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156 Financial Planners in North Carolina
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Michelle R. Lavigne

CFP®

First Vice President

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

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

Sullivan and Assoc. Wealth Management

13420 Reese Blvd, West, Suite 6
Huntersville, NC 28078
(585) 266-7210
CONNECT WITH Michelle
  • linkedin link

Donald E. Lewis

CFP®, EA

Owner

Specialties: Comprehensive Financial Planning, Attending College, Business Taxes, Asset Allocation,...More

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

Lewis Financial LLC

126 RICE MILL CIRCLE, APT 1
SUNSET BEACH, NC 28468
(800) 222-9286
+1 More Number
(910) 575-1221
CONNECT WITH Donald
  • facebook link

Jeffrey S. Blaser

CFP®, CMT,CRPC,CKA

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

3065 S Church St
Burlington, NC 27215
(888) 262-3671
+1 More Number
(336) 586-0012
CONNECT WITH Jeffrey
  • facebook link
  • linkedin link

Cheryl J. Sherrard

CFP®, MA, NAPFA

Director of Financial Planning

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.

Clearview Wealth Management

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

Douglas J. Lewis

CFP®

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

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

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

Charles L. Inglefield, IV

CFP®

Financial Advisor

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

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

Inglefield Retirement Solutions

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

Ann Benjamin Zuraw

CFP®, CFA®, CDFA™

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.

Zuraw Financial Advisors

806 Green Valley Rd, Ste 201
Greensboro, NC 27408
(336) 496-8961
CONNECT WITH Ann
  • facebook link
  • twitter link
  • linkedin link
  • youtube link

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.
  • facebook link
  • linkedin link

Joseph R. McLaughlin

CFP®

District Advisor

Specialties: Comprehensive Financial Planning

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

First Command Financial Services

200 Valencia Dr., Ste 172
Jacksonville, NC 28546
(800) 443-2104
+1 More Number
(910) 577-1177

Michael Baughman

CFP®

Senior Financial Advisor

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

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

Parsec Financial

22 Depot St
Tryon, NC 28782
(828) 859-7001
CONNECT WITH Michael
  • linkedin link

Macauley Aron

CFP®

Specialties: Comprehensive Financial Planning

Financial Advisor serving North Carolina and the surrounding communities.

Valic

6 North Pointe Court, Suite 201
Greensboro, NC 27408-6334
(336) 274-6382

Allison M. Berger

CFP®

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

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

Financial Symmetry, Inc.

5438 Wade Park Blvd, Suite 310
Raleigh, NC 27607
(919) 851-8200
CONNECT WITH Allison
  • twitter link
  • linkedin link

Tom Morris

CFP®, MBA, RICP, RMA

Wealth Management 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.

Northwestern Mutual Wealth Management

240 Leigh Farm Rd, Ste 400
Durham, NC 27707
+ 1 More Address

Northwestern Mutual Wealth Management

4020 Westchase Blvd
Raleigh, NC 27607
(919) 401-0331
CONNECT WITH Tom
  • linkedin link

Stratford N. Kiger

CFP® CPWA JD MBA CEL

Senior Vice President

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

Fee Only Financial Advisor serving 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

Hugh W. Cole, III

CFP®

Specialties:

Financial Advisor serving North Carolina and the surrounding communities.

CAPTRUST Financial Advisors

200 Echo Creek Place
Apex, NC 27539
+ 1 More Address

CAPTRUST Financial Advisors

200 Echo Creek Place
Apex, NC 27539
(919) 870-6822

Deborah R. Lewis

CFP®

Financial Planner

Specialties:

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

Lewis Financial Management LLC

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

Grace Kvantas

CFP®

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.

5438 Wade Park Blvd Ste 310
Raleigh, NC 27607
(919) 851-8200
CONNECT WITH Grace
  • twitter link
  • linkedin link

John V. Purrington

CFP®

Specialties: Comprehensive Financial Planning, Investment Management, Sudden Wealth

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

Armor Investment Advisors

4101 Lake Boone Trail, Suite 208
Raleigh, NC 27607
(919) 571-4382

Richard E. Freitag

CFP®

Sr. Investment Advisor

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.

Freitag Financial Group, LLC

15720 Brixham Hill Ave, Suite 300
Charlotte, NC 28277
(704) 887-4934
CONNECT WITH Richard
  • linkedin link

Judson Meinhart

CFP®

Advisor, Manager of Financial Planning

Specialties:

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

Parsec Financial

100 North Cherry St., Suite 505
Winston Salem, NC 27101
(336) 659-0050

Matt Stephens

CFP®

Financial Advisor

Specialties: Retirement

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

AdvicePoint, LLC

398 Carl St. Unit 201
Wilmington, NC 28403
(910) 795-2711
CONNECT WITH Matt
  • facebook link
  • twitter link
  • linkedin link

Mark Bare

CFP®

Founder & Principal

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.

Golden Pine Advisory, LLC

293 Olmsted Blvd 11B, Suite 7
Pinehurst, NC 28374
(910) 295-2321
CONNECT WITH Mark
  • facebook link
  • twitter link
  • linkedin link

Geoffrey H. Owen

CFP®, CDFA®, RLP®

Advisor, Managing Member

Specialties: Arbitration & Mediation, Budget & Debt Management, Comprehensive Financial Planning, 401(k...More

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

Front Porch Financial Advisory

211 East Blvd
Charlotte, NC 28203-4719
(980) 428-2297
CONNECT WITH Geoffrey
  • facebook link
  • twitter link
  • linkedin link

Julian Franklin Patton, Jr.

CFA, CFP®, CAIA

Managing Member

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

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

Buckhorn Investment Advisors LLC

15720 Brixham Hill Ave, Ste 300
Charlotte, NC 28277-4784
(704) 887-4942

Darian C. Billingsley

CFP®

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

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

Financial Symmetry, Inc.

5348 Wade Park Blvd., Suite 310
Raleigh, NC 27607-5164
919-851-8200 ext. 212
CONNECT WITH Darian
  • linkedin link

Audrey Kah

CFP®

Specialties: Budget & Debt Management, Attending College, 401(k)/403(b)/IRAs, Banking, Charitable &...More

Financial Advisor serving North Carolina and the surrounding communities.

1001 Harvest Point Dr
Fuquay Varina, NC 27526-5493
+ 1 More Address

3800 Glenwood Avenue
Raleigh, NC 27612

Chris Sconzo

CFP®

Financial Advisor

Specialties:

Financial Advisor serving North Carolina and the surrounding communities.

Edward Jones

120 Millstead Dr
Mebane, NC 27302-7165
(919) 304-0954

Thomas Sims

CFP®

Wealth Advisor, Director

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

Financial Advisor serving North Carolina and the surrounding communities.

MAI Capital Management

6101 Carnegie Blvd, Ste 360
Charlotte, NC 28209-4829
(704) 267-7819
CONNECT WITH Thomas
  • linkedin link

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
+ 1 More Address

Collie Financial Planning, Inc.

103 Black Mountain Ave
Black Mountain, NC 28711