Financial Planners in Durham

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“"After working for 41 years, my wife and I realized we needed a sound retirement plan that would meet our goals. When deciding on which firm to work with, Adams Chetwood was the clear choice for us. Eric and his team have high integrity, transparency and embrace values that closely match our own. The most important thing for us was to have a sound, thorough retirement plan that gave us the confidence in our retirement plan that could lead to retiring and striving to meet our financial goals. They have been able to fill that gap with an approach and investment plan that gives us confidence and the ability to enjoy retirement without worrying about money."“

“I’ve been with Carter for about a year or two, and I have nothing but good things to say. When investing on my own it was so stressful, but now I give it all to Carter and have total peace of mind.

My aunt worked for Goldman Sachs on Wall Street. She took a look at my profile and said it all looked “very solid, broad market exposure, growth oriented mix, and very low fee.”

He’s also very responsive and cares personally for each client.

Thank you, Carter. Highly recommend.“