Richard Frazier (CFP®)

Planning Specialties

We specialize in comprehensive planning which includes, but is not limited to, asset management, retirement planning, insurance planning, estate planning, tax planning, budgeting etc.

Additional Information

NAPFA Start Date

June 21, 2012

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

109 Conner Dr Ste 205 Chapel Hill, NC 27514 Phone: (919) 929-6940 Fax: (919) 967-1190

Other Offices

97 Allison Rd Katonah, NY 10536 Phone: (704) 907-9504