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Rebecca L. Johnson

CFP®, CLU®, APMA®

Private Wealth Advisor

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

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

Ameriprise Financial Services, Inc.

13830 Ballantyne Corporate Place, Suite 200
Charlotte, NC 28277
(704) 916-6920
CONNECT WITH Rebecca
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Stephen C. Brody

CFP®, ChFC, RLP

Senior Financial Planner

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.

Greenville Financial Advisors

223C Commerce St
Greenville, NC 27858
(252) 321-0362

Shane B. Tenny

CFP®

Partner

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

Financial Advisor serving North Carolina and the surrounding communities.

Spaugh Dameron Tenny

4350 Congress Street, Suite 300
Charlotte, NC 28209
(800) 289-1846 x696
(704) 557-9696
CONNECT WITH Shane
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Richard Timothy Curran

CFP®, JD

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

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

TWC Wealth Management

12610 N. Community House Rd., Ste 204
Charlotte, NC 28277
(877) 540-2501
(704) 499-9703

Carolyn D. Weaver

CFP®

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

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

Aventus Investment Advisors

19810 W. Catawba Ave., Suite G
Cornelius, NC 28031
(704) 237-4207

Andrew J. Wood, Jr.

CFP®

Specialties: Attending College, Investment Management, Estate Planning, Employee Benefits, Insurance,...More

Financial Advisor serving North Carolina and the surrounding communities.

Providence Financial Resources

4520 Mint Hill Village Ln, Ste 105
Charlotte, NC 28227
(704) 545-9502

George W. Climer, III

CFP®

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

Financial Advisor serving North Carolina and the surrounding communities.

Bragg Financial Advisors

1031 S. Caldwell Street, Suite 200
Charlotte, NC 28203
(704) 377-0261

Mo Vidwans

CFP®, MBA, PE

Director

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

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

Vidwans Financial, LLC

124 Heartsease Ln
Morrisville, NC 27560
(984) 888-0355

Lorraine D. Johnson

CFP®

Wealth Consultant

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

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

LifeTime Asset Management

4700 Homewood Court, Suite 340
Raleigh, NC 27609
(919) 845-5315

Mark I. Conway

CFP®

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

Financial Advisor serving North Carolina and the surrounding communities.

Conway & Company Financial Services, Inc.

PO Box 1317
Kinston, NC 28503-1317
(252) 522-3191

James C. Mwombela

CFP®

Investment Advisor Representative

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

2530 Meridian Parkway, Suite 100
Durham, NC 27713
(919) 535-8261

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

Jason Jonczak

CFP®, AAMS

Financial 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.

Edward Jones

511 Keisler Dr, Ste 201
Cary, NC 27518
(919) 851-6595

Mark K. Miller

CFP®

Owner

Specialties: Attending College, Estate Planning, Retirement

Financial Advisor serving North Carolina and the surrounding communities.

Smith Miller & Buff CPA PA

PO Box 1489
Morganton, NC 28680-1489
(828) 437-8060

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

Tom G. Pemberton

CFP®, CFA

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.

Pemberton Financial Planning

426 Medearis Dr
Charlotte, NC 28211
(704) 756-0048

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

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

Carroll Financial Associates

6233 Sharon Acres Rd.
Charlotte, NC 28210
(704) 553-8006

Bailey B. Bartee

CFP®, MBA

First Vice President - Investment Officer

Specialties: Budget & Debt Management, Attending College, Charitable & Planned Giving, Investment...More

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

Wells Fargo Advisors, LLC

6000 Fairview Rd, Ste 800
Charlotte, NC 28210
(800) 955-2522
(704) 442-6320

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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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 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
  • linkedin link

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

Maria Papageorgiou-McGrath

CFP® CIMA

First Vice President

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

Financial Advisor serving North Carolina and the surrounding communities.

UBS

1985 Eastwood Road, Ste 110
Wilmington, NC 28405
(910) 509-2189

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

Jim Trull

AIF®, CFP®

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

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

Keystone Financial Partners

1255 Crescent Green, Ste 440
Cary, NC 27518-8129
(877) 400-2899
(919) 463-0018

Gerald A. Townsend

CPA/PFS, CFP®, CFA®

President

Specialties: Comprehensive Financial Planning, Charitable & Planned Giving, Business Taxes, Cross...More

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

Townsend Asset Management

5120 Bur Oak Cir
Raleigh, NC 27612
(919) 782-9689
CONNECT WITH Gerald
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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
  • linkedin link

Jeffrey S. Blaser

CFP®, CMT

Owner/Branch Mgr

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.

Blaser Investment Management Group/Raymond James

3065 S Church St
Burlington, NC 27215
(888) 262-3671
(336) 586-0012
CONNECT WITH Jeffrey
  • facebook link
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Richard Dale Manske

CFP®

CEO

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.

Parsec Financial

6 Wall St
Asheville, NC 28801
(888) 877-1012
(828) 255-0271