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BEST RATED WINSTON SALEM, NC FINANCIAL SERVICES

3 Best Financial Services in Winston Salem, NC

Expert-recommended Top 3 Financial Services in Winston Salem, 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!

Horizon Financial Services, LLC - Winston Salem, NC Financial Services - Portrait
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HORIZON FINANCIAL SERVICES, LLC

(4.8 Score)
3880 Vest Mill Road, Suite 100,
Winston Salem, NC 27103 Directions

Since 2011

Specialty:

✓ Wealth Management ✓ Retirement and Income Planning ✓ Tax Minimization and Financial Strategies ✓ Legacy Planning ✓ Estate Planning

"Horizon Financial Services, LLC goes the extra mile to design financial plans that focus on meeting your specific goals and account for the uniqueness of your life and needs. They develop a one-on-one relationship with you and work with your tax preparer, estate attorney, and other chosen professionals to help ensure an integrative financial plan. John J. Brais is the founder of Horizon Financial Services. He believes his clients should feel empowered to secure their futures, and that the best way to achieve that is by providing a wide range of investment options and an integrative planning process. He’s committed to helping clients fully understand their various investment options and guiding them to choose the appropriate plan to fit their unique needs.

2026 Update: Horizon Financial Services's main goal is to be a trusted partner for individuals and families and to guide them through life’s transitions to pursue a future aligned with their goals and values."

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License CRD #158798

Price:

Financial Planning And Consulting Services Hourly Fee For Clients Having Assets Managed By The Firm $150
Financial Planning And Consulting Services Hourly Fee For Clients Not Having Assets Managed By The Firm $300
Seminars Registration Fee Per Person Upto $100

Contact:

(336) 659-7060 (866) 408-1437

Mon-Thu: 8:30am - 4: 30pm
Fri: 8am - 2pm
Sat & Sun: Closed

TBR® Inspection Report:

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DIXON & COMPANY WEALTH MANAGEMENT, LLC

(4.8 Score)
155 Sunnynoll County, Suite 101,
Winston Salem, NC 27106 Directions

Since 2014

Specialty:

✓ Financial Planning ✓ Investment Management ✓ Retirement Planning ✓ College Planning ✓ Insurance ✓ Charitable Giving

“2026 Update: Dixon & Company Wealth Management, LLC is dedicated to helping you plan for your financial future. Tyler Schweigert and Ben Shamberger are the Co-Owner and a Certified Financial Planner professional. He completed his bachelor’s degree in Finance from Liberty University. He works closely with clients to optimize their financial plans not only for today but with a long-term, tax-smart perspective. Ben Shamberger completed his B.S. in Business Marketing at Appalachian State University. He is committed to helping individuals and families align their financial decisions with their life goals.”

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License #1239231

Contact:

(336) 245-8626

Mon-Fri: 9am - 4pm
Sat & Sun: Closed

TBR® Inspection Report:

The Miller Group at Morgan Stanley - Winston Salem, NC Financial Services - Portrait
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THE MILLER GROUP AT MORGAN STANLEY

(4.7 Score)
100 North Main Street, Suite 2500,
Winston Salem, NC 27101 Directions

Since 1986

Specialty:

✓ Wealth Consulting ✓ Financial Planning ✓ Retirement Planning ✓ 401(k) Rollovers ✓ Corporate Trust Services ✓ Estate Planning Strategies ✓ Lending Products ✓ Wealth Planning ✓ Education Funding ✓ Asset Management ✓ Business Planning ✓ Succession Planning ✓ Annuities

"The Miller Group at Morgan Stanley has grown by building trusting client relationships across generations. They operate as a full-service team, with each member bringing a specific skill set while sharing a holistic approach to wealth management that integrates investments, financial, and estate planning. They strive to meet every client's needs and aim to help individuals and their families build and manage a comprehensive wealth management plan. Craig C Miller is the managing director of the firm. He graduated from Lexington High School in 1978 and completed a B.A. in political science from Lenoir-Rhyne College in 1982. He is passionate about estate planning strategies and has been a Winston Salem Estate Planning Council member since 2002. Contact them to schedule an appointment.

