Frank Summers, Certified Financial Planner

• 5200 77 Center Drive, Ste 300, Charlotte, NC 28217

• Financial planning for the unique needs of our community.

• 704-459-4646
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Earnst & Young

• 100 North Tryon St Suite 3800, Charlotte, NC 282002
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Bryan Segers

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Insurance of the Carolinas

• Insurance of the Carolinas is your local independent agency offering 60+ providers - helping to ensure you find the product and price based on your needs/goals.

• 704-345-4294
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Vanguard

• 2525 Water Ridge Pkwy, Charlotte, NC 28217
• 877-662-7447
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Matthew Humphrey

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Rosa Berger

• 615-347-0447
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Capasso Planning Partners

• 2332 Stonehaven Rd, Kernersville, NC 27284
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Sycamore Financial Planning

• 4530 Park Road, Suite 108, Charlotte, NC 28211
• 980-272-7676
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Noah Pliss

• 7275106443
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Lisa Raye Hund

Consolidated Planning

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Richard Sterling

Merrill Lynch

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Cristiano Gaines

• 3363240567
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Allegacy Federal Credit Union

• 100 Queens Rd, Charlotte, NC 28204

• Credit Union, Banks, Financial Institutions, Business & Professional Services

• 704-900-8171
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