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147 Financial Planners in North Carolina
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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

Gordon F. Cooper

CFP®, CLU

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

Financial Advisor serving North Carolina and the surrounding communities.

Ausdal Financial Partners

2220 WINDSOR RUN LN, Apt 204
Matthews, NC 28105-0155
(847) 509-8700

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) 953-2170

Alan B. Segal

CFP®, CIMA

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.

Freedom Street at Steward Partners

4509 Creedmoor Road, Suite 201
Raleigh, NC 27612
(984) 884-0884

Jennifer B. Torrey

CFP®, CLU, RICP

Wealth Management 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.

Altius Wealth/Northwestern Mutual

1201 Edwards Mill Rd, 2nd Fl
Raleigh, NC 27703
(919) 755-3206

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
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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

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
CONNECT WITH Tracey
  • linkedin link

Lawrence F. McManus, Jr.

CFP®, MBA

Advisor

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

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

ASN LLC/LFM Wealth Management

1525 E. Franklin Street, 1st Floor Suite 5B
Chapel Hill, NC 27514
(919) 942-8145

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
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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
+ 1 More Address

Newcomb Financial Advisors, LLC

82 Summersweet Lane
Chapel Hill, NC 27516
(919) 593-5545

Phyllis G. Lancaster

CFP®

Partner / Client Advisor

Specialties: Comprehensive Financial Planning, Estate Planning, Investment Management, Insurance, Life...More

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

Mission Wealth

3608 W Friendly Ave, Suite 100
Greensboro, NC 27410
(336) 676-6900

Barbara A. Ristow

CFP®

Wealth Advisor

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

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

Focus Partners Wealth

111 Central Ave
Asheville, NC 28801-2418
(828) 398-5050

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

Matthew D. Glova

CFP®

CEO

Specialties:

Financial Advisor serving North Carolina and the surrounding communities.

Lifetime Asset Management

801 Corporate Center Dr, Ste 110
Raleigh, NC 27607-5243
(919) 845-5315

Kevin Cecil

CFP®

Wealth Advisor

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

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

Cecil Financial, Inc.

3701 Lake Boone Trl, Ste 302
Raleigh, NC 27607-3061
(919) 571-3334
CONNECT WITH Kevin
  • twitter link
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Benjamin Dolan

CFP®

Specialties:

Financial Advisor serving North Carolina and the surrounding communities.

Dolan Capital Advisors, LLC

15720 Brixham Hill Avenue, Suite 300
Charlotte, NC 28277
(704) 887-4969

Brian Pollard

CFP®, CLU®

Principal

Specialties:

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

CAPTRUST

4208 Six Forks Rd, Suite 1700
RALEIGH, NC 27609
(919) 870-6822

Aaron Parrish

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.

204 Muirs Chapel Rd, Ste 100
Greensboro, NC 27410-6174
(336) 355-1432
CONNECT WITH Aaron
  • facebook link
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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

Thomas Griffith

CFP®

Independent 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 Advisors

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

Jonathan Greeson

CFP®

Specialties:

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

Jonathan Greeson Financial Planning

100 West Main Street, Post Office Box 384
Pikeville, NC 27863
(919) 394-0700

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

Derek Thompson Williams

CFA, CFP®

Wealth Advisor

Specialties:

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

Veratis Advisors

1400 Crescent Grn, Ste 110
Cary, NC 27518-8118
(919) 651-4865

Thomas Sims

CFP®

Specialties: Budget & Debt Management, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Annuities,...More

Financial Advisor serving North Carolina and the surrounding communities.

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

Drew Kurtz

CFP®

Wealth Management Associate

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

Financial Advisor serving North Carolina and the surrounding communities.

Morgan Stanley

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

Michael Allen Davis

CFP® ChSNC®

Financial Planner

Specialties: Comprehensive Financial Planning, Estate Planning, Life Planning, Special Needs

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

Legs Financial

7700 Chesterbrooke Dr
Greensboro, NC 27455-3055
(336) 265-6252
CONNECT WITH Michael
  • facebook link
  • linkedin link

Evan Luongo

CFP®

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

Financial Advisor serving North Carolina and the surrounding communities.

NoDa Wealth Management

2108 Electric Ln
Charlotte, NC 28205-1699
(980) 206-0953
CONNECT WITH Evan
  • facebook link
  • twitter link
  • linkedin link

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