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Norris G. Cotton

CFP®

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

Financial Advisor serving North Carolina and the surrounding communities.

Morgan Stanley

3511 Shannon Rd., Suite 300
Durham, NC 27707
(919) 490-7180

Charles E. Carrick

CFP®, ChFC

Partner

Specialties: Comprehensive Financial Planning

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

DMJ Wealth Advisors, LLC

703 Green Valley Rd, Suite 201
Greensboro, NC 27408
(336) 275-9886

Brian H. Fenn

CFP®, CLU, ChFC

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

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

Carolina Capital Consulting, Inc.

3545 Whitehall Park Drive, #180
Charlotte, NC 28273
(704) 541-3199

Robert C. Blakely

CFP®, AIF, CLU, ChFC

President/Owner

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

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

Blakely Financial, Inc.

1022 Hutton Ln, Ste 109
High Point, NC 27262
(336) 885-2530

Kathryn H. Larson

CFP®

Financial Advisor

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

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

Ameriprise Financial Services, Inc.

401 N Edgeworth St, Ste A
Greensboro, NC 27401
(336) 315-9410

Allen B. Parker

CFP®, CIMA®

Financial Advisor

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

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

Edward Jones

2816 Erwin Rd, Ste 109
Durham, NC 27705
(888) 382-3085
CONNECT WITH Allen
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Adrienne Love

CFP®

Specialties:

Financial Advisor serving North Carolina and the surrounding communities.

PO Box 114
Huntersville, NC 28070
(216) 999-9999

Macauley Aron

CFP®

Specialties: Comprehensive Financial Planning

Financial Advisor serving North Carolina and the surrounding communities.

Valic

1515 W Cornwallis Dr, Ste 210
Greensboro, NC 27408-6334
(336) 274-6382

Bailey B. Bartee

CFP®, MBA

Director

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

Commission and Fee Financial Advisor serving 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

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

Rand K. Gordon

CFP®

Specialties:

Financial Advisor serving North Carolina and the surrounding communities.

Harbor Capital Management, Inc.

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

Thomas V. Fenn

CFP®

Specialties: Comprehensive Financial Planning, Asset Allocation, Life Planning, Retirement

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

T. Fenn Financial Planning

301 Faison Road
Chapel Hill, NC 27517
(919) 929-7959

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

Hans Scheil

CFP®

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, Ste 100
Durham, NC 27713
(919) 535-8261
(919) 535-8261

Megan Kopka

CFP®

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

124 Walnut St, Apt 206
Wilmington, NC 28401-4195
(910) 800-0095
CONNECT WITH Megan
  • facebook link
  • twitter link
  • linkedin link

Deborah R. Lewis

CFP®

Specialties:

Financial Advisor serving North Carolina and the surrounding communities.

Lewis Financial Management LLC

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

Dean R. St. Marie

CFP®

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.

St Marie Financial Advisors, LLC

100 Elks Club Road
Brevard, NC 28712
(828) 884-5600

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
  • twitter link
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John B. Zachary

CFP®

Associate Wealth Advisor

Specialties:

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

Pathfinder Wealth Consulting

4018 Oleander Drive, Suite 102
Wilmington, NC 28403
(910) 793-0616

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

Chadwick Douglas Virgil

CFP® ChFC® CLU®

Financial Advisor

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.

Edward Jones

630 East St, Ste 2
Pittsboro, NC 27312
(866) 545-5669
(919) 545-5669

Mark I. Conway

CFP®

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

Financial Advisor serving North Carolina and the surrounding communities.

Conway & Company Financial Services, Inc.

PO Box 1317
Kinston, NC 28503-1317
(252) 522-3191

Steven H. Morton

CPA, CFP®

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

Financial Advisor serving North Carolina and the surrounding communities.

Morton Wealth Management LLC

628 Green Valley Rd, Ste 206
Greensboro, NC 27408
(336) 294-8585 x106

Richard R. Norkum

CFP®,CRPC

President

Specialties: Comprehensive Financial Planning, Attending College, Charitable & Planned Giving,...More

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

WealthPlan Financial Group

15720 Brixham Hill Avenue, Suite 575
Charlotte, NC 28277
(704) 895-0070

Kenneth J. Shahbaz

CPA/PFS, CFP®

President

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

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

Shahbaz, Carothers & Co., P.A.

2102 N Elm St, Suite A
Greensboro, NC 27408
(336) 574-1438

David P. Gray, Jr.

CFP®

CEO

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

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

Capital Management, LLC

628 Green Valley Rd, Ste 204
Greensboro, NC 27408
(336) 856-2911

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

Newcomb Financial Advisors, LLC

1340 Environ Way, Suite 13402
Chapel Hill, NC 27517

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