The Unexpected Costs of Funeral Services Winston Salem 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.

Joe Boone
942 W. 4th Street 202
Winston Salem, NC
Years Experience
Years Experience: 8
Service
Pension for Highly Compensated Owners,Stock Market Alternative,Wealth Management,Annuities,Long-Term Health Care Planning,Annuity Ideas & Strategy Planning,Retirement Income Distribution Planning,Life Settlements,IRA, 401k, Roth IRA, QDRO Rollovers,CD Alternative,Life Insurance,Alternative Asset Class Planning,Commission-Only Financial Planning (Full Disclosure),Estate Tax Planning,Asset Protection Strategies & Planning,Wealth Engineering,401k Rollover From Employer,Income for Life/ Preserve Pri

Data Provided by:
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:
Peter D'Arruda, RFC
1135 Kildaire Farm Road
Cary, NC
Company
Title: President & CEO
Company: Capital Financial Advisory Group. LLC
Type
Investment Advisor Rep: Yes
Registered Investor: Yes
Education
UNC-Chapel Hill
Years Experience
Years Experience: 18
Service
Hourly Financial Planning Engagements,Mortgage Refinancing,IRA, 401k, Roth IRA, QDRO Rollovers,CD Alternative,Medicare Planning,Annuities,Alternative Asset Class Planning,Investment Consulting & Allocation Design,Business Succession & Liquidation Planning,Estate Tax Planning,Asset Protection Strategies & Planning,Individual Income Tax Planning,High Yield Bank Accounts,401k Rollover From Employer,Income for Life/ Preserve Principal,Alternative Investments,Life Insurance,Investment & Portfolio Man

Data Provided by:
Mr. Dennis G. Stokley (RFC®), RHU
(910) 256-2350
5725 Oleander Dr. Suite F-1
Wilmington, NC
Company
Stokley Financial Group
Qualifications
Education: University of North Carolina at Chapel Hill. B.S in Industrial Relations and Psychology
Years of Experience: 22
Membership
IARFC
Services
Invoice, Estate Planning, Portfolio Management, Retirement Planning, Employee Benefits, Mutual Funds, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Auto Home Insurance, Education Plan, Healthcare Accounts, BuySell, LiabCover, Compensation Plans

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:
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:
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:
Mr. Richard L. Pugh (RFC®), CFP, MBA
(910) 455-6400
824 Gum Branch Rd., Suite I
Jacksonville, NC
Company
Pugh & Associates Inc.
Qualifications
Education: MA Business Administration
Years of Experience: 16
Membership
IARFC
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Pension Planning, Executive Compensation Planning, Retirement Planning, Medicaid Planning, Tax Planning, Seminars Work, Employee Benefits, Stocks and Bonds, Mutual Funds, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Charitable Planning, Asset Protection, 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:
Charles E. Potter (RFC®), CHFC, CLU
(919) 383-7421
1816 Front Street #220
Durham, NC
Company
The Potter Financial Group
Qualifications
Education: BS in Marketing
Membership
IARFC, FPA, AALU
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Retirement Planning, Employee Benefits, Stocks and Bonds, Mutual Funds, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Education Plan, Healthcare Accounts, BuySell, Compensation Plans

Data Provided by:
Data Provided by: