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Wealth Management Programs

Not all clients will have/need access to AdvicePay, TD Ameritrade, or Charles Schwab


eMoney Advisor

Personal finance portal

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AdvicePay

Billing and payment system


TD Ameritrade Logo

TD Ameritrade AdvisorClient

Investment account portal

Charles Schwab & Co.

Investment account portal


Contact Us

828-569-2785

address:
Thayer Financial
439 4th Street SW
Hickory, NC 28602

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CFP Professional XY Planning Network NAPFA Fee-Only Network Certified Exit Planning Advisor