4 Frugal Tips for 30-Something Wilmington NC

Saving money is hard to do when you have a new family, a new car and/or a new house. Consider these suggestions for stretching your budget.

Ed Taylor
Taylor Financial
(910) 256-8818
1213 Culbreth Drive
Wilmington, NC
Expertises
Hourly Financial Planning Services, Retirement Plan Investment Advice, Ongoing Investment Management, Retirement Planning & Distribution Rules, High Net Worth Client Needs, Advising Medical Professionals
Certifications
NAPFA Registered Financial Advisor, CFP®

Ms. Lynne L. Trotta, CFP®
6312 Shinn Creek Lane
Wilmington, NC
Firm
Lynne LaFontaine Trotta
Areas of Specialization
Education Planning

Data Provided by:
Mr. Christopher S. Jones, CFP®
(910) 791-1437
2601 Iron Gate Dr
Wilmington, NC
Firm
IronGate Partners Inc

Data Provided by:
Mr. David Haden Ii, CFP®
(910) 301-2710
6813 Finian Dr
Wilmington, NC
Firm
VALIC Financial Advisors, Inc
Areas of Specialization
Comprehensive Financial Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $250,001 - $500,000

Profession: Not Applicable

Data Provided by:
Mrs. Barbara R. Fleming, CFP®
(910) 367-3293
105 Brascote Ln
Wilmington, NC
Firm
PUBLIC RELATIONS & EDUCATIONAL

Data Provided by:
Mr. Stephen W. Gaskins, CFP®
(910) 509-3800
5603 Harvest Grove Ln
Wilmington, NC
Firm
Old North State Trust, LLC

Data Provided by:
Mr. Richard P Frazier, CFP®
(919) 260-9682
7417 Promontory Ct
Wilmington, NC
Firm
Frazier Financial Consultants
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Education Planning, Estate Planning, General Financial Planning, Insurance Planning, Investment Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $100,001 - $250,000

Profession: Not Applicable

Data Provided by:
Mr. Todd E Reiner, CFP®
4300 Sunset Woods Ct
Wilmington, NC
Firm
NC SECU

Data Provided by:
Mr. David R. Hartness, CFP®
(910) 791-1437
2601 Iron Gate Dr
Wilmington, NC
Firm
IronGate Partners, Inc.

Data Provided by:
Mr. Robert T Thomas, CFP®
(910) 815-2802
115 N. Third Street
Wilmington, NC
Firm
BB&T
Areas of Specialization
Asset Allocation, Banking, Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Education Planning
Key Considerations
Average Net Worth: $5,000,001 or more



Data Provided by:
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