TOP 10 Investment management in Andrews, NC
14 results found
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Northwestern Mutual: Andrew Watkins
● OpenNorthwestern Mutual: Andrew Watkins is a reputable finance institution located at 240 Leigh Farm Road in Durham, North Carolina, United States. Specializing in financial planning, insurance, and wealth management services, Northwestern Mutual is dedicated to helping individuals and families achieve their financial goals. With a team of experienced professionals, including financial advisor Andrew Watkins, clients can expect personalized strategies and expert guidance to secure their financial future. Whether planning for retirement, investing for the future, or protecting loved ones with insurance coverage, Northwestern Mutual is committed to providing top-notch financial solutions.
240 Leigh Farm Rd #400, Durham, NC 27707, United States -
Andrew Kittelson, CEPA, CIMA - UBS Financial Services Inc.
● OpenAndrew Kittelson, CEPA, CIMA - UBS Financial Services Inc. is a reputable finance institution located at 6100 Fairview Road in Charlotte, North Carolina, United States. Specializing in wealth management and financial planning, Andrew Kittelson and his team provide expert advice and personalized solutions to help clients achieve their financial goals. With a focus on Certified Exit Planning Advisor (CEPA) and Certified Investment Management Analyst (CIMA) designations, they offer a comprehensive range of services tailored to each client's unique needs. Trustworthy and knowledgeable, Andrew Kittelson, CEPA, CIMA - UBS Financial Services Inc. is dedicated to helping individuals and businesses navigate the complexities of the financial world with confidence and success.
6100 Fairview Rd Suite 900, Charlotte, NC 28210, United States -
Andrew Blanchard - Thrivent
● ClosedAndrew Blanchard - Thrivent is a finance institution located at 3006 Jehon Court, Apex, North Carolina, United States. They are licensed in multiple states including AK, AL, AZ, CA, CO, CT, FL, IL, IN, MD, MN, NC, NE, NJ, OH, OK, OR, SC, TX, VA, WA, and WI. Thrivent and its financial professionals offer advice and guidance through their Financial Planning Framework, with the option to further engage in Dedicated Planning Services for a fee. They do not provide legal, accounting, or tax advice, so clients are encouraged to consult with their own professionals. Thrivent is the marketing name for Thrivent Financial for Lutherans, offering insurance products and investment advisory services through Thrivent Investment Management Inc. Visit their website for more information on their services and licensed financial advisors.
3006 Jehon Ct, Apex, NC 27502, United States -
Edward Jones - Financial Advisor: Andrew L Metz
● ClosedEdward Jones - Financial Advisor: Andrew L Metz is a reputable financial institution located at 2451 Croasdaile Farm Parkway in Durham, North Carolina. As a trusted advisor, Andrew L Metz provides personalized financial planning services to help clients achieve their long-term financial goals. With a focus on building strong relationships and delivering exceptional customer service, Edward Jones is dedicated to helping individuals and families make informed decisions about their investments, retirement planning, and wealth management. Contact Andrew L Metz today to schedule a consultation and take the first step towards securing your financial future.
2451 Croasdaile Farm Pkwy Suite 103, Durham, NC 27705, United States -
Scott Andrew Tippins - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedScott Andrew Tippins is a financial advisor at Ameriprise Financial Services, LLC, located at 3600 Glenwood Avenue in Raleigh, North Carolina, United States. Scott 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 Scott's expertise in various areas of finance, including asset management, retirement planning, estate planning, investment analysis, and more. Scott is dedicated to providing comprehensive financial advice to individuals and businesses, helping them achieve their financial goals and plan for the future.
3600 Glenwood Ave Ste 130, Raleigh, NC 27612, United States -
bp
● ClosedBP is a well-known gas station located at 427 Main Street in Andrews, North Carolina. As a leading provider of fuel and convenience services, BP offers a wide range of gasoline options for vehicles of all types. Customers can also enjoy snacks, drinks, and other amenities while filling up their tanks. With a commitment to quality and customer service, BP is a trusted destination for all your fueling needs.
