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Surratt & Thompson
- Financial Advisor
- 100 N Main St Winston-Salem, NC 27101
- Closed ⋅ Opens at 9:00AM
Referral from
Aug 12, 2015
Barbara H.:
Hello Ardmore neighbors! My 80 year old mom with Alzheimer's Disease is moving from her apartment in Pittsburgh to a superfabulous...
Cedric T.:
May we suggest Thompson & Surratt Attorneys they specialize in these types of things. They were awesome in setting up trust funds and... Wells Liipfert P
- Financial Advisor
- 380 Knollwood St Winston-Salem, NC 27103
- Closed ⋅ Opens at 8:30AM
Referral from
Aug 12, 2015
Barbara H.:
Hello Ardmore neighbors! My 80 year old mom with Alzheimer's Disease is moving from her apartment in Pittsburgh to a superfabulous...
Betsy A.:
Mike Wells Sr. is the local expert on elder law and estates. He is frequent lecturer and guest speaker on the topic and appears on WSJS... Frequently Mentioned on Social Media
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Referral from August 12, 2015
Barbara H. asked:
Hello Ardmore neighbors! My 80 year old mom with Alzheimer's Disease is moving from her apartment in Pittsburgh to a superfabulous assisted living place in Des Moines,...
Aimee S. replied:
As far as legal goes, you probably need to consult with an attorney in the state where your mother is going to reside. An attorney here in NC is probably not going to be much help. This is particularly true in the case of elder law issues because things are different from state to state. You can check www.naela.org which is the website for the National Academy of Elder Law Attorneys for elder law attorneys in Iowa. You can probably find one that would consult with you over the phone if you are not planning to travel to Iowa.
Vonda M. replied:
Bob Mason in Asheboro is the best. http://masonlawpc.com/
Helen W. replied:
Gene Raymer does an excellent job!
Katherine M. replied:
Senior Services may be able to help (725-0907)
Jane M. replied:
Kate Mewhinney, and the Elder Law Clinic at WFU. Kate lives in Ardmore and heads up the program.
Cedric T. replied:
http://www.sandtpllc.com/
Debbie B. replied:
We use Neil Tackaberry for all my mother's legal, POA, EOL,Estate.
Jeannie H. replied:
Tim Ebert of Ebert Financial is great. He is very thoughtful and really listens to your needs before he makes recommendations. He has really made a difference in how we see our retirement. And he caught a mistake made by another firm that would have cost us a lot of money. We trust him with all of our financial needs.
Georgia H. replied:
Elder Law Clinic with Wake Forest can help and services are free if they qualify!!!
Susan L. replied:
Attorney Bill Rabil has assisted us in all phases of my father's estate. This is his area of expertise and I couldn't be more pleased.
Referral from January 16, 2014
Tony D. asked:
Any JCPenney associates that need a financial advisor, I know someone that is outstanding in helping with the decision of where your 401k or pention funds should go. He...
Referral from July 24, 2013
Lisa L. asked:
thinking a financial advisor in order
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