Home > Chapel Hill Nc > Financial Services And Advisors
B

BB&T

5407 S Miami Blvd Durham

(919) 941-7722

Phone: (919) 941-7722

Open Hours

Regular Hours
Mon - Thu:
Fri:
Sat - SunClosed


Website: www.bbt.com

Years in Business: 147 Years In Business

Associations: Equal Housing Lender,Member Fdic

Payment Method: All Major Credit Cards, Mastercard, Paypal, Visa, Check, Discover

Brands: Bridgestone Tire, Firestone

Other Areas Served: Banks, ATM Locations, Commercial & Savings Banks, Financing Services, Loans, Mortgages

B

Bdo Usa Llp

2530 Meridian Pkwy Durham

(919) 754-9370

Phone: (919) 754-9370


D

Dressman Matthew J CPA PC

1502 W Nc Highway 54 Ste 201 Durham

(919) 493-5916

Phone: (919) 493-5916

Open Hours

Regular Hours


Other Areas Served: Accountants-Certified Public, Accounting Services, Bookkeeping, Financial Planning Consultants, Payroll Service, Tax Return Preparation, Taxes-Consultants & Representatives

E

Edward Jones

(888) 891-1491

Phone: (888) 891-1491


Website: www.edwardjones.com

Brands: Edward Jones

Other Areas Served: Financial Services, Annuities & Retirement Insurance Plans, Financial Planners, Financial Planning Consultants, Financing Consultants, Investment Advisory Service, Investment Management, Investment Securities, Investments, Mutual Funds, Pension & Profit Sharing Plans, Retirement Planning Services, Stock & Bond Brokers, Stock & Bond Transfer Agents

E

Edward Jones - Financial Advisor: Brad Pomeroy

2344 Operations Dr Ste 103 Durham

(919) 383-4500 | brad.pomeroy@edwardjones.com

Phone: (919) 383-4500

Open Hours

Regular Hours
Mon - Thu:
Fri:


Website: www.edwardjones.com

Years in Business: 97 Years In Business

Brands: Durham Financial Advisor, Investment Management, Funds Investment, Stock & Bond Broker

Other Areas Served: Financial Services, Annuities & Retirement Insurance Plans, Financial Planners, Financial Planning Consultants, Financing Consultants, Investment Advisory Service, Investment Management, Investment Securities, Investments, Mutual Funds, Pension & Profit Sharing Plans, Retirement Planning Services, Stock & Bond Brokers, Stock & Bond Transfer Agents

E

Edward Jones - Financial Advisor: Eliot R Barton

10300 Chapel Hill Rd Ste 200 Morrisville

(919) 388-9830 | eliot.barton@edwardjones.com

Phone: (919) 388-9830


Website: www.edwardjones.com

Years in Business: 97 Years In Business

Payment Method: Company Card, Visa

Brands: Morrisville Financial Advisor, Investment Management, Funds Investment, Stock & Bond Broker

Other Areas Served: Financial Services, Annuities & Retirement Insurance Plans, Financial Planners, Financial Planning Consultants, Financing Consultants, Investment Advisory Service, Investment Management, Investment Securities, Investments, Mutual Funds, Pension & Profit Sharing Plans, Retirement Planning Services, Stock & Bond Brokers, Stock & Bond Transfer Agents

E

Edward Jones - Financial Advisor: Josh Almond

10300 Chapel Hill Rd Ste 200 Morrisville

(919) 907-1601

Phone: (919) 907-1601


Website: api.citygridmedia.com

Other Areas Served: Stock & Bond Brokers, Annuities & Retirement Insurance Plans, Financial Planning Consultants, Financial Services, Investment Advisory Service, Investment Securities, Investments, Mutual Funds, Retirement Planning Services

E

Edward Jones - Financial Advisor: Laurie K Bengson

3500 Westgate Dr Ste 301 Durham

(919) 493-8385 | laurie.bengson@edwardjones.com

Phone: (919) 493-8385

Open Hours

Regular Hours
Mon - Fri:


Website: www.edwardjones.com

Years in Business: 97 Years In Business

Brands: Durham Financial Advisor, Investment Management, Funds Investment, Stock & Bond Broker