2026 Update: The Miller Group was recognized as Best in State Wealth Management Team for four consecutive years (2023, 2024, 2025, and 2026)."

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License CRD #149777

Contact:

(336) 721-9212

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

TBR® Inspection Report:

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HORIZON FINANCIAL SERVICES, LLC REVIEWS

I contacted Horizon Financial based on their reputation for trustworthiness, expertise, and commitment to our local community. From the start, John Brais and his team demonstrated patience, support, and a genuine dedication to educating me throughout a complex estate process. Thanks to their sound investment advice and consistent encouragement, I’ve been able to retire with confidence and pursue new interests. I’m deeply grateful for their guidance and highly recommend their services.

I have been a client for several years now. John and his team have structured a portfolio that considers my needs and my risk appetite. This first part of 2025 has been very concerning but I feel like they have managed me well, giving me needed feedback and advice. Thanks to them, I do not worry as much.

Horizon Financial Services is a highly professional team of financial planners that have managed my portfolio for many years. I would recommend this group to anyone that values excellent service with a caring touch. John’s team makes you feel like family.

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DIXON & COMPANY WEALTH MANAGEMENT, LLC REVIEWS

I cannot overstate the impact that working with Ben at Dixon and Company has had on my life. From the beginning, Ben was nonjudgmental and created space for me to be honest about the many things I didn’t know and understand about my finances and over the year that we have worked together he has taught me so much without ever talking over my head or making me feel overwhelmed. Money used to be a constant worry and a part of my life that I avoided dealing with but working with Ben has turned that around entirely. Wholeheartedly recommend.

Ben, Tyler & Zach are a great team. They listen, they care, and they will help you make the most of what you worked and saved for... the financial plan for our retirement gave us a realistic plan as to how to handle our finances and how retirement could happen much sooner than we thought. From a background perspective I worked in financial services for 17 years and at an accounting firm 6 years.

Had a great meeting with Tyler about my future and he shared some great insights with me on how to continue to grow my portfolio. I’m looking forward to working with him and the firm! Definitely recommend setting up a consultation to learn how they can help you grow your portfolio for 2025 and beyond. Thank you.

THE MILLER GROUP AT MORGAN STANLEY REVIEWS

Craig and Sutton Miller and all the staff at the Miller Group are an outstanding wealth management team! They have taken time with me to look at my overall wealth and lifestyle needs and have helped me develop a comprehensive plan for my future. In my experience, they have become a part of my family.

The Miller Group at Morgan Stanley has been my one-stop shop in understanding wealth management strategies, maintaining a balanced and smart portfolio, and goal setting. High-level communication and confidentiality.

My experience with The Miller Group has been outstanding! Transparent about fees and gave great advice! Look no further than Sutton Miller for your financial advisor.

TBR® Inspection Score Report

HORIZON FINANCIAL SERVICES, LLC Total Inspection Points: 115/120
Acknowledgments: 8
Experience: 8
Reviews Study: 9
Business Images: 10
Complete Info: 10
License: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Online Appointment: 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

DIXON & COMPANY WEALTH MANAGEMENT, LLC Total Inspection Points: 114/120
Acknowledgments: 8
Complete Info: 8
Experience: 8
Business Images: 10
Contact Info: 10
License: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Reviews Accuracy of : 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

THE MILLER GROUP AT MORGAN STANLEY Total Inspection Points: 113/120
Acknowledgments: 8
Business Hours: 8
Current Evaluation: 8
Complete Info: 9
Contact Info: 10
License: 10
Exact Services: 10
Experience: 10
Legitimate Ratings: 10
Location Proximity: 10
Reviews Accuracy of : 10
Website Standard: 10