Finances

Finances

 

  • Marie Baker • Edward Jones, 404 Hunt St Suite 130, Durham, NC 27701 • 919-286-1222 • [email protected]WebsiteLinkedIn • As a financial advisor, I believe it is important to invest my time to understand what goals you are working toward before your money is invested. I also believe knowledge is power and do my best to fully explain the seemingly complicated investment world, specific investments and the costs of investing. By getting to know each other, and ultimately what is most important to you, we can then partner together to help determine the most appropriate strategies for you, your family and/or your business.
  • Cameron Financial • 231 Inwood Forest Drive, Raleigh NC 27603 • 919-439-0302 • [email protected]Website • Certified Financial Planner. Investment Advisor for Cameron Advisors, LLC a registered investment advisory firm. Independent, unbiased, non-commissioned fee based advisory services. Concierge level service provided to our LGBTQ community!
  • Triangle Financial Advisors • 2301 Rexwoods Dr Suite 100 Raleigh NC 27607 • 919-789-3098 • [email protected]FacebookTwitter LinkedIn • Lorraine Johnson, President, has over 20 years of experience serving the LGBT community--HER community. Financial planning, business financial planning; investment management; retirement strategies; life, long term care and disability insurance.
  • Sycamore Financial Planning, LLC • 4819 Emperor Blvd • 919-213-1737 • [email protected]Website • Sycamore seeks to provide affordable, objective, high-quality financial advice to all who seek it. To make this vision a reality, the firm has adopted an hourly financial planning model that requires no minimum asset level or fees for its clients.