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Frequently Mentioned on Social Media
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Edward Jones
Referral from
Oct 03, 2014
Patrick F.:
I am sure that this has been asked before, but I am not seeing it! Can anyone please recommend a financial advisor in our area? ...
Vincent C.:
Pat try Frank Evers 919 781 8700 with EdwardJones Rukosky & Associates Financial Group Inc.
- Financial Advisor, Estate Planning Lawyer...
- 4904 Professional Court, Suite 102 Raleigh, NC 27609
Referral from
Jul 04, 2020
Bronco_Corgi:
Can anyone recommend a Financial Planner in Durham? I'm looking for a real financial planner... not someone who sells financial...
jtrenor:
My husband and I went to John Rukosky a couple years ago, and he helped us get our money on track. He's in Raleigh, but definitely worth... Merrill Lynch
Referral from
Jul 27, 2015
Elki A.:
Can anyone recommend a good financial adviser?
Perry K.:
Jesse Boulerice at Merrill Lynch. Good guy. 919-829-2045. Use to play for the Carolina Hurricanes. Ameriprise Financial
Referral from
Feb 11, 2014
Nicole B.:
Looking for a new financial advisor... anyone recommend?
Danielle B.:
http://www.ameripriseadvisors.com/peter.j.bazanos/profile/. Peter really changed my life and I owe him the world. Pretty much my whole... Triangle Benefits
- Financial Advisor, Investment Advisor...
- 8480 Honeycutt Rd Raleigh, NC 27615
Referral from
Sep 29, 2017
Amanda S.:
We are looking for a private health insurance agent to contact us. We need new benefits. Thanks
Tony D.:
Hi Amanda. I can help you look at health insurance options that are available for you and your family. I'll be in the office tomorrow... Laird Hepburn
Referral from
Jun 19, 2017
Ella B.:
I need an experienced Finnancial Planner to help analyze my (and my partners) financial standing and come up with a well thought out...
Debbi M.:
Laird Hepburn (919)901-1038 DWM Advisors
- Financial Advisor, Financial Planner
- 8341 Bandford Way, Suite 007 Raleigh, NC 27615
Referral from
Jun 19, 2017
Ella B.:
I need an experienced Finnancial Planner to help analyze my (and my partners) financial standing and come up with a well thought out...
Frank D.:
Ryan Thomsen - First Oak Wealth Management 919-421-1555 Perkins Lund Collar & Associates P
- Financial Advisor, Accountant
- 2607 Oberlin Rd Raleigh, NC 27608-1311
- Closed
Referral from
Oct 09, 2015
Mike E.:
Hey guys I'm looking for a bookkeeping/accounting service. TIA
Shelli R.:
Try Perkins Lund Collar & Associates in Raleigh. http://www.plccpa.com/ New York Life Insurance
Referral from
Oct 03, 2014
Patrick F.:
I am sure that this has been asked before, but I am not seeing it! Can anyone please recommend a financial advisor in our area? ...
Stacy M.:
I highly, highly recommend Billy Webster with New York Life. He is contracted with NYL but appointed with various other companies as... Keeter Richard B III Inv
Referral from
Nov 24, 2013
Michael F.:
Does anyone have a recommended financial advisor in the Wake Forest - Raleigh area?
Chenda L.:
Richard keeter /Capital Investment Group Inc 919-845-6414 Exeter Finance
- Financial Advisor, Bank/credit Union
- 4900 Falls of Neuse Rd Raleigh, NC 27609
- Closed ⋅ Opens at 8:00AM
Referral from
Nov 20, 2014
Chris J.:
Full time jobs in the Clinton, Clearfield, Syracuse, Layton area? I can work any shift including graveyards.
Jennifer E.:
Just go to exeterfinance.com " Your
- Financial Advisor
- 8816 Six Forks Rd Ste. 301 Raleigh, NC 46241
Referral from
Nov 24, 2013
Michael F.:
Does anyone have a recommended financial advisor in the Wake Forest - Raleigh area?
Michelle H.:
Nick Pino is great! His website is www.investinyourlife.net Plunkett Wealth Management Company
Referral from
Jan 12, 2015
Fiona P.:
Anyone recommend a financial advisor - need to sort out some short term and medium term financial planning whilst here. thx
Justin O.:
With so many people interested I asked him if he would welcome me just posting his information. The Company is Plunkett Wealth... Raleigh Financial Planner Pros
Frequently Mentioned on Social Media
?
Referral from June 19, 2017
Ella B. asked:
I need an experienced Finnancial Planner to help analyze my (and my partners) financial standing and come up with a well thought out plan for future retirement. Please...
Mary S. replied:
Kate Anders
Mary S. replied:
James Forrester
Christopher T. replied:
Debbie Ash
Earl H. replied:
Tommy Sikes - Sikes Capital 919 280 1560. I've personally worked with him for several years.
