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Sample Listing of North Carolina, NC Firms Offering College Savings Plan
 
Helping Hands Financial Group
Fayetteville, NC

 
  We offer Mortgages, Real Estate,Life Insurance,and Fixed Annuity.For all your financial and mortgage need
 
  

 
Raymond James & Associates, Inc., Private Client Group
249 East NC Hwy 54 Suite 300 Durham, NC

 
  John K. Bahr's team at Raymond James & Associates provides financial planning solutions for four distinct groups of clients. We advise young families who are in the accumulation and college planning stages on the basics of a sound financial plan. We have a great deal of experience helping those over age 50 with issues relating to pre-retirement planning, post-retirement issues, and estate planning.We work with nonprofits and their boards on planned giving education and drafting investment policy statements for their endowments and we help small business owners to customize appropriate retirement and estate plans for their businesses.
 
  

 
A.G. Edwards, a Division of Wachovia Securities, LLC
3110 Edwards Mill Road Suite 300 Raleigh, NC

 
  I am a Financial Consultant and Certified Financial Planner® professional with Wachovia Securities in Raleigh, NC. I provide investment strategies to investors with a focus on exceptional service. I work directly with individuals and businesses to create wealth management strategies addressing investment and retirement planning. I regularly interface with other financial professionals, such as CPAs and attorneys to ensure that my clients objectives are fulfilled.
 
  

 
Bank of North Carolina
3202 Northline Ave. Greensboro, NC

 
  The Bank of North Carolina Investment Services is a full service brokerage firm offerring a full line of investment products and services.
 
  

 
DMJ Wealth Advisors, LLC
Greensboro, NC

 
  Our firm provides comprehensive financial planning services for indiviuals. Our sister company is a DMJ, a CPA firms whose roots go back over 50 years. Together we can provide investment, planning and tax services.
 
  

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