Asset management legal services in North Carolina
27 results found
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A2ZProfessional Mobile Notary& Financial Services
● OpenA2Z Professional Mobile Notary & Financial Services is a finance and insurance agency located at 20 Earl Hill Road in Clarkton, North Carolina, United States. We offer professional mobile notary services for all your legal document signing needs, as well as a range of financial services to help you manage your finances and protect your assets. Our experienced team is dedicated to providing efficient and reliable services to meet your individual needs. Contact us today for all your notary and financial service needs.
20 Earl Hill Rd, Clarkton, NC 28433, United States -
Guardian Property Management
● OpenGuardian Property Management is a trusted and professional property management company located at 2831 Arlington Avenue in Fayetteville, North Carolina. Our dedicated team provides top-notch management services for residential and commercial properties, ensuring that owners can rest easy knowing their investments are in good hands. From tenant screening and leasing to maintenance and financial reporting, we handle all aspects of property management with efficiency and expertise. Contact us today to learn more about how Guardian Property Management can help you maximize the value of your property.
2831 Arlington Ave, Fayetteville, NC 28303, United States -
Norkum Wealth Management
● OpenNorkum Wealth Management is a comprehensive financial services firm located in Charlotte, North Carolina. Our team of experienced professionals specializes in accounting, finance, insurance, and legal services to help individuals and businesses achieve their financial goals. With a focus on personalized and strategic wealth management, we provide tailored solutions to meet the unique needs of each client. Whether you are looking to grow your investments, protect your assets, or plan for the future, Norkum Wealth Management is here to help. Visit us at 15720 Brixham Hill Avenue to learn more about how we can assist you in reaching your financial objectives.
15720 Brixham Hill Ave #575, Charlotte, NC 28277, United States -
Chrysalis Capital Management
● OpenChrysalis Capital Management is a finance institution located at 150 Preston Executive Drive in Cary, North Carolina, United States. Our mission is to engage, educate, and empower each client to build stronger connections between their goals and financial resources. We provide a custom-tailored approach to wealth management for investors and centers of influence seeking a deeper understanding of their financial needs. With nearly 50 years of combined experience in wealth management, we understand that one solution does not fit all. That's why we offer highly personalized services to our clients, based on a deep understanding of their overall financial situation, goals, fears, and challenges. Our relationship with each client is built on empathy, trust, and mutual accountability.
150 Preston Executive Dr STE 201, Cary, NC 27513, United States -
Gerald Dry PA
● OpenGerald Dry PA is a reputable accounting and finance institution located at 211 Le Phillip Court Northeast in Concord, North Carolina, United States. With a team of experienced professionals, they offer a wide range of services to help individuals and businesses manage their finances effectively. Whether you need help with tax preparation, financial planning, or bookkeeping, Gerald Dry PA is dedicated to providing top-notch service and personalized solutions to meet your needs. Contact them today to see how they can help you achieve your financial goals.
211 Le Phillip Ct NE, Concord, NC 28025, United States -
CLOSED
● OpenCLOSED is a trendy clothing store located at 4563 Herry St in Winston-Salem, North Carolina. Offering a wide selection of fashionable clothing, accessories, and footwear, CLOSED is the go-to destination for those looking to elevate their wardrobe. With a stylish and modern interior, customers can browse through the latest trends and unique pieces in a welcoming and relaxed atmosphere. Whether you're looking for casual everyday wear or a statement piece for a special occasion, CLOSED has something for everyone. Visit us today and discover your new favorite fashion finds!
4563 Herry St, Winston-Salem, NC 27105, United States -
King Law
● OpenKing Law is a reputable institution located at 370 North Main Street, Waynesville, North Carolina, United States. Situated on the second floor of the Telco Building, our office is conveniently close to the courthouse and downtown main street. Our team of experienced lawyers at the Waynesville office specialize in a range of legal services including criminal defense, domestic violence protection, estate planning, family law, and litigation. Established in January of 2023, King Law has quickly become known as the "GO TO" Attorneys in the Haywood County area. Our Case Manager, Laura Blevins, brings a wealth of experience from her time at the local Clerks Office and District Attorneys Office, making her a valuable asset to our team. We take a dynamic approach to legal representation by listening to our clients' needs and proactively advocating on their behalf.
