TOP 10 Financial wellness in Chapel Hill, North Carolina

Wells Fargo Bank is a renowned financial institution located at 129 South Estes Drive in Chapel Hill, North Carolina, United States. As a leading bank in the United States, Wells Fargo offers a wide range of banking services, including personal and business accounts, loans, mortgages, and investment options. With a strong presence in the community, Wells Fargo is committed to providing exceptional customer service and innovative financial solutions. Whether you need to withdraw cash from an ATM or speak with a financial advisor, Wells Fargo Bank is here to help you achieve your financial goals.

Merrill Lynch Financial Advisor John R Newbanks is a finance institution located at 6000 Fairview Road, Charlotte, North Carolina, United States. The team at Merrill Lynch is dedicated to understanding your values and helping you achieve your financial goals. John Newbanks, a First Vice President, Wealth Management Advisor, and Portfolio Manager, has been with Merrill Lynch Wealth Management since 1987. He is a Certified Financial Planner (CFP®) and holds a Bachelor of Science degree in Business Administration from the University of North Carolina - Chapel Hill, as well as a Master of Business Administration degree from the University of Notre Dame. The institution offers personalized financial planning services through the Merrill Personal Wealth Analysis™, focusing on your individual goals and priorities. By utilizing the Investment Personality Assessment, they can tailor a financial approach that aligns with your values and preferences. As your life and goals change, Merrill Lynch Wealth Management Advisors will work with you to adjust your financial plan accordingly.

Pisces Financial Advisors, located at 245 Dark Forest Drive in Chapel Hill, North Carolina, is a finance institution that prioritizes the unique needs of each client. Unlike automated calculators and websites, Pisces offers personalized, human-centered financial advice to help clients navigate life's challenges and opportunities. The firm operates as a fiduciary, always putting clients' best interests first. By taking a thoughtful, personalized approach, Pisces aims to build a close-knit community of clients who receive comprehensive financial advice without the pressure of selling products or taking commissions. Founder of Pisces Financial Advisors, the institution offers two main services: Wealth Management and Financial Planning. The Wealth Management service provides ongoing financial planning and investment management, taking into account each client's individual circumstances and goals. The Hourly Planning service, on the other hand, is designed for clients seeking specific financial advice on a project-by-project basis. With a flat fee structure and a commitment to client accountability, Pisces Financial Advisors strives to provide a holistic approach to financial planning that goes beyond just investments.

HCW Retirement & Financial Services is a trusted finance institution located at 305 West Barbee Chapel Road in Chapel Hill, North Carolina. Specializing in retirement planning and financial services, our team of experts is dedicated to helping individuals and families achieve their financial goals. Whether you are looking to plan for retirement, invest for the future, or secure your financial well-being, we are here to provide personalized guidance and support every step of the way. Visit us today to learn more about how HCW Retirement & Financial Services can help you secure a brighter financial future.

Newcomb Financial Advisors, LLC is a trusted institution located at 1340 Environ Way in Chapel Hill, North Carolina, United States. We offer independent and sensible investment advice and management to provide our clients with confidence, clarity, and peace of mind. Our team is dedicated to helping you achieve your financial goals through personalized planning strategies. Contact us today to schedule a no-cost, no-obligation "get acquainted" meeting and start your financial planning journey with us.

Wells Fargo Advisors is a leading financial institution located at 1220 Environ Way in Chapel Hill, North Carolina. As a branch of Wells Fargo, one of the largest financial services companies in the United States, Wells Fargo Advisors offers a wide range of financial services including wealth management, investment advice, retirement planning, and more. With a team of experienced financial advisors, Wells Fargo Advisors is dedicated to helping individuals and businesses achieve their financial goals. Visit their office in Chapel Hill to learn more about their services and how they can help you secure your financial future.

