Retirement Planning in Durham, NC

We did the hard work of finding trustworthy partners in Durham, NC. Fill out the form to get connected.
Scroll to List of Firms

Get Help with Planning for Retirement

AS SEEN IN

Entrepreneur
MSN Money
Business Insider
Investopedia
Nasdaq
Yahoo Finance
Market Watch

List of Firms

Top Retirement Planners in Durham, NC

generic_business-71
Gaulden & Associates Wealth Management
Location 2525 Meridian Pkwy Ste 60, Durham, NC 27713, USA
Phone (919) 361-9898
Language http://gauldenwealth.com/
Directions
generic_business-71
Elefante Financial Services
Location 1502 NC-54, Durham, NC 27707, USA
Phone (919) 338-2079
Language https://www.garyelefante.com/contact
Directions
generic_business-71
red reef advisors
Location 15 TW Alexander Dr, Durham, NC 27709, USA
Phone (561) 400-3285
Directions
generic_business-71
Southpoint Advisors - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 1415 W North Carolina 54 Ste 115, Durham, NC 27707, USA
Phone (919) 403-0071
Language https://www.ameripriseadvisors.com/team/southpoint-advisors/?cid=IP_local_google
Directions
generic_business-71
Reliance Financial Group, Inc
1 out of 5
Location 4011 University Dr #202a, Durham, NC 27707, USA
Phone (919) 364-2030
Language http://myreliance.com/
Directions
generic_business-71
Pinafore Wealth Counsel, Inc.
Location 3622 Lyckan Pkwy #3004, Durham, NC 27707, USA
Phone (919) 213-0458
Language http://pinaforewealth.com/
Directions
generic_business-71
Chris Crenshaw Financial Services
2 out of 5
Location 2727 University Dr, Durham, NC 27707, USA
Phone (919) 493-3669
Directions
generic_business-71
Seven Cedars Financial (MassMutual Office)
Location 5850 Fayetteville Rd STE 210, Durham, NC 27713, USA
Phone (919) 619-2894
Directions
generic_business-71
Stalwart Financial Planning
Location 2530 Meridian Pkwy #300, Durham, NC 27713, USA
Phone (919) 627-1567
Language http://stalwartplanning.com/
Directions
generic_business-71
Retirement & Assets Protection
Location Durham, NC 27707, USA
Phone (919) 493-3977
Directions
generic_business-71
Rosewood Wealth Management
Location 1519 Pleasant Green Rd, Durham, NC 27705, USA
Phone (919) 391-3446
Language https://rosewoodwealthmanagement.com/
Directions
generic_business-71
MKS Wealth Management
Location 3710 University Dr # 130, Durham, NC 27707, USA
Phone (919) 402-1651
Language http://www.mkswealth.com/
Directions
generic_business-71
Huckabee Wealth Management Group of Northwestern Mutual
Location 240 Leigh Farm Rd #400, Durham, NC 27707, USA
Phone (919) 401-0352
Language http://www.jimbohuckabee.com/?cmpid=googleplaces
Directions
generic_business-71
Chip Roe, CFP, CRPC
Location 1816 Front St, Durham, NC 27705, USA
Phone (919) 383-7421
Directions
generic_business-71
Heritage Financial Planning
SEC File# 801-80348
CRD# 131525
Location 1000 Park Forty Plaza # 300, Durham, NC 27713, USA
Phone (919) 547-7244
Directions
generic_business-71
Lafreita Whitehead - TIAA Financial Consultant
Location 5425 Page Rd Suite 220, Durham, NC 27703, USA
Phone (866) 904-7804
Language https://locations.tiaa.org/advisors/lafreita-whitehead
Directions
Retirement Planning in Durham, NC

About Durham, NC for Those Planning to Retire

Durham, NC is a vibrant city with a rich history and diverse culture. It is home to several noteworthy landmarks such as the Durham Bulls Athletic Park, Duke University Chapel, and the American Tobacco Campus. The city's top employers include Duke University and Health System, IBM, and Fidelity Investments. Major highways and streets in Durham include I-85, NC-147, and Hillsborough Road. The city is divided into several unique neighborhoods such as Downtown Durham, Duke Park, and Trinity Park, each with its own character and charm. Whether you're exploring the city's bustling downtown or taking a stroll through one of its picturesque neighborhoods, Durham offers an exciting and dynamic experience for residents and visitors alike.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Durham, NC can benefit from a bank in several ways. For instance, banks can offer financial assistance to small businesses in Durham, which is a city known for its thriving entrepreneurial community. Additionally, banks can provide loans to residents who want to purchase homes in Durham, a city that is experiencing rapid growth and development. Furthermore, banks can offer financial education and resources to help Durham residents better manage their finances and plan for the future. With a bank's help, Durham residents can take advantage of the city's many opportunities and build a strong financial foundation for themselves and their families.

Insurance Broker

Residents of Durham, NC can benefit from the expertise of an insurance broker in a multitude of ways. With the city's rapidly growing population, a broker can help individuals navigate the complex world of insurance and find policies that meet their unique needs. Durham is home to a diverse population, including a large number of college students and young professionals. An insurance broker can assist these individuals in finding affordable health insurance plans that provide the coverage they need. Additionally, Durham experiences a range of weather patterns, from hot and humid summers to cold and snowy winters. A broker can help residents find insurance policies that protect their homes and vehicles from damage caused by severe weather conditions. With the help of an insurance broker, residents of Durham can feel confident that they have the coverage they need to protect themselves and their families.

