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Reload this Page Seeking recommendations for a financial planner (Wilmington: tax, retirement, requirements)
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Old 10-02-2019, 07:27 AM
 
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Hello!

We are seeking recommendations for a fee for service certified financial planner in Wilmington. Our preference is for someone that is familiar with state and federal employee retirement systems and can help minimize our tax burden. Feel free to send me private message. TIA!
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Old 10-08-2019, 05:23 PM
 
Location: Girard, OH
56 posts, read 118,613 times
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We use Stifel here in Ohio, and I know they have branches in North Carolina. (We checked for retiremenet). It is free to go in to talk with someone and see if they fit your requirements of service. If you Google them you can see they have locations throughout NC.

Stifel
Investment service
Wilmington, NC
(910) 679-2130
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Old 10-09-2019, 07:16 PM
 
587 posts, read 1,551,531 times
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Thanks for the reply. Will take a look.
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