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Financial Planners in North Carolina

There are 49 recommended Financial Planners in North Carolina. Read reviews from people you know to find the best Financial Planner.

Review by Walter H. Allen

This is a man of principle. Orlando is a dear and trusted fraternity brother, a veteran who has served this country in military theatres overseas and a constant source of strength. Here's all you need to know about Orlando: manhood, scholarship and perseverance aren't simply principles to him. They are burned on the hard-drive of his life. One encounter with him and you will understand what I mean. You can trust this professional.

Walter Allen, DMDL EStates
Weitz & Luxenberg, NYC
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Review by Leslie Wells

I met Nick in a BNI group over three years ago. Shortly after meeting him, I realized that he could help me with my investments for retirement and my children's educations and he has done just that. Our investments for retirement have grown an average of about 20% per year. Who wouldn't want that! Since that time, I have referred two other clients for Nick and am currently working on more. If you, your , family or friends are getting tired of trying to manage your own accounts or are young and just starting out, you need Nick to help you. He is honest, dependable, knowledgable, (did I mention he recently received his national certification? and he majored in financial planning as his education so this is what he has always wanted to do in life!) Please give your consideration to Nick if you are looking for a great planner. Since investing with him, Nick has not only become my planner, he is a true family friend.See MoreRead Less

Review by Pradyumna Upadrashta

Amazing recruiter who knows his clients well and gets them to where they need to be in their careers. He is also very engaging - Charles takes time to really understand your background, interests, experience, and spends time in coaching you to better prepare you for any meetings/interviews with potential employers, etc. - this is very uncommon with most recruiters.See MoreRead Less

Review by Martha Barkley

I first met Bobby when he was working for another company that was doing business with the company I was working for. I got to know the type of person he was. I had a 401K from a former employer that I wanted to move and I heard Bobby had changed jobs and was working for Salem so I thought of him. Bobby was someone I knew I could trust and I felt safe with what he told me about my plan. He explained things so I could understand them. Later when my husbands company closed we also contacted Bobby to handle his 401K. Bobby stands out to me because he cares for the people that he helps and keeps in contact. Some other people we have known never can be found or you have a hard time getting in touch with them. I would recommend Bobby to anyone,See MoreRead Less

Review by Nicole Johnson

Hilary is a great person inside and out of the business world as well as a hard worker. She understands what is expected of her duties and constantly goes above and beyond to fulfill her clients inquires. Working with Hilary at the bank gave me experience with what kind of person she was as a whole. She has a lot of industry knowledge and is someone I enjoyed learning what she had to share. She is kind hearted and determined to put the needs of others first but at the same time going that extra mile for the client. I truly miss working with such a great person.See MoreRead Less

Review by Elaine Haraway

I have known Jarrett Meadors and his family
for a long time. But it was eight years ago that
I came to know Jarrett, the Financial Advisor.
I had been going back and forth on whether to
purchase long-term care insurance. Jarrett sat
down with me and explained the advantages of
having LTC and the peace of mind it gives one in
the event it is needed in the future.

Jarrett has also advised me on other aspects of
financial management. I am impressed with
his knowledge of product, his maturity, his integrity, and his sensitivity to his client's needs.
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Review by Sue Scott

Beware of this poster, Kevin Philip Ryan also goes by name of PennyKing and his accomplis James E Farquharson, he is scamming people with job offers. And his stock picks, very suspect. Usually calls a pick after it has run up, oldest trick in the book.

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Review by Laurie Howell

Caron is a smart and energetic business woman who gives her best effort every time she jumps into a project.

Review by Joe Norman

Bob is amoung the 1% that understands what is happening to our paper currency. Follow his advice now and you will be safe in the future.

Review by Nancy Harvey

Words cannot express my feelings for Stetson House LTD. His design sense is devine! He is a joy to work with and always surprizes me with a new fresh approach. The Elizabethan Gardens becomes more enchanting everytime we work with him. What an elegant man! What a great team!See MoreRead Less