TOP 30 Integrated financial services in Durham, North Carolina

25 results found

The Student Service Center at Durham, North Carolina, United States, is a vital resource for students attending the university. This institution provides a wide range of services to support students in their academic journey, including enrollment assistance, financial aid guidance, counseling services, and career development support. The dedicated staff at the Student Service Center are committed to helping students navigate their university experience and achieve their academic and personal goals. Whether students need help with scheduling classes, accessing resources, or finding internship opportunities, the Student Service Center is there to provide assistance and support every step of the way.

The NCCU Student Services Building is a central hub for student support and resources at North Carolina Central University. Located at 1801 Fayetteville Street in Durham, North Carolina, this institution provides a wide range of services to enhance the academic and personal success of students. From counseling and career services to financial aid and academic advising, the Student Services Building is dedicated to helping students thrive during their time at NCCU. With a focus on student well-being and development, this university building plays a crucial role in supporting the diverse needs of the student body.

Integrated Life and Financial Planning LLC is an independent financial services firm located at 819 Huntsman Drive in Durham, North Carolina. Founded by Jerry Bergner, AAMS CMFC, the institution takes a unique approach to financial planning. Instead of shaping your life to meet your financial realities, Jerry works with you one-on-one to uncover your most important goals and priorities in life. He then creates a financial strategy that supports those life goals, helping you achieve a more satisfying life. With over 25 years of experience in the financial industry, Jerry has been helping clients with their finances using a well-structured and disciplined approach. His investment management strategies adhere to modern portfolio theory, ensuring a solid foundation for your financial future. Unlike other financial advisors, Jerry believes in keeping excitement out of your finances and instead focuses on structured planning to help you reach your life goals.

Edward Jones - Financial Advisor: Doug Dickerson, CFP®|CRPC™ is a reputable finance institution located at 411 West Chapel Hill Street in Durham, North Carolina, United States. As a Certified Financial Planner and Chartered Retirement Planning Counselor, Doug Dickerson offers expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a strong commitment to integrity and professionalism, Edward Jones - Financial Advisor is dedicated to providing top-notch financial services to individuals and families in the Durham area.

Edward Jones - Financial Advisor: Kendall Weller is a trusted finance institution located at 5826 Fayetteville Road in Durham, North Carolina, United States. With a focus on providing personalized financial advice and guidance, Kendall Weller helps clients achieve their financial goals through a range of services including investment planning, retirement planning, and wealth management. With a commitment to integrity and professionalism, clients can trust Edward Jones - Financial Advisor: Kendall Weller to provide expert financial advice tailored to their individual needs.

Edward Jones - Financial Advisor: Derek J Parrish, AAMS™ is a reputable finance institution located at 100 Capitola Drive in Durham, North Carolina, United States. As a trusted financial advisor, Derek J Parrish, AAMS™ provides personalized investment and wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, clients can feel confident in their financial decisions with the guidance of Derek J Parrish, AAMS™ at Edward Jones.

Edward Jones - Financial Advisor: Ryan S Kelly, CFP® is a reputable financial institution located at 7806 North Carolina 751 in Durham, North Carolina. As a Certified Financial Planner, Ryan S Kelly offers expert financial advice and services to help clients achieve their financial goals. Whether you are looking to plan for retirement, save for your child's education, or invest wisely, Ryan S Kelly is dedicated to providing personalized and comprehensive financial solutions. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Ryan S Kelly, CFP® is committed to helping clients secure their financial future.

Edward Jones - Financial Advisor: Henry H Newton, AAMS™ is a reputable finance institution located at 2451 Croasdaile Farm Parkway in Durham, North Carolina, United States. Specializing in personalized financial planning and investment services, Henry H Newton, AAMS™ is dedicated to helping clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones provides expert guidance and tailored solutions to individuals and families seeking to secure their financial future. Visit their office today to start planning for a brighter tomorrow.

Edward Jones - Financial Advisor: Rodney E Hooks Jr, AAMS™ is a reputable finance institution located at 3200 Croasdaile Drive in Durham, North Carolina, United States. Rodney E Hooks Jr, AAMS™ is a skilled financial advisor who provides personalized investment and wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones is committed to providing top-notch financial guidance and support to individuals and families in the Durham area.

