Northwestern Mutual
Raleigh
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Showing 143 advisor(s) and rep(s)
ChFC®, CLU®, CASL®, MSFS
Visit my websiteExpertise: Estate Planning, Financial Planning, Retirement Planning, Long Term Care Planning, Employee and Executive Benefits Planning
Languages: English
Location: Greensboro NC, 27401
FINRA BrokerCheck
Expertise: Fee-Based Financial Planning, Retirement Income Planning, Wealth Management
Languages: English
Location: Raleigh NC, 27607
FINRA BrokerCheck
Expertise: Business Continuation Planning, Business Risk Management, Business Succession Planning, Business Valuation Planning, Estate Planning, Financial Planning, Qualified Plan Benchmarking, Qualified Plan Design Assistance, Qualified Plan Employee Education, Qualified Plan Fiduciary Education, Retirement Income Planning, Retirement Planning, Special Needs Planning, Investment Strategies, Life Insurance Planning, Long Term Care Planning, Disability Income Planning, Education Funding, Employee and Executive Benefits Planning
Languages: English
Location: Wilmington NC, 28405
FINRA BrokerCheck
Expertise: Business Risk Management, Business Continuation Planning, Business Succession Planning, Financial Planning, Estate Planning, Life Insurance Planning, Disability Income Planning, Employee and Executive Benefits Planning, Long Term Care Planning, Special Needs Planning
Languages: English
Location: Wilmington NC, 28405
FINRA BrokerCheck
Expertise: Financial Planning, Retirement Planning, Estate Planning, Education Funding, Life Insurance Planning, Long Term Care Planning, Disability Income Planning, Business Risk Management
Languages: English
Location: Cary NC, 27518
FINRA BrokerCheck
Expertise: Retirement Planning, Retirement Income Planning, Wealth Management, Life Insurance Planning, Long Term Care Planning, Disability Income Planning, Employee and Executive Benefits Planning, Business Continuation Planning, Business Risk Management
Languages: English
Location: Raleigh NC, 27607
FINRA BrokerCheck
J.D., CFP®, CPWA®, RICP®
At Luca Partners, our mission is to bring order to the chaos that surrounds a family’s financial planning. Through highly talented, experienced, yet youthful professionals, we deliver comprehensive financial planning and provide guidance for families to develop a written financial plan, as well as a process to review it and make decisions as life evolves.Visit my websiteExpertise: Financial Planning, Disability Income Planning, Life Insurance Planning, Wealth Management, Retirement Planning, Investment Strategies, Private Client Services, Education Funding, Estate Planning
Languages: English
Location: Raleigh NC, 27607
FINRA BrokerCheck
Expertise: Financial Planning, Estate Planning, Retirement Planning, Life Insurance Planning, Special Needs Planning, Disability Income Planning, Long Term Care Planning, Investment Strategies, Education Funding, Employee and Executive Benefits Planning
Languages: English
Location: Rocky Mount NC, 27804
FINRA BrokerCheck
CFP®
In January 2017, Mike and Tom Breitfeller formed Breit Group to combine operations in NY and NC. Tom has been in the business since 1980 and Mike started in 2009 after graduating from the Cameron school of business at UNCW. As a financial planning firm, they focus on helping small business owners, individuals and families across the country with a specific focus on corporate retirement plans.Visit my websiteExpertise: Business Continuation Planning, Business Risk Management, Business Succession Planning, Estate Planning, Retirement Planning, Employee and Executive Benefits Planning, Investment Strategies
Languages: English
Location: Wilmington NC, 28405
FINRA BrokerCheck