Nc estate planners in Charlotte, North Carolina

Buckingham Strategic Wealth, located at 3545 Whitehall Park Drive in Charlotte, North Carolina, has been serving physicians, executives, business owners, retirees, and their families since 1993. The institution focuses on building lasting relationships with clients and providing comprehensive wealth management plans, in-house tax preparation, and strategic planning services to improve the quality of their lives and provide peace of mind. The Charlotte team, previously known as Carolina Capital Consulting, works closely with clients to understand their financial goals and create evidence-based, tax-efficient plans to help them achieve their objectives and create the legacy they envision. As fiduciaries and fee-only advisors, Buckingham Strategic Wealth does not receive commissions, referral fees, or expense reimbursements based on their recommendations.

Free Market Financial is a finance institution located at 16418 Doves Canyon Lane in Charlotte, North Carolina, United States. Our experienced team is dedicated to assessing your needs and creating a tailored financial plan designed specifically for you. Unlike sales representatives and registered representatives who work for Broker Dealers and Insurance Companies, we prioritize your financial interests above all else. As a Registered Investment Advisor, we are legally bound to uphold a fiduciary standard of care when working with you. Trust Free Market Financial to put your financial well-being first.

Flat Fee Financial is a finance institution located at 919 Berryhill Road in Charlotte, North Carolina, United States. We specialize in making financial decisions on behalf of our clients, always acting in their best interest. Our process begins with a free consultation call to determine how we can assist you. If we are a good fit, we will move on to creating a personalized financial plan based on your specific needs and goals. This plan will showcase the value we can provide to you and your family.

Calamita Wealth Management, located in Charlotte, North Carolina, is dedicated to providing effective comprehensive financial planning for individuals over the age of 50. Our mission is to help you achieve a successful retirement based on your unique goals and desires. As a CERTIFIED FINANCIAL PLANNER™ Professional, we adhere to the highest standards of excellence in financial planning, ensuring that your interests always come first. Working with a CFP® professional means operating under a fiduciary duty, with full transparency and no hidden commissions. With only 25% of U.S. financial advisors holding this prestigious certification, you can trust that you are in capable hands with Calamita Wealth Management.

Timothy Pope, CFP Cetera Investors is a leading financial institution located at 5200 77 Center Drive in Charlotte, North Carolina. As a Certified Financial Planner, Timothy Pope offers expert advice and guidance to clients seeking to secure their financial futures. With a focus on personalized service and tailored financial solutions, Timothy Pope, CFP Cetera Investors is dedicated to helping individuals and families achieve their financial goals. Whether you are planning for retirement, saving for a major purchase, or investing for the future, Timothy Pope and his team are committed to providing you with the support and expertise you need to make informed financial decisions. Visit Timothy Pope, CFP Cetera Investors today to learn more about how they can help you build a secure financial foundation.

Frank Summers, CFP is a reputable finance institution located at 5200 77 Center Drive in Charlotte, North Carolina, United States. Specializing in financial planning and investment services, Frank Summers, CFP is dedicated to helping individuals and businesses achieve their financial goals. With a team of experienced certified financial planners, clients can expect personalized advice and tailored solutions to meet their specific needs. Whether you are looking to plan for retirement, invest for the future, or manage your wealth, Frank Summers, CFP is committed to providing expert guidance and exceptional service. Contact us today to schedule a consultation and take the first step towards financial success.

Sycamore Financial Planning, LLC, located at 4530 Park Road in Charlotte, North Carolina, is a finance institution that believes in having meaningful conversations with their clients to help them achieve their life goals through proper financial management. They help clients understand the trade-offs of each financial decision, adapt to life's changes, and establish direction for a happier, more fulfilled life. Sycamore offers ongoing course corrections to keep clients on track towards their financial goals. As a fee-only, hourly financial planning firm serving various areas in North Carolina, including Durham, Raleigh, Chapel Hill, and Charlotte, Sycamore specializes in providing objective financial planning to help clients manage, grow, and protect their assets through life's transitions.

