Broker Check

Duke Energy and SHARP ADVISORS

SHARP ADVISORS has specialized in working with employees and retirees of Duke Energy, providing education on retirement planning, retirement income strategies, and investment management plans for clients and future clients looking for help and advice. We have invested the time to become knowledgeable in Duke Energy's 401(k) Retirement Savings Plan and Cash Balance Plan.  SHARP ADVISORS has worked for years with plans managed by Hewitt and Fidelity who currently manage Duke's plans.

If you are looking for Duke Energy's Benefits Resources page (YBR) for the Cash Balance Plan with Hewitt, go to:  

For Duke Energy's Retirement Savings Plan managed by Fidelity NetBenefits, go to:

SHARP ADVISORS, Merit Financial Group and LPL Financial are not affiliated with or endorsed by Duke Energy.