Wealth Management

Residents of Durham, NC can greatly benefit from the services of a wealth manager. A wealth manager can help individuals and families in Durham, NC with financial planning, investment management, tax planning, and estate planning. For example, Durham is a growing city with a diverse population, including students, young professionals, and retirees. A wealth manager can help these individuals and families navigate the complexities of investing, retirement planning, and tax planning. Additionally, Durham is home to many small businesses and entrepreneurs who need help managing their finances and planning for the future. A wealth manager can provide guidance on financial management, cash flow, and risk management, helping these businesses thrive and grow. With the help of a wealth manager, residents of Durham, NC can achieve their financial goals and secure their financial future.

Financial Advisor

Residents of Durham, NC can benefit from the services of a financial advisor in several ways. Firstly, Durham is home to a diverse population, including a large number of university students and professionals. A financial advisor can help these individuals manage their student loans, develop a budget, and plan for their future financial goals. Additionally, Durham has a thriving arts and culture scene, which can present unique financial challenges for artists and creatives. A financial advisor can assist these individuals in managing their income streams, navigating tax laws, and planning for retirement. Furthermore, Durham has a growing technology sector, which can provide lucrative job opportunities but also comes with its own set of financial complexities. A financial advisor can help tech workers navigate stock options, 401(k) plans, and other investment opportunities. Overall, a financial advisor can provide valuable guidance and support to residents of Durham, helping them achieve financial stability and security in an ever-changing economic landscape.

Mortgage Loan Officer

Durham, NC is a bustling city with a diverse population, and a mortgage loan officer can help residents in a variety of ways. Firstly, they can assist in finding the best possible mortgage rates and terms for individuals looking to purchase a home in Durham. This is particularly important given the city's rapidly growing real estate market, which can be difficult to navigate without professional guidance. Additionally, a mortgage loan officer can help residents refinance their current mortgages to take advantage of lower interest rates, freeing up money for other expenses. They can also provide guidance on the various government programs available to first-time homebuyers in Durham, such as the Durham Homeownership Center, which offers financial assistance and education to those looking to purchase a home in the city. Overall, a mortgage loan officer can be an invaluable resource for residents of Durham looking to navigate the complex world of home buying and financing.

Tax Services

Residents of Durham, NC can benefit from the services of a tax advisor in a multitude of ways. For instance, a tax advisor can help them navigate the complex tax laws and regulations that are specific to the state of North Carolina. In Durham, NC, tax laws are particularly intricate and can be challenging for residents to understand and comply with. A tax advisor can provide expert guidance on tax planning, preparation, and filing, ensuring that residents are taking advantage of all available deductions and credits, while also minimizing their tax liability. Additionally, a tax advisor can help residents with tax audits and disputes, representing them before the IRS and other tax authorities. With the help of a tax advisor, residents of Durham, NC can ensure that their tax affairs are in order and that they are in compliance with all applicable tax laws and regulations.

Estate Planning Lawyer

Residents of Durham, NC can benefit from the expertise of an estate planning lawyer in various ways. For instance, an attorney can help individuals create a comprehensive estate plan that includes a will, trust, and power of attorney to ensure their assets are distributed according to their wishes. Additionally, estate planning lawyers can assist families with special needs children in setting up trusts that provide for their long-term care. In Durham, NC, where the population is diverse, an estate planning lawyer can help families navigate the complexities of estate planning for blended families, same-sex couples, or those with unique cultural or religious considerations. Furthermore, an estate planning lawyer can help business owners in Durham, NC create a succession plan to ensure their business continues to operate smoothly after their passing. Overall, an estate planning lawyer can provide invaluable guidance and support to residents of Durham, NC in protecting their assets and securing their legacy.

Durham, NC Financial Resources

Durham, NC Chamber of Commerce

https://durhamchamber.org/

Durham, NC City Hall

https://www.durhamnc.gov/

Durham, NC Public Library

https://durhamcountylibrary.org/

FREQUENTLY ASKED QUESTIONS

Retirement Income Planning FAQs

Retirement planning services in Durham, NC are a crucial resource for individuals looking to secure their financial future. A retirement planner can help clients develop a comprehensive plan that takes into account their current financial situation, future goals, and potential risks. With Durham's thriving economy and diverse population, retirement planners in the area are uniquely equipped to provide tailored advice and guidance to clients from all walks of life. From navigating the intricacies of Social Security to creating a personalized investment strategy, retirement planners in Durham can help clients make informed decisions that will ensure a comfortable retirement. With so much at stake, it's essential to work with a retirement planner who has the expertise and experience to guide you through the complex world of retirement planning.

Durham, NC is the ultimate destination for retirees seeking to secure their financial future with a well-crafted retirement plan. The city boasts a thriving financial industry, with a plethora of financial advisors and planners who offer top-notch services to their clients. Durham's financial advisors are renowned for their expertise in retirement planning, and they are well-equipped to help retirees navigate the complex world of retirement savings and investment. Additionally, Durham is home to some of the most prestigious universities in the country, including Duke University and the University of North Carolina at Chapel Hill, which provide a pool of highly skilled and knowledgeable financial advisors who are up-to-date with the latest trends and strategies in retirement planning. With its vibrant financial industry and highly qualified financial advisors, Durham, NC is undoubtedly the best place to get a retirement planner.