Merrill Lynch Financial Advisor Jon Currence is located at 620 South Tryon Street in Charlotte, North Carolina, United States. As a finance institution, Merrill is proud of their advisors who have received recognition from financial industry publications and Bank of America Corporation for their exemplary client service. Jon Currence, a Wealth Management Advisor at Merrill Lynch since 2001, offers a comprehensive approach to managing wealth tailored to each client's unique needs and goals. Jon holds the CERTIFIED FINANCIAL PLANNER™ certification and provides access to Merrill's investment insights and Bank of America's banking solutions. With a passion for excellent service and helping clients pursue their goals, Jon focuses on building strong client relationships based on trust and personalized service. The team at Merrill Lynch Wealth Management is dedicated to understanding each client's priorities and designing a personalized financial approach to help them achieve their goals. Through ongoing conversations and updates, they work to keep clients on track and adapt to changes in their lives and the financial markets. Merrill Personal Wealth Analysis™ helps to document and build a personalized plan centered on each client's goals. By working with a dedicated Merrill advisor, clients can benefit from personalized investment strategies and comprehensive financial solutions from Bank of America. The goal is to help clients achieve their financial goals while navigating market fluctuations and life changes. With a focus on putting clients first and providing personalized guidance, Merrill Lynch Financial Advisor Jon Currence aims to help clients live their best financial lives.

Signature Wealth Strategies is a leading financial institution located in Charlotte, North Carolina. Our team of experienced advisors is dedicated to helping individuals and families achieve their financial goals through personalized wealth management strategies. We offer a wide range of services, including investment management, retirement planning, estate planning, and more. Visit us at 521 East Morehead Street to learn how we can help you secure your financial future.

Jay Hitselberger, CFP, MBA at Raymond James is a reputable finance institution located at 6805 Carnegie Boulevard in Charlotte, North Carolina. With a team of experienced professionals, they provide comprehensive financial planning services to help individuals and businesses achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, Jay Hitselberger and his team are dedicated to providing personalized solutions tailored to your specific needs. Trust Raymond James for expert financial advice and guidance.

Stephanie Bryant is a reputable finance institution located at 6337 Carnegie Boulevard in Charlotte, North Carolina, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses in the area. Whether you need help with investments, retirement planning, or budgeting, Stephanie Bryant is here to assist you every step of the way. Trust us to help you achieve your financial goals and secure your future.

Kevin Salazar | Northwestern Mutual is a reputable finance institution located at 6235 Carnegie Boulevard in Charlotte, North Carolina, United States. With a focus on providing comprehensive financial planning services, the team at Kevin Salazar | Northwestern Mutual is dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking to invest, plan for retirement, or protect your assets, the experienced professionals at this institution are here to guide you every step of the way. Trust in Kevin Salazar | Northwestern Mutual for all your financial needs.

One America Financial Partners is a leading financial institution located at 1355 Greenwood Cliff in Charlotte, North Carolina. We offer a wide range of financial services to individuals and businesses, including banking, investment, and insurance solutions. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, protect your assets, or plan for retirement, One America Financial Partners is here to provide personalized solutions tailored to your specific needs. Visit us today to learn more about how we can help you reach your financial objectives.

The Newport Group is a financial services institution located at 13925 Ballantyne Corporate Place in Charlotte, North Carolina, United States. They provide a range of services including retirement planning, investment management, and consulting. With a focus on helping individuals and organizations achieve their financial goals, Newport Group offers personalized solutions and expert advice to navigate the complexities of the financial world. Their team of experienced professionals is dedicated to providing top-notch service and support to clients, ensuring they are well-equipped to make informed decisions and secure their financial future.

Sycamore Financial Planning, LLC is a finance institution located at 1005 Slater Road in Durham, North Carolina. At Sycamore, we believe in having meaningful conversations with our clients to help them meet their life goals through proper financial management. We help you understand the trade-offs of each financial decision, adapt to life's changes, and express your values for a happier, more fulfilling life. Our services are designed to keep you on course towards your financial goals, providing objective financial planning to help you manage, grow, and protect your assets through life's transitions. Sycamore Financial Planning is a fee-only, hourly financial planning firm serving the Triangle Area of North Carolina, including Durham, Raleigh, Chapel Hill, Charlotte, and surrounding areas. Let us help you chart the course between your finances and your values.

