Andy Esser, Financial Advisor located in Durham, NC

Financial Advisor
Andy Esser

CFP®, ChFC®, CEPA®, CLU®, AAMS®
5611 N C Highway 55, Suite 104, Durham, NC 27713opens in a new window
Client by Referral
Serving clients with $1,000,000
CallSend Me a Message

Focus Areas

  • Estate & Legacy Strategies
  • Architects and Engineers
  • Intergenerational Planning
  • Entrepreneurs & Business Owners
  • Not-for-profit Organizations
  • Special Needs Financial Considerations

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • ChFC®

    Chartered Financial Consultant®

  • CEPA®

    Certified Exit Planning Advisor®

  • CLU®

    Chartered Life Underwriter®

  • AAMS®

    Accredited Asset Management Specialist™

Personal Interests

  • Spending Time with Family
  • Music
  • Aviation
  • Vintage Cars
  • Outdoor Enthusiast

Team Members

  • Jennifer Snead
    Sr. Branch Office Administrator
  • Kathleen Seifert
    Sr. Branch Office Administrator
  • Josephine Adu-Gyamfi
    Associate Financial Advisor

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:00PM
Tue 09:00AM - 04:00PM
Wed 09:00AM - 04:00PM
Thu 09:00AM - 04:00PM
Fri 09:00AM - 02:00PM
Sat Closed
Sun Closed

Phone

(919) 361-0360

Fax

(877) 498-6547

Office Address

5611 N C Highway 55
Suite 104
Durham, NC 27713opens in a new window

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