NC Yellow Pages > Winston Salem
2990 Bethesda Place Suite 602a
Winston Salem, NC (North Carolina) 27103-3314
(336) 659-9638 (Primary Phone) +view more



Business Details
29 years
Since 1986
Kimberley Baker (Owner)
(336) 727-8848 (Fax)
Services: Comprehensive Financial Planning On A Fee Basis, Retirement Planning Portfolio Management, Ira & 401K Rollovers Estate & College Planning, Insurance Tax Planning Strategies
Certifications: Certified Financial Planner, Registered Investment Adviser
General Content: See Listing Under Financial Planner
Credit Rating: Very Good
Sales Volume: 500K - 1M
Employee Size Range: 1-4
Franchise/Chain: Standalone
Number of PC's: 2-9
Square Footage: 2500-9999
Fortune 500: No


Additional Categories
Advance Financial Group is also listed under the following categories: Standard Yellow Pages Heading (SYPH) Categories:
  • Financial Planning
  • Financial Services
  • Investment Advisory Service
  • Retirement Planning Consultants & Services
North American Industry Classification System (NAICS) Categories:
  • Portfolio Management > Retirement & Estate Planning > Retirement Planning Consultants & Services
  • Investment Advice > Financial Planning & Services
  • All Other Business Support Services > Financial Services
Standard Industry Classification (SIC) Categories:
  • Investment Advice > Retirement & Estate Planning > Retirement Planning Consultants & Services
  • Investment Advice > Financial Planning & Services
  • Business Services, Nec > Financial Services
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