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Financial planning in Greenville, NC

4 advisers in Greenville offering financial planning. Firms that report providing financial planning services (Form ADV Item 5.G(1)).

All 4

Carolina Wealth Management, INC.1706-A East Arlington Blvd. · Greenville, NC 27858 · (252) 439-1344 · Financial planningCRD 131393 · % of assets, Hourly charges, Fixed fees · $798.5 million AUMSEC registeredNo commissions reported Crossgen Wealth LLC905 a Conference Drive · Greenville, NC 27858 · (252) 262-7301 · Financial planningCRD 336270 · % of assets, Hourly charges, Fixed fees · $222.8 million AUMSEC registeredNo commissions reported H. L. Ormond & Company, LLC1001 Conference Drive, Suite a · Greenville, NC 27858 · (252) 756-4010 · Financial planningCRD 313593 · % of assets, Fixed fees · $401.4 million AUMSEC registeredNo commissions reported Keel & Long Financial Management, LLC2408 Charles Blvd, Suite 4 · Greenville, NC 27858 · (252) 295-0772 · Financial planningCRD 292851 · % of assets, Hourly charges, Fixed fees · $75.0 million AUMState registeredNo commissions reported