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TOP 30 Estate and legacy planning in North Carolina
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Hicks-Guinn Law
Hicks-Guinn Law, located at 1026 Jay Street in Charlotte, North Carolina, is a law firm dedicated to helping individuals, families, and businesses understand their legal options and create effective plans for the future. Specializing in estate planning, Hicks-Guinn Law ensures that your assets, legacy, and preferences are protected and passed on according to your wishes. Their comprehensive range of services includes wills and trusts, guardianships, business succession planning, estate administration, and more. Attorney Robyn Hicks-Guinn brings a wealth of knowledge and personal experience to her practice, ensuring that each client receives personalized and empathetic guidance. Whether you need assistance with estate planning, personal injury, wrongful death, or general corporate counsel, Hicks-Guinn Law is committed to finding the best legal solutions for your needs. With a focus on compassion and professionalism, Hicks-Guinn Law makes the estate planning process easy and stress-free, helping you secure the future for your loved ones.
Hopler, Wilms, & Hanna PLLC
Hopler, Wilms, & Hanna PLLC is a prestigious law firm located at 2314 South Miami Boulevard in Durham, North Carolina. Our team of award-winning attorneys specializes in Estate Planning, Probate, Business, Litigation, and other important legal matters. With offices conveniently located in Durham/RTP and Sanford, NC, we are dedicated to protecting the present and future for North Carolina families and businesses. Whether you need assistance with creating or revising a Will or Trust, navigating Probate, or handling business-related legal issues, our experienced attorneys are here to guide you through the process. We strive to provide our clients with all the information they need to make informed decisions about their legal needs.
Reznik Law, PLLC
Reznik Law, PLLC is a boutique law firm located at 200 Cascade Pointe Lane in Cary, North Carolina, United States. Specializing in estate planning, we offer personalized services to individuals, families, and businesses. Our team creates custom estate plans tailored to each client's unique needs, focusing on client education to ensure understanding and ease of execution. Services include wills, trusts, powers of attorney, advanced directives, living wills, and guardianship letters. For small business owners, we help protect their business legacy and ensure a smooth transition to intended recipients. Contact us via our website form or email at info@orlyrezniklaw.com for a prompt response within 2 business days.
Edwards Beightol, LLC
Edwards Beightol, LLC is a law firm located at 1033 Oberlin Road in Raleigh, North Carolina. Our team of committed lawyers specializes in handling serious personal injury cases, including catastrophic injuries and wrongful death. We take the time to get to know each client personally, so we can effectively advocate for their needs and hopes. With decades of experience, we have fought for our clients in their most difficult moments, recovering tens of millions of dollars on their behalf. Our attorneys have been nationally and locally recognized for their quality representation, hard work, and dedication.
Elder Care Law Firm
The Elder Care Law Firm, PLLC, located at 2547 Ravenhill Drive in Fayetteville, North Carolina, has been providing comprehensive and compassionate elder law, estate planning, and long-term care planning services to families throughout the state since 2001. Whether you are facing urgent situations with a loved one entering a long-term care facility or looking to plan for your own future, our team is here to help. We offer free consultations to new clients and flat-fee services to ensure you receive top-quality legal care without breaking the bank. Our experienced attorneys can guide you through important decisions such as wills vs. trusts to protect your legacy, and help you navigate the complex requirements of Medicaid, a joint state and federal program. Even if you have limited resources, we can assist you in creating an estate plan that meets your needs and secures your family's future. Contact us today to learn more about how we can support you and your loved ones in planning for retirement and beyond.
Carla Souther Hauser Signature Wealth Strategies - Raymond James
Carla Souther Hauser Signature Wealth Strategies - Raymond James is a leading finance institution located in North Wilkesboro, North Carolina. Our team of experienced professionals provide personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, we offer tailored investment strategies and financial planning solutions to meet the unique needs of each individual. Visit us at 100 9th Street to learn how we can help you secure your financial future.
Maestro Wealth Advisors
Maestro Wealth Advisors, located at 755 Highland Oaks Drive in Winston-Salem, North Carolina, is a finance institution that acts as your conductor in guiding you through retirement decisions. With expertise and experience that cannot be duplicated, Maestro Wealth Advisors helps harmonize all components of retirement, from investment decisions to legacy planning. Their process involves listening to your current situation, adjusting your plan, executing it, and building a relationship to address new needs as they arise. They provide education, consider tax laws, beneficiary designations, insurance, and estate documents to ensure accuracy in your strategy. By staying the course and communicating regularly, Maestro Wealth Advisors helps you get the most out of your investments and achieve your financial goals. Their Market Briefs, Blogs, and Podcast offer insight and education on financial markets and the current economic climate. Maestro Wealth Advisors takes data privacy seriously, with safeguards in place to protect your information. They do not disclose or sell your information to anyone and only share it with specified parties. The institution offers advisory services to clients where they are properly licensed or exempt from licensure. By accessing their website, you agree to be bound by their Terms of Use, which may change without prior notice. The content on their website is protected by copyright and may not be copied or altered without permission. Maestro Wealth Advisors is dedicated to helping you achieve your financial goals and providing valuable resources for financial planning strategies.
