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136 Financial Planners in North Carolina
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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

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

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
  • twitter link
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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
CONNECT WITH Tracey
  • linkedin link

Lance R. Ray

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.

Focus Pointe Financial, LLC

PO Box 136
Holly Springs, NC 27540
(877) 741-6636
+1 More Number
(919) 805-3225

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

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

Thomas J. Donahue

CFP®, ChFC

President

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

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

The Pinnacle Financial Group

1805 Williams Rd, 1805 Williams Rd
MONROE, NC 28110
7042922920

Joseph R. McLaughlin

CFP®

District Advisor

Specialties: Comprehensive Financial Planning

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

First Command Financial Services

200 Valencia Dr., Ste 172
Jacksonville, NC 28546
(800) 443-2104
+1 More Number
(910) 577-1177

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
  • facebook link
  • twitter link
  • linkedin link

Macauley Aron

CFP®

Specialties: Comprehensive Financial Planning

Financial Advisor serving North Carolina and the surrounding communities.

Valic

6 North Pointe Court, Suite 201
Greensboro, NC 27408-6334
(336) 274-6382

Sandra B. Carlson

CPA, CFP®, CDFA™

Regional Director, Partner, & Wealth Advisor

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

Financial Advisor serving North Carolina and the surrounding communities.

Waverly Advisors

2150 Park Drive
Charlotte, NC 28204
(980) 475-3045

Bailey B. Bartee

CFP®, MBA

Managing 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

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

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

600 Market St, Ste G2
Chapel Hill, NC 27516
(984) 271-1993

Scott A. Fligel

CFP®, CLU, ChFC, AEP

Wealth Management Advisor

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

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

Northwestern Mutual

6235 Carnegie Blvd
Charlotte, NC 28211
(704) 442-4472
CONNECT WITH Scott
  • linkedin link

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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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

John V. Purrington

CFP®

Specialties: Comprehensive Financial Planning, Investment Management, Sudden Wealth

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

Armor Investment Advisors

4101 Lake Boone Trail, Suite 208
Raleigh, NC 27607
(919) 571-4382

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

Joseph M. Gordon

CFP®

Wealth Advisor

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

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

Gordon Asset Management, LLC

324 Blackwell St , Ste 1130
Durham, NC 27701-3600
(919) 880-9966

Drew Cook

CFP®

Financial Planner

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

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

Level Wealth Management

6135 Park South Drive, Suite 510
Charlotte, NC 28210
(704) 312-2490
CONNECT WITH Drew
  • linkedin link

Geoffrey H. Owen

CFP®, CDFA®, RLP®

Advisor, Managing Member

Specialties: Arbitration & Mediation, Budget & Debt Management, Comprehensive Financial Planning, 401(k...More

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

Front Porch Financial Advisory

211 East Blvd
Charlotte, NC 28203-4719
(704) 803-5585
CONNECT WITH Geoffrey
  • facebook link
  • twitter link
  • linkedin link

Haley Ellis

CFP®

Director of Operations

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.

Allegiance Financial Group Advisory Services

1721 Allens Lane, Ste. 103
Wilmington, NC 28428
(919) 580-3177
CONNECT WITH Haley
  • facebook link
  • linkedin link
  • youtube link

Brooks Jewett

CFP®

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.

511 Shepherd St 101-A
Winston Salem, NC 27103
(336) 245-2500
CONNECT WITH Brooks
  • linkedin link

Thomas Sims

AIF, inactive CFP®

Specialties: 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Investment Management, Limited...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

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

Alexander Friend

CFP®

Financial 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.

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

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