Wilmington, NC Financial Advisor Office

Wilmington

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Showing 21 advisor(s) and rep(s)

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Troy Anderson Visit my website

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

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William Ballou Visit my website

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

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Michael Breitfeller

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 website

Expertise: 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

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Sean CaranoMy career in special operations taught me that success comes from discipline and consistency, but what truly matters are the relationships we develop along the way. I draw on that experience daily to help my clients achieve financial freedom – together we develop plans that allow them to be intentional with their resources, so they can lead purposeful, more fulfilled lives. Let’s connect today!Visit my website

Languages: English

Location: Wilmington NC, 28405

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Stephen Cooley

CFP®

I am a proud College of William & Mary graduate and a long time Virginia resident. I raised a family in the Fredericksburg area and serve clients locally as well as across the US. I am passionate about helping families and business owners achieve their best possible financial future. I have experience with products that can be especially beneficial to physicians, military, and federal employees.Visit my website

Expertise: Financial Planning, Estate Planning, Investment Strategies, Special Needs Planning, Education Funding, Disability Income Planning, Long Term Care Planning, Retirement Planning, Retirement Income Planning, Business Succession Planning, Business Risk Management, Employee and Executive Benefits Planning

Languages: English

Location: Wilmington NC, 28405

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Brian Cox

CFP®, CLU®, ChFC®

As a Financial Advisor and Planner, I work with my clients to help them achieve financial security through a holistic financial planning process. That process is built on a belief that education and information will help empower my clients to make the right financial decisions for themselves, their families, and their businesses.Visit my website

Expertise: Financial Planning, Estate Planning, Retirement Income Planning, Business Continuation Planning, Business Succession Planning, Business Risk Management, Disability Income Planning, Life Insurance Planning, Investment Strategies, Employee and Executive Benefits Planning, Long Term Care Planning, Special Needs Planning, Education Funding

Languages: English

Location: Wilmington NC, 28405

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Peter Cox Visit my website

Expertise: Estate Planning, Financial Planning, Retirement Planning, Trust Services, Business Risk Management, Life Insurance Planning, Disability Income Planning, Education Funding, Employee and Executive Benefits Planning, Investment Strategies, Long Term Care Planning, Special Needs Planning

Languages: English

Location: Wilmington NC, 28405

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Seth Hole Visit my website

Languages: English

Location: Wilmington NC, 28405

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John JacobsA New York City native and Bard College graduate. I have been with Northwestern Mutual since 1987. I reside in Red Hook, New York with my significant other Renee, and you can find me in some of the local restaurants playing with my band Off the Hook. I specialize in assisting established professionals and their families build their financial plans. I look forward to helping you achieve your goals.Visit my website

Expertise: Financial Planning, Retirement Planning, Life Insurance Planning, Disability Income Planning, Long Term Care Planning

Languages: English

Location: Wilmington NC, 28405

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Andrew KimMy previous professional experience was serving my country with the Marine Corps. I have always had a bigger purpose and passion in serving others to help them achieve their financial success. I am excited to continue providing confidence and leadership towards each client’s financial goals. I hope to have the opportunity to add value to people every day.Visit my website

Languages: English

Location: Wilmington NC, 28405

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