Mitchell Wealth Management Group
Mitchell Wealth Management Group is a leading finance institution located at 4622 Country Club Road in Winston-Salem, North Carolina, United States. With a team of experienced financial advisors, they provide personalized wealth management services to help clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or managing your assets, Mitchell Wealth Management Group offers expert guidance and tailored solutions to meet your needs. Trust in their expertise and dedication to help you secure a stable financial future.
Cannon Wealth Management, LLC
Cannon Wealth Management, LLC is a finance institution located at 2160 Country Club Road in Winston-Salem, North Carolina, United States. When your financial strategy is off target, your goals, retirement savings, and legacy can suffer. That's where Cannon Wealth Management comes in. Our financial professionals provide a comprehensive view of your financial health, including investment, retirement, tax planning, risk management/insurance, cash flow management, and estate planning. If you're interested in joining our dynamic team, reach out to us today. Securities are offered by Registered Representatives through Private Client Services, Member FINRA/SIPC, while advisory products and services are offered by Investment Advisory Representatives through Cannon Wealth Management, a Registered Investment Advisor. Our Advisors are Securities Registered in CA, FL, NC, OH, OR, VA, and WY, and offer advisory products and services in those states as well. Be sure to check the background of our investment professionals before making any decisions.
Pinnacle Financial Group
Pinnacle Financial Group is a reputable finance and insurance agency located at 1805 Williams Road in Monroe, North Carolina, United States. Our experienced team of professionals is dedicated to providing top-notch financial services to individuals and businesses alike. Whether you are looking for insurance coverage or financial planning assistance, we are here to help you reach your goals and secure your future. Visit us today to learn more about our services and how we can assist you in achieving financial success.
Beacon Pointe Advisors
Beacon Pointe Advisors is a finance institution located in Charlotte, North Carolina. They provide Investment Advisory Services, Financial Planning, Wealth Management, and Retirement Plan Services. As one of the largest Registered Investment Advisor firms in the nation, Beacon Pointe works with institutions, defined contribution plans, individuals, and families. Their team of investment advisors and financial planners focus on full-service financial planning and research-driven investments. They offer a holistic allWEALTH® approach that covers wealth and retirement planning, estate and tax strategy planning, insurance reviews, charitable giving, education planning, values-based investing, life transition support, and financial planning for business owners and multi-generational family wealth and legacy planning. The institution aims to assist clients with their investment portfolio and financial planning needs. The team at Beacon Pointe is dedicated to providing an elevated service experience for clients and building strong relationships. They offer customized solutions to help clients meet their financial goals and legacy objectives. The team includes experienced professionals such as Andrew, Brendan, Christine, Jacqui, Jeff, and Jennifer, who bring a wealth of knowledge and expertise to the table. Whether virtually or at their Charlotte office, Beacon Pointe Advisors looks forward to connecting with clients and assisting them in achieving financial success.
New York Life Insurance Company Anthony Gladney
New York Life Insurance Company Anthony Gladney, located at 6100 Fairview Road, Charlotte, North Carolina, is a reputable insurance agency offering a wide range of permanent policies with guaranteed death benefits and cash value that grows over time. Their long-term coverage options are highly customizable to fit your needs and budget, with the ability to invest your policy's cash value in the market. They provide coverage for everyday tasks, lost income due to sickness or injury, and offer professionally managed investments with potential market gains. Additionally, they offer bundled investments with low fees, designed to help pay for education expenses or provide income for as long as needed.
Harbor Financial Group
Harbor Financial Group is a leading finance institution located at 102 Hidden Pastures Drive in Cramerton, North Carolina, United States. Our experienced team of financial experts is dedicated to providing personalized financial solutions to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, or estate planning, Harbor Financial Group is here to help. Contact us today to schedule a consultation and take the first step towards a secure financial future.
CayDen Wealth Management
CayDen Wealth Management is a leading finance institution located at 2015 Ayrsley Town Boulevard in Charlotte, North Carolina. Our team of expert financial advisors is dedicated to helping clients achieve their financial goals and secure their future. With a focus on personalized wealth management strategies, CayDen Wealth Management offers a range of services including investment planning, retirement planning, and estate planning. Trust us to provide you with comprehensive financial solutions tailored to your individual needs. Visit us today to start building a secure financial future.
