Edward Jones - Financial Advisor: Bryan N Dixon, CFP®|AAMS®

Financial Service

Winston Salem, NC

Edward Jones - Financial Advisor: Bryan N Dixon, CFP®|AAMS® specializes in wealth, estate, retirement, and intergenerational strategies.

  • Individuals seeking wealth strategies
  • Estate and legacy planning
  • Business owners planning retirement

Edward Jones-Financial Advisor: Neil Allerton

Financial Service

Winston-Salem, NC

Neil A Allerton is a CFP®, CEPA®, AAMS®, and CRPC™ financial advisor serving clients with $100,000 plus in Winston-Salem.

  • Retirement savings strategies
  • Entrepreneurs and business owners
  • Healthcare professionals

First Horizon Bank

Financial Service

Kernersville, NC

First Horizon Bank offers three checking options, free mobile deposits, online bill pay, and services for personal, business, commercial, and wealth management clients.

  • Personal checking and savings accounts
  • Mobile banking with mobile deposits and online bill pay
  • Small business banking

Fortified Futures, Inc

Financial Service

Winston Salem, NC

Fortified Futures provides retirement planning and a free retirement assessment for clients in Winston-Salem, North Carolina.

  • Mid-career individuals seeking investment guidance
  • People nearing retirement with at least $250,000 saved
  • Clients seeking personalized retirement strategies

Global View Capital Advisors

Financial Service

Winston Salem, NC

Global View Capital Advisors provides asset and wealth management in North Carolina, including hundreds of investment strategies and a complimentary financial review.

  • Families seeking multigenerational wealth management
  • Individuals and couples seeking comprehensive wealth management
  • Clients seeking customized financial advice from a small office

Hege Financial Group

Financial Service

Winston-Salem, NC

Hege Financial Group has operated since 1979, serves over 600 families, and combines investment management with retirement, estate, insurance, and tax planning.

  • Households with $250,000 or more of investable assets
  • Retirement planning and income strategy
  • Investment management paired with comprehensive financial planning

Holden & Mickey Inc

Financial Service

Winston Salem, NC

Holden & Mickey, Inc. has advised clients since 1930 and provides investment, insurance, retirement, and business succession strategies.

  • Business owners planning succession
  • Executives needing non-qualified benefit plans or executive insurance strategies
  • High-net-worth individuals with pre-existing health conditions seeking large life insurance contracts

Horizon Financial Services, Llc

Financial Service

Winston Salem, NC

Horizon Financial Services, LLC has operated since 2011 as an independent fiduciary firm serving families with approximately $1 million in investable assets.

  • Individuals and families preparing for retirement
  • Clients seeking ongoing portfolio management and financial guidance
  • Households needing coordinated investment, retirement, tax, legacy, and risk planning

Lendmark Financial Services

Financial Service

Winston-Salem, NC

Lendmark Financial Services offers North Carolina personal loans from $3,000, with unsecured amounts up to $8,000 and same-day funding potentially available.

  • Debt consolidation into one fixed monthly payment
  • Unexpected bills and emergency expenses
  • Auto purchases and auto loan refinancing

Same-day loans may be available

OneMain Financial

Financial Service

Kernersville, NC

OneMain Financial offers Kernersville borrowers secured or unsecured personal loans from $1,500 to $35,000, with funds potentially available within 1 hour after closing.

  • Debt consolidation
  • Emergency expenses
  • Auto purchases or refinancing

Money as fast as 1 hour after loan closing

Orr Group

Financial Service

Winston Salem, NC

The Orr Group advises middle market companies on mergers, financing, and valuations, with transactions valued at over $12 billion since its 1995 founding.

  • Middle market companies pursuing a sell-side merger or acquisition
  • Building products and materials companies seeking transaction advisory
  • Aggregates, asphalt, paving, and construction companies preparing for sale

Regional Finance

Financial Service

Winston-Salem, NC

Regional Finance provides personal, debt-consolidation, and auto-secured loans through a Winston-Salem branch with local loan specialists.

  • personal loans
  • debt consolidation
  • auto-secured borrowing

Regional Finance

Financial Service

Winston-Salem, NC

Regional Finance offers personal, auto-secured, and debt-consolidation loans through a Winston-Salem branch with local specialist support.

  • personal borrowing needs
  • debt consolidation
  • auto repairs using an auto-secured or repair loan

Speedy Title Loans

Financial Service

Winston Salem, NC

Speedy Title Loans offers online car and motorcycle title loans in Winston-Salem, with approval in less than 15 minutes and funding within about 24 hours.

  • Winston-Salem borrowers seeking a car title loan
  • Motorcycle owners seeking a title loan
  • Borrowers with bad or limited credit history

Cash in hand in under 24 hours, with loan approval in less than 15 minutes and funding taking about 1 hour

Financial Service in nearby counties

FAQ

How do I choose the right financial service in Forsyth?

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 Forsyth is shown, ordered by data confidence — not advertising spend.

How current is the info for financial service in Forsyth?

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.