Portfolio management advisor in Durham, North Carolina

Beacon Pointe Advisors is a finance institution located at 3211 Shannon Road in Durham, 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 in Durham provides full-service financial planning and research-driven investments. With a focus on fiduciary responsibility, Beacon Pointe's allWEALTH® approach covers all aspects of financial well-being, including wealth and retirement planning, estate and tax strategy planning, insurance reviews, charitable giving, and more. Their services cater to various needs such as life transitions, education planning, values-based investing, and multi-generational family wealth planning.

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.

Paul Terrey - Financial Advisor at Ameriprise Financial Services, LLC, located at 1415 North Carolina 54 in Durham, North Carolina, offers personalized financial planning and investment services. With a focus on your individual goals and risk tolerance, Paul provides recommendations on asset allocation and portfolio management. Regular meetings are scheduled to review progress and make adjustments as needed. Clients have access to their investments and accounts from any device, allowing for easy tracking of their financial goals. To learn more about how Paul can help you achieve financial success, schedule a complimentary initial consultation. Whether you are planning for retirement, education, or a major purchase, Paul will work with you to create a customized financial plan. Securities are offered through Ameriprise Financial Services, LLC, and investment advisory services are available to clients.

Edward Jones - Financial Advisor: Andy Esser, CFP®|ChFC®|CLU®|AAMS™ is a renowned financial institution located at 5611 North Carolina 55, Durham, North Carolina, United States. Specializing in finance, Andy Esser is a certified financial planner with expertise in Chartered Financial Consultant, Chartered Life Underwriter, and Accredited Asset Management Specialist. With a commitment to providing personalized financial solutions and guidance, Edward Jones offers a wide range of services to help clients achieve their financial goals and secure their future. Whether you are planning for retirement, investing for the future, or looking to protect your assets, Andy Esser and his team are dedicated to providing expert advice and tailored solutions to meet your specific needs.

Altrius Capital Management is a leading finance institution located at 4819 Emperor Boulevard in Durham, North Carolina, United States. With a strong focus on wealth management and investment strategies, Altrius Capital Management provides personalized financial solutions to help clients achieve their financial goals. With a team of experienced professionals, Altrius Capital Management offers a range of services including portfolio management, retirement planning, and risk assessment. Whether you are looking to grow your wealth or secure your financial future, Altrius Capital Management is dedicated to providing top-notch financial guidance and expertise.

Forrester & Associates Insurance Agency, Inc is a reputable health insurance agency located at 2741 Campus Walk Avenue in Durham, North Carolina. With a strong commitment to providing top-notch insurance services, they specialize in offering a wide range of health insurance options to meet the diverse needs of their clients. Whether you are looking for individual coverage or group plans, Forrester & Associates Insurance Agency, Inc is dedicated to helping you find the right policy to protect you and your loved ones. Their experienced agents are knowledgeable and approachable, ensuring a smooth and stress-free insurance shopping experience. Trust Forrester & Associates Insurance Agency, Inc to provide you with the peace of mind and security you deserve when it comes to your health insurance needs.

First Financial Services Inc is a leading finance institution located at 3600 North Duke Street in Durham, North Carolina, United States. With a strong reputation for providing top-notch financial services, our experienced team is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for assistance with investments, loans, or retirement planning, we are here to provide personalized solutions tailored to your specific needs. Trust First Financial Services Inc for expert financial guidance and support.

Thomason Financial SVC Llc is a finance institution located at 1502 West North Carolina 54 in Durham, North Carolina, United States. Specializing in financial services, Thomason Financial SVC Llc offers a range of services including investment management, retirement planning, and wealth management. With a team of experienced professionals, they provide personalized financial solutions to help clients achieve their financial goals. Visit Thomason Financial SVC Llc today to learn more about their services and how they can help you secure your financial future.

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.

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.

Acme Financial Consulting is a leading accounting and finance institution located at 1300 South Miami Boulevard in Durham, North Carolina, United States. Our team of experienced financial experts provides a wide range of services to help individuals and businesses manage their finances effectively. Whether you need assistance with tax preparation, financial planning, or investment strategies, our dedicated professionals are here to assist you every step of the way. Trust Acme Financial Consulting to provide you with the expertise and guidance you need to achieve your financial goals.

Pinafore Wealth Counsel, Inc. is a finance institution located at 3622 Lyckan Parkway in Durham, North Carolina, United States. At Pinafore Wealth Counsel, Inc., we pride ourselves on providing personalized financial services tailored to the unique needs of each client and their family. We do not believe in one-size-fits-all solutions or generic strategies. Instead, we work closely with our clients to develop a client-focused relationship aimed at effectively managing their comprehensive wealth, rather than just focusing on portfolio performance. Contact us at 919.213.0458 or email [email protected] to learn more about how we can help you achieve your financial goals.

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.

Nationwide Insurance: Michael Glick Agency, Inc. is an insurance agency located at 729 North Carolina 54 in Durham, North Carolina, United States. They offer a variety of insurance options including auto, commercial, farm, financial, home, powersports, human services, condo, and renters insurance. Whether you need coverage for your vehicle, business, or personal property, Nationwide Insurance has you covered. Their experienced agents will work with you to find the right coverage to meet your needs. They also offer life insurance options to provide financial stability for your family. With a focus on customer service and personalized assistance, Nationwide Insurance is dedicated to helping you protect what matters most. Contact them today at (919) 493-2929 or visit their office to learn more about their insurance products and services.

Arjuna Capital is a boutique wealth management firm located at 353 West Main Street in Durham, North Carolina, United States. Specializing in finance, our firm invests in portfolios for Return & Impact, focusing on divesting from fossil fuels and investing in companies that are commercializing solutions to sustainability challenges. We are leaders in gender lens investing and align our investments with the United Nations' Sustainable Development Goals. As a stock owner, you have the power to press companies to better manage their Environmental, Social, and Governance risks and opportunities through shareholder activism. Arjuna Capital offers fossil-fuel-free impact investing across all four quadrants of sustainable investing, with a full array of debt and equity offerings in both public and private markets. We work with sustainable investing specialists to provide clients with diversified access to socially responsible investing opportunities.