Status: Tax/Financial Planner (41)

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  • CameronFinancialHighRes

    Cameron Financial

    Cameron Financial we offer comprehensive financial planning services which help people and businesses to build, manage and protect their assets. These services include solutions for: Retirement, Wealth Management, Long-term Care, Estate Planning, Business Succession and Insurance Planning. Initial consultations are offered at no cost or obligation. Our independent practice assures unbiased expert advice. We are dedicated to providing unsurpassed service and individual concierge-level attention.

    Tax/Financial Planner
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    Wrenn Financial Strategies

    Wrenn Financial Strategies is an independent family-owned wealth management firm in Raleigh, NC. Founded in 1988, Wrenn Financial Strategies is an SEC-registered investment advisor (RIA). This means we are subject to the Investment Adviser’s Act of 1940 and have a fiduciary duty to act in the best interest of our clients. We provide financial planning services and manage investment portfolios for high net worth families and individuals. Our services help clients create, grow and preserve assets, manage risks, retire and age comfortably. Our experienced Certified Financial Planners have developed a unique understanding of the financial industry’s concepts, techniques and strategies…as well as its myths. This insight is now available to you.

    Tax/Financial Planner
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    Pendleton Financial

    Financial Planning & Investment Management We work with families and businesses by helping them grow and protect their investments. We are fee-based investment advisors who put the client’s needs ahead of our own. We focus on the goals of the client and build a financial plan around those goals. We follow time-tested principles to deliver consistent advice to our clients and help them achieve their goals. Whether it be crafting tax-advantaged strategies, helping to create an estate plan, or planning for long term care, we are here for our clients.

    Tax/Financial Planner
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    Cunningham Financial

    Welcome to Cunningham Financial We are a family owned wealth management business. We take an integrated approach with our clients that is custom tailored to their specific situation. Each client has a different vision for their life, which we use to help them pursue their financial goals and work toward creating the life they envision. We at Cunningham Financial take pride in being a family business and cultivating lasting relationships with our clients. Those relationships, like our business, are built upon INTEGRITY and TRUST.

    Tax/Financial Planner
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    Chrysalis Capital Management

    Our Story Our combined experience of nearly 50 years in wealth management has shown us that one solution doesn’t fit all. That’s why we created Chrysalis Capital Management, a firm dedicated to highly personalized service for our clients. We base our relationship with each client on a deep understanding of overall financial situation, goals, fears, and challenges. In listening, we come to understand your core values, beliefs, and constraints. We are unrestricted by proprietary entanglements, which allow us to identify solutions based solely on the unique needs of each client. We value proactive and responsive communications. We’re committed to an open dialogue on the development and implementation of strategies, solutions, products, fees, and trading patterns.

    Tax/Financial Planner
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    Trevor Lawson, CFP®, AIF®, RICP®

    Trevor Lawson, CFP®, AIF®, RICP®

    Tax/Financial Planner
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    Bartasavich & Rainey, CPAs

    About Our Firm For years, Bartasavich & Rainey, CPAs has been providing quality, personalized financial guidance to local individuals and businesses. Our expertise ranges from basic tax management and accounting services to more in-depth services such as audits, financial statements, and financial planning. Bartasavich & Rainey, CPAs is one of the leading firms in and throughout the area. By combining our expertise, experience and the team mentality of our staff, we assure that every client receives the close analysis and attention they deserve. Our dedication to high standards, hiring of seasoned tax professionals, and work ethic is the reason our client base returns year after year. Our Mission Our mission is to help clients maintain financial viability in the present, while taking a proactive approach to achieve future goals. This requires open communication to reach an understanding of our clients' needs through research and sound analysis. Bartasavich & Rainey, CPAs is dedicated to meeting these goals with high standards of excellence and professionalism. We have been a staple of the area's business community for years, and pride ourselves on the level of esteem we have earned. Our dedication to hard work has earned the respect of the business and financial community in and around the area. We believe this to be a direct derivative of our talent and responsiveness to our client base. Whether you are a current or prospective client, rest assured that individuals and businesses who choose Bartasavich & Rainey, CPAs receive competent and timely advice. Bartasavich & Rainey, CPAs 1601 Jones Franklin Rd Ste 103 Raleigh, NC 27606 Telephone: (919) 233-1383 Fax: (919) 233-1384 Email: david@bandrcpas.com

    Tax/Financial Planner
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    Long Tax and Financial Group

    Let us help you take control If you can envision the life you want to lead, we can help you develop a strategy to keep you on the path to your goal. It is important to feel you have control over your future. At Long Tax and Financial Group, we offer our experience and knowledge to design a specific plan of action that helps you work towards your financial independence. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. If you would like to learn more about Long Tax and Financial Group or would like to schedule a no-obligation meeting, please contact us today!

    Tax/Financial Planner
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    Richard Hartzell CPA

    Richard Hartzell CPA, a Raleigh CPA firm serving clients in Durham, Chapel Hill, Wake County and Orange County, provides comprehensive accounting and tax services for your business. Today, more than ever, it is crucial for every business to have a strong financial advocate. As a recognized leader in the industry, Richard Hartzell CPA keeps abreast of the latest tax law changes, utilizes the most effective technologies, and maintains an impeccable reputation for expertise and integrity. Our CPA Firm will show you how you can: Maximize your tax savings Prevent costly mistakes Take advantage of tax incentives Run your business more effectively Plan for a strong future Get the quality service you deserve from a Raleigh CPA firm you can trust! Call Richard Hartzell at 919-412-9520 today or request a FREE initial consultation through our website.

    Tax/Financial Planner
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    Leslie A. Iannucci, CPA, P.A.

    You're Never Just Another Number... While we may make our living dealing with numbers, to us--you'll never be just another number. Each of our clients brings a unique set of goals and challenges that deserve and demand more than just a cookie-cutter approach. From our perspective, every client relationship is like a partnership. One in which our success is the result of your success. And in order for that partnership to flourish, we have to get to know you. Not just your bank statements or spreadsheets. We have to understand you as a person. Not you as a number. Yes, we're accountants. And, yes, there are hundreds of other accountants in the area who offer the same services. So, why choose us? Because, in addition to the technical experience and financial acumen you expect, we also offer the personal "one on one" attention you deserve--we get to know you.

    Tax/Financial Planner

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