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137 Financial Planners in North Carolina
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Scott M. Jones

CFP®, CLU, ChFC

Managing Partner

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

Financial Advisor serving North Carolina and the surrounding communities.

Scott Jones Financial

5950 Fairview Road, Suite 402
Charlotte, NC 28210
(704) 817-7324

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 13
Huntersville, NC 28078
(704) 440-5259
CONNECT WITH Michelle
  • linkedin link

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, NC 28210
(855) 664-3355
+1 More Number
(704) 571-8778

Jamie D. Sledge

CPA, CFP®, PFS

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.

Sledge and Company PLLC

115 West State Ave
High Point, NC 27262
(336) 889-3013

Janet F. Ramsey

CFP®

President

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

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

Premier Advisor Group LLC

4000 Westchase Blvd., Suite 300
Raleigh, NC 27607
877.PLAN WELL
+1 More Number
(919) 381-4727 x107
CONNECT WITH Janet
  • linkedin link

Shane B. Tenny

CFP®

Partner

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

Financial Advisor serving 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

Joe N. Grabar, III

CFP®, MSFS, CLU

Managing Principal

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

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

Fortress Financial Partners

3110 Edwards Mill Road, Suite 200
Raleigh, NC 27612
(800) 672-4342 e.276
+1 More Number
(919) 322-2761

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

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

Adam M. Whitesell

CFP®, CRPC, APMA, CE

Managing Director, 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.

Inspired Capital, a private wealth advisory practice of Ameriprise Financial

3600 Glenwood Avenue, Suite 130
Raleigh, NC 27612
(919) 227-3171
CONNECT WITH Adam
  • facebook link
  • 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

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

Megan Kopka

CFP®

Member

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

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

Kopka Financial, LLC.

PO Box 1404
Wilmington, NC 28402-1404
CONNECT WITH Megan
  • facebook link
  • twitter link
  • linkedin link

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.

Ameriprise Financial Services, LLC

4030 Wake Forest Road, Suite 108
Raleigh, NC 27609
(919) 510-4944

Leslie Garner

CFP®

Financial Planner

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.

GarnerWealthStrategies

1852 Banking St
Greensboro, NC 27408-7222
(336) 493-5557
CONNECT WITH Leslie
  • linkedin link

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

Geoff Hall

CFP®

Specialties: Comprehensive Financial Planning

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

Beacon Wealthcare

1633 Glenwood Avenue
Raleigh, NC 27608
(919) 821-5225
CONNECT WITH Geoff
  • facebook link
  • twitter link
  • linkedin link
  • youtube 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

Dennis G. Stearns

CFP®, ChFC

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

Financial Advisor serving North Carolina and the surrounding communities.

Stearns Financial Services Group

324 W Wendover Ave, Ste 204
Greensboro, NC 27408
(800) 881-7374
+1 More Number
(336) 230-1811

Gerald A. Townsend

CPA, CFP®, CFA®, CMT

CEO

Specialties: Comprehensive Financial Planning, Charitable & Planned Giving, Business Taxes, Cross...More

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

Townsend Asset Management

3110 Edwards Mill Rd, Ste 150
Raleigh, NC 27612-5452
(919) 782-9689
CONNECT WITH Gerald
  • facebook link
  • linkedin link

Scott Kittrell

CFP®

Financial Advisor

Specialties: Comprehensive Financial Planning, Getting Divorced, Retirement

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

Modera Wealth

140-B SW Broad St
Southern Pines, NC 28387
(910) 684-8054
CONNECT WITH Scott
  • linkedin link

Drew Kurtz

CFP® CDFA®

Financial Advisor 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

Sean Williams

CFP®, CEPA®, RICP®

Founder

Specialties:

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

Cadence Wealth Partners

845 Church St N, Ste 205
Concord, NC 28025-4374
(704) 467-8502

Amanda M. D. DeCesar

CFP®

Co-Founder

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

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

TARA Wealth

207 W Millbrook Road, Suite 210
Raleigh, NC 27609
CONNECT WITH Amanda
  • 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

Alexander Friend

CFP®

Specialties:

Financial Advisor serving North Carolina and the surrounding communities.

RBC Wealth Management

3800 Glenwood Ave, Ste 400
Raleigh, NC 27612-4875
(919) 571-6249

Gary L. Gaulden

CFP®

CEO, 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.

Gaulden Wealth Management

280 S. Mangum St., Suite 345
Durham, NC 27701
(877) 361-9898
+1 More Number
(919) 361-9898

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

82 Summersweet Lane
Chapel Hill, NC 27516
+ 1 More Address

Newcomb Financial Advisors, LLC

1340 Environ Way, Suite 13402
Chapel Hill, NC 27517

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.

PO Box 117
Black Mountain, NC 28711
+ 1 More Address

Collie Financial Planning, Inc.

101 Midland Ave
Black Mountain, NC 28711
8286548830