David R. Balok Wealth Management, Inc.
David R. Balok Wealth Management, Inc. is a reputable finance institution located in Denver, North Carolina, United States. With a focus on providing comprehensive wealth management services, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial futures. Whether you are looking for investment advice, retirement planning, or estate planning services, we are here to provide personalized solutions tailored to your individual needs. Trust David R. Balok Wealth Management, Inc. to guide you towards financial success and peace of mind.
DKD Wealth Strategies Group
DKD Wealth Strategies Group is a leading finance and insurance agency located at 6235 Carnegie Boulevard in Charlotte, North Carolina. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through personalized wealth management strategies. Whether you are looking to plan for retirement, protect your assets, or grow your investments, we are here to provide expert guidance and support every step of the way. Contact us today to schedule a consultation and start building a secure financial future with DKD Wealth Strategies Group.
Quest - Advisory, Business Succession & M&A
Quest is a finance institution located at 215 South Main Street in Davidson, North Carolina, United States. Specializing in advisory, business succession, and M&A services, Quest is dedicated to helping business owners make informed decisions that lead to successful outcomes. Serving the Southeast region of the United States, Quest focuses on increasing business value, supporting estate and tax plans, and helping business owners achieve their liquidity goals during transitions. With expertise in industries such as Manufacturing, Construction, Technology, and Real Estate, Quest offers services including business valuations, M&A, succession planning, and management buyouts. The institution operates as an extended team to business owners, providing strategic guidance and support to align business and personal goals. Through packages such as Explore, Grow, Change, and Legacy, Quest helps business owners plan for the future, grow their businesses, navigate transitions, and secure their legacies. With a focus on collaboration and mutual success, Quest leverages partnerships to deliver innovative solutions and exceptional value to clients. Learn more about how Quest has helped clients achieve tax savings, increased revenue, and successful business sales.
BGW Wealth
BGW Wealth is a finance institution located at 1616 Camden Road in Charlotte, North Carolina, United States. With a deep understanding that there is no one-size-fits-all approach to wealth management, BGW Wealth offers a comprehensive range of services tailored to the unique needs of each individual and business owner. Led by Owner & CEO, Ben McDonald, the team at BGW Wealth brings decades of business ownership experience to the table, offering expertise in areas such as business valuation, operational agreements, succession planning, estate planning, and tax strategies. In partnership with BGW CPA, the institution provides a holistic wealth management process that goes beyond simply picking investments, encompassing tax strategies, investment management, financial planning, estate strategies, and more.
JP Financial Group,LLC
JP Financial Group, LLC is a finance institution located at 801 East Morehead Street in Charlotte, North Carolina, United States. Our team of experienced financial advisors and professionals are dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, we are here to provide personalized solutions tailored to your needs. At JP Financial Group, LLC, we prioritize transparency, integrity, and customer service to ensure that our clients receive the highest level of care and support. Contact us today to learn more about how we can help you secure your financial future.
TriCapital Wealth Management
TriCapital Wealth Management is a finance institution located in Charlotte, North Carolina, dedicated to helping clients build and manage wealth for their lifetimes and beyond. Whether you are facing major life decisions, inheriting significant assets, going through a divorce, or handling finances alone after the loss of a spouse, our team of financial advisors is here to provide guidance and support. We specialize in creating wealth management strategies that provide a retirement income stream that outlives our clients. Our mission is to help you feel confident in your long-term financial planning and build lasting relationships based on trust and integrity.
C.E. Wealth Group, LLC
C.E. Wealth Group, LLC is a finance institution located at 3540 Toringdon Way in Charlotte, North Carolina, United States. We specialize in providing comprehensive wealth management services to individuals, families, and businesses. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized investment strategies, retirement planning, and estate planning. Whether you are looking to grow your wealth, protect your assets, or plan for the future, C.E. Wealth Group, LLC is here to help you every step of the way. Contact us today to schedule a consultation.
CAV_OK Family Office
CAV_OK Family Office is a finance institution located at 215 South Main Street in Davidson, North Carolina, United States. Our office provides comprehensive financial services and wealth management solutions to high-net-worth families and individuals. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Contact us today to learn more about how we can assist you with your financial needs.
Delegate Advisors
Delegate Advisors is a premier financial institution located in Chapel Hill, North Carolina, United States. Our team of experienced advisors provide personalized financial planning and investment management services to individuals, families, and businesses. With a focus on building long-term relationships and helping clients achieve their financial goals, Delegate Advisors offers a comprehensive range of services including retirement planning, estate planning, tax optimization, and risk management. Visit us at 101 Glen Lennox Drive to learn more about how we can help you secure your financial future.
