portrait of Neil A Allerton
FINANCIAL ADVISOR

Neil A Allerton

CFP®, AAMS™, CRPC™
Accepting New Clients
Serving clients of all asset levels
CallSend Me a Message

Focus Areas

  • Retirement Savings Strategies
  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Estate & Legacy Strategies
  • Charitable Giving
  • Insurance & Annuities

Certifications

  • CFP®

    Certified Financial Planner™

  • AAMS™

    Accredited Asset Management Specialist™

  • CRPC™

    Chartered Retirement Planning Counselor™

Personal Interests

  • Golfing
  • Traveling
  • Home Improvement
  • Spending Time with Family
  • Animal Rescue

Team Members

  • Scarlett Whitener
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(336) 727-3703

Fax

(877) 266-9396

Office Address

5033 Country Club Rd
Winston Salem, NC 27104opens in a new window

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