370 N Main St Suite 200, Waynesville, NC 28786, United States -
Mary Beth Morgan - State Farm Insurance Agent
● OpenMary Beth Morgan - State Farm Insurance Agent is an insurance agency located at 8139 Market Street in Wilmington, North Carolina. Conveniently situated south of Food Lion at Porter's Neck Hwy 17/ Market Street, this institution offers a range of services to help you protect yourself and your assets. From tips on avoiding drunk driving to advice on riding a jet ski safely, Mary Beth Morgan is dedicated to helping you stay informed and prepared. They can also assist you in creating a guaranteed income stream in retirement through immediate annuities. Please note that for your security, sensitive personal information should not be shared on this website. If you require assistance with accessibility, you can reach out to them at (910) 681-0000. State Farm Life Insurance Company and State Farm Life and Accident Assurance Company are the providers of life insurance and annuities, while U.S. Bank National Association offers deposit products. The credit card issued by U.S. Bank National Association is licensed by Visa U.S.A. Inc. State Farm VP Management Corp. is a separate entity from the banking and insurance entities and does not provide tax or legal advice. For personalized advice in these areas, it is recommended to consult a tax or legal advisor.
8139 Market St, Wilmington, NC 28411, United States -
Jennifer Brigham - State Farm Insurance Agent
● OpenJennifer Brigham - State Farm Insurance Agent is an insurance agency located at 3302 South New Hope Road, Gastonia, North Carolina, United States. At our institution, we provide a range of insurance services to protect you and your assets. We specialize in helping homeowners understand how their insurance policy can protect their college student and belongings while living in a residence hall or dorm. Our team also offers tips for safe driving on rural roads, where farm vehicles and other risks may be present. We make accessing your insurance information simple with electronic proof of insurance, also known as a digital ID card. It is important to note that we prioritize your privacy and security, so we advise against sharing sensitive personal information online. For any assistance with our website or services, please call (704) 823-0388. We also offer investment products through State Farm VP Management Corp. and life insurance policies through State Farm Life Insurance Company. Our institution partners with U.S. Bank National Association to provide deposit products and credit cards. If you have pet insurance needs, we work with American Pet Insurance Company and ZPIC Insurance Company to offer coverage options. Please note that State Farm is not responsible for third-party content or services. Rocket Mortgage, LLC is a separate entity affiliated with State Farm and provides mortgage services. State Farm VP Management Corp. reminds investors that all investments involve risk, including potential loss. For tax or legal advice, we recommend consulting a professional advisor. Let Jennifer Brigham - State Farm Insurance Agent help you protect what matters most.
3302 S New Hope Rd STE 200B, Gastonia, NC 28056, United States -
Peggy Palms, Attorney at Law
● OpenPeggy Palms, Attorney at Law is a reputable institution located at 128 Meadowview Drive in Boone, North Carolina, United States. With over thirty years of experience practicing law in multiple states and expertise in real estate, Peggy Palms offers a range of services including trustee services for various types of trusts, guardianships, and estates. As a seasoned real estate broker and investor, Peggy Palms specializes in self-directed retirement accounts, ensuring that clients receive expert guidance and support in managing their assets. Trust Peggy Palms to provide reliable and professional legal and real estate services tailored to your individual needs.
128 Meadowview Dr, Boone, NC 28607, United States -
Providence Wills and Trusts
● OpenProvidence Wills and Trusts is a reputable law firm located at 1940 Weddington Road in Weddington, North Carolina. Specializing in estate planning, wills, and trusts, our team of experienced lawyers is dedicated to providing personalized legal solutions to help protect your assets and ensure your wishes are carried out. Whether you are looking to draft a will, establish a trust, or navigate the complexities of probate, Providence Wills and Trusts is here to guide you through the process with care and expertise. Contact us today to schedule a consultation and start planning for your future.
