Durham, NC

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Durham, NC
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Best Financial Advisors in Durham, NC

The highest-rated Financial Planning & Wealth Management companies out of 173 vetted & reviewed in the Durham area.

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Aradhana Aggarwal CPA

Aradhana Aggarwal CPA

(30)
  • Tax Returns
  • Questions
  • Team
“Her tax organizer makes uploading documents a very simple and organized process, and she is quick to answer any and all questions in a very timely and thorough manner.”
In Business Since 2018
2530 Meridian Pkwy 3rd Floor, Durham, NC
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Paul Scheible, CPA

Paul Scheible, CPA

(30)
  • Tax Returns
  • Work
  • Questions
“Guided me through some areas of my taxes where I had previously been providing educated guesses, specifically pertaining to out-of-state rental properties.”
In Business Since 2008
3400 Croasdaile Dr #203, Durham, NC
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CFO Relief

CFO Relief

Financing, Human Resources, Planning
“CFO Relief provides part-time CFO and part-time Controller services for software, service, internet-only and technology companies. These services are also called fractional CFO services and fractional Controller services. We work with your management...”
Offers Financing Options
Transparent Fees & Pricing
In Business Since 2012
Licensed, BBB Rating: A+
1404 Horne Creek Dr, Durham, NC
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Scharl & Associates

Scharl & Associates

In Business Since 1991
Licensed, BBB Rating: A+
5836 Fayetteville Rd # 104, Durham, NC
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Elefante Financial Services

Elefante Financial Services

Financial Planning With Your Future in Mind, Products and Services
“At Elefante Financial Services, our client engagements take on a “planning first” approach. We believe that planning is the cornerstone of successful client relationships and is essential to understanding your goals and helping you take control of yo...”
In Business Since 2011
Licensed, BBB Rating: A+
Free Initial Consultation
1502 NC-54, Durham, NC
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Fryar Management Group

Fryar Management Group

(1)
Investment Management, Financial Planning, Individuals and Families
“Best tax professional in the Triangle!!”
In Business Since 2015
3200 Croasdaile Dr Suite 105, Durham, NC
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Clarktax & Business Solutions

Clarktax & Business Solutions

(1)
Business Valuations, Financial Planning, Bookkeeping
“Very thorough and asked the right questions”
In Business Since 2016
3201 Yorktown Ave Ste 215G, Durham, NC
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White Oak Financial Specialists

White Oak Financial Specialists

(1)
IRA Advisory Services, Growth Investing, Estate Planning
“Everything was great as usual with Tim”
In Business Since 2011
2530 Meridian Pkwy # 3, Durham, NC
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Personal Path Financial Planning

Personal Path Financial Planning

(2)
“We've only just had an introductory meeting, but I'm looking forward to beginning a long-term relationship with her in order to reach my personal financial goals.”
In Business Since 2017
WeWork, 110 Corcoran St 5th Floor, Durham, NC
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Rosewood Wealth Management

Rosewood Wealth Management

(1)
“In the past few years, we went through financial crisis due to serious health conditions (cancer and a debilitating neurological condition) and joblessness.”
In Business Since 2017
5107 Southpark Dr suite 201-b, Durham, NC
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Valley Peak Financial

Valley Peak Financial

(1)
“We meet on a regular basis and he has helped me develop a monthly, 3 month, 6 month and a year long plan to help me become completely debt free.”
In Business Since 2022
3616 Shannon Rd Suite 101, Durham, NC
Featured

Wishing all of our clients and followers a very Merry Christmas and a happy holiday season! We hope that you get to spend time with loved ones, relax and recharge, and enjoy all the joys the season brings. As we look back on this past year, we are grateful for your trust and partnership in helping you reach your financial goals. Here's to a healthy and prosperous new year!