Jason G. replied:
I am a fee based financial planner and have a team that can help. https://www.facebook.com/JasonGranthamMassMutual/
Karen N. replied:
Mark Nachimson, CFP (919) 622-2330
Maggie U. replied:
John Underhill with Edward Jones is a hones, caring and smart Financial Advisor that works with his clients to map out a plan that gets you to your goals! 9197871972
Nolan P. replied:
Kate Anders and https://www.facebook.com/1011389605545124 Jason Grantham - MassMutual North Carolina
Kate A. replied:
Thanks Nolan and Mary! Ella- if you'd like to discuss further, you can find all my contact information here: www.kateanders.wrfa.com
Rodney J. replied:
Gabe Stepanic with www.codafinancialgroup.com
Mary C. replied:
James Forrester james.forrester@raymondjames.com 919-208-1560
Caren F. replied:
Valerie Hoy (919) 210-3619
Anthea B. replied:
Adam Whitesell (919) 227-3171 office # http://www.ameripriseadvisors.com/team/the-whitesell-graff-team/
Referral from October 3, 2014
Patrick F. asked:
I am sure that this has been asked before, but I am not seeing it! Can anyone please recommend a financial advisor in our area? Looking for portfolio management,...
Amanda S. replied:
Sandra Heath Young with June-Neri Financial. She awesome! Locally owned and operated company with a great reputation.
Timothy J. replied:
I'd love to have the privilege to speak to you. 919-407-2494. www.Facebook.com/TheFinancialPastor
Lila C. replied:
Becky Parsons is with Edwards and Jones. Great person very honest and personable
Laura L. replied:
Blaine Bowers - explains, not pushy, meets us for lunch to discuss things around our schedules, monthly newsletter, always quick to return our calls/emails, works with independent group Strategic Financial Alliance.
Allison Y. replied:
Sandra Heath Young with June - Neri financial she is the best!! She is very personal and loves to help people
Sandra Y. replied:
I am an independent Specialist and would love to meet with you! We are located in Wake Forest and strive to have the best service. Please feel free to contact me anytime. My phone # is 9193063002.
LennyStarla F. replied:
www.FairfieldFinancialGroup.com
Jennifer R. replied:
We have a great friend, Brant Spesshardt, who handles all of this for us at Steward Wealth Strategies and have used him for years: https://www.facebook.com/pages/Steward-Wealth-Strategies/181958511879941
Jessica M. replied:
Blair Griffin with Edward Jones. By far the best advisor we've ever had and she is a joy to work with.
Sherri C. replied:
Timothy L. Johnson!
Robert B. replied:
I recommend Nathan Grooms from Ameriprise... http://www.ameripriseadvisors.com/nathan.c.grooms/
Amy C. replied:
Jack Giamportone at Edward Jones on Falls of Neuse
Lisa E. replied:
Barbara Lamphier Kingrey with Edward Jones
Amy C. replied:
Valerie Hoy is great and honest. T
Donna S. replied:
Mike Baer with Edward Jones on 1A in WF. He is super nice as well as his staff. He explains things in a simple way, not pushy and follows up as needed.
Lila C. replied:
Becky Parsons
Erika I. replied:
Valerie Hoy
Lisa K. replied:
Marty Coward Edward Jones
Karen H. replied:
Sandra Heath Young is the best!
David R. replied:
Richard brewer owner of brewer investment group On S. main St. 919-562-1974 option 2
Nina B. replied:
Valerie Hoy for sure!
Referral from November 25, 2013
Sally M. asked:
Looking for a good fee-only financial advisor in the Raleigh area. Any recommendations? Feel free to send in private message if preferred.
Glenn W. replied:
We have worked with Russ Emrath for several years. Great guy and low pressure. Russ Emrath, CFP®, CRPC®, MBA | Financial Advisor Ameriprise Financial Services, Inc. 3600 Glenwood Avenue, Suite 130 | Raleigh, NC 27612 Office: 919.851.1011 | Fax: 919.851.4001 | Dir: 919.227.3195 | Cell: 919.413.0853 russell.t.emrath@ampf.com | Learn more at www.ameripriseadvisors.com/russell.t.emrath
Referral from December 4, 2014
Yvonne S. asked:
Does anyone know an accountant or financial advisor that is familiar with Dave Ramsey's financial teachings? I have a potential opportunity for them.
Lauren T. replied:
On his web site on the right side of the page there is a place to find local professionals that Dave Ramsey recommends. They have been vetted somehow to ensure they follow his teachings. Hope that helps! daveramsey.com
Jennifer L. replied:
Paul Larusso is a local ELP
Referral from April 10, 2014
Brittany O. asked:
Ok - I've waited to file my taxes because I owe ... AGAIN this year, even though I changed my withholdings! But all of that aside, does anyone know of a good site that I...
Keith W. replied:
Tax Slayer, $25.99 for both federal and state.
Crystal W. replied:
Freetaxusa.com only charges $12.95.
Referral from July 7, 2014
Kendall P. asked:
A lot of people don't know, but Dr. Larry D. Reid who pastors The Breakthrough Church isn't only an artist, author, interim-therapist, songwriter, musician, father, and...
Lexis B. replied:
Ummm I have been avoiding that meeting also... But yep I am going to have it hard core face to face with Dr Larry D. Reid & Vincent Hill for multiple things..., #ShakingAlready Angela Williams
Kendall P. replied:
Definitely Vincent Hill!
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