Other Areas Served: Financial Services, Annuities & Retirement Insurance Plans, Financial Planners, Financial Planning Consultants, Financing Consultants, Investment Advisory Service, Investment Management, Investment Securities, Investments, Mutual Funds, Pension & Profit Sharing Plans, Retirement Planning Services, Stock & Bond Brokers, Stock & Bond Transfer Agents

E

Edward Jones - Financial Advisor: Martin R Noble

5000 Falls Of Neuse Rd Ste 424 Raleigh

(919) 981-0620 | martin.noble@edwardjones.com

Phone: (919) 981-0620

Open Hours

Regular Hours
Mon:
Tue - Thu:
Fri:


Website: www.edwardjones.com

Years in Business: 97 Years In Business

Neighborhoods Served: North Hills

Payment Method: Master Card, Company Card, Visa

Brands: Raleigh Financial Advisor, Investment Management, Funds Investment, Stock & Bond Broker

Other Areas Served: Investment Securities, Annuities & Retirement Insurance Plans, Financial Planners, Financial Planning Consultants, Financial Services, Financing Consultants, Investment Advisory Service, Investment Management, Investments, Mutual Funds, Pension & Profit Sharing Plans, Retirement Planning Services, Stock & Bond Brokers, Stock & Bond Transfer Agents

E

Edward Jones - Financial Advisor: Mary-Charles Nassif

3620 Shannon Rd Ste 100 Durham

(919) 419-1761 | mary-charles.nassif@edwardjones.com

Phone: (919) 419-1761

Open Hours

Regular Hours
Mon - Fri:


Website: www.edwardjones.com

Years in Business: 97 Years In Business

Brands: Durham Financial Advisor, Investment Management, Funds Investment, Stock & Bond Broker

Other Areas Served: Mutual Funds, Annuities & Retirement Insurance Plans, Financial Planners, Financial Planning Consultants, Financial Services, Financing Consultants, Investment Advisory Service, Investment Management, Investment Securities, Investments, Pension & Profit Sharing Plans, Retirement Planning Services, Stock & Bond Brokers, Stock & Bond Transfer Agents

E

Edward Jones - Financial Advisor: Mary-Charles Nassif

3620 Shannon Rd Ste 100 Durham

(919) 419-1761 | mary-charles.nassif@edwardjones.com

Phone: (919) 419-1761

Open Hours

Regular Hours
Mon - Fri:


Website: www.edwardjones.com

Years in Business: 97 Years In Business

Brands: Durham Financial Advisor, Investment Management, Funds Investment, Stock & Bond Broker

Other Areas Served: Mutual Funds, Annuities & Retirement Insurance Plans, Financial Planners, Financial Planning Consultants, Financial Services, Financing Consultants, Investment Advisory Service, Investment Management, Investment Securities, Investments, Pension & Profit Sharing Plans, Retirement Planning Services, Stock & Bond Brokers, Stock & Bond Transfer Agents

E

Edward Jones - Financial Advisor: Michael J Stone

1001 Hayes Ln Apt 102 Holly Springs

(919) 552-4520 | michael.stone@edwardjones.com

Phone: (919) 552-4520

Open Hours

Regular Hours
Mon - Thu:
Fri:


Website: www.edwardjones.com

Years in Business: 97 Years In Business

Neighborhoods Served: Main Street Square

Payment Method: Master Card, Company Card, Visa

Brands: Holly Springs Financial Advisor, Investment Management, Funds Investment, Stock & Bond Broker

Other Areas Served: Stock & Bond Brokers, Annuities & Retirement Insurance Plans, Financial Planners, Financial Planning Consultants, Financial Services, Financing Consultants, Investment Advisory Service, Investment Management, Investment Securities, Investments, Mutual Funds, Pension & Profit Sharing Plans, Retirement Planning Services, Stock & Bond Transfer Agents

E

Edward Jones - Financial Advisor: Mike Hughes

115 Oakdale Dr Unit 4 Hillsborough

(919) 732-1059 | mike.hughes@edwardjones.com

Phone: (919) 732-1059

Open Hours

Regular Hours
Mon - Fri:


Website: www.edwardjones.com

Years in Business: 97 Years In Business

Brands: Hillsborough Financial Advisor, Investment Management, Funds Investment, Stock & Bond Broker

