Community bank consulting in Raleigh, North Carolina

Ashley Banks - Raleigh Divorce Lawyer is a reputable institution located at 3701 Lake Boone Trail in Raleigh, North Carolina. Ashley Banks, the founder, is a passionate family law attorney who brings a unique perspective to her practice. With a background in political science and a Juris Doctor from Campbell University, Ashley is dedicated to providing top-notch legal services to her clients. Ashley's experience as a member of the Mock Trial Team and her recognition in trial advocacy competitions highlight her skills as a litigator. She is a proud member of various legal organizations in North Carolina, demonstrating her commitment to the legal profession.

Bank of America Private Client Advisor Kari H Stoltz is a Managing Director and Private Client Advisor located in Raleigh, North Carolina. With over 30 years of experience in banking and wealth management, Kari provides tailored financial solutions for individuals, families, and businesses in the community. She leads a team of experts who offer services such as credit solutions, wealth transfer, portfolio management, and philanthropic giving. Kari also provides strategic guidance to business owners on succession planning and exit strategies. She is actively involved in the community, serving on the boards of various organizations and is passionate about giving back. Bank of America Private Bank has a long history of helping clients manage significant wealth and achieve their financial goals. They offer personalized strategies and resources to address the evolving complexities of the financial landscape. Clients can expect disciplined financial strategies and a focus on long-term goals. Please note that by visiting the Bank of America Private Bank's website, you may be directed to FINRA’S BrokerCheck. It's important to review the privacy policies and terms of the website before proceeding. The institution values client relationships and aims to provide information and services that are relevant and useful. Investing involves risk, and it's important to consult with legal and tax advisors before making financial decisions. Bank of America Private Bank and its affiliates do not serve in a fiduciary capacity with all products or services. For more information on privacy practices and online behavioral advertising, please review the Bank of America Online Privacy Notice.

Kelly Lefcheck - State Farm Insurance Agent is an insurance agency located at 3221 Blue Ridge Road in Raleigh, North Carolina, United States. We offer personalized plans to coordinate with work benefits, discounts for combining auto and home insurance policies, as well as assistance with small business and life insurance options. Our services include personalized property insurance quotes for items such as jewelry, artwork, and computers. We are dedicated to providing excellent service to the Raleigh community. If you are relocating to Raleigh, we are here to help move your State Farm policies with you through text, email, phone, or in-person consultations. Our team can assist with making windows energy efficient with DIY updates and provide tips for applying for college scholarships. We also offer advice on DIY auto maintenance to combat rising repair costs.

Josh Benton - State Farm Insurance Agent is an insurance agency located at 224 High House Road in Cary, North Carolina. Our goal is to provide each customer with a memorable State Farm experience that will last for generations. We offer a range of insurance services including car insurance, home insurance, life insurance, renters insurance, and condo insurance. Our team is dedicated to helping families manage everyday risks, protect against unexpected setbacks, and achieve their dreams. The agency is led by Josh Benton, a former US Army veteran with over 16 years of service, including deployments to the Middle East. Josh is committed to providing exceptional customer service and guiding clients through their insurance needs. The agency serves the communities of Cary, Apex, Holly Springs, Raleigh, and Fuquay Varina.

Brian Rothert - State Farm Insurance Agent is a trusted insurance agency located at 2001 Widewaters Parkway in Knightdale, North Carolina. Our dedicated team values relationships, service, and attention, providing comprehensive insurance solutions for individuals and businesses throughout North and South Carolina. Whether you prefer in-office consultations, phone calls, or video conferences, we are here to meet your insurance needs. With over 20 years of experience, our professionals have earned respected insurance and finance designations to ensure competence in protecting and planning for what's important to you. We offer a Personal Price Plan that helps you insure against potential risks so you can focus on what can go right, all at a reasonable price.

Shah & Associates, CPA, PLLC is a premier accounting and finance institution located at 310 Raleigh Street, Holly Springs, North Carolina, United States. Specializing in accounting, tax, and consulting services, the firm offers a wide range of services including payroll, bookkeeping, bank reconciliation, tax planning, and preparation. They are experts in various industries such as rental properties, gas stations, convenience stores, medical practices, and farmers. With a mission to provide outstanding and customized services to meet personal and business needs, Shah & Associates is a full-service CPA firm serving the Charlotte and Triangle areas of North Carolina. The team is dedicated to building trust with clients and ensuring their financial needs are met with the utmost professionalism and dedication.

Lisa Davis - State Farm Insurance Agent is an insurance agency located at 8201 Rowlock Way in Raleigh, North Carolina, United States. Situated off of Glenwood Ave behind CarMax in the Cornerstone Commons Shopping Center, Lisa Davis and her team are dedicated to treating you like family. With a focus on needs-based conversations, they aim to uncover any gaps in your coverage, advise on how to fill them, and help you manage the risks of everyday life. Lisa Davis has been with State Farm since 1994 and takes pride in being able to serve as a State Farm Agent. As a military spouse, she has lived in various places and opened her Raleigh, NC office in 2006 and her Louisburg, NC office in 2017. Her team is licensed and trained to help you create an insurance plan that fits your needs and budget, ensuring that your family is protected.

Lauren Massie CPA PLLC is an accounting and finance institution located at 8480 Honeycutt Road in Raleigh, North Carolina, United States. Specializing in resolving tax debt issues with the IRS and the NC Department of Revenue, they are dedicated to helping clients return to what they enjoy most. With years of experience in assisting clients with tax matters, Lauren Massie, a licensed CPA in North Carolina, offers a judgment-free consultation to address various tax issues such as unfiled returns, wage garnishments, and bank levies. She works directly with the IRS and NCDOR to formulate solutions that best optimize outcomes for her clients, including offer-in-compromise, installment agreements, and penalty abatement. Lauren understands the range of emotions that come with dealing with tax debt and strives to provide relief to her clients. In addition to her professional expertise, Lauren is actively involved in her community, participating in charity runs and spending time outdoors with her family. Contact Lauren Massie CPA PLLC for assistance with your tax debt issues and take the first step towards financial relief.

Merrill Lynch Wealth Management is a finance institution located at 4242 Six Forks Road, Raleigh, North Carolina, United States. Our experienced advisors work with individuals, families, business owners, executives, and institutions to address wealth planning challenges and opportunities in both rising and turbulent markets. We offer personalized financial strategies based on years of combined knowledge and experience in wealth management. Our services go beyond wealth planning advice and guidance, including retirement income planning, guidance on concentrated stock positions, traditional investments, and access to estate planning services through Bank of America. Our advisors are committed to client service and satisfaction, helping clients identify personal and professional goals to create tailored financial strategies. We also engage in volunteerism and charitable outreach to support the communities we serve. As a Merrill client, you have access to industry-skilled advisors, investing insights, wealth planning platforms, and technological resources. Our culture emphasizes professional training, mentoring, and technology to support advisors in helping clients pursue their financial goals. Investing involves risk, and our advisors do not provide legal, tax, or accounting advice. We offer a broad range of brokerage, investment advisory, and other services, tailored to individual client needs. Merrill Lynch Wealth Management has been training financial advisors since 1946, providing the critical skills and knowledge needed to assist clients in pursuing their unique financial goals.

Merrill Lynch Wealth Management, located at 1414 Raleigh Road, Chapel Hill, North Carolina, United States, is a finance institution dedicated to providing comprehensive wealth planning services to individuals, families, business owners, executives, and institutions. With a team of experienced advisors, the institution offers personalized financial strategies tailored to meet each client's unique goals and challenges. In addition to wealth planning advice, the advisors can assist with retirement income planning, concentrated stock positions, traditional investments, and estate planning services through Bank of America. The institution is committed to client service, community involvement, and helping clients achieve their long-term financial objectives. By leveraging the resources of Merrill Lynch Wealth Management, clients have access to industry-leading insights, technology, and expertise to navigate the ever-changing financial landscape. Whether clients are preparing for retirement, managing investments, or planning for future generations, the advisors at Merrill Lynch are dedicated to putting their clients' interests first and helping them reach their financial goals.

Scott Insurance is an insurance agency located at 2501 Blue Ridge Road in Raleigh, North Carolina, United States. Established in 2004, the Raleigh office of Scott Insurance has grown to become a leading provider of risk management and employee benefit services in eastern North Carolina. With over 20 employee owners, our team of Benefits Consultants is dedicated to serving the needs of clients in the Triangle and surrounding areas. Our Raleigh office specializes in providing insurance solutions for industries such as life science and technologies, construction, and nonprofit organizations, as well as association health plans. Led by Diana Mason, Vice President and Benefits Consultant, our team offers expert benefit consulting and niche risk management services tailored to each client's unique needs.

Merrill Lynch Financial Advisor Madhulavi Majumder, located at 1414 Raleigh Road, Chapel Hill, North Carolina, United States, is a finance institution dedicated to managing your wealth with a personalized approach. Madhulavi Majumder follows the Merrill tradition of community involvement, volunteering with local organizations. The institution offers the Merrill Personal Wealth Analysis™ to create a tailored plan focused on your goals. By understanding your investment preferences through the Investment Personality Assessment, they can customize a financial strategy to help you achieve your objectives. With access to Merrill's investment insights and Bank of America's banking solutions, Madhulavi Majumder works to address your financial needs and help you pursue your aspirations. Their mission is to understand you and your priorities, designing a plan to manage risk and turn your goals into reality. Regular check-ins ensure your financial approach adapts to changes in your life and the market. With a focus on personalized solutions and a dedication to putting you first, Merrill Lynch Financial Advisor Madhulavi Majumder aims to help you achieve your financial goals.

Merrill Lynch Financial Advisor Alex Purcell is a finance institution located at 4242 Six Forks Road, Raleigh, North Carolina, United States. The institution specializes in managing wealth by creating flexible strategies tailored to individual financial needs. With access to Merrill's investment insights and Bank of America's banking solutions, Alex Purcell works with clients to develop personalized wealth management strategies. By participating in the community and volunteering with local organizations, Alex Purcell follows the Merrill tradition of serving the community. The institution offers the Merrill Personal Wealth Analysis™ to build personalized plans centered on clients' goals and priorities. Through conversations and the Investment Personality Assessment, Alex Purcell gets to know clients better as investors, helping to customize financial approaches accordingly. With a focus on helping clients achieve their financial goals and adapting to life changes, Alex Purcell provides ongoing support and guidance to keep clients on track. By understanding clients' aspirations and priorities, Alex Purcell designs personalized plans to manage, grow, and preserve wealth while considering long-term impacts. The institution emphasizes the importance of staying informed and making informed financial decisions to achieve meaningful goals. With a dedicated one-on-one relationship, Merrill Lynch Wealth Management Advisors like Alex Purcell provide personalized investment strategies and comprehensive financial solutions to address clients' individual needs and goals.

Merrill Lynch Financial Advisor Brock E Doran is a finance institution located at 4242 Six Forks Road in Raleigh, North Carolina, United States. Brock has dedicated his entire career to helping clients achieve their goals and dreams in the financial services industry. He holds the Chartered Retirement Planning Counselor designation and practices goals-based wealth management for clients, incorporating investment management, banking services from Bank of America, insurance solutions, trust planning, and college savings strategies. Brock works closely with clients' CPAs, estate planning attorneys, and other specialists to ensure every client has a tailored and holistic wealth management plan. His top priority is providing best-in-class brokerage and banking services to clients in times of financial issues or life events. Outside of work, Brock enjoys spending time with his family and friends, boating, golfing, skiing, biking, fishing, and attending live music events. He is passionate about traveling and exploring new places both domestically and abroad. The institution follows the Merrill tradition of community participation and offers the Merrill Personal Wealth Analysis™ to help clients build a personalized financial plan centered on their goals. The team at Merrill Lynch Wealth Management is dedicated to building strong client relationships based on trust and personalized service. Brock Doran is a Registered Senior Wealth Management Client Associate and is registered to do business in multiple states. The institution offers personalized investment strategies and comprehensive financial solutions to help clients pursue their goals and stay on track regardless of market fluctuations. With access to the investment insights of Merrill and banking solutions from Bank of America, Brock works with clients to develop a financial approach designed to address their needs. The institution also provides the latest investment insights, tips, and strategies to help clients live their best financial lives.

Merrill Lynch Financial Advisor Jay M Rapp, located at 4242 Six Forks Road in Raleigh, North Carolina, is a finance institution led by Jay Rapp, a Senior Financial Advisor and Senior Portfolio Advisor. Jay, a member of the Rapp Mansfield & Associates Team, is dedicated to designing wealth management strategies tailored to each client's unique needs and goals. With a background in investment research and portfolio development, Jay helps clients navigate the complex world of finance with innovative and forward-thinking approaches. As a resident of Cary, North Carolina, Jay is deeply involved in his community, volunteering with organizations such as Stay Strong vs ALS. With a Bachelor's Degree in Finance and Sports Management from North Carolina State University, Jay brings a wealth of knowledge and expertise to his role at Merrill Lynch Wealth Management.

Merrill Lynch Financial Advisor Jeffrey J Lane is a finance institution located at 4242 Six Forks Road, Raleigh, North Carolina, United States. The institution specializes in managing wealth by creating personalized strategies tailored to the individual needs and goals of each client. With access to the investment insights of Merrill and the banking solutions of Bank of America, clients can expect comprehensive financial planning and guidance. Jeffrey Lane believes in building strong relationships with clients by understanding their priorities and helping them pursue their financial goals through personalized wealth management strategies. The institution also offers the Merrill Personal Wealth Analysis™ to help clients build a customized plan centered around their aspirations and objectives. With a focus on community involvement and volunteering, Merrill Lynch Financial Advisor Jeffrey J Lane is dedicated to helping clients achieve their financial aspirations and navigate the complexities of the financial markets.

