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Financial Planning Resources for Federal & Postal Employees

Financial Professionals in North Carolina

Listings below are alphabetized by city

Shankland Financial Advisors, LLC
Cashiers, NC
Our complimentary strategy sessions help Federal employees make the most of their complex benefits programs as we help them understand the choices available to them….

Federation of Federal Employee Benefit Advocates
Charlotte, NC
As a federal benefits specialist and fiduciary, Justin has been serving FERS & CSRS employees since 2008. He specializes in providing comprehensive federal benefit consultations covering your 6 main federal benefits…

Retirement Systems Solutions
Durham, NC
Our consultation process is supported by over 40 years of federal government experience and 80 plus years of combined financial services experience. We are one of the few firms that will provide you with a COMPLIMENTARY federal benefits consultation and printout…

Roadmap Financial Consulting, LLC
Greensboro, NC
Our only business is to protect our clients from unknown and unnecessary exposure to risk, taxes and other transfers of wealth. We believe that informed people make wise financial decisions so we strive to help federal employees understand their retirement options and benefits…

Other Professionals Serving North Carolina

Listings below are alphabetized by state

The Connolly Retirement Group
Anaheim, CA
Since 1992, Pete Connolly has been dedicated to helping federal employees build wealth and protect their assets. We recommend only those products and services that can be tailored to suit our clients’ unique needs. The Connolly Retirement Group is independent so our loyalty belongs exclusively to our clients and NOT a financial institution…

Dillard Financial Solutions, Inc.
Sumter, SC
Dillard Financial Solutions, Inc. is a company that specializes in Federal Benefits. We help individuals understand their benefits, so they can effectively plan and make choices for a confident retirement…

DISCLAIMER: Users of the Financial Professionals Directory on MyFederalRetirement.com should be aware that this service is provided solely for informational purposes, and that those professionals listed in the Directory have requested to be included. No representations about the suitability of this information and these services are made or endorsed by My Federal Retirement (MFR). MFR makes no representations or warranties of any kind, express or implied, as to the information, content, materials or products, included on this site. If you choose to use this Directory to locate a professional to assist you with your financial planning needs, you may wish to independently verify whether such professional has met the licensing requirements necessary to provide such services in your state. In many cases a professional will provide you with a disclosure brochure for your review, as well as references. MFR has not verified that the professionals listed are properly licensed to transact business in any jurisdiction, or are qualified to provide financial planning services. Under no circumstances shall My Federal Retirement, or its parent company One Hour Marketing, its officers, directors, employees, or agents be liable for any direct, indirect, incidental, special, punitive or consequential damages that may result in any way from the use of any financial planner or professional, whether an individual or institution, listed in this directory or on the MyFederalRetirement.com Web site.