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Mark Walker

CFP®

Private Wealth Advisor

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

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

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

7401 Carmel Executive Park, Ste 300
Charlotte, NC 28226
866.910.PLAN
(704) 540-9996

Randall E. White

CFP®, RICP, CRPC

President

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

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

TriCapital Wealth Management, Inc.

6115 Park South Drive, Suite 330
Charlotte, North Carolina 28210
(855) 664-3355
(704) 571-8778

Richard Dale Manske

CFP®

CEO

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.

Parsec Financial Management

6 Wall St
Asheville, NC 28801
(888) 877-1012
(828) 255-0271

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

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

428 4th Ave NW
Hickory, NC 28601
(828) 322-9595

Jacquelyn Friedrich

CFP®

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

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

Altavista Wealth Management Group

4 Vanderbilt Park Dr, Ste 310
Asheville, NC 28803
(866) 684-2600
(828) 684-2600

Jeri Lynn Davidson

CFP®, CLU

Certified Financial Planner

Specialties: Comprehensive Financial Planning, Attending College, Investment Management, Estate...More

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

Ameriprise Financial Services

16315-D Northcross Dr
Huntersville, NC 28078
(866) 502-8096
(704) 987-9794

Cheryl J. Sherrard

CFP®,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 Morrison Blvd., Suite 200
Charlotte, NC 28211
(704) 837-4317
CONNECT WITH Cheryl
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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

Joel C. Kelley

CFP®

Manager and Principal

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

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

Woodstone Financial, LLC

30 Town Square Blvd, Ste 208
Asheville, NC 28803-5052
(828) 225-1730

James L. Todd, Sr.

CFP®,CLU,ChFC,CLTC

Financial Representative

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

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

HF Financial

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

Peter J. Miller

CFP®

President

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

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

Zoe Wealth Management

301 McCullough Dr, Ste 400
Charlotte, NC 28262
(704) 909-2895
CONNECT WITH Peter
  • linkedin link

Richard L. Pugh

CFP®, MBA

Financial Advisor

Specialties: Budget & Debt Management, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities,...More

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

Pugh & Associates, Inc. Financial Planners

824 Gum Branch Rd, Ste I
Jacksonville, NC 28540

Pugh & Associates, Inc. Financial Planners

108 Captain's Lane
Sneads Ferry, NC 28460
(910) 934-5335
CONNECT WITH Richard
  • linkedin link

Dexter V. Perry

CFP®

Investment Advisor Representative

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

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

One Providence Capital, LLC

1400 Crescent Green Dr, Suite G100
Cary, NC 27518-8118
(919) 858-7817

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

Newcomb Financial Advisors, LLC

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

Rebecca L. Johnson

CFP®, CLU®, APMA®

Private Wealth Advisor

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

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

Ameriprise Financial Services, Inc.

13830 Ballantyne Corporate Place, Suite 200
Charlotte, NC 28277
(704) 916-6920
CONNECT WITH Rebecca
  • linkedin link

Ryan V. Glover

CFP®

Principal

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Career Change, Asset...More

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

Tarheel Advisors, LLC

3300 Battleground Ave, Ste 204
Greensboro, NC 27455
(336) 510-7255

Justin W. Smith

CFP®, CFA

Financial Planner

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

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

Smith Partners Wealth Management

128 E Fisher Ave
Greensboro, NC 27401
(336) 272-9488
CONNECT WITH Justin
  • linkedin link

Mark Springfield

CFP®

Specialties:

Financial Advisor serving North Carolina and the surrounding communities.

Springfield Collaborative

4601 Lake Boone Trail, Ste 3B
Raleigh, NC 27607
(919) 324-3503

Philip K. Royal

CFP®

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.

Master Plan Wealth Management

1340 Environ Way, Bldg 1000
Chapel Hill, NC 27517

Master Plan Wealth Management

570 Golfers View
Pittsboro, NC 27312

Master Plan Wealth Management

15 Constitution Drive
Bedford, NH 03110
(919) 533-6413

Grace Kvantas

CFP®

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.

1511 Sunday Dr., Suite 300
Raleigh, NC 27607
(919) 851-8200
CONNECT WITH Grace
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Doug Amis

CFP®

CEO/Owner

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 Retirement Planning, Inc.

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

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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Trevor Lawson

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.

Capitol Financial Solutions

8816 Six Forks Rd., Suite 301
Raleigh, NC 27615
(919) 719-3816
CONNECT WITH Trevor
  • linkedin link

Matt Stephens

CFP®

Wealth Advisor

Specialties: Retirement

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

The Wealth Plan Company

398 Carl St. Unit 101
Wilmington, NC 28403
(910) 679-4370
CONNECT WITH Matt
  • facebook link
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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 Retirement Planning, Inc.

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

James M. Wallace

CFP®

Senior Partner

Specialties:

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

Millennium Planning Group

1107 Carpenter Town Lane
Cary, NC 27519
(919) 656-1468

Kathleen Bartlow

CFP®, CFS

Chief Operating Officer

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

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

Columbia Ridge Capital Management

8506 Six Forks Road
Raleigh, NC 27615
(866) 731-2726

Danielle Cooley

CFP®

Owner

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Buying a Home, Career...More

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

Lily Wealth Partners

2741 Campus Walk Ave
Durham, NC 27705
(919) 880-9095
CONNECT WITH Danielle
  • facebook link
  • linkedin link