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Kimberley K. Baker

CFP®

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

Financial Advisor serving North Carolina and the surrounding communities.

3447 Robinhood Rd
Winston Salem, NC 27106
(336) 659-9638

Peter C. Giammarinaro

CFP®

Owner

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.

Peter C. Giammarinaro CFP® CPA/PFS

5425 Sharon Road
Charlotte, NC 28210
(908) 581-2512

Eric Nobles, Sr.

CFP®

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

Financial Advisor serving North Carolina and the surrounding communities.

Nobles Pound Financial Planning, Inc.

1315 Fort Bragg Rd, PO Box 53589
Fayetteville, NC 28305-3589
(910) 323-9195 x104

Laura A. Webb

CFP®

Specialties: Attending College, Charitable & Planned Giving, Estate Planning, Investment Management,...More

Financial Advisor serving North Carolina and the surrounding communities.

Webb Investment Services

82 Patton Ave, Ste 610
Asheville, NC 28801
(828) 252-5132 x201

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

Dan H. Singletary

CFP®

Financial Advisor

Specialties: Comprehensive Financial Planning

Financial Advisor serving North Carolina and the surrounding communities.

Morgan Stanley

6101 Carnegie Blvd, 2nd Floor
Charlotte, NC 28209
(704) 571-3256

Robert C. Blakely

CFP®, CLU, ChFC

President/Owner

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

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

Blakely Financial, Inc.

1022 Hutton Ln, Ste 109
High Point, NC 27262
(336) 885-2530

Jamie D. Sledge

CPA, CFP®, PFS

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.

Sledge and Company PLLC

115 West State Ave
High Point, NC 27262
(336) 889-3013

Paul D. Knott

CPA/PFS, CFP®

Managing Partner

Specialties: Comprehensive Financial Planning, Asset Allocation, Business Taxes, Estate Planning,...More

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

Old North State Wealth Management, LLC

1430 Commonwealth Dr., Suite 200
Wilmington, NC 28403
(910) 509-3800

Steven E. Brendle

CFP®, CPA/PFS

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

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

Brendle Financial Group, LLC

4622 Country Club Rd, Ste 220
Winston Salem, NC 27104
(336) 725-7227

Lawrence F. McManus, Jr.

CFP®, MBA

President

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

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

Team Wealth Planning and Mgt, Inc

1525 E. Franklin Street, 1st Floor Suite 5B
Chapel Hill, NC 27514
(919) 942-8145

Joel C. Kelley

CFP®

Manager and Principal

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

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

Woodstone Financial, LLC

30 Town Square Blvd, Ste 208
Asheville, NC 28803-5052
(828) 225-1730

Todd Van Der Meid

MBA, CFP®

Financial Planner

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.

Rhino Wealth Management

PO Box 472
Belmont, NC 28012
(704) 827-9000

David G. Curry, Jr.

CFP®

Financial Planner

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

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

Second Half Strategies

4777 Sharon Road, Suite 540
Charlotte, NC 28210
(704) 360-5073
CONNECT WITH David
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Joshua E. Self

CLU, ChFC, CFP®

Managing 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.

PLC Wealth Management, LLC

7701 Six Forks Rd, Suite 110
Raleigh, NC 27615
(919) 782-0494

Ann Benjamin Zuraw

CFP®, CFA®, CDFA™

President

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

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

Zuraw Financial Advisors

806 Green Valley Rd, Ste 201
Greensboro, NC 27408
(336) 290-7062
CONNECT WITH Ann
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Robert T. Shore

CFP®

Associate

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

Financial Advisor serving North Carolina and the surrounding communities.

Fairview Strategic Partners, LLC

5960 Fairview Rd, Ste 104
Charlotte, NC 28210
(704) 247-9496

David O. Calloway

CFP®

Financial Consultant

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.

Thrivent Financial

5540 Centerview Dr, Ste 200
Raleigh, NC 27606
(919) 852-1971

Janette Perez

CPA, CFP®

Specialties: Comprehensive Financial Planning, Business Taxes, Personal Taxes

Financial Advisor serving North Carolina and the surrounding communities.

Janette Perez, CPA

1320 Regulator St
Raleigh, NC 27603
(919) 906-7060

Jeffery W. Hwang

CFP®

Partner

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

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

DMJ Wealth Advisors, LLC

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

Mary G. Langhorne

CFP®

Specialties: Budget & Debt Management, Buying a Home, Career Change, Estate Planning, Getting Married,...More

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

MGL Financial LLC

16028 Oxford Glenn Dr
Huntersville, NC 28078
(704) 651-5290

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

2349 Thetford Ct
Charlotte, NC 28211
(980) 318-5900

Mark Springfield

CFP®

Specialties:

Financial Advisor serving North Carolina and the surrounding communities.

Springfield Collaborative

4601 Lake Boone Trail, Ste 3B
Raleigh, NC 27607
(919) 324-3503

Todd A. Witt

CFP®

Managing Partner

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.

Sugarwood Financial Partners

15119 Clover Berry Drive
Huntersville, NC 28078
(704) 307-9214

Scott A. Fligel

CFP®, CLU, ChFC, AEP

Wealth Management Advisor

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

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

Northwestern Mutual

6235 Morrison Blvd
Charlotte, NC 28211
(704) 442-4472
CONNECT WITH Scott
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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

John Crumrine

CFP®

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

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

Brunswick Financial LLC

5285 Main St, Ste 19
Shallotte, NC 28470-3458
(877) 366-5550
(910) 370-1480
CONNECT WITH John
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Geoff Hall

CFP®

Specialties: Comprehensive Financial Planning

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

Beacon Wealthcare

1633 Glenwood Avenue
Raleigh, NC 27608
(919) 821-5225
CONNECT WITH Geoff
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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.

116 Morlake Dr, Ste 101
Mooresville, NC 28117
(704) 658-1040

Richard L. Pugh

CFP®, MBA

Financial Advisor

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

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

Pugh & Associates, Inc. Financial Planners

108 Captain's Lane
Sneads Ferry, NC 28460

Pugh & Associates, Inc. Financial Planners

824 Gum Branch Rd
Jacksonville, NC 28540
(910) 447-4416
CONNECT WITH Richard
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