1940 Weddington Rd, Weddington, NC 28104, United States -
Webb and Morton, PLLC
● OpenWebb and Morton, PLLC is a boutique law firm located at 910 North Sandhills Boulevard in Aberdeen, North Carolina. Specializing in accounting, finance, and legal services, our team is dedicated to helping clients navigate complex tax issues, protect their assets, and plan for the future. With a focus on treating taxpayers, businesses, and families with fairness and respect, we work tirelessly to ensure our clients' peace of mind. From tax defense and compliance to estate planning and trust management, we offer a range of services to meet our clients' needs.
910 N Sandhills Blvd, Aberdeen, NC 28315, United States -
Daly Mills Family Law + Estate Planning
● OpenDaly Mills Family Law Estate Planning is a reputable law firm located at 131 Plantation Ridge Drive in Mooresville, North Carolina. Specializing in family law and estate planning, our experienced team of lawyers is dedicated to providing personalized and compassionate legal services to help clients navigate complex legal matters. Whether you are facing a divorce, child custody dispute, or need assistance with drafting a will or trust, our skilled attorneys are here to guide you through every step of the legal process. Trust Daly Mills Family Law Estate Planning to protect your rights and secure your family's future.
131 Plantation Ridge Dr #400, Mooresville, NC 28117, United States -
Rivers Law, PLLC
● OpenRivers Law, PLLC is a trusted law firm located at 6135 Park South Drive in Charlotte, North Carolina. Specializing in estate planning, we offer comprehensive legal services to families in both North Carolina and South Carolina. Our experienced attorney, Laura C. Rivers, provides personalized and thorough assistance to ensure that your estate plan protects you and your loved ones now and in the future. Client testimonials praise Laura's professionalism and compassion during the estate planning process, making difficult discussions easier and ensuring that clients feel comfortable with their decisions. In addition to estate planning, we also offer probate services for existing clients to handle the administration of estates after the loss of a loved one.
6135 Park S Dr #510, Charlotte, NC 28210, United States -
Cary Estate Planning - Chapel Hill Office
● OpenCary Estate Planning - Chapel Hill Office is a trusted legal firm specializing in estate planning services. Located at 101 Europa Drive in Chapel Hill, North Carolina, their team of experienced lawyers is dedicated to helping clients protect and manage their assets for future generations. Whether you need assistance with wills, trusts, or probate matters, the professionals at Cary Estate Planning are here to provide expert guidance and personalized solutions tailored to your unique needs. Contact them today to schedule a consultation and secure your family's financial future.
101 Europa Dr #120, Chapel Hill, NC 27517, United States -
Carolina Family Estate Planning
● OpenCarolina Family Estate Planning, located at 201 Commonwealth Court in Cary, North Carolina, is a trusted institution specializing in estate planning and asset protection solutions for families. At Carolina Family Estate Planning, we understand the importance of planning for the future and ensuring the well-being of your loved ones. In our free workshop, you will learn about the three essential secrets of estate planning to protect your assets for your heirs and future generations. We also offer a free guide to help you ensure that your children will be cared for and have a secure financial future in case of the unthinkable.
201 Commonwealth Ct # 100, Cary, NC 27511, United States -
Strauss Attorneys, PLLC
● OpenStrauss Attorneys, PLLC is a law firm located at 2626 Glenwood Avenue in Raleigh, North Carolina. Specializing in estate planning, the firm offers strategies to achieve tax savings and simplify estate administration. They help clients structure plans to qualify for Medicaid and cover living expenses, as well as assist with business formation and succession planning. The firm takes a holistic approach to estate planning, working closely with clients to create customized plans that grant peace of mind. With a focus on communication and client education, Strauss Attorneys, PLLC also offers assistance with post-mortem planning and estate administration. The firm's Certified Elder Law Attorney can help clients navigate the complexities of Medicaid for long-term care. Additionally, they assist veterans with VA disability benefits and offer a range of services to protect assets and minimize tax liability. With a team of experienced attorneys, Strauss Attorneys, PLLC is dedicated to providing quality legal services to clients throughout North Carolina, South Carolina, and Florida.
