The Unexpected Costs of Funeral Services Greenville NC

That high price tag is a surprise to many, and those who experience sticker shock are often in no position to think and act rationally-their emotions have taken center stage and driving for a bargain at such a time may not come naturally.

Sharles Hayes
1920 Peale Terrace
Greensboro, NC
Company
Company: CLC Financial
Education
High Point University/ BS Degree/Business Economics
Years Experience
Years Experience: 9
Service
Annuity Ideas & Strategy Planning,Planning For Personal Finances & Budgeting,Retirement Income Accumulation Planning,Wealth Engineering,IRA, 401k, Roth IRA, QDRO Rollovers,CD Alternative,Annuities,Commission-Only Financial Planning (Full Disclosure),Insurance & Risk Management Planning,Retirement Income Distribution Planning,Education Funding & Financial Aid Planning,401k Rollover From Employer,Income for Life/ Preserve Principal,Life Insurance,Long-Term Health Care Planning,Business Succession

Data Provided by:
Mr. Anthony W. March (RFC®), CEP, JD, MBA
(866) 962-1116
12324 Hampton Way Dr
Wake Forest, NC
Company
Wall Street Estate Planners
Qualifications
Education: Undergrad:University of North Carolina (Pembroke/School of Business)* Bachelor of Science Business Administration (focus Finance & Marketing). Graduate: Stafford University (UK)* MBA* JDMr. March holds the following designations and cert
Years of Experience: 14
Membership
IARFC, NICEP
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Trustee Service, Pension Planning, Executive Compensation Planning, personal Coach, Retirement Planning, Tax Planning, Seminars Work, Employee Benefits, Family Offices, CommOptions, CD Banking, Annuities, Life Insurance, Group Insurance, Business Coach, Charitable Planning, Charitable Foundations, Asset Protection, BuySell, Compensation Plans

Data Provided by:
Mr. James D. Stillman (RFC®), CSA
(704) 660-0214
119F Poplar Pointe Dr
Mooresville, NC
Company
JDS Wealth Management Corp
Qualifications
Education: Licenses held are:Life & Annuity, Medicare Supplement / Long Term Care, Series 65 Registered Investment Advisor, Registered Financial Consultant (RFC), Certified Senior Advisor
Years of Experience: 13
Membership
IARFC, MDRT, FPA, SCSA
Services
Invoice, Estate Planning, Portfolio Management, Pension Planning, Retirement Planning, Medicaid Planning, Tax Planning, Seminars Work, Stocks and Bonds, Mutual Funds, CommOptions, Precious Metals, CD Banking, Annuities, Life Insurance, Long Term Care Insurance, Charitable Planning, Healthcare Accounts, Asset Protection, Compensation Plans

Data Provided by:
Garrett Moretz
290 Glencoe Lane
Mooresville, NC
Company
Title: Financial Advisor/Principal
Company: Moretz Wealth Management, LLC
Type
Investment Advisor Rep: Yes
Education
BS Business Administration
Years Experience
Years Experience: 11
Service
401k Rollover From Employer,Income for Life/ Preserve Principal,Wealth Management,Disability Insurance,Annuities,Alternative Asset Class Planning,Investment Consulting & Allocation Design,Business Succession & Liquidation Planning,Estate Tax Planning,Asset Protection Strategies & Planning,Fee-Only Comprehensive Financial Planning,Pension for Highly Compensated Owners,Stock Market Alternative,Reverse Mortgage,Medicare Planning,Life Insurance,Investment & Portfolio Management,Long-Term Health Care

Data Provided by:
Roger Myers
632 Matthews-Mint Hill Rd.
Matthews, NC
Company
Title: Branch Manager
Company: Dalton Strategic Investments
Type
Investment Advisor Rep: Yes
Years Experience
Years Experience: 29
Service
Captive Insurance,Pension for Highly Compensated Owners,Income for Life/ Preserve Principal,Alternative Investments,Annuities,Alternative Asset Class Planning,Annuity Ideas & Strategy Planning,Planning For Personal Finances & Budgeting,Retirement Income Accumulation Planning,Individual Income Tax Planning,Wealth Engineering,Stock Market Alternative,Wealth Management,Life Insurance,Investment & Portfolio Management,Commission-Only Financial Planning (Full Disclosure),Insurance & Risk Management P

Data Provided by:
Thomas G. Komara (RFC®), CHFC, CLU
(828) 393-0215
101-B Chadqick Square Ct
Hendersonville, NC
Company
Komara Financial Concepts
Qualifications
Education: BA Gannon University
Years of Experience: 31
Membership
IARFC, SFSP, NAIFA
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Pension Planning, Executive Compensation Planning, Retirement Planning, Medicaid Planning, Stocks and Bonds, Mutual Funds, Mortgage Loans, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Charitable Planning, BuySell, Compensation Plans

Data Provided by:
Mr. Harvey Stephen Bailey (RFC®), CEP, CSA, LUTCF
(704) 563-6844
125 Floyd Smith Drive, Suite 250
Charlotte, NC
Company
HB Financial Resources, LTD
Qualifications
Education: Attended Embry Riddle Aeronautical University,Graduated from Southwood College. Was Financial services instructor for three years at Central Piedmont College.
Years of Experience: 37
Membership
IARFC, MDRT, NAPFA, NAIFA, NICEP
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Trustee Service, Pension Planning, Executive Compensation Planning, personal Coach, Retirement Planning, Medicaid Planning, Tax Planning, Tax Returns, Seminars Work, Employee Benefits, Family Offices, Stocks and Bonds, Mutual Funds, Mortgage Loans, Collectable Coins , CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Business Coach, Charitable Planning, Healthcare Accounts, Charitable F

Data Provided by:
Mr. Raymond Wong (RFC®), PHD
(919) 928-0945
1829 E Franklin, Ste 600
Chapel Hill, NC
Company
Ameriprise Financial
Qualifications
Years of Experience: 16
Membership
IARFC
Services
Invoice, Estate Planning, Portfolio Management, Retirement Planning, Tax Planning, Stocks and Bonds, Mutual Funds, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Education Plan, Compensation Plans

Data Provided by:
John Medwin
1120 Old Ridge Rd.
East Bend, NC
Company
Title: Retirement Specialist
Company: Medwin & Associates
Education
Gardner Webb University
Years Experience
Years Experience: 15
Service
Stock Market Alternative,Wealth Management,Life Insurance,Long-Term Health Care Planning,Estate Tax Planning,IRA, 401k, Roth IRA, QDRO Rollovers,CD Alternative,Medicare Planning,Retirement Planning,Insurance & Risk Management Planning,Education Funding & Financial Aid Planning,401k Rollover From Employer,Income for Life/ Preserve Principal,Alternative Investments,Annuities,Annuity Ideas & Strategy Planning,Asset Protection Strategies & Planning

Data Provided by:
Mr. Nelson M. Kelly (RFC®), CHFC, CLU
(919) 270-2553
3737 Glenwood Ave
Raleigh, NC
Company
Winthrop Capital Management
Qualifications
Education: B.S., University of Tennessee -- Economics/BusinessCLU, ChFC, RFC
Years of Experience: 26
Membership
IARFC, SFSP
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Trustee Service, Pension Planning, Executive Compensation Planning, Retirement Planning, Tax Planning, Employee Benefits, Family Offices, Stocks and Bonds, Mutual Funds, Mortgage Loans, Precious Metals, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Group Insurance, Charitable Planning, Charitable Foundations, BuySell, Compensation Plans

Data Provided by:
Data Provided by: