Client focused legal services in Charlotte, North Carolina

Merrill Lynch Financial Advisor Brian J O'Regan is a finance institution located at 620 South Tryon Street in Charlotte, North Carolina, United States. Brawley O’Regan and Associates of Merrill Lynch Wealth Management was founded with the goal of providing the resources of a prestigious wealth management firm with the personal service of a boutique firm. Their experienced team takes a holistic approach to wealth management, assisting clients with every aspect of their financial lives. They emphasize a long-term approach to investing based on individual needs and goals. The institution offers personalized financial plans tailored to each client's unique situation, with a focus on helping them achieve their goals. Investment insights, tips, and strategies are provided to help clients make informed decisions. The institution is committed to building strong client relationships based on trust and personalized service. The team includes talented individuals dedicated to helping clients reach their financial goals. Consultations with Merrill Lynch Wealth Management Advisors can help clients navigate the complexities of their financial lives and develop customized investment strategies. The institution also offers access to comprehensive financial solutions from Bank of America. With a focus on understanding clients' priorities and financial situations, the team works to design approaches that meet their unique needs. Certified Financial Planner and Chartered Financial Analyst certifications ensure that clients receive expert advice and guidance. Clients are encouraged to consult with legal and tax advisors before making financial decisions. The team at Merrill Lynch Financial Advisor Brian J O'Regan is dedicated to helping clients achieve their financial goals and live their best financial lives.

Merrill Lynch Private Wealth Advisor Lisa Ray Premo, located at 620 South Tryon Street in Charlotte, North Carolina, offers industry-leading research and expert analysis to help clients stay ahead in their financial goals. With a focus on personalized service and trust, the private wealth advisors at Merrill Private Wealth Management are dedicated to meeting the specialized needs of individuals, families, business owners, and executives. Founded in 1994 as BCG Private Wealth Management, the institution has served wealthy families exclusively for over twenty-five years. The team of experienced partners and client service associates work within Merrill Private Wealth Management to provide a boutique-like experience with the resources of a global financial institution. By developing personalized strategies based on client goals, BCG Private Wealth Management aims to help clients manage, grow, and preserve their wealth for future generations.

Norkum 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.

Terry Halvorson - Thrivent is a finance institution located at 4530 Park Road, Charlotte, North Carolina, United States. With over 27 years of experience, our team is dedicated to helping individuals and businesses make wise financial decisions. We offer holistic planning services to provide clarity and confidence in financial matters. Our goal is to help clients build a strong financial foundation for the future. We serve clients in Union County, Mecklenburg County, and Gaston County, with a focus on cities including Indian Trail, Matthews, Charlotte, Gastonia, Belmont, Mt. Holly, Cramerton, and Dallas. We also offer virtual appointments in multiple states including North Carolina, South Carolina, Georgia, Florida, New Jersey, Colorado, Connecticut, Delaware, Massachusetts, Minnesota, Texas, Virginia, Wisconsin, and Montana. Thrivent does not provide legal, accounting, or tax advice, but offers financial planning services and investment advisory services through Thrivent Investment Management Inc. Insurance products are issued by Thrivent Financial for Lutherans. Securities and investment advisory services are offered through Thrivent Investment Management Inc., a registered investment adviser and member FINRA and SIPC. Visit our website for more information on our services and financial advisors.

Nancy Nolley - Thrivent is a financial institution located at 4530 Park Road in Charlotte, North Carolina, United States. Our focus is on individuals, families, business owners, and foundations, providing comprehensive financial advice and strategies tailored to each client's unique goals and needs. We serve all Christians, guiding them through their financial journey with biblical principles to help them live financially confident lives. Our approach goes beyond just managing wealth - we aim to build confidence and generosity through dedicated planning and purposeful relationships that last generations. Whether you're looking for advice on wealth management, financial goals, or life insurance options, our team at Thrivent is here to help. We believe that money is a tool, not a goal, and we are committed to providing expert financial solutions, investments, insurance, banking, and generosity programs to help individuals make the most of what they have been given.

Merrill Lynch Wealth Management, located at 6000 Fairview Road in Charlotte, North Carolina, is a leading finance institution offering a wide range of wealth planning services. The experienced advisors at the branch work with individuals, families, business owners, executives, and institutions to address wealth planning challenges and opportunities in both rising and turbulent markets. With years of combined knowledge and experience, the advisors can provide financial strategies tailored to each client's needs, including retirement income planning, guidance on investments, and access to estate planning services. The branch is committed to client service and satisfaction, helping clients identify their personal and professional goals to create financial strategies that meet their long-term objectives. Additionally, through volunteerism and charitable outreach, the branch supports the economic, social, and cultural life of the community. As a Merrill client, you will have access to industry-skilled advisors, investing insights, a disciplined wealth planning platform, and technological resources to help you pursue your financial and life goals. Whether you are a new or experienced advisor, Merrill Lynch Wealth Management offers professional training, mentoring, and technology to support your career growth. With a focus on individually customized investment approaches and wealth management advice, the institution helps clients prepare for financial and lifestyle challenges. Investing involves risk, and it is important to consult legal and tax advisors before making financial decisions. Merrill offers a broad range of brokerage, investment advisory, and other services, with important differences between the services provided. For more information, speak with your Merrill financial advisor.

BDO, located at 615 South College Street in Charlotte, North Carolina, is a leading institution in the fields of accounting and finance. Learn about emerging trends, regulatory updates, and how to make the most out of legal tech at BDO. Discover how businesses can enable new growth and find competitive advantage through valuable data and strategic business planning. Our Charlotte office serves as headquarters to several major financial institutions, providing a comprehensive array of assurance, tax, and advisory services. Partner-led teams of seasoned professionals help businesses in various industries adjust to market shifts and opportunities. BDO's core purpose of helping people thrive extends beyond our clients and into our communities, with a focus on giving back through corporate social responsibility programs. Interested in joining our team in Charlotte? Visit our career page to explore opportunities and see how we can help you thrive in today's global economy.

Capitol Tax Advisors, located at 4030 Wake Forest Road in Raleigh, North Carolina, is a finance institution specializing in providing tax relief and IRS representation services to individual and business clients. As the most aggressive debt collector in the United States, the IRS and state revenue agencies have the legal authority to pursue tax liabilities and penalties, making it crucial to have a licensed tax professional representing you. Capitol Tax Advisors serves clients throughout the region, including Raleigh, Greensboro, and Charlotte, fighting to maximize tax relief and resolve tax problems as quickly as possible. Offering a variety of tax relief services tailored to individual qualifications, the firm conducts free, no-obligation consultations to review IRS and state notices, analyze case information, and develop resolution strategies. Once retained as a client, Capitol Tax Advisors becomes the legally appointed representative, handling all communication with the IRS and state revenue officers to reach a favorable tax settlement or resolution. With a focus on keeping clients on track and in compliance, the firm continues to provide support during any remaining payment and probationary periods after the case is closed. Don't face the IRS alone - schedule a Free Consultation with Capitol Tax Advisors to get relief from your tax problems and back on track to financial stability.

USA Servicios Latinos is a trusted institution located at 2428 North Sharon Amity Road in Charlotte, North Carolina. Specializing in accounting and finance services, our team of professionals is dedicated to providing top-notch financial solutions to our clients. Whether you need help with tax preparation, bookkeeping, or financial planning, we are here to assist you every step of the way. With a commitment to excellence and customer satisfaction, USA Servicios Latinos is your go-to destination for all your financial needs.

Defense Tax Partners is an institution located at 2015 Ayrsley Town Boulevard in Charlotte, North Carolina, specializing in accounting, finance, and legal services. Our team of IRS Tax Attorneys is well-versed in tax levy, tax fraud, IRS audit defense, and tax settlements. Whether you are an individual or a corporation, we can assist you with tax return preparations, tax planning, and representation in tax appeals. Our experienced tax attorneys are committed to resolving your tax issues and ensuring you stay compliant with both federal and state tax laws. Facing tax-related complications can be daunting, especially when dealing with the IRS. Our skilled Charlotte tax attorneys at Defense Tax Partners can guide you through your taxation issues, provide legal advice, negotiate with the IRS, and defend you in court if necessary. If you are facing an audit, civil penalties, or tax fraud charges, our team of experts is here to help you navigate through the complexities of tax laws and regulations.

Purposed Strategy, located at 3540 Toringdon Way in Charlotte, North Carolina, is a virtual accounting and strategy firm specializing in helping female founders pursue purpose, generate profit, and achieve balance in their business and life. Led by financial and legal expert Yolanda Davis Brisco, Purposed Strategy offers services such as business accounting, legal counsel, and business coaching to help female entrepreneurs understand their numbers, restore balance, and flourish in leadership and purpose without worry, overwhelm, or overwork. The institution helps clients form their businesses, establish nonprofits, and protect them from risk. They also assist in creating a purpose strategy that leads to profit and impact. With a focus on optimizing data and establishing structure in businesses, Purposed Strategy aims to help clients avoid financial loss, missed opportunities, messy audits, litigation, high team turnover, poor organizational culture, and burnout.

Sullivan CPA, PA is an accounting and finance institution located at 408 Beaumont Avenue in Charlotte, North Carolina, United States. Established in 2015, the firm initially focused on serving small businesses and individuals, but has since expanded its services to cater to a wider range of clients. With a commitment to becoming trusted advisors, Sullivan CPA, PA offers personalized services tailored to meet the specific needs of each client. The team works with a diverse clientele including individuals, estates, trusts, privately-owned companies, and not-for-profit agencies. By staying up-to-date with legal updates and important trends, Sullivan CPA, PA ensures that clients have everything they need to achieve financial success. Whether you need assistance with managing your organization, business, or family finances, Sullivan CPA, PA is dedicated to providing comprehensive support to help you reach your goals.

Dash Courier & Logistics is a trusted courier service located at 3101 9th Avenue Drive Northwest in Hickory, North Carolina. Since 1999, we have been specializing in rush delivery services with a focus on accuracy and reliability. With over three million packages successfully delivered, we are experienced and capable of meeting all your courier needs in North Carolina, South Carolina, and Georgia. Our services include local and national freight shipping, less-than-truckload (LTL) freight delivery, and cargo shipping for freight up to 8,500 pounds in the Charlotte and Raleigh markets. We also offer warehousing and delivery-on-demand services to meet a variety of requirements.

At Browning & Long, PLLC, we firmly believe that every person deserves their fair day in court. Located in the heart of Charlotte, North Carolina, our law firm is dedicated to helping you navigate through a wide range of legal challenges, from minor traffic infractions to serious criminal charges such as DWI (Driving While Impaired) and reckless driving. Our skilled attorneys also represent clients facing criminal charges, ranging from misdemeanors to severe felonies.