Financial Service in Durham, North Carolina

127 found · ← All categories in Durham

Updated October 31, 2026

Iarann Wealth

Financial Service

Durham, NC

Iarann Wealth serves engineers and tech professionals nationwide with CFP®, CFA, and Enrolled Agent credentials supporting coordinated, tax-aware wealth planning.

  • Engineers seeking coordinated wealth planning
  • Tech professionals with stock options or ESPPs
  • High earners considering Roth conversions

Credible

Financial Service

Durham, NC

Credible compares prequalified rates from multiple lenders in minutes using a soft credit inquiry that does not affect credit scores.

  • borrowers comparing student loan refinancing rates
  • people comparing personal loans without an immediate credit-score impact
  • homebuyers comparing multiple mortgage lenders

Compare rates from multiple lenders in minutes; student loan refinancing prequalification takes about 3 minutes

Wealthwise Advisory

Financial Service

Durham, NC

Wealthwise Advisory provides tax planning, retirement strategies, and investment management, with 150+ businesses helped and 40+ combined years of experience.

  • small business owners seeking proactive tax planning
  • self-employed individuals evaluating Solo 401(k) options
  • individuals comparing Traditional and Roth IRA strategies

Valley Peak Financial

Financial Service

Durham, NC

Valley Peak Financial provides tax projections, investment-portfolio tax analysis, and controller services for small businesses and organizations.

  • Business owners needing quarterly estimated tax calculations
  • Clients seeking tax planning tied to investment portfolio changes
  • Small businesses needing controller support and financial reporting

General response time is one business day

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?

Yes — tap 'Add to compare' on any listing card. A compare bar will appear at the bottom of the page once you've added two or more businesses.