Edward Jones - Financial Advisor: Pat Phelan, CFP®|AAMS™ is a trusted financial institution located at 77 Vilcom Center Drive in Chapel Hill, North Carolina. Pat Phelan, a Certified Financial Planner and Accredited Asset Management Specialist, offers personalized financial advice and investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones provides expert guidance in areas such as retirement planning, wealth management, and estate planning. Whether you are looking to grow your investments or plan for a secure financial future, Pat Phelan and the team at Edward Jones are dedicated to helping you make informed decisions and secure your financial well-being.

Carolina Blue Mini Mart is a one-stop shop located at 117 Old Durham Road in Chapel Hill, North Carolina. Our institution offers a wide range of services including an ATM, convenience store items, financial services, delicious food options, a variety of grocery and supermarket products, as well as a selection of liquor. Whether you need to grab a quick snack, pick up some groceries, or take care of your banking needs, Carolina Blue Mini Mart has you covered. Our friendly staff is ready to assist you with all your needs in a convenient and welcoming environment.

Advantageous is an institution located at 431 West Franklin Street in Chapel Hill, North Carolina, United States. Our mission is to close the racial gap and create a more equitable community through the empowerment of physical, mental, and financial wellness education. We offer high quality youth enrichment services, community events, and programming that benefit underserved populations within the Triangle area. Our curriculum focuses on three areas of wellness: physical, mental, and financial. Our Youth Enrichment Services provide a safe, fun, and educational environment for youth ages 5-12 through afterschool and summer camp programs. These programs use an experiential approach to learning, ensuring that program members learn through real-life experiences.

The UNC Center for Community Capital is a research institution located at 1700 Martin Luther King Junior Boulevard in Chapel Hill, North Carolina. The center focuses on studying and promoting affordable housing and community development strategies to improve the financial well-being of low and moderate-income individuals and families. Through research, education, and partnerships with community organizations, the center works to create innovative solutions to address housing affordability and financial inclusion. With a commitment to social equity and economic empowerment, the UNC Center for Community Capital plays a vital role in advancing sustainable and inclusive communities in North Carolina and beyond.

Paul Odland - State Farm Insurance Agent is a reputable insurance agency located at 8360 Six Forks Road in Raleigh, North Carolina. Paul has been associated with State Farm since 1994 and leads a licensed team that specializes in relocation services to the Raleigh/Durham/Chapel Hill market area, as well as servicing clients in North Carolina, Virginia, South Carolina, Georgia, and Tennessee. They offer comprehensive auto and home insurance solutions throughout the Triangle region. Paul and his team are actively involved in community organizations such as the North Raleigh Rotary, North Raleigh Chamber of Commerce, and Raleigh Chamber of Commerce. With a strong focus on customer service and a commitment to developing future leaders, they are dedicated to helping clients protect what matters most.

Pak Mail is a trusted finance and store institution located at 11312 US Highway 15 501 North in Chapel Hill, North Carolina, United States. We offer a wide range of financial services and products to meet your needs, as well as a convenient store for all your shipping and packing needs. Our friendly and knowledgeable staff is dedicated to providing excellent customer service and ensuring your satisfaction with every visit. Visit us today to experience the Pak Mail difference!

Gahagan Paradis, PLLC is a law firm located in Durham, North Carolina, specializing in education law. They focus on protecting the rights of students and children with disabilities throughout North Carolina, offering services such as guardianship, special education law, and lifespan planning. The firm is dedicated to ensuring that students with disabilities receive a free, appropriate public education (FAPE). The team at Gahagan Paradis, PLLC is led by Stacey Gahagan, who has a background in education and law, and Ann Paradis, who has extensive experience providing legal services to individuals with disabilities. Together, they are committed to advocating for the rights of students and families in special education disputes. Whether you need assistance with education plans, school placement, or college accommodations, Gahagan Paradis, PLLC is here to partner with you to ensure the academic, vocational, and financial well-being of your child. Visit their website for more information on their services and how they can help you navigate the complexities of education law in North Carolina.

