlotte, NC 28217
(704) 895-0070

David P. Gray, Jr.

CFP®

CEO

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving North Carolina and the surrounding communities.

Capital Management, LLC

628 Green Valley Rd, Ste 204
Greensboro, NC 27408
(336) 856-2911

Kenneth J. Shahbaz

CPA/PFS, CFP®

President

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable ...More

Commission and Fee Financial Advisor serving North Carolina and the surrounding communities.

Shahbaz, Carothers & Co., P.A.

2102 N Elm St, Suite A
Greensboro, NC 27408
(336) 574-1438

Michael R. Collie

CFP®, AIF®, CKA®

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable &...More

Fee Only Financial Advisor serving North Carolina and the surrounding communities.

Collie Financial Planning, Inc.

103 Black Mountain Ave, Suite 12
Black Mountain, NC 28711

Collie Financial Planning, Inc.

One Town Square Blvd
Asheville, NC 28803

James R. Minor

CFP®, CPA/PFS

Specialties: Comprehensive Financial Planning, Budget & Debt Management, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving North Carolina and the surrounding communities.

Red Oak Capital Advisorss

1001 Procure St, Ste 101
Fuquay Varina, NC 27526
(919) 552-1120

Katrina K. Hayes

CFP®, CIMA

Partner

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving North Carolina and the surrounding communities.

TCA Financial Group

11705 Laurel Grove Ln
Charlotte, NC
(704) 714-2222

Dexter V. Perry

CFP®

Investment Advisor Representative

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving,...More

Commission and Fee Financial Advisor serving North Carolina and the surrounding communities.

One Providence Capital, LLC

1400 Crescent Green Dr, Suite G100
Cary, NC 27518-8118
(919) 858-7817

Allison M. Berger

CFP®

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable &...More

Fee Only Financial Advisor serving North Carolina and the surrounding communities.

Financial Symmetry, Inc.

1511 Sunday Dr, Ste 300
Raleigh, NC 27607
(919) 851-8200
CONNECT WITH Allison
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John Gjertsen

CFP®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Business...More

Fee Only Financial Advisor serving North Carolina and the surrounding communities.

BlueSky Wealth Advisors, LLC

2131 S Glenburnie Rd, Suite 8
New Bern, NC 28562
(252) 633-0107

David R. Hartness

CFP®, ChFc, CLU, AIF

Financial Advisor

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Charitable & Planned...More

Commission and Fee Financial Advisor serving North Carolina and the surrounding communities.

IronGate Partners

2601 Iron Gate Dr, Ste 201
Wilmington, NC 28412
(910) 791-1437

Jennifer B. Torrey

CLU, CFP®

Investment Specialist/Wealth Management Advisor

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Estate...More

Commission and Fee Financial Advisor serving North Carolina and the surrounding communities.

Northwestern Mutual Financial Network

4020 Westchase Blvd, Suite 275
Raleigh, NC 27607
(919) 755-3206

Chadwick Douglas Virgil

CFP® ChFC® CLU®

Financial Advisor

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable &...More

Commission and Fee Financial Advisor serving North Carolina and the surrounding communities.

Edward Jones

630 East St, Ste 2
Pittsboro, NC 27312
(866) 545-5669
(919) 545-5669

Chris Brown

CFP®

Managing Member

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving North Carolina and the surrounding communities.

Vaughan-Brown Wealth Management, LLC

PO Box 14386
Durham, NC 27709
(919) 695-3007

Jeffrey A. Carbone

CFP®

Managing Partner

Specialties: Comprehensive Financial Planning, Charitable & Planned Giving, Estate Planning, Investment...More

Financial Advisor serving North Carolina and the surrounding communities.

Cornerstone Financial Partners

16810 Kenton Dr, Ste 200
Huntersville, NC 28078
(800) 738-6734
(704) 987-3410

Beth L. Deal

CFP®

CFP

Specialties:

Financial Advisor serving North Carolina and the surrounding communities.

Ameriprise Financial Adv

21 First St NW Ste 401, PO Box 1589
Hickory, NC 28603-2564
(828) 324-1422

Philip K. Royal

CFP®

President

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Estate Planning,...More

Fee Only Financial Advisor serving North Carolina and the surrounding communities.

Master Plan Wealth Management

1340 Environ Way, Bldg 1000
Chapel Hill, NC 27517

Master Plan Wealth Management

570 Golfers View
Pittsboro, NC 27312

Master Plan Wealth Management

15 Constitution Drive
Bedford, NH 03110
(919) 533-6413

William H. Newcomb

CFP®, MBA, JD

Principal

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Annuities,...More

Fee Only Financial Advisor serving North Carolina and the surrounding communities.

Newcomb Financial Advisors, LLC

1340 Environ Way, Suite 13402
Chapel Hill, NC 27517

Newcomb Financial Advisors, LLC

82 Summersweet Lane
Chapel Hill, NC 27516
(919) 593-5545