Best Financial Advisors in Durham County, NC

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List of Firms

Durham County, NC Fiduciary Financial Advisors

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Rosewood Wealth Management
Location 1519 Pleasant Green Rd, Durham, NC 27705, USA
Phone (919) 391-3446
Directions
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Northwestern Mutual: Tom Morris, CFP, MBA, ChFC, CLU, CASL, CLTC, RICP
Location 240 Leigh Farm Rd #400, Durham, NC 27707, USA
Phone (919) 401-0331
Directions
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Edward Jones - Financial Advisor: Alex G Nelson, CFP®
SEC File# 801-3297
CRD# 250
5 out of 5
Location 1911 Hillandale Rd Suite 1110, Durham, NC 27705, USA
Phone (919) 973-1316
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
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Edward Jones - Financial Advisor: Willard L Causey Jr
SEC File# 801-3297
CRD# 250
5 out of 5
Location 2344 Operations Dr Suite 103, Durham, NC 27705, USA
Phone (919) 383-4500
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 4:00 PM Saturday: Closed Sunday: Closed
Directions
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Edward Jones - Financial Advisor: Chris Shella
SEC File# 801-3297
CRD# 250
Location 3620 Shannon Rd, Durham, NC 27707, USA
Phone (919) 419-1761
Directions
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Rosewood Wealth Management
5 out of 5
Location 5107 Southpark Dr suite 201-b, Durham, NC 27713, USA
Phone (919) 391-3446
Directions
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Erickson Advisors - Financial Planners
Location 3001 Academy Rd #110, Durham, NC 27707, USA
Phone (919) 595-0619
Directions
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Edward Jones - Financial Advisor: Julie G Kelly, CFP®|CRPC®
SEC File# 801-3297
CRD# 250
Location 3100 Tower Blvd Suite 1615, Durham, NC 27707, USA
Phone (919) 489-8111
Directions
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Piedmont Investment Advisors
SEC File# 801-51407
CRD# 111126
3 out of 5
Location 2605 Meridian Pkwy STE 105, Durham, NC 27713, USA
Phone (919) 688-8600
Directions
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Bull City Advisors LLC
Location 807 E Main St, Durham, NC 27701, USA
Phone (919) 680-0111
Directions
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Lily Wealth Partners
Location 555 S Mangum St Suite 100, Durham, NC 27701, USA
Phone (984) 888-5555
Directions
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Hans Scheil Certified Financial Planner TM
Location 2530 Meridian Pkwy, Durham, NC 27713, USA
Phone (919) 535-8261
Directions
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Edward Jones - Financial Advisor: Craige Summers, CFP®|ChFC®|CLU®
SEC File# 801-3297
CRD# 250
5 out of 5
Location 2200 W Main St Ste A160, Durham, NC 27705, USA
Phone (919) 956-5959
Directions
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Sycamore Financial Planning, LLC
Location 1005 Slater Rd #320, Durham, NC 27703, USA
Phone (919) 213-1737
Directions
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Southpoint Advisors - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 1415 W North Carolina 54 Ste 115, Durham, NC 27707, USA
Phone (919) 403-0071
Directions
Financial Advisors in Durham County, NC

Where Certified Financial Advisors in Durham County, NC Serve

Durham County, NC is a bustling hub of activity with a plethora of landmarks, top employers, major highways and streets, and neighborhoods. From the iconic Duke University Chapel to the historic Durham Bulls Athletic Park, there is no shortage of attractions to explore. The county is home to several major employers such as Duke University and Health System, IBM, and Fidelity Investments, providing ample job opportunities for residents. Major highways and streets such as I-85, US-70, and NC-147 make transportation easy and accessible. Neighborhoods like Brightleaf Square and American Tobacco Campus offer a unique blend of history and modernity, while others like Duke Park and Trinity Park provide a more tranquil and residential feel. With so much to offer, Durham County is a vibrant and exciting place to call home.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Durham County, NC can benefit greatly from the guidance of a financial advisor. One of the most common ways a financial advisor can help is by assisting with retirement planning. Durham County has a large aging population, and many residents may not have enough saved up for a comfortable retirement. A financial advisor can help them create a personalized retirement plan, including strategies for saving and investing, as well as navigating Social Security and Medicare. Additionally, a financial advisor can provide guidance on managing debt, creating a budget, and planning for major expenses such as buying a home or paying for college. With the help of a financial advisor, residents of Durham County can feel more confident about their financial future and achieve their long-term goals.

