Financial Service in Durham, North Carolina

127 found · ← All categories in Durham

Updated October 31, 2026

Walletfi

Financial Service

Durham, NC

Arky & Miller Financial Group, Llc

Financial Service

Chapel Hill, NC

Arky & Miller Financial Group provides values-based financial planning with CFP professionals, retirement strategies, estate planning, and special needs trusts.

  • Values-based comprehensive financial planning
  • Retirement income and Social Security strategies
  • High-net-worth and ultra-high-net-worth financial planning

B & A Financial Services

Financial Service

Durham, NC

B & A Financial Services has over 25 years in financial services and combines insurance, tax preparation, retirement, and estate planning.

  • Individuals seeking combined insurance, tax preparation, retirement, and estate planning
  • Businesses needing tax preparation, payroll, or bookkeeping
  • Clients evaluating IRA rollovers

Edward Jones - Financial Advisor: Derek J Parrish, AAMS®

Financial Service

Durham, NC

Derek J Parrish is a CFP®, CEPA®, and AAMS® financial advisor accepting new clients with $750,000 or more.

  • Clients planning to invest $750,000 or more
  • Divorce-related financial planning
  • Entrepreneurs and business owners

Edward Jones - Financial Advisor: Mackenzie P Davis

Financial Service

Durham, NC

Mackenzie D DeVane holds AAMS® and CRPS™ certifications and focuses on retirement savings, new investors, business retirement plans, and intergenerational planning.

  • retirement savings strategy planning
  • people new to investing
  • business retirement plans

Elefante Financial Services

Financial Service

Durham, NC

Elefante Financial Services uses a planning-first process and WealthVision to integrate financial planning and wealth management.

  • retirement planning
  • estate planning strategies
  • education funding planning

Institute for Divorce Financial Analysts

Financial Service

Durham, NC

Institute for Divorce Financial Analysts offers CDFA® certification through self-study, live online classes, private classes, or an exam-only option.

  • financial advisors and wealth managers pursuing divorce-focused certification
  • certified financial planners adding divorce financial analysis expertise
  • CPAs and accounting professionals working with divorcing clients

Integrated Wealthcare

Financial Service

Durham, NC

Integrated Wealthcare serves medical professionals in all 50 states with fiduciary retirement, investment, tax, insurance, and estate planning.

  • Physicians planning for retirement
  • Attending physicians managing high income, benefits, taxes, and student debt
  • Medical practice owners needing entity, compensation, benefit, and succession planning

Nichols Bookkeeping & Tax Service

Financial Service

Durham, NC

Nichols Accounting Group serves clients nationwide from Southwest Idaho with QuickBooks Certified bookkeeping, year-round tax planning, payroll, and fractional CFO services.

  • Businesses needing year-round tax planning
  • Startups and entrepreneurs needing scalable accounting systems
  • Agricultural businesses managing seasonal cash flow and asset management

OFECS

Financial Service

Durham, NC

OFECS handles IRS audit representation, tax planning, business formation, accounting, and payroll from its Durham, North Carolina office.

  • Businesses needing IRS audit representation
  • Tax preparation or planning for individuals or businesses
  • Small and medium businesses needing accounting or payroll

OneMain Financial

Financial Service

Durham, NC

OneMain Financial offers Durham personal loans from $1,500 to $35,000, with fixed payments and funds potentially available within one hour after closing.

  • debt consolidation
  • emergency expenses
  • auto purchases, refinancing, or repairs

Money can be available as soon as 1 hour after loan closing when using an eligible bank-issued debit card

Regional Finance

Financial Service

Durham, NC

Regional Finance offers personal, auto-secured, and debt-consolidation loans through a Durham branch and online account management.

  • debt consolidation
  • auto repairs
  • home upgrades

Rosewood Wealth Management

Financial Service

Durham, NC

Rosewood Wealth Management combines retirement, legacy, and asset management planning through a fiduciary, fee-based relationship using Fidelity as custodian.

  • People approaching or entering retirement
  • High-net-worth individuals planning to protect and transfer accumulated assets
  • Clients needing coordinated retirement income, tax, healthcare, and legacy planning

Other categories in Durham

Financial Service in nearby counties

FAQ

How do I choose the right financial service in Durham?

Each listing includes an AI-distilled profile drawn from the business's own website — 'Best for', specialties, and what they offer — so you can match a business to your specific situation.

Are the financial service shown here paid listings?

No. Every financial service we've indexed in Durham is shown, ordered by data confidence — not advertising spend.

How current is the info for financial service in Durham?

The 'Updated' date at the top of each page shows when this area was last refreshed. Profiles are generated from each business's website and fill in over time.

Can I compare several financial service side by side?

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