Welcome to Advance Financial Group, which was founded in 1987 and is located in Winston Salem, N.C. We offer comprehensive financial planning and investment advisory services on a fee basis for individuals, families and businesses.
Having spent most of his career operating his own home-building firm, Jewels Harris understands the need to have a detailed plan. Constructing a home from the ground up requires a set of blueprints before you move any dirt or hammer the first nail. Likewise, people should have a detailed, long-term financial plan before they invest their money. That's what Jewels Harris Financial does with all of its clients. Like he did when building custom homes, Jewels begins the process by asking questions and finding out exactly what clients want. What are their goals and objectives? What short-term and long-term needs do they have? Then he develops a plan that takes into account his clients needs in these areas: Retirement income Estate planning Insurance Social Security Risk tolerance His past and present experience helps Jewels relate closely to his clients. As a single father of five, Jewels can appreciate the dynamics of estate planning and succession planning. Having been a business owner his entire professional life, Jewels understands the financial needs of entrepreneurs and small businesses. This experience also helped him understand the value of having a trusted professional to advise him on asset planning, tax planning, retirement planning and income planning.
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Winston-Salem Branch of the Atlantic Coast Business Center of Principal Financial Group: here to help educate you about financial management and give you fast, easy access to market performance data. We believe you will be better able to identify your goals and make informed decisions to help reach them by providing you financial education and information. We offer a wide range of financial products and services to individuals and business owners. We can help you execute a financial strategy utilizing investment strategies, insurance and annuity products, retirement planning and estate planning. We're looking forward to using our experience to help you pursue your financial goals.
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Horizon Financial Services LLC is an independent fiduciary financial advisory firm in Winston-Salem, NC. Are you planning to retire in the next five years? Have you reached retirement and find yourself asking, “now what?” Do you feel overwhelmed with managing your retirement savings? You worked hard to build your wealth, now let us help you protect, grow and manage what you’ve saved. We believe no size fits all so our approach to financial planning takes into consideration your level of risk, tax strategies that can benefit your unique situation, and your desires for building a legacy. We are focused on transparency and putting your best interests first while providing you with in-depth and comprehensive financial planning guidance.
Financial Advisor serving Winston-Salem and surrounding area specializing in Wealth Management including Investment & Portfolio Management, Financial Planning, Tax Planning, Estate Planning, Insurance and Annuity Planning.
CFS offers personalized service to those seeking investment management, financial planning and Medicare insurance.
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We are a family operated firm, where our family stands alongside yours. Guided by our principals, we are able to connect with people on a human level--creating the perfect conditions for honest dialogue. Tim Baker founded Timonier in 1997, convinced there was a better way to harness all the available resources of the families Timonier serves to build the vertically integrated office that you see today. Based on the core principles of insight, integrity, and advocacy, Tim's vision has been fulfilled, shielding clients from the "Wall Streets" and "Insurance Streets" of the world. Welcome to your wealth sanctuary, where our advisors work in concert through a multidisciplinary collaborative approach to ensure all of your wealth needs are truly served.
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