3 Best Financial Services in Durham, NC

“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.”

“Lily Wealth Partners creates financial planning and wealth management strategies that are tailored to your needs and goals. Danielle Cooley is the founder of Lily Wealth Partners. She is an active member of my community, serving as past president of Durham Civitan Club, past secretary of Rougemont Ruritan Club, active member of Profits in the Park BNI, and past president of the Durham Women in Networking. She is also an active volunteer with Meals on Wheels of Durham. As a CERTIFIED FINANCIAL PLANNER™, she believes that the best interest of her clients comes first. Relationships are key, and in her view, meeting face to face builds strong relationships. Danielle Cooley meets when it's convenient for her clients because she recognizes the challenging needs of their businesses and their lives.”

“Adams Financial builds a plan that has been providing specific, actionable steps to improve your financial standing. 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.”