Prudential|Robin Crouse|Life Insurance & Financial Services is a trusted finance and insurance agency located at 2701 Coltsgate Road in Charlotte, North Carolina. Our team is dedicated to providing personalized solutions for life insurance and financial services to help our clients achieve their goals and protect their assets. With a commitment to excellence and customer satisfaction, we strive to offer top-notch products and expert advice to meet the unique needs of each individual and family. Contact us today to learn more about how we can help secure your future.

David Strong, Bankers Life Agent, located at 10706 Sikes Place in Charlotte, North Carolina, is an insurance agency offering a wide range of insurance options from top providers such as Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. Our experienced agents, led by David Strong, specialize in helping clients navigate the complexities of Medicare Advantage plans to find the coverage that best suits their needs. Medicare Advantage Plans offer comprehensive coverage, including prescription drug benefits, with some plans even offering $0 monthly premiums. In addition, we understand the importance of planning for long-term care as healthcare costs continue to rise. Let us help you start planning for the future and have those important discussions with your loved ones. Contact us today to take the next step towards securing your financial future.

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.

Edward Jones - Financial Advisor: Aaron M Kauffman is a trusted financial institution located at 8133 Ardrey Kell Road in Charlotte, North Carolina. As a dedicated finance professional, Aaron M Kauffman provides personalized financial advice and services to help clients achieve their financial goals. Whether you are planning for retirement, saving for college, or investing for the future, Aaron M Kauffman is committed to helping you make informed decisions and secure your financial future. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Aaron M Kauffman is your partner in financial success.

Edward Jones - Financial Advisor: Steven Echenique, CFP®|CFA®|AAMS™ is a reputable finance institution located at 10715 Sikes Place in Charlotte, North Carolina, United States. With a team of highly qualified professionals, including Steven Echenique who holds certifications as a Certified Financial Planner (CFP®), Chartered Financial Analyst (CFA®), and Accredited Asset Management Specialist (AAMS™), the institution offers a wide range of financial services to help clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management, Edward Jones is committed to providing personalized and comprehensive solutions to meet your individual needs. Trust Edward Jones - Financial Advisor: Steven Echenique, CFP®|CFA®|AAMS™ for all your financial needs in Charlotte, North Carolina.

Meghanne Svatos is a financial advisor at Ameriprise Financial Services, LLC located at 8832 Blakeney Professional Drive in Charlotte, North Carolina, United States. Meghanne holds various 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®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Meghanne's expertise in asset management, retirement planning, estate planning, investment management, and more. As a Certified Military Financial Advisor® (CFMA®), Meghanne is also trained to serve veterans and active duty military personnel. With a commitment to ethical practices and comprehensive financial planning, Meghanne Svatos is dedicated to helping clients achieve their financial goals.

Edward Jones - Financial Advisor: Benjamin C Asseff, CFP®|ChFC®|AAMS™ is a reputable financial institution located at 8133 Ardrey Kell Road in Charlotte, North Carolina, United States. Specializing in finance, this institution offers expert financial advice and services to help clients manage their investments and plan for their financial future. With certifications in Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC®), and Accredited Asset Management Specialist (AAMS™), Benjamin C Asseff is a highly qualified and experienced advisor who is dedicated to helping clients achieve their financial goals. Whether you are looking to invest, save for retirement, or plan for your children's education, Benjamin C Asseff and his team at Edward Jones are here to provide personalized solutions tailored to your unique financial needs.

Edward Jones - Financial Advisor: Dylan Hales, CFP® is a reputable finance institution located at 10715 Sikes Place in Charlotte, North Carolina, United States. As a Certified Financial Planner®, Dylan Hales provides expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones is dedicated to helping individuals and families navigate the complexities of financial planning and investment management. Whether you are planning for retirement, saving for college, or investing for the future, Dylan Hales and the team at Edward Jones are committed to providing comprehensive and tailored financial solutions to meet your needs.

