Frazier Financial Consultants
Accountant
Why pick this one
Frazier Financial Consultants provides fee-only comprehensive financial planning from Chapel Hill and Katonah offices, with a practice founded in 1986.
Best for
- clients seeking retirement, tax, estate, education, and investment planning together
- clients wanting advice without financial-product sales
- clients seeking hourly financial planning fees determined during an initial consultation
- clients in Chapel Hill or the Westchester-area office in Katonah
Look elsewhere if
- clients specifically seeking bookkeeping, payroll, or tax-return preparation
- clients requiring emergency or same-day financial services
Specialties
- cash flow planning
- retirement planning
- risk management and asset protection
- education planning
- tax planning
- estate planning
- investment planning
Certifications
- CFP
- National Association of Personal Financial Advisors
- Financial Planning Association
What makes them different
- Family-run financial planning firm founded in 1986
- Fee-only practice that does not receive sales commissions or referral fees
- Advises clients without selling financial products
- All three advisors are members of the National Association of Personal Financial Advisors
- Offers financial planning from offices in Chapel Hill, North Carolina, and Katonah, New York
- Years in business
- 40
- Serves
- Chapel Hill, Katonah
Distilled from this business's own website.
Contact & Location
- Address
- 109 Conner Dr Ste 205, Chapel Hill, NC 27514-7040
- Website
- https://www.frazierfinancialconsultants.com
Services
- comprehensive financial planning
- tailored financial plans
- hourly financial planning consultations