Other Areas Served: Investments, Annuities & Retirement Insurance Plans, Financial Planners, Financial Planning Consultants, Financial Services, Financing Consultants, Investment Advisory Service, Investment Management, Investment Securities, Mutual Funds, Pension & Profit Sharing Plans, Retirement Planning Services, Stock & Bond Brokers, Stock & Bond Transfer Agents

E

Edward Jones - Financial Advisor: Sharon A Dickens

50101 Governors Dr Ste 118 Chapel Hill

(919) 967-9968 | sharon.dickens@edwardjones.com

Phone: (919) 967-9968

Open Hours

Regular Hours
Mon - Thu:
Fri:


Website: www.edwardjones.com

Years in Business: 97 Years In Business

Neighborhoods Served: Govs Village

Payment Method: Company Card, Visa

Brands: Chapel Hill Financial Advisor, Investment Management, Funds Investment, Stock & Bond Broker

Other Areas Served: Investments, Annuities & Retirement Insurance Plans, Financial Planners, Financial Planning Consultants, Financial Services, Financing Consultants, Investment Advisory Service, Investment Management, Investment Securities, Mutual Funds, Pension & Profit Sharing Plans, Retirement Planning Services, Stock & Bond Brokers, Stock & Bond Transfer Agents

E

Eton Advisors LP

5915 Farrington Rd Ste 202 Chapel Hill

(919) 442-1550 | info@etonadvisors.com

Phone: (919) 442-1550


Website: www.etonadvisors.com

Years in Business: 10 Years In Business

BBB Rating: A+Bbb Rating And Accreditation Information May Be Delayed Up To A Week.

Other Areas Served: Investment Advisory Service, Financial Planners, Financial Planning Consultants, Insurance, Investment Management, Retirement Planning Services

F

Fiduciary Solutions Inc

2530 Meridian Pkwy Ste 300 Durham

(919) 806-4942 | info@fiduciarysolutions.com

Phone: (919) 806-4942

Open Hours

Regular Hours
Fri:


Website: fiduciarysolutions.com

Years in Business: 8 Years In Business

Other Areas Served: Financial Services, Investment Securities, Investments

L

Lake Gaston Retreat

310 Schubauer Dr Cary

(919) 602-0986

Phone: (919) 602-0986


Neighborhoods Served: Preston

Other Areas Served: Mortgages, Financing Services, Real Estate Loans

M

Maxima Financial

4819 Emperor Blvd Durham

(919) 941-0420 | tailee_us@yahoo.com

Phone: (919) 941-0420


Years in Business: 15 Years In Business

M

Maxima Financial

4819 Emperor Blvd Durham

(919) 941-0420 | tailee_us@yahoo.com

Phone: (919) 941-0420


Years in Business: 15 Years In Business

O

One Source Solutions

218 Waterford Lake Dr Cary

(919) 447-2512

Phone: (919) 447-2512


Website: barcode-solutions.com

Years in Business: 10 Years In Business

Neighborhoods Served: Cary Park

S

Stifel Financial Corp

307 W Barbee Chapel Rd Chapel Hill

(919) 932-3220

Phone: (919) 932-3220

Open Hours

Regular Hours
Mon - Fri:


Website: www.stifel.com

Years in Business: 13 Years In Business

Neighborhoods Served: Meadowmont

Payment Method: Visa, Master Card

Other Areas Served: Investment Securities, Annuities & Retirement Insurance Plans, Financial Planners, Financial Planning Consultants, Financial Services, Investment Advisory Service, Investment Management, Investments, Retirement Planning Services, Stock & Bond Brokers

S

Stifel Financial Corp

307 W Barbee Chapel Rd Chapel Hill

(919) 932-3220

Phone: (919) 932-3220

Open Hours

Regular Hours
Mon - Fri:


Website: www.stifel.com

Years in Business: 13 Years In Business

Neighborhoods Served: Meadowmont

Payment Method: Visa, Master Card

Other Areas Served: Investment Securities, Annuities & Retirement Insurance Plans, Financial Planners, Financial Planning Consultants, Financial Services, Investment Advisory Service, Investment Management, Investments, Retirement Planning Services, Stock & Bond Brokers

T

Trillium Asset Management

104 City Hall Plz Durham

(919) 688-2309

Phone: (919) 688-2309


Neighborhoods Served: Downtown Durham