Cookies on BBB.org

We use cookies to give users the best content and online experience. By clicking “Accept All Cookies”, you agree to allow us to use all cookies. Visit our Privacy Policy to learn more.

Cookie Preferences

Many websites use cookies or similar tools to store information on your browser or device. We use cookies on BBB websites to remember your preferences, improve website performance and enhance user experience, and to recommend content we believe will be most relevant to you. Most cookies collect anonymous information such as how users arrive at and use the website. Some cookies are necessary to allow the website to function properly, but you may choose to not allow other types of cookies below.

Necessary Cookies

What are necessary cookies?

These cookies are necessary for the site to function and cannot be switched off in our systems. They are usually only set in response to actions made by you that amount to a request for services, such as setting your privacy preferences, logging in or filling in forms. You can set your browser to block or alert you about these cookies, but some parts of the site will not work. These cookies do not store any personally identifiable information.

Necessary cookies must always be enabled.

Functional Cookies

What are functional cookies?

These cookies enable the site to provide enhanced functionality and personalization. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies, some or all of these services may not function properly.

Use functional cookies

Do not use functional cookies

Performance Cookies

What are performance cookies?

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site. All information these cookies collect is aggregated and therefore anonymous. If you do not allow these cookies we will not know when you have visited our site, and will not be able to monitor its performance.

Use performance cookies

Do not use performance cookies

Marketing Cookies

What are marketing cookies?

These cookies may be set through our site by our advertising partners. They may be used by those companies to build a profile of your interests and show you relevant content on other sites. They do not store personal information directly, but are based on uniquely identifying your browser or device. If you do not allow these cookies, you will experience less targeted advertising.

Use marketing cookies

Do not use marketing cookies

BBB Accreditation
Scam Tracker
Central Ohio Business Login

Better Business Bureau^®Homepage

Resources for Businesses

Consumer Account
Get a Quote
Start a Review
File a Complaint
BBB Scam Tracker
Business Resources
Get Accredited
For Consumers
Careers
BBB Directory
Join/Apply
Customer Reviews
Consumer HQ
For Businesses
Accredited Business Portal
Center for Character Ethics
Military & Veterans Initiative
News & Alerts
Events
Board of Directors

Honeypot

Find

Near

Country

USUnited States

United States
Canada

Honeypot

Find

Near

Country

USUnited States

United States
Canada

Home
North Carolina
Financial Planning Consultants (current page)

Category: Financial Planning Consultants

Showing: 730 results for Financial Planning Consultants
near USA

Filter by

Service Area

Serving my area

Request Consultation

Get a Quote

Pet Insurance

Bank

Banking Services

Credit Cards and Plans

Financial Planning Kits

No License Required Financial Consultants

Financing

Wealth Management

Estate Settlement

Insurance Companies

All ratings

A and above

B and above

C and above

D and above

F and above

Filter by

Serving my area

Search results

Pinehurst Wealth, LLC

Wealth Management, Financial Planning Consultants, Life Insurance ...

BBB Rating: A+

(910) 621-7463

77 Cherokee Rd,
Pinehurst, NC 28374-7501

Get a Quote

First Command Financial Services

Financial Planning Consultants, Loans, Mortgage Broker ...

BBB Rating: A+

This rating reflects BBB's opinion about the entire organization's interactions with its customers, including interactions with local locations.

View HQ Business Profile

Service Area

Serving the following areas:

(817) 731-8621

179 Gasoline Aly Ste 102B,
Mooresville, NC 28117-6561

First Command Financial Services

Financial Planning Consultants, Loans, Mortgage Broker ...

BBB Rating: A+

This rating reflects BBB's opinion about the entire organization's interactions with its customers, including interactions with local locations.

View HQ Business Profile

Service Area

Serving the following areas:

(817) 731-8621

5824 Fairview Rd Ste 207,
Charlotte, NC 28209

Holden & Mickey, Inc.

Financial Planning Consultants

BBB Rating: A+

(336) 724-1810

100 N Cherry St Ste 500 Suite 500,
Winston Salem, NC 27101-4016

Charter Financial Group

Financial Planning Consultants

BBB Rating: NR

(828) 295-4344

153 Sunset Drive,
Blowing Rock, NC 28605

Charter Financial Group

Financial Planning Consultants

BBB Rating: NR

(828) 295-4344

PO Box 1148,
Blowing Rock, NC 28605-1148

Charter Financial Group

Financial Planning Consultants

BBB Rating: NR

(828) 295-4344

901 US-321 #106,
Hickory, NC 28601

LoNano Financial Advisors, Inc.

Investment Advisory Services, Financial Services, Financial Planning Consultants ...

BBB Rating: A+

Service Area

Serving the following areas:

(336) 854-4458

529 College Rd Ste A,
Greensboro, NC 27410-5164

Get a Quote

Senior Asset Protection

Financial Planning Consultants

BBB Rating: A+

(336) 601-2484

1400 Battleground Ave., Ste. 116-B,
Greensboro, NC 27408

Fisher Wealth Management, Inc.

