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Financial Planners in Winston Salem, North Carolina

There are 2 recommended Financial Planners in Winston Salem, NC. 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 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