Edward Jones - Financial Advisor: Bryan L Piccirillo, CFP®|CEPA®|AAMS®

Personal Path Financial Planning in Durham, NC offers independent, fee-only financial planning led by Mary McDonald. As a fiduciary who does not sell investment products, she provides transparent guidance with flat-rate or hourly options. Clients describe her as insightful, down-to-earth, and trustworthy for retirement planning and financial goals across a range of incomes.

Allworth Financial in Durham provides trusted retirement planning and financial guidance. Clients praise Eric and his team for integrity, transparency, and a conservative, client-focused approach that builds confidence and helps couples pursue a secure retirement.

Edward Jones - Financial Advisor: Julie G Kelly, CFP®|CRPC™ offers professional financial guidance and consulting in Durham, NC. Located at 3100 Tower Blvd, Suite 1615, the practice supports clients with personalized financial planning and goal-focused strategies.

Collins Financial Advisors delivers practical financial guidance and consulting in Durham, NC. Located at 3805 University Dr STE C, the firm serves as a trusted point of interest for clients seeking market-savvy advice. Reviews highlight Donna's smart guidance through market changes and a down-to-earth, engaging approach.

Lily Wealth Partners is a Durham-based finance consultant at 1738 Hillandale Rd, Durham, NC 27705. Clients describe Danielle as an experienced, knowledgeable advisor who clearly communicates strategies to help reach financial goals. The firm receives praise for guidance and approachability, though one review notes a missed follow-up after an intake.

Edward Jones - Financial Advisor: Alex G Nelson, CFP®|CKA® helps Durham clients navigate annuities, IRAs, life insurance, and long-term planning. Reviews praise his clear explanations, genuine care, and personalized guidance that aligns financial goals with daily life. Trusted, responsive, and focused on making complex topics understandable for lasting security.