Edward Jones - Financial Advisor: Tamra K Ellis is a reputable financial institution located at 1530 North Gregson Street in Durham, North Carolina, United States. Specializing in providing personalized financial advice and services, Tamra K Ellis offers expert guidance to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Tamra K Ellis is dedicated to helping individuals and families make informed decisions about their financial future. Whether you are planning for retirement, saving for college, or investing for the future, Tamra K Ellis is committed to helping you navigate the complexities of finance with confidence and peace of mind.

Edward Jones - Financial Advisor: Mary-Charles Nassif, CFP®|ChFC® is a reputable finance institution located at 3620 Shannon Road in Durham, North Carolina, United States. Mary-Charles Nassif is a Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC®) who provides personalized financial advice and services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Mary-Charles Nassif offers comprehensive financial planning, investment management, retirement planning, and more. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Edward Jones - Financial Advisor: Mary-Charles Nassif, CFP®|ChFC® is committed to helping you navigate the complexities of the financial world and make informed decisions for a secure financial future.

Integrated WealthCare is a leading finance institution located at 3100 Tower Boulevard in Durham, North Carolina, United States. Our team of experienced professionals is dedicated to providing comprehensive wealth management services tailored to meet the unique needs and goals of each of our clients. From investment planning to retirement strategies, we offer a full range of financial services designed to help individuals and families achieve their financial objectives. Trust Integrated WealthCare to provide personalized solutions and expert advice to help you secure your financial future.

Lafreita Whitehead - TIAA Financial Consultant is a trusted finance institution located at 5425 Page Road in Durham, North Carolina. As a dedicated TIAA financial consultant, Lafreita Whitehead provides expert financial advice and services to help clients achieve their financial goals. With a commitment to integrity and professionalism, Lafreita Whitehead offers personalized financial solutions tailored to each client's unique needs. Whether you are planning for retirement, saving for college, or investing for the future, Lafreita Whitehead is here to guide you every step of the way. Visit our office today to start building a solid financial foundation for a secure tomorrow.

Integrity Professional Services is a trusted accounting and finance institution located at 3622 Lyckan Parkway in Durham, North Carolina, United States. Our team of experienced professionals is dedicated to providing top-notch financial services with integrity and reliability. Whether you need assistance with tax preparation, bookkeeping, or financial planning, our experts are here to help. Trust Integrity Professional Services for all your accounting and finance needs.

Heritage LLC is a renowned health institution located at 1291 O'Kelly Chapel Road in Durham, North Carolina, United States. Our dedicated team of healthcare professionals is committed to providing high-quality medical care and personalized treatment plans to meet the unique needs of each patient. With a focus on holistic wellness and preventative care, Heritage LLC offers a wide range of services to promote overall health and well-being. Visit us today and experience the difference at Heritage LLC.

Notary Public- Holly Stringer is a reputable finance institution located at 300 Muldee Street in Durham, North Carolina, United States. As a notary public, Holly Stringer offers professional services such as witnessing signatures, administering oaths, and verifying documents. With a commitment to accuracy and integrity, clients can trust Holly Stringer to handle their important financial and legal transactions with precision and care.

The Law Offices of James D. Williams, Jr. is a reputable finance and legal institution located at 3200 Croasdaile Drive in Durham, North Carolina, United States. With a focus on providing expert legal services, attorney James D. Williams, Jr. and his team are dedicated to representing their clients with professionalism and integrity. Specializing in various areas of law, including finance, the firm offers personalized legal solutions tailored to meet the individual needs of each client. Whether you are seeking legal advice for financial matters or require representation in a legal dispute, The Law Offices of James D. Williams, Jr. is committed to delivering excellent service and achieving positive outcomes for their clients.

