5 found · ← All categories in Lee
Updated October 31, 2026
Financial Advising
Sanford, NC
Edward Jones advisor Lisa M Pace holds ChFC® and AAMS® certifications and focuses on retirement, estate, wealth, charitable giving, and portfolio reviews.
Financial Advising
Sanford, NC
Tommy Rosser provides retirement, estate, tax, insurance, and business planning through Consolidated Planning and a Guardian affiliation.
Financial Advising
Sanford, NC
Lauren W Cox focuses on retirement savings, business retirement plans, college savings, wealth strategies, and intergenerational planning in Sanford.
Financial Advising
Sanford, NC
Carolina Commercial Cost Segregation provides engineering-based studies, complimentary benefit analyses, and draft asset-list review for commercial property owners.
Financial Advising
Sanford, NC
Tommy Rosser provides retirement, estate, tax, insurance, and business planning through Consolidated Planning and a Guardian affiliation.
Common fee structures include assets-under-management fees, hourly or project fees, commissions, or combinations of these. Ask for a written explanation of all fees, account expenses, and potential commissions before engaging an advisor.
Match the advisor's specialty to your need—for example, retirement income, business succession, college planning, or estate coordination. Also ask about credentials, services provided, conflicts of interest, and whether the advisor is accepting new clients.
Use FINRA BrokerCheck for broker records and the SEC Investment Adviser Public Disclosure database for registered investment advisers. Insurance-related licenses are handled separately from investment registrations.
Bring recent investment and retirement-account statements, income and spending information, insurance policies, tax returns, debts, estate documents, and a list of your goals and time horizons.