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Peter C. Giammarinaro

CFP®

Owner

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.

Peter C. Giammarinaro CFP® CPA/PFS

5425 Sharon Road
Charlotte, NC 28210
(908) 581-2512

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 P. Loweth

CFP®, AIF®

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

Financial Advisor serving North Carolina and the surrounding communities.

Rexroad Loweth Wealth Management

1127 Floral Pkwy, Ste 200
Wilmington, NC 28403
(910) 791-3343

Harry R. Greyard

CFP®

Specialties: Comprehensive Financial Planning

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

Waddell & Reed

5950 Fairview Road, Suite 250
Charlotte, NC 28210-0093
(980) 938-7373

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

David R. Hartness

CFP®, ChFc, CLU, AIF

Financial Advisor

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.

IronGate Partners

2601 Iron Gate Dr, Ste 201
Wilmington, NC 28412
(910) 791-1437

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

Lorraine D. Johnson

CFP®

Wealth Consultant

Specialties: Comprehensive Financial Planning, Asset Allocation, Estate Planning, Investment Management...More

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

LifeTime Asset Management

4700 Homewood Court, Suite 340
Raleigh, NC 27609
(919) 845-5315

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

George W. Climer, III

CFP®

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

Financial Advisor serving North Carolina and the surrounding communities.

Bragg Financial Advisors

1031 S. Caldwell Street, Suite 200
Charlotte, NC 28203
(704) 377-0261

Neal Nolan

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.

Parsec Financial Management

PO Box 2324
Asheville, NC 28802
(828) 255-0271

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

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
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Karen R. Keatley

CFP®, CFA

Specialties: Comprehensive Financial Planning, Investment Management, Women's Finances

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

Modera Wealth Management, LLC

7615 Colony Rd, Ste 120
Charlotte, NC 28226
(704) 540-5535

Jason T. Wheeler

CFP®

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.

Pathfinder Wealth Consulting

4018 Oleander Dr, Ste 102
Wilmington, NC 28403
(910) 793-0616
CONNECT WITH Jason
  • linkedin link

Todd Calamita

CFP®

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

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

Calamita Wealth Management

6135 Park South Dr, Ste 510
Charlotte, NC 28210
(704) 276-7325
CONNECT WITH Todd
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Sandra B. Carlson

CPA, CFP®, CDFA™

President & Wealth Advisor

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

Financial Advisor serving North Carolina and the surrounding communities.

521 E. Morehead Street, Suite 580
Charlotte, NC 28202
(980) 475-3045

Brandon W. Davis

CFP®

Executive Operations Director

Specialties:

Financial Advisor serving North Carolina and the surrounding communities.

National Christian Foundation Carolinas

1 Billy Graham Parkway
Charlotte, NC 28201
(704) 716-2904

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

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

Randall W. Rice

CFP®

Financial 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.

Ameriprise Financial

34 Second St NW, Ste 300
Hickory, NC 28601
(828) 324-0127

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

4601 Lake Boone Trail, Unit 3A
Raleigh, NC 27617
(919) 510-4944

Michael C. Whitman

MBA, CFP®

Managing Partner

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

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

Millennium Planning Group

106 Millbrook Dr
Pittsboro, NC 27312-8890
(919) 335-4744
CONNECT WITH Michael
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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
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Brett Tushingham

CFP®

Owner and 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.

Tushingham Wealth Strategies

900 Midnight Channel Rd
Wilmington, NC 28403-4368
(866) 505-9016
CONNECT WITH Brett
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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

Jeffrey Stewart

CFP®, CRPC®

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.

4242 Six Forks Rd, Ste 1550
Raleigh, NC 27609-6086
(919) 495-0936

Holly K. Nicholson

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.

Financial Planning Services

185 Wind Chime Ct., Ste. 203
Raleigh, NC 27615

David R. Powell

CFP® CLU CASL APMA

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.

Ameriprise Financial Services, Inc.

Uptown Center, 138 South Steele St
Sanford, NC 27330

Ameriprise Financial Services, Inc.

286 W Millbrook Rd
Raleigh, NC 27609
(877) 855-9449
CONNECT WITH David
  • facebook link