2626 Glenwood Ave # 310, Raleigh, NC 27608, United States -
The Soto Law Firm PLLC
● OpenThe Soto Law Firm PLLC is a reputable legal institution located at 4030 Wake Forest Road in Raleigh, North Carolina. Specializing in various areas of law, our team of experienced lawyers is dedicated to providing top-notch legal services to our clients. Whether you are in need of assistance with personal injury cases, family law matters, or criminal defense, our firm is here to help. With a commitment to excellence and a track record of success, The Soto Law Firm PLLC is your trusted partner in navigating the complexities of the legal system. Contact us today to schedule a consultation and see how we can assist you with your legal needs.
4030 Wake Forest Rd Suite 300, Raleigh, NC 27609, United States -
Dechert LLP
● OpenDechert LLP is a prestigious law firm located at 300 South Tryon Street in Charlotte, North Carolina, United States. Established in 2004, the Charlotte office was the firm's first in the Southeast United States. Specializing in structured finance, the talented lawyers at Dechert's Charlotte office focus on asset-backed and commercial mortgage-backed securitization, as well as repurchase and warehouse financing facilities. The finance lawyers at Dechert represent key industry players in structuring, securitizing, managing, and servicing complex and highly structured commercial real estate debt assets. They provide expert advice to issuers, underwriters, collateral managers, investment-grade and B piece investors in CMBS, Re-REMICs, NPLs, and other alternate securitized structures involving commercial real estate and residential mortgages.
300 S Tryon St #800, Charlotte, NC 28202, United States -
Brian Hicks - State Farm Insurance Agent
● OpenBrian Hicks - State Farm Insurance Agent is an insurance agency located at 8763 Holly Springs Road in Apex, North Carolina, United States. Situated in the Food Lion Shopping Center at the intersection of Ten Ten Road and Holly Springs Rd, this institution offers a range of insurance services to protect your employees, assets, and operations in case of a disaster. Whether you are driving on rural roads or in need of a backup generator during a blackout, Brian Hicks and his team can provide you with the necessary information and support. Please note that sensitive personal information should not be included in any communication with the institution. For those using a screen reader or facing difficulties with the website, a phone number is provided for assistance. Investment options and insurance products offered by State Farm VP Management Corp. and State Farm Life Insurance Company are also available, with careful consideration of risks and charges.
8763 Holly Springs Rd, Apex, NC 27539, United States -
Charles Oxendine - State Farm Insurance Agent
● OpenCharles Oxendine - State Farm Insurance Agent is located at 5444 Yadkin Road in Fayetteville, North Carolina. As an insurance agency, we have over 20 years of experience in providing customers with Auto, Home, Business, and Life Insurance services. Our agency has grown through customer referrals and we are proud to be the largest State Farm agency in Fayetteville. Our team is dedicated to serving the community and surrounding counties with their insurance needs. Whether you are looking for Auto Insurance, Homeowners Insurance, Life Insurance, or Business & Commercial Insurance, we are here to help. We have received various accolades such as Ambassador Travel Qualifier, Chairman's Circle Qualifier, and President's Club Qualifier multiple times.
