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Find Retirement Planners for Retirement Planning in Durham, North Carolina

With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding you the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.

All our retirement planners go through rigorous industry experience, disclosures, and registrations check. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.

List of Qualified Retirement Planners in Durham, North Carolina

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Tom Morris

Northwestern Mutual -Tom Morris

240 Leigh Farm Rd
Ste 400

Durham,NC 27707

919-401-0331

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Kenneth Nelson

Nelson Wealth Advisors

Office A:10604 Bent Twig Drive, Raleigh NC 27613
Office B: 9121 Anson Way, Suite #204

Raleigh,NC 27615

919-845-3339

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Kelli Smith

Edelman Financial Engines, LLC

4700 Falls of Neuse Road
Suite 275

Raleigh,NC 27609

919-747-6052

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Coach Pete DArruda

Capital Financial Advisory Group, LLC

1500 Town Side Drive, Suite 200

Apex,NC 27502

919-657-4201

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Kelli Smith

Edelman Financial Engines, LLC

717 Green Valey Rd.
Suite 200

Greensboro,NC 27408

919-747-6052

List of Additional Retirement Planners in Durham, North Carolina*

* Additional advisor listing is provided in partnership with Yext

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Advising Academics

280 South Mangum Street
Suite 550

Durham, NC 27701
407-340-0241

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Tucker Bria Wealth Strategies

3100 Tower Boulevard
Suite 117

Durham, NC 27707
919-381-5780

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DTLR

1058 West Club Blvd
Space 115

Durham, NC 27701
919-286-7700

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Elefante Financial Services

1502 West NC Highway 54
Suite 501

Durham, NC 27707
919-338-2079

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Gary L Gaulden - Ameriprise Financial Services, LLC

2525 Meridian Pkwy
Ste 60

Durham, NC 27713
919-361-9898

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David Nichols - Ameriprise Financial Services, Inc.

2525 Meridian Pkwy
Ste 60

Durham, NC 27713
919-361-9898

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Gaulden & Associates - Ameriprise Financial Services, LLC

2525 Meridian Pkwy
Ste 60

Durham, NC 27713
919-361-9898

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Timothy Martin Dyess - Ameriprise Financial Services, LLC

1415 W NC Highway 54
Ste 115

Durham, NC 27707
919-403-0071

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The Potter Financial Group

1816 Front Street
Suite 220

Durham, NC 27705
919-383-7421

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Edward Jones - Financial Advisor: Bryan L Piccirillo, AAMS"

3020 S Miami Blvd
Suite 203

Durham, NC 27703
919-968-2176

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Edward Jones - Financial Advisor: Evan L Moser

1911 Hillandale Rd
Suite 1110

Durham, NC 27705
919-973-1316

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Edward Jones - Financial Advisor: Doug Dickerson, CRPC"

404 Hunt St
Suite 130

Durham, NC 27701
919-286-1222

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Edward Jones - Financial Advisor: Drew Oberg Jr

3100 Tower Blvd
Suite 1615

Durham, NC 27707
919-489-8111

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Edward Jones - Financial Advisor: Julie G Kelly, CFP®|CRPC"

3100 Tower Blvd
Suite 1615

Durham, NC 27707
919-489-8111

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Edward Jones - Financial Advisor: Ryan S Kelly

7806 NC Hwy 751
Suite 140

Durham, NC 27713
919-572-5180

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Edward Jones - Financial Advisor: Mary-Charles Nassif, CFP®|ChFC®

3620 Shannon Rd
Ste 100

Durham, NC 27707
919-419-1761

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Edward Jones - Financial Advisor: Alex Rankin

900 Broad St
Suite A

Durham, NC 27705
919-317-1025

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Edward Jones - Financial Advisor: Dan Bayait

5475 Lumley Rd
Suite 106

Durham, NC 27703
919-748-3229

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Edward Jones - Financial Advisor: Emily L Crum

2816 Erwin Rd
Ste 109

Durham, NC 27705
919-382-3085

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Edward Jones - Financial Advisor: Tamra K Ellis

1530 N Gregson Street
Suite 3 A

Durham, NC 27701
919-479-8064

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Edward Jones - Financial Advisor: Shawn M Wilson

3805 University Dr
Unit C

Durham, NC 27707
919-419-8010

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Edward Jones - Financial Advisor: Andrew L Metz

2451 Croasdaile Farm Parkway
Suite 103

Durham, NC 27705
919-477-9299

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Edward Jones - Financial Advisor: Alex G Nelson, CFP®

