Laurels

Best Financial Advisors in Winston Salem
2022

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored Winston Salem Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

Reviewed Curated Top Picks 70 50 21

Our Selection Criteria:

  • 1. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 2. Qualifications

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Reputation

    A history of delighted customers and outstanding service.

  • 4. Experience

    Masters of their craft, based on years of practical experience and education.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Read more about our selection process

Advance Financial Group

  • Certified Financial Planner (CFP)

Advance Financial Group offers investment advisory and financial planning services to businesses, families, and individuals in Winston-Salem and the rest of the state. Founded in 1987, the firm provides financial planning services that aim to increase client wealth and create ideal retirement strategies through social security maximization, tax minimization, and investment management. In addition, the company offers clients insurance options to protect their assets. Financial advisor Kimberley Baker has been featured on CNBC and the NASDAQ.

3447 Robinhood Road
Winston-Salem, NC 27106

Website

Wittenberg Priddy Blankenship

  • Estate Planning
  • Certified Financial Planner (CFP)

Wittenberg Priddy Blankenship assists Winston Salem residents in pursuing and achieving financial freedom. Its team assists individuals in managing their estate, investment, insurance, tax, and retirement plans. It guides clients in reviewing personal finances and assessing their risks. Michael Wittenberg, its president, started his financial career in 1984 as a senior vice president of investments in a well-known financial company. Aside from Wittenberg, the independently owned company has two more professionals on board, Jeff Priddy and Brenda Blankenship, who can address its clients' financial needs.

2990 Bethesda Place
Winston-Salem, NC 27103

Website