ADVANCE FINANCIAL GROUP

Advance Financial Group was established in 1987 by Kimberley Baker, an independent Certified Financial Planner™. Serving individuals as well as small businesses and corporations in Washington, D.C. and the Winston Salem and Lake Norman areas of North Carolina; we offer wealth management and comprehensive financial planning on a fee basis. Our independence allows us to provide unbiased advice and focus our loyalty on you. We specialize in matching clients with independent portfolio managers that suit their particular goals and management style... Advance Financial Group is located in Winston Salem, North Carolina, offering financial planning and investment advisory services on a fee basis... At Advance Financial Group, our mission is to get to know you both professionally and personally to better understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that's designed to address your individual situation.

Primary location: Winston Salem United States