Financial Planners in Cape Fear, NC

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1. Les H Kern - Wilmington Financial Advisor

Les H Kern - Wilmington Financial Advisor

2306 Wrightsville Avenue #201, Wilmington, NC 28403

OPEN 24 HOURS

From Business: I am an Investment Advisor, Financial Advisor & Wealth Advisor of wealth management firm that is committed to listening and helping individuals investors get to retirement,…

2. First Command Financial Advisor - Christina Rodriguez, ChFC®|RICP®|CFP®

First Command Financial Advisor - Christina Rodriguez, ChFC®|RICP®|CFP®

2709 Market St Ste 102, Wilmington, NC 28403

CLOSED NOW:Closed

From Business: Christina Rodriguez joined First Command Financial Services as a Financial Advisor in September 2007. As a military spouse, she understands the unique situations and…

3. First Command Financial Advisor - Cat Atsumi

First Command Financial Advisor - Cat Atsumi

2709 Market St Ste 102, Wilmington, NC 28403

CLOSED NOW:Closed

From Business: Catherine Atsumi joined First Command Financial Services as a Financial Advisor in January 2024. As a military spouse, she understands the unique situations and circumstances…

4. Raymond James - Stephen Chappell, MSFS, CFS Financial Advisor

Raymond James - Stephen Chappell, MSFS, CFS Financial Advisor

106 N Water St Ste 202, Wilmington, NC 28401

CLOSED NOW:9:00 am - 5:00 pm

From Business: We offer a team approach to financial planning, offering you a broader scope of expertise than you will likely find in any one person. Clients are our main priority, which is…

YP
30 Years
in Business

5. Edward Jones - Financial Advisor: Kelly Luckhaus, CFP®

Edward Jones - Financial Advisor: Kelly Luckhaus, CFP®

201 N Front St Ste 611, Wilmington, NC 28401

CLOSED NOW:Closed

From Business: Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education…

YP
103 Years
in Business

6. Annuity General

Annuity General

Serving the Cape Fear Area

OPEN 24 HOURS

From Business: Call now for a Free Information Kit authored by a leading USA retirement income planning firm. Pros and cons on annuities, discover ways to maximize retirement income & easy to…

7. Charles Savidge - Private Wealth Advisor, Ameriprise Financial Services

Charles Savidge - Private Wealth Advisor, Ameriprise Financial Services

3333 Wrightsville Ave Unit G-121, Wilmington, NC 28403

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

8. Savidge and Associates - Ameriprise Financial Services

Savidge and Associates - Ameriprise Financial Services

3333 Wrightsville Ave Unit G-121, Wilmington, NC 28403

From Business: At Savidge and Associates, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of…

9. Fairway Financial Group

Fairway Financial Group

3309 Jaeckle Dr Ste 110, Wilmington, NC 28403

CLOSED NOW:Closed

From Business: Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Fairway Financial Group is committed to providing financial…

10. BB&T Scott & Stringfellow

BB&T Scott & Stringfellow

2512 Independence Boulevard, Suite 100, Wilmington, NC 28412

CLOSED NOW:9:00 am - 5:00 pm

From Business: Retail branch offices staffed by Financial Advisors who offer guidance and advice to clients regarding financial goals, education planning, financial planning, retirement…

14. IronGate Partners Inc.

IronGate Partners Inc.

2601 Iron Gate Drive, Suite 20, Wilmington, NC 28412

CLOSED NOW:Closed
YP
21 Years
in Business

20. CareOne Debt Relief Services

CareOne Debt Relief Services

Serving the Cape Fear Area

CLOSED NOW:Closed

From Business: CareOne Debt Relief Services is the nation's largest brand of debt relief, with over 5 million people helped to date. Call our certified personal finance counselors now for a…

21. Matthew Beatty - Thrivent

Matthew Beatty - Thrivent

3309 Jaeckle Dr Ste 110, Wilmington, NC 28403

CLOSED NOW:Closed

From Business: Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Matthew Beatty is committed to providing financial advice,…

22. Kevin Littlejohn - Thrivent

Kevin Littlejohn - Thrivent

3309 Jaeckle Dr Ste 110, Wilmington, NC 28403

CLOSED NOW:Closed

From Business: Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Kevin Littlejohn is committed to providing financial advice,…

23. Pathfinder Wealth Consulting

Pathfinder Wealth Consulting

4018 Oleander Dr Ste 2, Wilmington, NC 28403

CLOSED NOW:8:00 am - 5:00 pm

From Business: Welcome to Pathfinder Wealth Consulting! We are an independent financial services firm that has been helping the good people of Wilmington, N.C. establish and maintain their…

YP
20 Years
in Business

24. William Sessoms - TD Wealth Relationship Manager

William Sessoms - TD Wealth Relationship Manager

802 S College Rd, Wilmington, NC 28403

CLOSED NOW:Closed

From Business: TD Wealth's Relationship Managers are committed to ensuring we provide you with the highest personalized service while assisting you in meeting your financial goals and…

25. Nabell Winslow Investments & Wealth Management

Nabell Winslow Investments & Wealth Management

211 Racine Dr Ste 100, Wilmington, NC 28403

CLOSED NOW:9:00 am - 5:00 pm

From Business: Nabell Winslow Investments and Wealth Management is a financial advisory firm that helps accomplished entrepreneurs, professionals, retirees, and those with sudden wealth to…

YP
12 Years
in Business

27. Merrill Lynch Wealth Management

Merrill Lynch Wealth Management

1123 Military Cutoff Rd, Wilmington, NC 28405

CLOSED NOW:8:30 am - 4:30 pm

From Business: Welcome to Merrill Lynch in WILMINGTON, NC. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment…

YP
111 Years
in Business

28. Greg Jorgensen - RBC Wealth Management Financial Advisor

Greg Jorgensen - RBC Wealth Management Financial Advisor

1055 Military Cutoff Rd Ste 200, Wilmington, NC 28405

CLOSED NOW:Closed

From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management…

29. Sean Frelke - RBC Wealth Management Financial Advisor

Sean Frelke - RBC Wealth Management Financial Advisor

1055 Military Cutoff Rd Ste 200, Wilmington, NC 28405

CLOSED NOW:Closed

From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management…

30. Todd Stout - RBC Wealth Management Financial Advisor

Todd Stout - RBC Wealth Management Financial Advisor

1055 Military Cutoff Rd Ste 200, Wilmington, NC 28405

From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management…