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Tucker Bria Wealth Strategies

Tucker Bria Wealth Strategies

Risk Management, Accumulation, Estate Planning
“We strive to be one of the most respected financial advisory firms in the Carolinas and beyond, and our goal is to deliver a high level of client satisfaction. When you are truly confident in your financial stability, we have done our job.”
In Business Since 2017
Licensed, BBB Rating: A+
3100 Tower Blvd, Durham, NC
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Fulbright & Fulbright, Cpa, PA

Fulbright & Fulbright, Cpa, PA

“We work with smart people who are seeking financial independence. Whether you have a MD, Ph.D, Masters or a Ph.D in Common Sense we are interested in serving as your advisors. Business Owners, Professionals and Retirees are our clients who have empow...”
In Business Since 1988
Licensed, BBB Rating: A+
Accepts All Major Credit Cards
5302 NC-55 #104, Durham, NC
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MKS Wealth Management

MKS Wealth Management

“MKS Wealth Management was created to offer clients objective, independent financial advice. Understanding investment return potential, as well as risks and taxation as applied to your goals and needs, is crucial to your success. We use a variety of r...”
In Business Since 2014
Licensed, BBB Rating: A+
Accepts Cash
3710 University Dr # 130, Durham, NC
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Gordon Asset Management

Gordon Asset Management

“At Gordon Asset Management, LLC, serve as financial advisor and consultant to individuals, families, businesses, and business owners. Our specialty lies in connecting the dots between workplace benefits and personal financial planning.”
In Business Since 2010
4721 Emperor Blvd Suite 250, Durham, NC
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Tiaa-Cref: Stacey Black

Tiaa-Cref: Stacey Black

“TIAA-CREF Individual & Institutional Services, LLC, Member Opens in a new window and Opens in a new window , distributes securities products. SIPC only protects customers' securities and cash held in brokerage accounts. Annuity contracts and certific...”
In Business Since 1991
300 W Morgan St, Durham, NC
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The Potter Financial Group

The Potter Financial Group

For Caregivers, Physicians, Wealth Management
“Riskalyze technology allows us to determine, as accurately as possible, a risk number that determines how much risk you are truly comfortable based on your answers to five simple but vital questions. By aligning your portfolio with a risk tolerance n...”
In Business Since 2002
Transparent Fees & Pricing
1816 Front St Suite 220, Durham, NC
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Express Life Education

Express Life Education

“Express Life Education is a family-owned business that cares about future life events. Taking pride in educating others to have better knowledge and understanding of their unique situation. Allows us to share these valuable resources with you and at ...”
In Business Since 2020
Family Business
3600 N Duke St STE 26, Durham, NC
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Pragmatic Portfolios

Pragmatic Portfolios

“Pragmatic Portfolios, LLC is a fee-only Registered Investment Adviser in Durham, North Carolina that provides practical, unbiased advice to assist clients in reaching their long term financial goals. Currently I'm not taking on additional clients, th...”
In Business Since 2009
Transparent Fees & Pricing
1530 N Gregson St Suite 2G, Durham, NC
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Gaulden & Associates Wealth Management

Gaulden & Associates Wealth Management

Financial Planning, Investment Management
“Gaulden & Associates is a wealth management firm dedicated to providing clients with objective, thoughtful investment and financial guidance. Our mission is to help clients create, manage and preserve wealth across generations. Whether your goal is t...”
In Business Since 2020
2525 Meridian Pkwy Ste 60, Durham, NC
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Expert Consulting Credit Repair

Expert Consulting Credit Repair

(1)
“Professional, courteous and smart.”
3209 Guess Rd #206, Durham, NC
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Scheu

Scheu

“The top 3 leading credit bureaus process thousands if not millions of individual consumer credit and business credit reports daily. Due to human error, mistakes are made. With that being said, one such mistake is the difference between your approval ...”
In Business Since 2022
555 S Mangum St Suite 100, Durham, NC
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Luca Partners

Luca Partners

“Luca Partner and Wealth Management Advisor Charles Irvin has been recognized by Forbes as one of the top financial security professionals in the country. He has also recently achieved his Wealth Management Certified Professional® (WMCP®) designation ...”
In Business Since 2020
CFP Certified
240 Leigh Farm Rd Ste 400B, Durham, NC
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Integrated Wealthcare

Integrated Wealthcare

“Below you will learn about our innovative approach, the type of experience we deliver as you move through all the stages of your medical career, and a team of professionals here to support you.”
In Business Since 2013
3100 Tower Blvd Suite 1660, Durham, NC
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Retirement Planning and Investment Management Services in Durham, NC Cost Estimates

Minimum cost
$1230
Maximum cost
$10449
National Average
$3688
Avg Per Hour Rates
$369
$2459
$6761
Fair price range is based on 509 cost profiles
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Average Cost $3688
Minimum cost $1230
Maximum cost $10449
Avg Per Hour Rates $369

Fair range $2459 to $6761 is based on 509 cost profiles.

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Wealth Management Advisors near Durham

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