3 Best Financial Services in Winston Salem, NC

“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 were recognized as a Forbes Best-In-State Wealth Management team for 2023 and 2024. 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 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 the appointment.”

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“J. Harris Financial was founded by Jewels Harris, who built a strong business that earned him national recognition and respect from his peers. He helps his clients prepare financial plans, covering various aspects of personal finance such as retirement, risk management, insurance, estate planning, and asset preservation. His goal is to help everyone, both individuals and families, who are looking for retreatment and finance. The company provides information on the financial requirements of entrepreneurs and small businesses. They specialize in helping retirees and those transitioning into retirement reduce tax burdens and increase income. The company knows the financial requirements of entrepreneurs and small businesses. They are committed to sharing their expertise and educating their clients on how to reach their retirement goals. Their mission is to ensure you have your hard-earned retirement working strategies that fit your needs.”

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“Edie Broccolo is a highly experienced financial advisor at Edward Jones, a respected investment firm committed to helping individual investors and families achieve their financial goals. As an Edward Jones financial advisor, she believes it's important to invest her time in understanding what you're working toward before you invest your money. With a Bachelor of Business Admin from Temple University, she deeply understands finance and investment. She enjoys partnering with individual investors and small business owners to work toward specific goals that they set together. She and her team can work together to develop specific strategies to help you achieve your goals. They can also monitor your progress to help you stay on track or determine if any adjustments need to be made. Throughout it all, they're dedicated to providing you with top-notch client service. Contact her today to request an appointment.”

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