Andy Esser, Financial Advisor

FINANCIAL ADVISOR
Andy Esser

CFP®, ChFC®, CLU®, AAMS™
5611 N C Highway 55, Suite 104, Durham, NC 27713opens in a new window
CallSend Me a Message

Focus Areas

  • Intergenerational Planning
  • Entrepreneurs & Business Owners
  • Special Needs Financial Considerations
  • Estate & Legacy Strategies
  • Employee Stock Options
  • Business Retirement Plans

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • ChFC®

    Chartered Financial Consultant®

  • 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

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
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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