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BEST RATED DURHAM, NC FINANCIAL SERVICES

3 Best Financial Services in Durham, NC

Expert-recommended Top 3 Financial Services in Durham, North Carolina. All of our financial services actually face a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve only the best!

B & A Financial Services - Durham, NC Financial Services - Portrait
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B & A FINANCIAL SERVICES

(4.8 Score)
3805 University Drive, Unit B,
Durham, NC 27707 Directions

Since 1998

Specialty:

✓ Financial Planning ✓ Life Insurance ✓ Money Management ✓ Cash Flow Planning ✓ Insurance Planning ✓ Resource Planning ✓ Retirement Planning ✓ Income Tax Planning ✓ Estate Planning

“2026 Update: B & A Financial Services assists their clients with meeting their financial goals through proper planning. They help you to gain the knowledge you need to pursue your goals. Richard Burton is a financial advisor at B & A Financial Services. He is a graduate of College for Financial Planning in 2012. He is also a licensed life, accident, and health insurance agent. With over 25 years of experience in the financial services industry, the firm has become a diversified firm to provide individuals and businesses with some of the financial products and services required to help achieve their success. ”

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License CRD #2034652

Contact:

(919) 286-2726

Mon-Thu: 9am - 5pm
Fri: 9am - 2pm
Sat & Sun: Closed

TBR® Inspection Report:

Allworth Financial - Durham, NC Financial Services - Portrait
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4+ YEARS IN TBR
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ALLWORTH FINANCIAL

(4.8 Score)
3917 University Drive, Suite 200,
Durham, NC 27707 Directions

Since 1993

Specialty:

✓ Financial Planning ✓ Tax Planning ✓ Insurance and Risk Services ✓ Investment Management ✓ Legacy and Estate Planning ✓ 401(k) for Employers ✓ Portfolio Construction and Customization ✓ Income and Risk Management ✓ Survivor and Incapacitation Assistance

"Allworth Financial builds a plan that has been providing specific, actionable steps to improve your financial life. Donella Winkler is a certified Financial Planner professional. With more than two decades of experience in the financial services industry, she holds a degree in Finance with an emphasis in Financial Services and International Business from Metropolitan State University of Denver. She works closely with each client to create a tailored wealth plan that aligns with their values and priorities. Her goal is to address both immediate needs and long-term financial goals, ensuring that every decision supports their broader vision of the future. Donella Winkler is deeply passionate about helping her clients achieve their retirement goals while guiding and educating them through the various stages of life. She strives to be a trusted advisor, confidante, and advocate, equipping each of her clients with the knowledge and confidence to make informed, impactful financial decisions.

2026 Update: Allworth Financial offers workshops and events to improve your financial standing."

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License #0D34087

Price:

Financial Planning Services Fixed Fee For Non-Asset Management Clients
From $1,500
Up To $30,000

Contact:

(919) 287-5660 (888) 242-6766

Mon-Fri: 8am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

Fryar Financial LLC - Durham, NC Financial Services - Portrait
Fryar Financial LLC - Durham, NC Financial Services - Company Logo
Best Financial Services in Durham NC - Fryar Financial LLC video
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FRYAR FINANCIAL LLC

(4.7 Score)
3511 Shannon Road, 3rd Floor,
Durham, NC 27707 Directions

Since 2006

Specialty:

✓ Financial Planning ✓ Wealth Management ✓ Investment Management ✓ Tax Planning ✓ Estate Planning ✓ Retirement Planning and Income Strategies ✓ Long-term Strategies ✓ Portfolio Management

"Fryar Financial LLC's mission is to provide you with peace of mind and financial security through personalized, thoughtful guidance. Their comprehensive financial planning process and decision framework are designed to align with your unique goals and concerns. They prioritize understanding your needs and applying their expertise to create tailored strategies that ensure long-term financial well-being. Marcus W. Fryar is an Investment Adviser Representative, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant®, Chartered Retirement Planning Counselor™, and a Sports & Entertainment Accredited Wealth Management Advisor™ with over 30 years of experience in the financial services industry.

2026 Update: Fryar Financial offers complimentary analysis to give clients clarity, confidence, and a clear path forward before making any decisions."

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License #0869437

Contact:

(919) 323-4494 (919) 908-0081

Mon-Thu: 9am - 5pm
Fri: 9am - 1pm
Sat & Sun: Closed

TBR® Inspection Report:

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B & A FINANCIAL SERVICES REVIEWS

The whole Basileia team has been phenomenal! Their quick, thorough responses help me make sure that I do not forget anything important in running my business and separating my personal expenses properly; especially when I inevitably get busy and forget to track something properly... I am beyond grateful for all of their help so far.

I have immense appreciation for Basileia Financial Services for welcoming me in to offer chair massage to their team. As a small business owner, I deeply value opportunities like this because supporting each other locally really does matter. It meant a lot that they didn’t just brush me off, but instead created space for me to come in, serve their team, and be part of their workplace wellness in a meaningful way. That kind of support, openness, and community-mindedness goes a long way, and I’m truly grateful for the experience.

My wife and I have been utilizing B and A Financial services for over 15 years and they are absolutely the best! They provide professional, courteous, personable, honest, and fast service. We have been completely satisfied in all of our dealings with them.

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ALLWORTH FINANCIAL REVIEWS

After working for 41 years, my wife and I realized we needed a sound retirement plan that would meet our goals. When deciding on which firm to work with, Adams Chetwood was the clear choice for us. Eric and his team have high integrity, transparency and embrace values that closely match our own. The most important thing for us was to have a sound, thorough retirement plan that gave us the confidence in our retirement plan that could lead to retiring and striving to meet our financial goals. They have been able to fill that gap with an approach and investment plan that gives us confidence and the ability to enjoy retirement without worrying about money.

This is the most honest, caring financial company! I trust them completely. This is after having been with them for many years. They look out for what is best for me, and I respect their integrity, wisdom, and know-how! It takes a load off my shoulders.

I've been a client for close to 20 years and have always felt that I've received honest, caring service. I trust the team to always have my goals in sight.

FRYAR FINANCIAL LLC REVIEWS

Marcus has been my Accountant since 2009. He has done my payroll and other accounting needs. He is prompt to answer questions and give insight. He is very knowledgeable. He is AMAZING! I recommend him to everyone.

TBR® Inspection Score Report

B & A FINANCIAL SERVICES Total Inspection Points: 115/120
Acknowledgments: 8
Complete Info: 8
Business Images: 9
License: 10
Experience: 10
Legitimate Ratings: 10
Location Proximity: 10
Online Appointment: 10
Reviews Accuracy of : 10
Reviews Study: 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

ALLWORTH FINANCIAL Total Inspection Points: 114/120
Acknowledgments: 8
Business Hours: 8
Current Evaluation: 8
Business Images: 10
License: 10
Exact Services: 10
Experience: 10
Legitimate Ratings: 10
Location Proximity: 10
Reviews Accuracy of : 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

FRYAR FINANCIAL LLC Total Inspection Points: 113/120
Acknowledgments: 8
Reviews Study: 8
Business Images: 9
Complete Info: 9
Experience: 9
Contact Info: 10
License: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Website Source: 10
Website Standard: 10