Insurance Broker

Residents of Durham County, NC can benefit greatly from the services of an insurance broker. With the ever-changing landscape of healthcare and insurance policies, it can be overwhelming to navigate the options and find the best coverage for their needs and budget. An insurance broker can help Durham County residents by providing personalized guidance and advice on selecting the right insurance plans, including health, life, auto, and home insurance. They can also assist with claims and provide ongoing support to ensure that residents are getting the most out of their policies. Specifically, Durham County has a diverse population with varying healthcare needs, and an insurance broker can help residents find insurance plans that cater to their specific needs and preferences.

Retirement Planning

Residents of Durham County, NC can benefit greatly from the services of a retirement planner. With a rapidly growing population and a diverse economy, Durham County presents unique challenges and opportunities for retirement planning. A retirement planner can help residents navigate the many options available for retirement savings, including 401(k) plans, IRAs, and other investment vehicles. They can also provide guidance on how to manage debt, budget for retirement expenses, and plan for healthcare costs. Additionally, a retirement planner can assist residents in maximizing their Social Security benefits and creating a comprehensive estate plan. With the help of a skilled retirement planner, residents of Durham County can feel confident in their retirement planning and enjoy a secure financial future.

Wealth Management

Residents of Durham County, NC can benefit from the expertise of a wealth manager in a variety of ways. For example, a wealth manager can help individuals and families in Durham County plan for their financial future by creating a customized investment portfolio that aligns with their goals and risk tolerance. Additionally, a wealth manager can provide guidance on retirement planning, estate planning, and tax planning. One specific aspect of Durham County that a wealth manager could address is the potential impact of the region's booming technology industry on residents' financial planning. As the Research Triangle Park continues to attract new businesses and talent, a wealth manager can help Durham County residents stay informed about the latest trends and opportunities in the local economy, and adjust their investment strategies accordingly.

Mortgage Loan Officer

Residents of Durham County, NC can benefit greatly from the services of a mortgage loan officer. Whether they are first-time homebuyers or looking to refinance their current mortgage, a loan officer can provide valuable guidance and support throughout the process. Specifically, Durham County is known for its diverse population and thriving tech industry. A knowledgeable loan officer can help residents navigate the unique challenges and opportunities of the local housing market, including finding affordable homes in desirable neighborhoods and securing financing for high-tech homes with advanced features. With the help of a mortgage loan officer, residents of Durham County can achieve their dream of homeownership and build a strong financial future.

Tax Services

Residents of Durham County, NC could benefit from the assistance of a tax advisor in a number of ways. For example, a tax advisor could help residents navigate the complex tax laws and regulations that are specific to Durham County. This might include understanding local tax rates, filing requirements, and deductions that are unique to the area. Additionally, a tax advisor could help residents identify ways to minimize their tax liability, such as by taking advantage of tax credits and deductions, or by structuring their finances in a tax-efficient manner. Ultimately, working with a tax advisor can help residents of Durham County better understand their tax obligations and make informed decisions about their finances.

Estate Planning Lawyer

Residents of Durham County, NC can benefit greatly from the services of an estate planning lawyer. One of the most common ways an estate planning lawyer can help is by creating a comprehensive plan to distribute assets after death. This is especially important for residents of Durham County, NC, as it is home to a diverse population with varying financial backgrounds. An estate planning lawyer can help ensure that assets are distributed fairly and in accordance with the wishes of the deceased. Additionally, an estate planning lawyer can assist with creating a plan to minimize tax liabilities and protect assets from creditors. Overall, the expertise of an estate planning lawyer can provide peace of mind and security for residents of Durham County, NC.

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FAQs About Personal Financial Advisors in Durham County, NC