1911 Hillandale Rd
Suite 1110

Durham, NC 27705
919-973-1316

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Edward Jones - Financial Advisor: Linda P Chabinsky, CFP®

5826 Fayetteville Rd
Suite 205

Durham, NC 27713
919-973-3142

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Edward Jones - Financial Advisor: Craige Summers, CFP®|ChFC®|CLU®

2200 West Main Street
Ste A160

Durham, NC 27705
919-956-5959

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Edward Jones - Financial Advisor: Nick Seligman, CFP®

3710 University Drive
#305

Durham, NC 27707
919-382-0005

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Edward Jones - Financial Advisor: Andy Esser, CFP®|ChFC®|CLU®

5611 N C Highway 55
Suite 104

Durham, NC 27713
919-361-0360

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Edward Jones - Financial Advisor: Derek J Parrish, AAMS"

100 Capitola Dr
Suite 108

Durham, NC 27713
919-493-3982

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Edward Jones - Financial Advisor: Donna G Collins

3805 University Dr
Unit C

Durham, NC 27707
919-419-8010

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Edward Jones - Financial Advisor: Wes Seifert

3500 Westgate Dr
Ste 301

Durham, NC 27707
919-493-8385

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Edward Jones - Financial Advisor: Marie E Baker, CFP®|AAMS"

404 Hunt St
Suite 130

Durham, NC 27701
919-286-1222

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Edward Jones - Financial Advisor: Allen B Parker, CFP®|CIMA®

2816 Erwin Rd
Ste 109

Durham, NC 27705
919-382-3085

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Edward Jones - Financial Advisor: Philip S Geiger, CFP®|AAMS"

6011 Fayetteville Rd
Suite 106

Durham, NC 27713
919-544-3012

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Edward Jones - Financial Advisor: Rodney E Hooks Jr, AAMS"

3200 Croasdaile Dr
Suite 703

Durham, NC 27705
919-384-1921

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Edward Jones - Financial Advisor: Willard L Causey Jr

2344 Operations Dr
Suite 103

Durham, NC 27705
919-383-4500

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Edward Jones - Financial Advisor: Greg Archer, CFP®

1000 Park Forty Plaza
Ste 235

Durham, NC 27713
919-596-4696

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Edward Jones - Financial Advisor: Kendall Weller

5826 Fayetteville Rd
Suite 205

Durham, NC 27713
919-973-3142

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Edward Jones - Financial Advisor: Henry H Newton

2451 Croasdaile Farm Parkway
Suite 103

Durham, NC 27705
919-477-9299

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Edward Jones - Financial Advisor: Amy L White

3620 Shannon Rd
Ste 100

Durham, NC 27707
919-419-1761

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Douglas Lindsey

5417 Page Road

Durham, NC 27703
919-768-4877

* Additional advisor listing is provided in partnership with Yext

Frequently Asked Questions

Why do I need a retirement planner?

A retirement planner helps you in making your retirement life run smoothly. They also help in identifying various sources of income, estimating the expenses, implementing a savings program, and helps in asset management. The major focus of a Retirement Planner is to estimate future cash flows and assets management.

How to choose a good retirement planner?

While interviewing potential retirement planners, look for someone with expertise in Tax Planning, Social Security, and Withdrawal Strategies for retirement. They need to be able to formulate a schedule and strategy that tells you how to take money out in a tax-efficient manner and they need to be able to give you practical guidance on the use of assured revenue items that can build a sense of financial security in your retirement.

What does a retirement planner do?

A Retirement Planner gives you a clear understanding of the financial assets that you are aggregating along with other resources that you have such as Pensions, Social Security, Part-time work, Home Equity, etc. In this way, they help you transform these income sources to become a future asset/regular source of income that will help you in your retirement days.

How much does a retirement planner cost?

Different Retirement planners charge differently. They may charge on an hourly basis, a quarterly or annual retainer fee, a percentage of assets that they manage for you, in the form of Commissions, a fixed fee to run a retirement plan. You should always ask the prospective retirement planner for a simple clarification of how they want to get compensated.

What questions to ask a retirement planner?

Although the questions to ask your retirement planner may differ as per your financial concerns, following are the most common things to discuss with your retirement planner

  1. Are my current savings enough to get retired?
  2. With my current savings, what will my post-retirement lifestyle look like?
  3. Should I consider making investments right before my retirement?
  4. When is the right time to pay off my mortgage-pre or post-retirement?
  5. How can I mitigate my post-retirement financial risks?

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