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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 Contact Me

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 Contact Me

Anna Lore

ChFC®, CFP®

Owner

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

Financial Advisor serving North Carolina and the surrounding communities.

Women's Financial Partners, LLC

102-I Commonwealth Ct
Cary, NC 27511
Contact Me

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 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

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
Contact Me

HARRY R. GREYARD

CFP®

Specialties: Comprehensive Financial Planning

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

Waddell & Reed

6000 Fairview Rd, Ste 310
Charlotte, NC 28210
(980) 938-7373 Contact Me

Radon Stancil

CFP®

Managing Partner

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

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

Diversified Estate Services

4101 Lake Boone Trl, Suite 122
Raleigh, NC 27607
(919) 787-8866 Contact Me

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 Contact Me

John B. Zachary

CFP®

Associate Wealth Advisor

Specialties:

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

Pathfinder Wealth Consulting

4018 Oleander Drive, Suite 102
Wilmington, NC 28403
(910) 793-0616 Contact Me

Katherine E. Kraeblen

CFP®, CPA, MST

Senior Wealth Strategist

Specialties: 401(k)/403(b)/IRAs, Charitable & Planned Giving, Cross-border Planning, Asset Allocation,...More

Financial Advisor serving North Carolina and the surrounding communities.

PNC Wealth Management

301 Fayetteville Street, Suite 2100
Raleigh, NC 27601
(919) 788-5712 Contact Me

R. Floyd Green

CFP®

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

Financial Advisor serving North Carolina and the surrounding communities.

Cornerstone Wealth Management

2301 Stonehenge Dr, Ste 210
Raleigh, NC 27615
(919) 847-4550 Contact Me

Scott D. Serfass

CFP®, CRPC®, ChFC®

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.

Ameriprise Financial Services, Inc.

13830 Ballantyne Corporate Pl, Ste 200
Charlotte, NC 28277
(704) 916-6897 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
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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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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

David R. Powell

CFP® CLU CASL APMA

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.

Ameriprise Financial Services, Inc.

Uptown Center, 138 South Steele St
Sanford, NC 27330

Ameriprise Financial Services, Inc.

286 W Millbrook Rd
Raleigh, NC 27609
(877) 855-9449 Contact Me

John A. Patterson

CFP®

Vice 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.

Carroll Financial Associates

4201 Congress St, Ste 210
Charlotte, NC 28209
(800) 957-5678
(704) 553-8006 x572
Contact Me

B. Kelly Graves

CFP®

Executive Vice President

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

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

Carroll Financial Associates

4201 Congress St, Suite 210
Charlotte, NC 28209-4600
(704) 553-8006 Contact Me

Ross L. Marino

CFP®

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

Financial Advisor serving North Carolina and the surrounding communities.

Raymond James Financial Services

210-4 Avondale Ave
Wilmington, NC 28403
(910) 395-1991 Contact Me

Tracey L. McInnis

CPA/PFS, CFP®

Specialties:

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

LPL Financial

780 NW Broad Street, Suite 510
Southern Pines, NC 28387
(910) 684-4460 Contact Me

James D. Rice

CFP®

Private Wealth Advisor/Franchise Owner

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.

Rice & Associates

8832 Blakeney Professional Dr., Ste. 302
Charlotte, NC 28277
(704) 944-2060
CONNECT WITH James
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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

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

Dolf W. Dunn, III

CFP®,CPA

CEO

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

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

Dolf Dunn Wealth Management, LLC

8712 Lindholm Dr, Ste 300
Huntersville, NC 28078
(866) 780-1647
(704) 897-0482
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

James L. Todd

CFP®,CLU,ChFC,CLTC

Financial Representative

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

Commission Financial Advisor serving North Carolina and the surrounding communities.

HF Financial

6000 Fairview Rd, Ste 400
Charlotte, NC 28210
(704) 557-9736 Contact Me

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

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 Contact Me

Scott M. Jones

CFP®, CLU, ChFC

Partner

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

Financial Advisor serving North Carolina and the surrounding communities.

Barry, Evans, Josephs & Snipes

1100 Kenilworth Ave, Ste 110
Charlotte, NC 28204
(704) 333-0508 Contact Me