Merrill Lynch Wealth Management
Merrill Lynch Wealth Management, located at 1414 Raleigh Road, Chapel Hill, North Carolina, United States, is a finance institution dedicated to providing comprehensive wealth planning services to individuals, families, business owners, executives, and institutions. With a team of experienced advisors, the institution offers personalized financial strategies tailored to meet each client's unique goals and challenges. In addition to wealth planning advice, the advisors can assist with retirement income planning, concentrated stock positions, traditional investments, and estate planning services through Bank of America. The institution is committed to client service, community involvement, and helping clients achieve their long-term financial objectives. By leveraging the resources of Merrill Lynch Wealth Management, clients have access to industry-leading insights, technology, and expertise to navigate the ever-changing financial landscape. Whether clients are preparing for retirement, managing investments, or planning for future generations, the advisors at Merrill Lynch are dedicated to putting their clients' interests first and helping them reach their financial goals.
Hicks & Associates Wealth Management
Hicks & Associates Wealth Management is a premier finance institution located at 1225 Crescent Green in Cary, North Carolina, United States. Our team of experienced financial advisors specializes in providing personalized wealth management services to help our clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or looking to grow your wealth, Hicks & Associates is here to help. Contact us today to schedule a consultation and start building a secure financial future.
Honeycutt Wealth Management Inc.
Honeycutt Wealth Management Inc. is a leading finance institution located at 3737 Glenwood Avenue in Raleigh, North Carolina, United States. Specializing in wealth management services, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their future. With a focus on personalized strategies and exceptional customer service, Honeycutt Wealth Management Inc. is committed to providing top-tier financial solutions tailored to each client's unique needs. Contact us today to learn more about how we can help you build and protect your wealth.
Trust Company of North Carolina
Trust Company of North Carolina, located at 100 West Chatham Street in Cary, North Carolina, is a finance institution that offers wealth management services to help clients optimize and plan for their financial well-being. With a solution-based approach, our experienced team takes the time to understand each client's unique financial goals and needs, serving as their financial advocate. We prioritize client privacy and confidentiality, ensuring that all customer data is kept secure. Our personalized solutions consider both long and short-term goals, helping clients develop the right financial plan. Trust Company of North Carolina is dedicated to supporting every aspect of our clients' financial lives, providing guidance and wealth-building strategies for long-term success. Our fiduciary duty means we act in our clients' best interests, offering advice that is tailored to their comprehensive financial picture. Trust Company of North Carolina does not sell commissioned products or packages, instead focusing on providing cost-effective investments to meet client goals. Clients must have at least $500,000 to open accounts initially, with a goal of reaching $1,000,000 within the first 24 months. A trust with Trust Company of North Carolina provides financial protection, privacy, and a structure for delivering resources to multiple beneficiaries. Our wealth management services have been praised by clients for their focus on individual needs and successful portfolio management. Visit our website for the latest news releases and important announcements. Please note that investments are not FDIC insured and may lose value, and credit products are subject to approval. Trust Company of North Carolina is committed to helping clients achieve their financial goals with integrity and transparency.
Agins Wealth Management of Raymond James
Agins Wealth Management of Raymond James is a leading finance institution located at 3515 Glenwood Avenue in Raleigh, North Carolina, United States. With a focus on providing personalized wealth management services, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are looking to plan for retirement, invest for the future, or manage your assets, we offer tailored solutions to meet your individual needs. Trust Agins Wealth Management of Raymond James to provide expert guidance and support as you navigate the complexities of the financial world.
Bowers Private Wealth Management
Bowers Private Wealth Management is a prestigious finance and insurance agency located at 260 West Millbrook Road in Raleigh, North Carolina, United States. With a reputation for providing top-notch financial services tailored to individual needs, our team of experts is dedicated to helping clients achieve their financial goals and secure their future. Trust Bowers Private Wealth Management for personalized wealth management solutions that prioritize your financial well-being and peace of mind.
R Scott Davidson III - Financial Advisor, Ameriprise Financial Services, LLC
R Scott Davidson III is a financial advisor at Ameriprise Financial Services, LLC located at 128 Meadowview Drive, Boone, North Carolina, United States. He holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate his expertise in asset management, estate planning, retirement planning, investment management, and various other financial planning areas. He is dedicated to providing comprehensive and personalized financial advice to individuals, retirees, small business owners, and high net worth clients. With a focus on ethics and continuing education, R Scott Davidson III is committed to helping clients achieve their financial goals and secure their financial future.
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