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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

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

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

Michele V. Stutts

CFP®

Client Advisor

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

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

Queens Oak Advisors

6101 Carnegie Blvd, Suite 360
Charlotte, NC 28209
(704) 547-3040

Alan B. Segal

CFP®, CIMA

Private Wealth Advisor

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.

Ameriprise Financial Services, Inc.

3600 Glenwood Ave, Suite 130
Raleigh, NC 27612
(919) 227-3168

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

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

Lance R. Ray

CFP®

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.

Focus Pointe Financial, LLC

PO Box 136
Holly Springs, NC 27540
(877) 741-6636
(919) 805-3225

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

Neal Nolan

CFP®

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

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

Parsec Financial Management

PO Box 2324
Asheville, NC 28802
(828) 255-0271

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

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

J.D. Gidley

CFP®, ChFC

Financial Advisor

Specialties: Comprehensive Financial Planning, Buying a Home, Getting Married, Job Loss, Retirement,...More

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

Ameriprise Financial Services

8317 Six Forks Road, Suite 105
Raleigh, NC 27615
(919) 366-5650
CONNECT WITH J.D.
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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

Adrienne Love

CFP®

Specialties:

Financial Advisor serving North Carolina and the surrounding communities.

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

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

Sandra B. Carlson

CPA, CFP®, CDFA™

President & Wealth Advisor

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

Financial Advisor serving North Carolina and the surrounding communities.

521 E. Morehead Street, Suite 580
Charlotte, NC 28202
(980) 475-3045

Brandon W. Davis

CFP®

Executive Operations Director

Specialties:

Financial Advisor serving North Carolina and the surrounding communities.

National Christian Foundation Piedmont

1 Billy Graham Parkway
Charlotte, NC 28201
(704) 716-2904

Rand K. Gordon

CFP®

Specialties:

Financial Advisor serving North Carolina and the surrounding communities.

Harbor Capital Management, Inc.

831 E Morehead St, Ste 350
Charlotte, NC 28202
(704) 377-6945

Todd A. Witt

CFP®

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.

LINDEN THOMAS & CO

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

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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Charles T. Savidge, III

CFP®

Private Wealth Advisor

Specialties: Comprehensive Financial Planning, Insurance, Retirement

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

4601 Lake Boone Trail, Unit 3A
Raleigh, NC 27617
(919) 510-4944

Deborah R. Lewis

CFP®

Specialties:

Financial Advisor serving North Carolina and the surrounding communities.

Lewis Financial Management LLC

1611 E. Millbrook Rd
Raleigh, NC 27609
(919) 872-7000

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

Robert Deaton Smith, III

CFP®, ChFC®

President

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

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

Thayer Financial, L.L.C.

439 4th Street SW
Hickory, North Carolina 28602
8285692785
CONNECT WITH Robert
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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

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

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.

103 Black Mountain Ave
Black Mountain, NC 28711

Charles R. Cooke

CFP®

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

Financial Advisor serving North Carolina and the surrounding communities.

Cooke Capital, Inc.

208 N. Spence Ave
Goldsboro, NC 27534

Cooke Capital, Inc.

265 Racine Dr
Wilmington, NC 28403
(919) 580-3177
CONNECT WITH Charles
  • facebook link

James H. Tucker

CFP®

Wealth 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.

Tucker Bria Wealth Strategies, LLC

3100 Tower Blvd, Suite 117
Durham, NC 27707
CONNECT WITH James
  • linkedin link