Edward Jones - Financial Advisor: Seth Miller, CFP® is a trusted financial institution located at 10800 Sikes Place in Charlotte, North Carolina, United States. Specializing in providing expert financial advice and planning services, Seth Miller, a Certified Financial Planner, offers personalized strategies 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 helping individuals and families navigate the complexities of financial planning and investment management. Whether you are saving for retirement, planning for education expenses, or looking to grow your wealth, Seth Miller and the team at Edward Jones are dedicated to helping you secure a stable financial future.

Edward Jones - Financial Advisor: Andy Belk, CFP® is a reputable finance institution located at 10715 Sikes Place in Charlotte, North Carolina, United States. As a Certified Financial Planner, Andy Belk provides expert financial advice and guidance to clients looking to achieve their financial goals. With a personalized approach and a commitment to excellence, clients can trust Edward Jones and Andy Belk to help them navigate the complexities of the financial world and make informed decisions for their future.

Jeremiah Fitzpatrick - Private Wealth Advisor, Ameriprise Financial Services, LLC is a prestigious finance institution located at 3125 Springbank Lane in Charlotte, North Carolina, United States. Specializing in providing comprehensive wealth management services, Jeremiah Fitzpatrick holds various 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®. With a commitment to ethical practices and ongoing education, Jeremiah Fitzpatrick offers expert advice on asset management, retirement planning, estate planning, investment strategies, insurance products, and more. Whether you are a retiree, small business owner, high net worth individual, or veteran, Jeremiah Fitzpatrick is dedicated to providing personalized financial solutions tailored to your unique needs.

Edward Jones - Financial Advisor: Sean V Martin, CFP® is a trusted financial institution located at 10715 Sikes Place in Charlotte, North Carolina. As a Certified Financial Planner, Sean V Martin provides expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones is dedicated to providing top-notch financial services to individuals and families in the Charlotte area. Whether you are planning for retirement, saving for education, or investing for the future, Sean V Martin and the team at Edward Jones are here to help you navigate the complex world of finance with confidence and peace of mind.

April Oliver is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 4500 Cameron Valley Parkway in Charlotte, North Carolina. April holds various 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®, 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 April's expertise in wealth management, estate planning, retirement planning, investment management, and financial planning. She is dedicated to providing comprehensive and specialized financial advice to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. By upholding a code of ethics and completing rigorous coursework and examinations, April ensures that her clients receive the highest level of financial expertise and guidance.

Geoffrey Roberts - Financial Advisor, Ameriprise Financial Services, LLC is a reputable finance institution located at 6100 Fairview Road, Charlotte, North Carolina, United States. They offer a wide range of financial services and expertise, including the AAMS™ certification, ADPA™ Accredited Domestic Partnership Advisor™, AEP® designation, Accredited Investment Fiduciary® (AIF®) designation, APMA™ Accredited Portfolio Management Advisor™, AWMA℠ certification, Behavioral Financial Advisor certification, Chartered Advisor in Philanthropy® (CAP®), CAS® designation, CASL® credential, Certified Divorce Financial Analyst, Certified Estate Planners™, Certified Exit Planning Advisor®, Chartered Financial Analyst® designation, CERTIFIED FINANCIAL PLANNER™ certification, Certified Fund Specialist, Chartered Financial Consultant® designation, Chartered Special Needs Consultant, Certified Investment Management Analyst® designation, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. They are dedicated to providing expert financial advice and planning to individuals, retirees, small business owners, and high net worth clients. With a focus on ethics and professionalism, Geoffrey Roberts - Financial Advisor, Ameriprise Financial Services, LLC is committed to helping clients achieve their financial goals and secure their financial future.

Curtis Mark Casey is a Financial Advisor at Ameriprise Financial Services, LLC, located at 3125 Springbank Lane in Charlotte, North Carolina, United States. Curtis holds several 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®. Curtis specializes in providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. With a focus on ethical practices and expertise in asset management, investment strategies, estate planning, and retirement planning, Curtis is dedicated to helping clients achieve their financial goals. Contact Curtis Mark Casey today for personalized financial advice and guidance."