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Winston-Salem branch of the Principal® Financial Network - Carolinas


2990 Bethesda Place, Ste 601A
Winston Salem, NC 27103

Phone:

David (336) 970-5118 | Paul (336) 970-5119 | Sam (336) 293-6544

Fax:

(336) 774-2333

E-mail:

Calculators

You can review interesting calculators on my site.

Contact Us

Please feel free to contact us with any questions.

Videos

We have interesting videos for you to watch on my site.

Our overall mission is for each client to have a clear understanding of their financial needs & available solutions.  We take the complex and hard to understand financial jargon, break it down into understandable, everday terms. 

Our foundation is common sense solutions. Our process is guided by mutual confidence and respect. 

We are dedicated to your present and future financial goals.  

Homes in neighborhoods with access to top schools tend to cost significantly more than a typical home in the surrounding area.

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This article explains newly implemented and upcoming tariffs and their potential economic impact.

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It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.

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As major tech companies, apps, and websites make passkeys their default security option, it’s likely you’ll be prompted to set them up to help secure your accounts.

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How much do you need to save each year to meet your long-term financial goals?

Determine whether you should consider refinancing your mortgage.

This calculator can help you estimate your annual federal income tax liability.

A balance sheet summarizes your assets and liabilities and reveals your net worth.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck