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42 Financial Planners near Gastonia, North Carolina
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Michelle R. Lavigne

CFP®

First Vice President 20.54 Miles

Specialties: 401(k)/403(b)/IRAs, Annuities, Charitable & Planned Giving, Asset Allocation, Career...More

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

Sullivan and Assoc. Wealth Management

13420 Reese Blvd, West, Suite 13
Huntersville, NC 28078
(704) 440-5259
CONNECT WITH Michelle
  • linkedin link

Mark Walker

CFP®

Private Wealth Advisor 22.85 Miles

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

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

Walker & Associates, a private wealth advisory practice of Ameriprise Financial

3125 Springbank Ln, Ste H
Charlotte, NC 28226-3379
866.910.PLAN
+1 More Number
(704) 540-9996

Brian H. Fenn

CFP®, CLU, ChFC

19.5 Miles

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

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

Focus Partners Wealth

8182 Maryland Ave, Ste 500
St. Louis, MO 63105
(314) 725-0455

Randall E. White

CFP®, RICP, CRPC

President 21.16 Miles

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

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

TriCapital Wealth Management, Inc.

6115 Park South Drive, Suite 330
Charlotte, NC 28210
(855) 664-3355
+1 More Number
(704) 571-8778

Jeffrey A. Carbone

CFP®

Managing Partner 22.03 Miles

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

Financial Advisor serving Gastonia, North Carolina and the surrounding communities.

Cornerstone Financial Partners

16810 Kenton Dr, Ste 200
Huntersville, NC 28078
(800) 738-6734
+1 More Number
(704) 987-3410

Michele V. Stutts

CFP®

Client Advisor 21.1 Miles

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

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

Queens Oak Advisors

6101 Carnegie Blvd, Suite 360
Charlotte, NC 28209
(704) 953-2170

Cheryl J. Sherrard

CFP®, MA, NAPFA

Director of Financial Planning 21.9 Miles

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

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

Clearview Wealth Management

6836 Carnegie Blvd., Suite 200
Charlotte, NC 28211
(704) 837-4317
CONNECT WITH Cheryl
  • twitter link
  • linkedin link
  • youtube link

Charles L. Inglefield, IV

CFP®

Financial Advisor 22.77 Miles

Specialties: Estate Planning, Employee Benefits, Insurance, Stocks & Bonds, Long-term Care

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

Inglefield Retirement Solutions

11121 Carmel Commons Blvd, #130
Charlotte, NC 28226
(704) 900-5779

C. Hunter Widener

CFP®

Senior Legal Wealth Advisor 21.05 Miles

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

Financial Advisor serving Gastonia, North Carolina and the surrounding communities.

Truist

214 N. Tryon St., 33rd Floor
Charlotte, NC 28202
(704) 526-4594

Shane B. Tenny

CFP®

Partner 21.14 Miles

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

Financial Advisor serving Gastonia, North Carolina and the surrounding communities.

Spaugh Dameron Tenny

4350 Congress Street, Suite 300
Charlotte, NC 28209
(800) 289-1846 x696
+1 More Number
(704) 557-9696
CONNECT WITH Shane
  • linkedin link

James L. Todd, Sr.

CFP®,CLU,ChFC,CLTC

Financial Representative 21.14 Miles

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

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

HF Financial

4350 Congress Street, Ste 300
Charlotte, NC 28209
(704) 557-9736

Sandra B. Carlson

CPA, CFP®, CDFA™

Regional Director, Partner, & Wealth Advisor 19.5 Miles

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

Financial Advisor serving Gastonia, North Carolina and the surrounding communities.

Waverly Advisors

2150 Park Drive
Charlotte, NC 28204
(980) 475-3045

Bailey B. Bartee

CFP®, MBA

Managing Director 21.15 Miles

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

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

Vine & Branch Capital, LLC

7615 Colony Road, Suite 215A
Charlotte, NC 28226
(980) 701-0870

Rebecca L. Johnson

CFP®, CLU®, APMA®

Private Wealth Advisor 23.42 Miles

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

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

Ameriprise Financial Services, LLC.

28100 US HWY 19 N, Suite 400
Clearwater, FL 33761
(704) 916-6920
CONNECT WITH Rebecca
  • linkedin link

Dr. Chris Mullis, PhD

CFP®

CERTIFIED FINANCIAL PLANNER™ 19.25 Miles

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

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

NorthStar Capital Advisors LLC

521 East Blvd
Charlotte, NC 28203-5109
704-350-5028 ext 7
CONNECT WITH Dr. Chris
  • facebook link
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Rand K. Gordon

CFP®

Managing Director 19.67 Miles

Specialties:

Financial Advisor serving Gastonia, North Carolina and the surrounding communities.

United Capital Financial Advisors

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

Mary G. Langhorne

CFP®

23.23 Miles

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

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

MGL Financial LLC

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

Stratford N. Kiger

CFP® CPWA JD MBA CEL

Senior Vice President 20.14 Miles

Specialties: Arbitration & Mediation, Budget & Debt Management, Comprehensive Financial Planning,...More

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

Bank of America Private Bank

620 South Tryon St, NC1-030-30-01
Charlotte, NC 28255
(704) 575-4653

Diane M. Willis

CFP®, CDFA

Financial Advisor 23.22 Miles

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

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

Wilshire Financial

415 S. Sharon Amity Rd, Ste B
Charlotte, NC 28211
(704) 553-0690

Scott A. Fligel

CFP®, CLU, ChFC, AEP

Wealth Management Advisor 21.22 Miles

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

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

Northwestern Mutual

6235 Carnegie Blvd
Charlotte, NC 28211
(704) 442-4472
CONNECT WITH Scott
  • linkedin link

James M. Matthews

CFP®, CLU®, RICP®

Director of Wealth Management 21.1 Miles

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

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

Consolidated Planning

6115 Park South Dr, Ste 200
Charlotte, NC 28210-0104
(704) 741-0339
CONNECT WITH James
  • linkedin link

Drew Cook

CFP®

Financial Planner 21.02 Miles

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

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

Level Wealth Management

6135 Park South Drive, Suite 510
Charlotte, NC 28210
(704) 312-2490
CONNECT WITH Drew
  • linkedin link

Paul Brown

CFP®, CRPC

Senior Wealth Advisor 21.65 Miles

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

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

4777 Sharon Rd Ste 540
Charlotte, NC 28211
(704) 912-5088
CONNECT WITH Paul
  • twitter link
  • linkedin link

Thomas Sims

AIF, inactive CFP®

13.16 Miles

Specialties: 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Investment Management, Limited...More

Financial Advisor serving Gastonia, North Carolina and the surrounding communities.

14055 Queens Harbor Rd
Charlotte, NC 28278-7358
(434) 534-1273
CONNECT WITH Thomas
  • linkedin link

Kimberly Chmielewski

CFP®

Vice President, Wealth Advisor 19.67 Miles

Specialties:

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

Prime Financial

101 N Tryon St Ste 600
Charlotte, NC 28202

Drew Kurtz

CFP® CDFA®

Financial Advisor Associate 21.9 Miles

Specialties: Comprehensive Financial Planning, Career Change, Estate Planning, Investment Management,...More

Financial Advisor serving Gastonia, North Carolina and the surrounding communities.

Morgan Stanley

6805 Carnegie Blvd, Suite 400
Charlotte, NC 28211
(704) 442-3404
CONNECT WITH Drew
  • linkedin link

Stuart Vaughn

CFP®

Principal & Chief Wealth Strategist 24.47 Miles

Specialties:

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

Precision Point Wealth Management

11215 N. Community House Rd, Suite 775
Charlotte, NC 28277

Tyler L. Johnson

CFP®

14.22 Miles

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

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

StillWater Financial Advisors

Remote
Charlotte, NC 28278-0038
(704) 248-5553
CONNECT WITH Tyler
  • facebook link
  • linkedin link
  • youtube link

Zachary G. Wagner

CFP®, CFA®

Financial Advisor 22.85 Miles

Specialties:

Financial Advisor serving Gastonia, North Carolina and the surrounding communities.

Edward Jones

4500 Cameron Valley Pkwy, Ste 150
Charlotte, NC 28211-3543
(704) 364-1471

Steven M. Mullooly

CFP®

11.55 Miles

Specialties:

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

Mullooly Wealth Planning

264 Latitude Ln, Ste 102
Clover, SC 29710-8129
(803) 272-1003