Bergner Jerry, located at 5850 Fayetteville Road in Durham, North Carolina, is an independent financial services firm founded by Jerry Bergner, AAMS CMFC. With a focus on integrated life and financial planning, Jerry works closely with clients to uncover their most important goals and priorities in life, creating a financial strategy that supports those goals. Unlike other financial advisors who may shape your life to meet financial realities, Jerry aims to improve your financial reality so you can achieve your life goals. With over 25 years of experience, Jerry utilizes time-tested strategies in investment management that adhere to modern portfolio theory.

Paul Scheible, CPA, PLLC is a reputable accounting and finance institution located at 3400 Croasdaile Drive in Durham, North Carolina, United States. With a team of experienced professionals led by Paul Scheible, a certified public accountant, the institution offers a wide range of financial services to individuals and businesses. From tax preparation and planning to auditing and consulting, Paul Scheible, CPA, PLLC is committed to providing top-notch financial solutions tailored to meet the unique needs of each client. With a focus on integrity, professionalism, and excellence, this institution is dedicated to helping clients achieve their financial goals and navigate the complexities of the financial world.

Anthony F. Armento, CPA, PC is a reputable accounting and finance institution located at 1502 North Carolina 54 in Durham, North Carolina, United States. With a team of experienced professionals led by certified public accountant Anthony F. Armento, this institution offers a wide range of financial services to individuals and businesses. From tax preparation and auditing to financial planning and consulting, clients can trust Anthony F. Armento, CPA, PC to provide expert advice and personalized solutions to meet their financial needs. With a commitment to excellence and integrity, this institution is dedicated to helping clients achieve their financial goals and secure their financial future.

Lipkin CPA, PLLC is a reputable accounting and finance institution located at 20 West Colony Place in Durham, North Carolina, United States. Our team of experienced professionals offers a wide range of services including tax planning, financial consulting, auditing, and more. We are dedicated to providing high-quality and personalized solutions to meet the unique needs of our clients. With a commitment to excellence and integrity, Lipkin CPA, PLLC is the trusted partner for all your accounting and financial needs.

Carson Wealth is a finance institution located at 555 Fayetteville Street, Raleigh, North Carolina, United States. Our financial advisors work with small business owners, military veterans, and individuals starting their financial journey to create custom solutions tailored to their needs. We strive to explain complex financial concepts in a way that empowers our clients to make informed decisions. Our services include financial planning, portfolio management, debt and risk management, estate planning, income tax planning, and retirement income planning. We are committed to values of loyalty, honor, and integrity, and aim to instill confidence in our clients' financial decision-making process. We serve clients in central and eastern North Carolina, including Raleigh, Durham, Chapel Hill, Wake Forest, Cary, Goldsboro, Charlotte, Wilmington, Fort Bragg, and Pinehurst. Securities are offered through Cetera Advisor Networks LLC, and investment advisory services are offered through CWM, LLC, an SEC Registered Investment Advisor. Visit our website for more information about our advisors and services.

Richard Dowdy, CPA is a reputable finance institution located at 3620 Shannon Road in Durham, North Carolina, United States. Specializing in accounting services, Richard Dowdy, CPA offers expert financial advice and assistance to individuals and businesses alike. With a focus on professionalism and integrity, clients can trust Richard Dowdy, CPA to provide accurate and reliable financial solutions. Whether you are in need of tax preparation, auditing, or general financial consulting, Richard Dowdy, CPA is dedicated to helping you achieve your financial goals.

Taxes RR Us LLC is a reputable accounting and finance institution located at 826 Fayetteville Street in Durham, North Carolina, United States. Our team of experienced professionals is dedicated to providing top-notch tax preparation and financial services to individuals and businesses. With a focus on accuracy, efficiency, and personalized attention, we strive to help our clients navigate the complexities of tax laws and financial planning. Trust Taxes RR Us LLC to handle all your accounting and finance needs with expertise and integrity.

Nicolson CPA is a reputable accounting and finance institution located at 2008 Fay Street in Durham, North Carolina, United States. With a team of experienced and knowledgeable professionals, we provide a wide range of financial services to individuals and businesses. Our expertise includes tax preparation, auditing, financial planning, and consulting. Trust Nicolson CPA to help you navigate the complexities of the financial world with precision and integrity.