5444 Yadkin Rd, Fayetteville, NC 28303, United States -
Merrill Lynch Financial Advisor Chris Grady
● OpenMerrill Lynch Financial Advisor Chris Grady is a finance institution located at 620 South Tryon Street, Charlotte, North Carolina, United States. Managing your wealth begins with a comprehensive understanding of your financial situation. Chris Grady can help create a flexible strategy tailored to your specific needs in today's ever-changing market. With access to Merrill's investment insights and Bank of America's banking solutions, he can assist you in pursuing your financial goals through personalized wealth management strategies. Chris Grady is deeply involved in the community, volunteering with local organizations to give back. Merrill Personal Wealth Analysis™ is utilized to build a personalized plan centered around your goals. Your financial advisor at Merrill Lynch Wealth Management focuses on your family, priorities, and goals as they evolve over time. By starting with a conversation to identify your most important goals, Chris Grady can help you make informed decisions about your financial future. The Investment Personality Assessment helps understand your investing preferences and customize a financial approach to align with your goals.
620 S Tryon St, Charlotte, NC 28202, United States -
Steward Ingram & Cooper PLLC
● OpenSteward Ingram & Cooper PLLC is a reputable accounting and finance institution located at 3608 Shannon Road in Durham, North Carolina, United States. Whether you are a business owner, individual with complex finances, or part of a nonprofit organization, our team of certified accountants is here to assist you with a wide range of financial services. From tax preparation and planning to financial statement compilation and audits, we provide comprehensive solutions to help you manage your finances effectively. With decades of experience and expertise in handling complex tax returns, investments, rental properties, retirement accounts, and more, our CPAs are dedicated to saving you time, ensuring accuracy, and reducing your taxable income whenever possible. We also specialize in international taxes for clients with foreign assets or investments. Additionally, we offer Form 990 filing services for nonprofit organizations to help you stay compliant with legal requirements. Contact us today at 919-493-2603 to schedule a consultation and learn more about how we can assist you in achieving your financial goals.
3608 Shannon Rd STE 105, Durham, NC 27707, United States -
Milbourne Investments
● OpenMilbourne Investments is a trusted store located at 5814 Yadkin Road in Fayetteville, North Carolina. Our dedicated team is always working to provide "Win-Win" solutions for the community. We believe in the power of belief and strive to make all things possible for our clients. Our focus is on people, not profit, and we are committed to delivering the best products and services in the industry. Whether you have questions about buying or selling, credit or legal matters, our experienced group is here to help. Visit us at 4441 Bragg Boulevard in Fayetteville to learn more and let us earn your trust.
5814 Yadkin Rd, Fayetteville, NC 28303, United States -
King Law
● OpenKing Law is a reputable institution located at 364 Butler Road in Forest City, North Carolina, United States. The firm recently acquired the former BB&T Bank building to establish its new corporate headquarters. The facility will house the firm's legal team, client relations team, accounting department, IT department, and management offices. The Forest City office serves clients from Rutherford County in various legal areas including family law, estate planning, long term care planning, asset protection services, criminal defense, and more. The managing partners, Brian W. King and John B. Crotts, are experienced specialists in their respective fields and lead a dedicated team of attorneys and staff.
364 Butler Rd, Forest City, NC 28043, United States -
MAXSTORAGE
● OpenWelcome to MAXSTORAGE, your trusted partner for secure and affordable storage solutions in Maxton, North Carolina. Conveniently located at 909 Martin Luther King Junior Highway, we offer a variety of storage options to meet both short-term and long-term needs. At MAXSTORAGE, we prioritize the safety of your belongings. Our facility is equipped with state-of-the-art security features, ensuring that your items are protected around the clock. Whether you are storing household goods, business inventory, or personal items, you can rest assured that they are in safe hands.
909 Martin Luther King Junior Highway, Maxton, North Carolina 28364, United States -
Truist
● OpenWelcome to Truist, your trusted financial partner located at 400 South Main Street, Laurinburg, North Carolina. As a premier bank and finance institution, we are committed to helping you achieve your financial goals with a comprehensive range of services tailored to meet your needs. Explore our offerings and see if you're pre-qualified for a Truist credit card, or find the right loan by letting us know what you're looking for. With a wide array of banking products and services, including loans and deposit accounts, Truist Bank, a Member FDIC, is here to support your financial journey.
400 South Main Street, Laurinburg, North Carolina 28352, United States
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