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Top 30 financial advisors of 88 near 28092
Out of 400,000+ nationwide
Glenn S
Series 66
Stanley, NC
Edward Jones
Retirement income strategy
College savings (529s, UTMA, etc.)
General retirement planning
Wealth management
Joshua R
Series 66
Denver, NC
Edward Jones
Retirement plans for business owners (SEP, solo 401k)
Charitable giving & philanthropy
Equity Recipients (RS/RSU, SOP, ESPP)
Business ownership considerations
General estate planning guidance
Founder/Business Owner
Cooper B
CFP®, Series 66
Lincolnton, NC
Edward Jones
Retirement plans for business owners (SEP, solo 401k)
College savings (529s, UTMA, etc.)
General retirement planning
Brent R
CFP®, Series 66
Lincolnton, NC
Edward Jones
Retirement income strategy
General retirement planning
Multi-generational wealth transfer
General estate planning guidance
Wealth management
Michael B
Series 63, Series 65
Mount Holly, NC
Affluence Advisory LLC
John Z
CFP®, Series 65
Denver, NC
SafeBridge LLC
Joseph L
Series 63
Lincolnton, NC
Leonard Wealth Management, LLC
Gary G
PFS™, Series 65
Shelby, NC
Gragg Financial
Jason G
PFS™, Series 65
Shelby, NC
Gragg Financial
Bre Ann W
Series 65
Shelby, NC
Gragg Financial
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Top 30 financial advisors of 88 near 28092
Out of 400,000+ nationwide