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Lorraine D. Johnson

CFP®

President

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

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

Triangle Financial Advisors

2301 Rexwoods Dr, Ste 100
Raleigh, NC 27607
(919) 789-3098 Contact Me

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 Contact Me

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 Contact Me

Philip D. Nation

CFP®,MS,CLU,ChFC

Senior Financial Advisor

Specialties: Comprehensive Financial Planning, Investment Management, Mutual Funds, Insurance,...More

Financial Advisor serving North Carolina and the surrounding communities.

Ameriprise Financial Advisors Inc.

3720 Benson Dr
Raleigh, NC 27609
(919) 981-5424 Contact Me

Adrienne Love

CFP®

Specialties:

Financial Advisor serving North Carolina and the surrounding communities.

PO Box 114
Huntersville, NC 28070
(216) 999-9999 Contact Me

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

82 Summersweet Lane
Chapel Hill, NC 27516

Newcomb Financial Advisors, LLC

1340 Environ Way, Suite 13402
Chapel Hill, NC 27517
Contact Me

Jason T. Wheeler

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.

Pathfinder Wealth Consulting

4018 Oleander Dr, Ste 102
Wilmington, NC 28403
(910) 793-0616 Contact Me

John T. Gugle

CFP®, CRPC®

Principal

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

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

Alpha Financial Advisors, LLC

11325 N Community House Rd, Ste 410
Charlotte, NC 28277
(877) 333-6659
(704) 716-1100
CONNECT WITH John
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Benjamin Dolan

CFP®

Specialties:

Financial Advisor serving North Carolina and the surrounding communities.

Dolan Capital Advisors Inc

13850 Ballantyne Corporate Place, Suite 500
Charlotte, NC 28277
(704) 887-4969 Contact Me

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 Contact Me

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 Contact Me

Charles M. Moore

CFP®

Specialties: Comprehensive Financial Planning, Asset Allocation, Career Change, Estate Planning,...More

Financial Advisor serving North Carolina and the surrounding communities.

Carroll Financial Associates

4201 Congress St, Suite 210
Charlotte, NC 28209
(704) 553-8006 Contact Me

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 Contact Me

Hans Scheil

CFP®

CEO

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

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

Cardinal Retirement Planning, Inc.

117 Edinburgh S Dr, Ste 280
Cary, NC 27511
(919) 535-8261
(919) 535-8261
Contact Me

Rod Barnes

CFP®,ChFC®,CLU®,MSFS

Financial Advisor

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

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

Ameriprise Financial Services, Inc.

403 Gilead Rd, Ste K
Huntersville, NC 28078
(704) 895-3771 Contact Me

Justin W. Smith

CFP®, CFA

Financial Planner

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

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

Smith Partners Wealth Management

128 E Fisher Ave
Greensboro, NC 27401
(336) 272-9488
CONNECT WITH Justin
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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

570 Golfers View
Pittsboro, NC 27312

Master Plan Wealth Management

1340 Environ Way
Chapel Hill, NC 27517

Master Plan Wealth Management

15 Constitution Drive
Bedford, NH 03110
(919) 533-6264 Contact Me

Lawrence F. McManus, Jr.

CFP®, MBA

Owner

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 Management, Inc.

1525 E Franklin St, 1st Flr
Chapel Hill, NC 27514
(919) 942-8145 Contact Me

Don Stamas

CFP® CLU®

Managing Director

Specialties: Comprehensive Financial Planning, Estate Planning, Investment Management, Insurance,...More

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

Defender Capital

1310 S Tryon St, Ste 101
Charlotte, NC 28203
(704) 373-1716 Contact Me

Augustus R. Thompson, Jr.

CFP®, EA

Proprietor

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

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

ART Financial Services

3622 Lyckan Pkwy, Ste 4001
Durham, NC 27707-2566
(919) 493-2230 Contact Me

C. Hunter Widener

CFP®

Managing Director

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

Financial Advisor serving North Carolina and the surrounding communities.

Carolina Premier Wealth Management

13024 Ballantyne Corporate Pl, Ste 200
Charlotte, NC 28277
(704) 752-4944 Contact Me

Barry J. Swaim

CFP®

President

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

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

Wealth Management Group, Inc.

1399 Ashleybrook Ln, Ste 230
Winston Salem, NC 27103
(336) 760-4829 Contact Me

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
Contact Me

James M. Matthews

CFP®

Managing Director

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

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

Blueprint

800 West Hill St, Ste 100
Charlotte, NC 28208
(704) 800-6584
CONNECT WITH James
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Robert L. Clyde

CFP®

Owner and Chief Compliance Officer

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Asset Allocation, Investment...More

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

Clyde Financial Planning

201 Hillside Ave, Unit A
Charlotte, NC 28209
(704) 763-2427 Contact Me

Theodore Hicks, II

CFP®

Private Wealth Advisor

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

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

Hicks & Associates - Ameriprise Financial

510 NW Broad Street
Southern Pines, NC 28387

Hicks & Associates - Ameriprise Financial

1225 Crescent Green
Cary, NC 27518
(910) 692-5917
CONNECT WITH Theodore
  • facebook link
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Contact Me

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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  • linkedin link
  • youtube link
Contact Me

Jacquelyn Friedrich

CFP®

Specialties: Comprehensive Financial Planning, Budget & Debt Management, Charitable & Planned Giving,...More

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

Altavista Wealth Management Group

4 Vanderbilt Park Dr, Ste 310
Asheville, NC 28803
(866) 684-2600
(828) 230-6178
Contact Me

Jennifer K. Sperry

CFP®, ADPA

Financial Advisor

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

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

Merrill Lynch

6000 Fairview Rd, Ste 700
Charlotte, NC 28210
(704) 705-3265 Contact Me