Merrill Lynch Financial Advisor Christopher B. Combs is a finance institution located at 1414 Raleigh Road, Chapel Hill, North Carolina, United States. Chris has been serving client families and his community since joining Merrill in 2008. As a CERTIFIED FINANCIAL PLANNER™, CFP® certificant, and Chartered Retirement Planning Counselor, Chris is dedicated to developing goals-based financial strategies tailored to his clients' situations and motivations. With a background in Sociology from Duke University and experience in the NFL, Chris brings a unique perspective to financial planning. His personalized approach focuses on helping clients pursue their financial goals while managing investment risk. Supported by the global resources of Merrill, Chris and his team are committed to building strong client relationships based on trust and personalized service. By understanding each client's aspirations and priorities, Chris helps design and implement personalized plans to address their financial needs. Through ongoing conversations and regular reviews, Chris ensures that clients' financial approaches reflect their evolving goals and priorities. With access to investment insights from Merrill and banking solutions from Bank of America, Chris works with clients to develop strategies aimed at achieving their financial goals. Whether it's planning for retirement, saving for a home, or funding education, Chris helps clients make informed investment decisions to reach personally meaningful goals. By getting to know clients on a personal level, Chris creates financial approaches that align with their individual personalities and priorities. As a Merrill Lynch Wealth Management Advisor, Chris helps clients navigate the complexities of their financial lives and build customized investment approaches to pursue their goals. With a focus on personalized investment strategies and comprehensive financial solutions, Chris and his team provide dedicated one-on-one relationships to help clients achieve their financial objectives. Chris is registered to do business in multiple states and holds certifications from the CFP Board and The College for Financial Planning Institutes Corp. Let Merrill Lynch Financial Advisor Christopher B. Combs help you live your best financial life and reach your goals.

Merrill Lynch Financial Advisor Michael Mumford is a finance institution located at 1414 Raleigh Road, Chapel Hill, North Carolina, United States. Managing your wealth starts with a comprehensive understanding of your financial situation. Michael Mumford can assist in creating a flexible strategy tailored to your specific goals, with access to investment insights from Merrill and banking solutions from Bank of America. The institution follows the Merrill tradition of community involvement, with a focus on volunteering in the local area. With the Merrill Personal Wealth Analysis™, a personalized plan can be developed centered around your objectives. Backed by the global resources of Merrill, Michael Mumford's team is dedicated to building strong client relationships based on trust and personalized service. The institution offers a range of services including retirement planning, education funding, and wealth transfer strategies. By understanding your goals and priorities, Michael Mumford can help you develop a financial approach that reflects your unique needs and personality. With regular check-ins and adjustments as needed, the institution is committed to helping you achieve your financial goals.

Merrill Lynch Financial Advisor Joseph J Somers, located at 4242 Six Forks Road, Raleigh, North Carolina, is a finance institution dedicated to helping individuals and families achieve their financial goals. The Somers Gibson Group, led by advisors Joe, Hylton, Skye, and Stephan, offers a personalized approach to wealth management, leveraging the insights of Merrill and the banking services of Bank of America. The team strives to create seamless financial solutions that address every aspect of your financial life. The Somers Gibson Group believes in open and candid communication with clients, nurturing relationships to help build a more complete financial picture. Through interactive conversations and a holistic wealth planning process, the team helps clients focus on what's important in their lives and create a customized financial strategy. Whether you're planning for retirement, funding your children's education, or minimizing taxes, the team can provide guidance and support.

Merrill Lynch Financial Advisor Suzanne Stroud, located at 4242 Six Forks Road, Raleigh, North Carolina, United States, offers personalized wealth management strategies tailored to your individual financial goals. Suzanne follows the Merrill tradition of community involvement and volunteers with local organizations. With access to the investment insights of Merrill and banking solutions from Bank of America, she can help you manage, grow, and preserve your wealth while considering your long-term objectives. By understanding your unique needs and priorities, Suzanne can design a customized financial approach to help you achieve your goals. As a Certified Financial Planner, Suzanne is dedicated to providing comprehensive financial solutions to address your needs and guide you through life's financial complexities. Whether you're planning for retirement, saving for a home, or passing wealth to future generations, Suzanne is committed to helping you navigate the ever-changing markets and achieve financial success.