Financial Planning Consultants

BBB Rating: A+

Service Area

Serving the following areas:

27201
27202
27205
27213
27214
27215
27216
27217
27220
27228
27230
27231
27233
27235
27243
27244
27248
27249
27253
27258

moreservice areas

(336) 532-4396

PO Box 759,
Burlington, NC 27216-0759

Pitts Insurance

Insurance Services Office, Financial Planning Consultants, Life Insurance ...

BBB Rating: A+

Service Area

Serving the following areas:

27101
27102
27103
27104
27105
27106
27107
27108
27109
27110
27111
27113
27114
27115
27116
27117
27120
27127
27130
27150

moreservice areas

(336) 226-3707

602 W Davis St,
Burlington, NC 27215-3803

Get a Quote

Pitts Insurance

Insurance Services Office, Financial Planning Consultants, Life Insurance ...

BBB Rating: A+

Service Area

Serving the following areas:

27101
27102
27103
27104
27105
27106
27107
27108
27109
27110
27111
27113
27114
27115
27116
27117
27120
27127
27130
27150

moreservice areas

(336) 226-3707

1624 Memorial Dr,
Burlington, NC 27215-3518

Get a Quote

Walter P. Mueller

Financial Planning Consultants

BBB Rating: A+

(336) 632-3380

2 Centerview Dr Ste 43,
Greensboro, NC 27407-3708

Davenport & Company, LLC

Investment Security, Financial Planning Consultants, Insurance Services Office ...

BBB Rating: A+

Service Area

Serving the following areas:

27009
27019
27025
27027
27042
27045
27048
27051
27052
27094
27098
27099
27101
27102
27103
27104
27105
27106
27107
27108

moreservice areas

(336) 297-2800

628 Green Valley Rd STE 410,
Greensboro, NC 27408-7790

Get a Quote

Davenport & Company, LLC

Investment Security, Financial Planning Consultants, Insurance Services Office ...

BBB Rating: A+

Service Area

Serving the following areas:

27009
27019
27025
27027
27042
27045
27048
27051
27052
27094
27098
27099
27101
27102
27103
27104
27105
27106
27107
27108

moreservice areas

(336) 297-2800

PO Box 4208,
Greensboro, NC 27404-4208

Get a Quote

Page 1
Page 2
...
Page 15

Next Last

Accreditation and Ratings Overview

Select businesses earn BBB Accreditation by undergoing a thorough evaluation and upholding the BBB Accreditation Standards.

A+BBB rating

BBB assigns ratings from A+ (highest) to F (lowest). In some cases, BBB will not rate the business (indicated by an NR, or "No Rating") for reasons that include insufficient information about a business or ongoing review/update of the business's file.

Didn't find the business you were looking for?

If the business you're looking for isn't in our directory, submit a request to have it added.

Request a Business

For Consumers

Language Translation Information
Search for a Business
Get a Quote
Start a Review
File a Complaint
BBB Scam Tracker
File an Auto Warranty Complaint
Sign up for Scam Alerts
Frequently Asked Questions (FAQ)
Consumer HQ

For Businesses

Search Business Profiles
Get Accredited
Data Privacy Framework Program
Cross-Border Privacy Rules Certification
Get Your Business Listed
Partner Code of Conduct
Apply for BBB Accreditation
Business HQ

About BBB®

Mission & Vision
Directory of Local BBBs
International Association of Better Business Bureaus
BBB Institute for Marketplace Trust
Careers
BBB Wise Giving Alliance (Give.org)
BBB National Programs
Give.org
BBB Institute for Marketplace Trust
BBB Business Partner Code
Central Ohio BBB Service Area

our Facebook (opens in a new tab)
our Twitter (opens in a new tab)
our LinkedIn (opens in a new tab)
our Pinterest (opens in a new tab)
our YouTube (opens in a new tab)
our Instagram (opens in a new tab)

Terms of Use
Privacy Policy
Your Ad Choices
Trademarks
Hyperlinking Policy

© 2025, International Association of Better Business Bureaus, Inc., separately incorporated Better Business Bureau organizations in the US and Canada, and BBB Institute for Marketplace Trust, Inc. All rights reserved. *In Canada, trademark(s) of the International Association of Better Business Bureaus, used under License.

Cookies on BBB.org

Showing: 730 results for Financial Planning Consultants near USA

Filter by

Search results

Serving the following areas:

Serving the following areas:

Serving the following areas:

Serving the following areas:

Serving the following areas:

Serving the following areas:

Serving the following areas:

Serving the following areas:

Related Categories

Accreditation and Ratings Overview

Didn't find the business you were looking for?

Showing: 730 results for Financial Planning Consultants
near USA