Truist Insurance Services, located at 143 East Rosemary Street, Chapel Hill, North Carolina, United States, is an insurance agency that offers a range of personal and commercial banking services, credit cards, loans, and investments. They provide options for cash back rewards and points on purchases, as well as no overdraft-related fees. Truist also offers financial literacy resources and partnerships with companies like TurboTax to provide discounts on federal products. Additionally, they have programs like Truist One Savings and Money and Mindset to help individuals take control of their finances and build better lives. Truist is committed to inspiring and building better communities, working with organizations like the NFL to bring positive change. They also offer promotional offers like the Truist One Checking $400 Online Only Offer, with eligibility requirements and terms and conditions. With services provided by affiliates of Truist Financial Corporation, including Truist Bank, clients can access a range of banking, trust, investment, and insurance services to meet their financial needs.

Personal Finances Management is a leading finance institution located on 1525 East Franklin Street in Chapel Hill, North Carolina. Our mission is to help individuals and families take control of their financial well-being through expert guidance and tailored strategies. Our team of experienced professionals provide comprehensive services including budgeting, investment planning, debt management, retirement planning, and more. Whether you are looking to build wealth, save for the future, or get out of debt, Personal Finances Management is here to help you achieve your financial goals. Visit us today to start your journey towards financial success.

Atlantic Private Wealth is a finance institution located at 308 West Rosemary Street in Chapel Hill, North Carolina. Just like curating the perfect playlist for the soundtrack of your life, we believe in creating a unique formula to plan your financial life. Our team wants to get to know you personally so we can help keep your finances in sync with your goals and aspirations as you progress through life. At Atlantic Private Wealth, we believe that money doesn't matter - it's what it can do for you that truly matters. That's why we start every client relationship with deep conversations to understand your dreams and show you what's possible. Once we understand your goals, we'll customize a plan to help you reach them.

Charles Anderson - Raymond James is a well-established finance institution located at 1380 Environ Way in Chapel Hill, North Carolina. With a strong reputation for providing top-notch financial services, they offer a wide range of investment options and financial planning solutions to help their clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, the experienced team at Charles Anderson - Raymond James is dedicated to providing personalized and professional service to meet your unique needs. Visit them today to start securing your financial future.

Amy Lee Johnston - Morgan Stanley is a well-established finance institution located in Chapel Hill, North Carolina. With a prime location at 6340 Quadrangle Drive, this institution offers a wide range of financial services to individuals and businesses in the area. Whether you are looking for investment advice, retirement planning, or wealth management services, Amy Lee Johnston - Morgan Stanley has a team of experienced professionals ready to assist you. Trust in their expertise and dedication to help you achieve your financial goals.

Healing Connections is a health institution located at 309 West Weaver Street, Carrboro, North Carolina, United States. We offer psychotherapy services to Chapel Hill, Carrboro, and the Triangle area, including holistic body work, homeopathy, and more. Schedule a free session to discover the effectiveness of our treatments, with no obligation. We now offer Zoom and phone call options for some services for clients who prefer not to meet in person. However, please note that not all services can be conducted remotely, so please contact us if you are unsure. We believe in a comprehensive approach to healing that addresses all aspects of the body and mind, as imbalances in one area can affect others.

Buildingstars is a commercial cleaning institution located at 2500 Regency Parkway in Cary, North Carolina, United States. Specializing in personalized and consistent cleaning services for a variety of office spaces, including financial, industrial, educational, and medical offices, as well as corporate headquarters and multi-tenant buildings. Our goal is to provide top-notch commercial cleaning services using efficient processes and skilled professional cleaning teams in Raleigh/Durham. Our green cleaning program is designed to promote employee health, protect the environment, and reduce costs. We offer touch-free soap and paper dispenser solutions to create a healthy environment for employees, tenants, and customers. Our services are available in cities such as Raleigh, Durham, Cary, Chapel Hill, and more.