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Financial Advisors in North Carolina

TONY MONTANARI, CIMA®, Financial Advisor from North Carolina,
(995 views)
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TONY
ACM Wealth Management
212 S. Tryon Street,
Charlotte, NC   28281
Call : (877) 707-5429

As a fee-based independent advisor, ACM Wealth Management creates unbiased, customized investment strategies to help build, protect and transfer client's wealth. We take a comprehensive and customized approach to your financial situation. Understanding what is most important to you, we then develop a clear long term plan that considers your needs, your goals, and your priorities. After the initial plan is developed we take an active role in your pursuit of these goals.

ACM Wealth Management
Serving Asheville Surrounding Area,
Asheville, NC   28801
Call : (877) 707-5429

As a fee-based independent advisor, ACM Wealth Management creates unbiased, customized investment strategies to help build, protect and transfer client's wealth. We take a comprehensive and customized approach to your financial situation. Understanding what is most important to you, we then develop a clear long term plan that considers your needs, your goals, and your priorities. After the initial plan is developed we take an active role in your pursuit of these goals.

Capital Financial Advisory Group, LLC
1500 Town Side Drive, Suite 200,
Apex, NC   27502
Call : (919) 657-4201

Known as "Coach Pete" to his listeners and clients, Coach Pete and his firm are a committed group of professional fiduciaries dedicated to providing superior investment advice to their high net worth clients. A fiduciary is any person or institution that has the power to act on behalf of another in situations that require great trust, honesty, and loyalty. His radio show, "The Financial Safari" first aired in 2005 and can be heard weekly on more than 50 stations nationwide. Also known as... read more>>

Les H Kern, Financial Advisor from North Carolina,
(498 views)
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Les
Les H. Kern RIA CRFA
2306 Wrightsville Ave,
Wilmington, NC   28403
Call : (800) 793-8884

We believe that while it is important to choose investments and financial strategies with a history of good rates of return, it is just as important to look at and investment's performance in a year with a market downturn. We teach clients that to get the best return, their portfolios cannot go backwards. We only recommend investments with well defined sell strategies that we believe will weather downturns efficiently. The bottom line: We try to avoid loss whenever possible.Les H. Kern is the... read more>>

Moretz Wealth Management, LLC
181 North Main Street,
Mooresville, NC   28115
Call : (704) 799-8011

Moretz Wealth Management, LLC has been helping clients achieve their financial goals since 1999. We servie clients in NC, SC, VA, OH, FL, GA and TN. Our goal at Moretz Wealth Management is to protect and grow our clients net worth. We use a unique blend of fixed investments and securities to insure that our clients not only achieve great investment results but also have the assurance that they are protected. We value our client's goals and strive to work with them to achieve those goals, no... read more>>

Mumy Financial Advisors, LLC
200 1st Ave NW Suite 303,
Hickory, NC   28655
Call : (828) 855-9400

Financial planning represents the major cornerstone of your future financial independence. Our financial planning philosophy is based on three core principles: holistic asset planning, tactical asset allocation as well as consistent communication and reviews with our clients. Your financial plan is a living, breathing concept. As your life changes, so should your plan. Our process of regular, timely portfolio reviews keep your financial plan consistent with your current & future needs.Advisory... read more>>

Nelson Wealth Advisors
10604 Bent Twig Drive,
Raleigh, NC   27613
Call : (919) 796-9907

We are a committed group of professionals dedicated to providing superior investment advice to our corporate and high net worth clients. We average over 20 years of experience in the financial industry. We strive to provide the best, most professional and personalized service possible. We act honestly, with pride and integrity, and always in the best interest of our clients. We earn our clients trust and respect. We believe our knowledge, combined with the exceptional service we provide, ensure... read more>>

Triangle Money Coach
1135 Kildaire Farm Rd.Suite 200,
Cary, NC   27511
Call : (919) 415-4717

If you're looking for clear and simple answers without someone trying to sell you something...is that too much to ask? We don't think so, it's actually a smart way to approach something as important as the security of your retirement and your hard-earned money. If that's you, then we are here to help. Our goal is to give you all the information you need to make an informed decision. The big thing is now YOU will be in control. You will have the information and it is your decision what to... read more>>

Jeff Hare, CFA , Financial Advisor from North Carolina,
(119 views)
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Jeff
Aventus Investment Advisors
19810 W Catawba Ave, Suite G,
Cornelius, NC   28031
Call : (704) 237-4207

At Aventus Advisors, our clients receive personalized attention and advice from a credentialed and experienced financial advisor who takes the time to learn about each individual’s financial and life goals. As a fee-only investment advisors, we always put our clients’ interests first. Our extensive global financial market experience is focused on growing our clients’ assets, while also focusing on protecting those assets through thoughtful risk management. For our business owner clients, our... read more>>

Tom McDermott, Financial Advisor from North Carolina,
(458 views)
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Tom
Prosperity Capital Group, Inc.
5565 Centerview Drive,
Raleigh, NC   27606
Call : (919) 747-7344

We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.

Strategic Investment Partners
1508 Military Cutoff Rd.,
Wilmington, NC   28403
Call : (910) 367-2489

We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with personalized information, services, and products to help you reach your goals. Strategic Investment Partners is a sub-branch of Conway & Company Financial Services.

Mark Conway, GRI, CRS, CFP®, Financial Advisor from North Carolina,
(321 views)
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Mark
Conway & Co. Financial Services
2914 North Heritage St.,
Kinston, NC   28501
Call : (800) 522-1939

We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with personalized information, services, and investments to help you reach your goals. We act in a Fiduciary capacity as we represent our clients best interest. We take pride in our approach to the Total Financial Planning journey involving the family and its branches from beginning to end.

Norkum Wealth Management Inc
15720 Brixham Hill Avenue,
Charlotte, NC   28277
Call : (704) 895-0070

We specialize in working with individuals who are either retired or are getting ready to retire. Some of the questions they typically have are: Can I retire and have my money last 25 years or more? When should I start my Social Security benefits? How do I take my distributions? How do I protect my retirement assets?Our mission is to help our clients to accumulate and maintain wealth through retirement planning and long term effective asset management programs.* We will build client... read more>>

Financial Engines Advisors, LLC
19109 West Catawba Avenue,
Cornelius, NC   28031
Call : (704) 553-9553

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize-winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the... read more>>

Josh Hederick, Financial Advisor from North Carolina,
(133 views)
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Josh
Financial Engines Advisors, LLC
717 Green Valey Rd.,
Greensboro, NC   27408
Call : (336) 899-0773

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize-winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the... read more>>

Financial Engines Advisors, LLC
11006 Rushmore Drive Suite 175,
Charlotte, NC   28277
Call : (704) 623-9623

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize-winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the... read more>>

Josh Hederick, Financial Advisor from North Carolina,
(187 views)
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Josh
Financial Engines Advisors, LLC
8450 Falls of Neuse Rd.,
Raleigh, NC   27615
Call : (919) 405-3800

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize-winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the... read more>>

List of Additional Financial Advisors in North Carolina
Parker Financial Group Matthews, NC
Allen Wealth Management, Llc Boone, NC

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