427 Main St, Andrews, NC 28901, United States -
Valleytown Realty
● ClosedValleytown Realty is a small, family-run real estate agency located at 741 Main Street in Andrews, North Carolina. Our team has been in the real estate business since the 1970s and has a deep knowledge of the Western North Carolina area. Whether you're looking for your dream home, a commercial investment, or a beautiful lake lot, we are here to help. Our agents, including Ricky, Kandy, Charlotte, and Alaina, are all local experts who are dedicated to providing personalized service to help you find the perfect property. In addition to traditional real estate services, Alaina also offers property management for Air B&B rentals. Contact us today to learn more about how we can assist you in finding your ideal property in the stunning mountains of Western North Carolina.
741 Main St, Andrews, NC 28901, United States -
Old Town Brokers
● ClosedOld Town Brokers is a full-service real estate agency specializing in residential, commercial, and mountain land properties in Western North Carolina. Located at 379 Whitaker Lane in Andrews, North Carolina, we are dedicated to helping our clients find their dream properties in the rugged and remote landscape of the Western North Carolina mountains. With our quality listings and access to the Multiple Listing Service, we represent virtually every property for sale in the area. Our team of specialists is here to help you navigate the challenges of finding the perfect home or land, so you don't have to spend days driving unfamiliar back roads with limited results.
379 Whitaker Ln, Andrews, NC 28901, United States -
Bobby Clayton Realty
● ClosedBobby Clayton Realty is a reputable real estate agency located at 468 Main Street in Andrews, North Carolina, United States. With a team of experienced and knowledgeable real estate agents, we specialize in helping clients buy, sell, and rent properties in the Andrews area. Whether you are looking for your dream home, investment property, or commercial space, our dedicated team is here to assist you every step of the way. Contact Bobby Clayton Realty today to start your real estate journey!
468 Main St, Andrews, NC 28901, United States -
Beacon Pointe Advisors
● ClosedBeacon Pointe Advisors is a finance institution located at 4 Vanderbilt Park Drive in Asheville, North Carolina, United States. They offer 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 focuses on full-service financial planning and research-driven investments. Their allWEALTH® approach addresses all aspects of financial well-being, including wealth and retirement planning, estate and tax strategy planning, insurance reviews, charitable giving, education planning, values-based investing, life transition support, financial planning for business owners, and multi-generational family wealth planning.
4 Vanderbilt Park Dr Suite 310, Asheville, NC 28803, United States -
Beacon Pointe Advisors
● ClosedBeacon 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.
5960 Fairview Rd # 400, Charlotte, NC 28210, United States -
Terry Pait - TIAA Financial Consultant
● OpenTerry Pait - TIAA Financial Consultant is a finance institution located at 8500 Andrew Carnegie Boulevard in Charlotte, North Carolina, United States. As a trusted TIAA financial consultant, Terry Pait provides expert financial advice and planning services to help individuals and families achieve their financial goals. With a focus on retirement planning, investment management, and wealth preservation, Terry Pait offers personalized solutions tailored to each client's unique needs and objectives. Whether you are saving for retirement, planning for your children's education, or looking to grow your wealth, Terry Pait - TIAA Financial Consultant is committed to helping you secure a stable financial future.
8500 Andrew Carnegie Blvd, Charlotte, NC 28262, United States -
Tamara Grate - TIAA Financial Consultant
● OpenTamara Grate - TIAA Financial Consultant is a reputable financial institution located at 8500 Andrew Carnegie Boulevard in Charlotte, North Carolina. As a trusted TIAA financial consultant, Tamara Grate offers expert advice and personalized financial solutions to help clients achieve their financial goals. With a focus on retirement planning, investment strategies, and wealth management, Tamara Grate provides top-notch financial services to individuals and businesses in the Charlotte area. Visit Tamara Grate - TIAA Financial Consultant for professional and reliable financial guidance.
8500 Andrew Carnegie Blvd, Charlotte, NC 28262, United States -
Amaka Nsonwu-Farmer - TIAA Financial Consultant
● OpenAmaka Nsonwu-Farmer - TIAA Financial Consultant is a finance institution located at 8500 Andrew Carnegie Boulevard in Charlotte, North Carolina, United States. As a TIAA Financial Consultant, Amaka Nsonwu-Farmer provides expert financial advice and services to help clients achieve their financial goals. With a focus on personalized solutions and exceptional customer service, clients can trust in Amaka Nsonwu-Farmer's expertise to navigate the complexities of financial planning and investment management. Visit the institution today to start your journey towards financial security and success.
8500 Andrew Carnegie Blvd, Charlotte, NC 28262, United States
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