Wealth Management Firms Kernersville NC

Welcome to the Engine Builder Local Pages. Here you can find local information about Wealth Management Firms in Kernersville, NC. We have compiled a list of businesses and services around Kernersville, including Investment Banking that should help you with your search. Should you wish to find help online, the ads on this page have also been targeted to Investment Management in order to better help you find what you are looking for. We hope this page helps satisfy your local needs.

Gregory Yahn
Yahn Financial Planning
(336) 478-2363
7800 Airport Center Drive, Suite 401
Greensboro, NC
Expertises
Middle Income Client Needs, Investment Advice without Ongoing Management, Helping Clients Identify & Achieve Goals, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA

Dennis Stearns
Stearns Financial Services Group, Inc.
(800) 881-7374
324 W. Wendover Avenue, Suite 204
Greensboro, NC
Expertises
Retirement Planning & Distribution Rules, Ongoing Investment Management, High Net Worth Client Needs, Planning Issues for Business Owners, Estate & Generational Planning Issues, College/Education Planning
Certifications
NAPFA Registered Financial Advisor, CFP®, ChFc, MSFS

Mr. Donald R. Saunders, CFP®
(336) 993-7600
930 Reynolds Price Dr
Kernersville, NC
Firm
Saunders Strode Trawick PA
Areas of Specialization
Tax Preparation
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $250,001 - $500,000

Profession: Business Executives

Data Provided By:
Mr. Erik M. Johnson, CFP®
(336) 996-7877
210 N Main St Ste 218
Kernersville, NC
Firm
LPL Financial

Data Provided By:
James K Elliott, CFP®
(336) 725-8366
P.O. Box 52
Winston-Salem, NC
Firm
Bailey & Thomas, PA
Areas of Specialization
Tax Planning

Data Provided By:
Barry Swaim
Wealth Management Group, Inc.
(336) 760-4829
3401 Healy Drive
Winston-Salem, NC
Expertises
Retirement Plan Investment Advice, Planning Issues for Business Owners, Retirement Planning & Distribution Rules, Investment Advice without Ongoing Management, Middle Income Client Needs, Tax Planning
Certifications
NAPFA Registered Financial Advisor, CFP®

M.James McKee
Stearns Financial Services Group, Inc.
(800) 881-7374
324 W. Wendover Avenue, Suite 204
Greensboro, NC
Expertises
Ongoing Investment Management, High Net Worth Client Needs, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, CFA, CFP®, ChFc, CLU, CPA, MBA

Nathaniel Carswell, CFP®
(336) 993-5112
815 Old Winston Rd Ste B
Kernersville, NC
Firm
Thrivent Financial for Lutherans
Areas of Specialization
Comprehensive Financial Planning

Data Provided By:
Mr. Mark C. Johnson, CFP®
(336) 668-0543
4532 Peeples Rd
Oak Ridge, NC
Firm
Mark C Johnson CFP

Data Provided By:
Mrs. Jennifer Wingler Johnson, CFP®
(336) 397-1406
524 North Trade Street
Winston-Salem, NC
Firm
Blue Rock Advisors

Data Provided By:
Data Provided By:
Babcox Media • www.babcox.com
3550 Embassy Parkway
Akron, OH 44333
330-670-1234 • (FAX) 330-670-0874