3 Best Financial Services in Durham, NC

“Fryar Financial LLC's team specializes in helping business owners and career professionals retire on their terms through a unique and clearly defined financial planning advice model. Marcus W. Fryar is the founder and Investment Adviser Representative of the firm. He is an Investment Adviser Representative, CERTIFIED FINANCIAL PLANNER™ professional, 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. He holds a Bachelor of Arts in Mathematics from the University of North Carolina at Chapel Hill and a Master of Business Administration from Pfeiffer University. He is a member of the National Association of Personal Financial Advisors and the Financial Planning Association. As an independent firm, they can offer various services and products typically found at a large firm but provide a small practice's personal attention and customized strategies. They seek to guide clients through the many financial milestones, from saving for a child's college tuition to building wealth to living in retirement. They integrate tax planning, tax-efficient strategies, and goal-based financial planning into their comprehensive wealth management services.”

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“Allen B Parker is an experienced financial consultant at Edward Jones. Before joining Edward Jones, Allen B Parker was an officer in the U.S. Navy, a consultant at Booz Allen Hamilton, and a director at Sony Ericsson. With a Bachelor of Science and a Master of Business Administration from Duke University, he has provided top-notch financial services. He holds the General Securities Series 7, Series 63, and Series 65 registrations, life and health insurance licenses, and the CFP® and CIMA® professional designations. He provides face-to-face conversations and free initial consultations to clients. Alongside his team, including professional associates and senior branch office administrators ReAnn Morris and Amy Peters, Allen is committed to delivering personalized and excellent service to clients. They work closely with their clients to clarify their financial goals and develop realistic plans to achieve them. Reach out to them anytime for financial advice and support.”

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“Adams Financial builds a plan that has been providing specific, actionable steps to improve your financial standing. At Allworth Financial, the team empowers and inspires clients with financial education. They have 30 years of experience in the finance and tax industry. Their passion for clear, no-nonsense financial education extends beyond the airwaves. You’ll also experience this same honest and direct approach from the dedicated and experienced team. For over a decade, they have faithfully provided fiduciary investment management and financial planning advice to individuals and families throughout North Carolina. They believe strongly in proactive wealth management and work to coordinate with your CPAs, estate attorneys, and other professionals to ensure you enjoy financial peace of mind after a long and successful career.”

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