Estate planning attorney in Winston-Salem, North Carolina

Julie L. Bell is a reputable law firm located at 2140 Country Club Road in Winston-Salem, North Carolina, United States. Specializing in various legal areas, the institution is dedicated to providing expert legal advice and representation to clients in need. With a team of experienced lawyers, Julie L. Bell is committed to upholding the highest standards of professionalism and integrity in every case they handle. Whether you are facing a personal injury claim, need assistance with estate planning, or require representation in a criminal matter, Julie L. Bell is here to help. Trust in their expertise and dedication to achieve the best possible outcome for your legal needs.

High Meadows Wealth Management - D.A. Davidson & Co. is a finance institution located at 370 Knollwood Street in Winston-Salem, North Carolina, United States. As financial advisors with D.A. Davidson & Co., they provide a disciplined, integrated approach to managing various aspects of financial life, including investments, cash flow, insurance, debt, and long-term financial, retirement, and estate plans. Their wealth management plan aims to align all these components for a comprehensive financial strategy. Visitors to their website can find valuable information, educational articles, and calculators to evaluate their current financial position and progress towards their goals. Securities, investment services, annuity, and insurance products are offered through D.A. Davidson & Co., member SIPC. Clients can discuss taxes, accounting, and estate planning with their D.A. Davidson Financial Professional, but must verify information with their own tax advisor, accountant, or attorney. The institution does not provide tax, accounting, or legal advice. The information on their website is not investment advice or a solicitation to buy or sell securities. Visitors can also check the background of the investment professional on the site.

Roger Calhoun is a Financial Advisor at Ameriprise Financial Services, LLC, located at 1365 Westgate Center Drive in Winston-Salem, North Carolina, United States. Roger holds multiple certifications, including 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®, CFP®, 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 Roger's expertise in various aspects of financial planning, including asset management, estate planning, retirement planning, investment management, and more. As a trusted financial advisor, Roger is dedicated to providing personalized financial solutions to help clients achieve their financial goals.