The Best Custom estates in Davidson, North Carolina

R Scott Davidson III is a financial advisor at Ameriprise Financial Services, LLC located at 128 Meadowview Drive, Boone, North Carolina, United States. He holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate his expertise in asset management, estate planning, retirement planning, investment management, and various other financial planning areas. He is dedicated to providing comprehensive and personalized financial advice to individuals, retirees, small business owners, and high net worth clients. With a focus on ethics and continuing education, R Scott Davidson III is committed to helping clients achieve their financial goals and secure their financial future.

Lake Norman Realty, Inc. is a reputable real estate agency located at 310 South Main Street in Davidson, North Carolina, United States. With a strong presence in the local market, they specialize in helping clients buy, sell, and rent properties in the Lake Norman area. Their team of experienced agents is dedicated to providing top-notch customer service and expert guidance throughout the real estate process. In addition to their real estate services, Lake Norman Realty, Inc. also offers travel agency services to help clients find the perfect vacation rental or second home in this beautiful lakeside community. Whether you're looking to buy, sell, or rent property in Lake Norman, this institution is your go-to destination for all your real estate needs.

Creamer Millovitsch, located at 130 Harbour Place Drive in Davidson, North Carolina, is a trusted institution specializing in estate planning services. Our team of experienced attorneys is dedicated to creating customized solutions that meet your specific needs and goals. Whether you are looking to establish a basic estate plan or implement advanced wealth transfer strategies, we are here to guide you through every step of the process. One of our strengths is our ability to explain complex estate concepts in simple terms, ensuring that you fully understand and feel confident in your estate plan. Our services include the preparation of wills, trusts, powers of attorney, and living wills. For clients with taxable estates, we offer sophisticated techniques to minimize estate, gift, and generation-skipping transfer taxes.

Kathryne Townsend - State Farm Insurance Agent is a local Triad State Farm Insurance Agency located at 5066 Peters Creek Parkway in Winston-Salem, North Carolina. Specializing in providing excellent insurance experiences for families, they are licensed to serve North Carolina, South Carolina, Tennessee, Virginia, and Georgia. From car insurance to home insurance, life insurance, and small business insurance, the team at the Townsend Insurance Agency is dedicated to helping you find the coverage you need. As a proud small business owner, Kathryne Townsend has a passion for working with customers to ensure they have the tools they need to make informed choices for their insurance plan. The agency is known for their exceptional customer service and community involvement, supporting local businesses and organizations in Forsyth and Davidson County. With a focus on lifting the community, they have volunteered with various programs and organizations to make a positive impact.

Cottage Vacations, LLC is a real estate and travel agency located at 19813 Callaway Hills Lane in Davidson, North Carolina, United States. They specialize in vacation rentals at Ocean Isle Beach, NC and Lake Norman, NC. Their properties range from luxury pet-friendly villas with unobstructed ocean views to cozy cottages with private beach access. With options for every budget and group size, Cottage Vacations, LLC is dedicated to helping you find the perfect spot for your Summer 2024 getaway. Customers rave about the cleanliness and maintenance of their properties, as well as the convenient beach access and stunning ocean views. Whether you're looking for a relaxing beach retreat or a fun-filled lake vacation, Cottage Vacations, LLC has something for everyone.

David Drye Co is a reputable real estate agency located at 175 Davidson Highway in Concord, North Carolina. With a team of experienced and dedicated professionals, we specialize in helping clients buy, sell, and rent properties in the area. Our commitment to providing top-notch customer service and personalized attention sets us apart from the rest. Whether you are looking for your dream home or trying to sell your current property, David Drye Co is here to assist you every step of the way. Contact us today to learn more about how we can help you achieve your real estate goals.

DHFS Wealth Management is a premier financial institution located at 711 Peninsula Drive in Davidson, North Carolina. Specializing in wealth management, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are planning for retirement, saving for a major purchase, or looking to grow your investments, DHFS Wealth Management provides personalized solutions to meet your unique needs. Trust us to provide expert guidance and support as you navigate the complexities of the financial world. Contact us today to schedule a consultation and take the first step towards a more secure financial future.

CAV_OK Family Office is a finance institution located at 215 South Main Street in Davidson, North Carolina, United States. Our office provides comprehensive financial services and wealth management solutions to high-net-worth families and individuals. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Contact us today to learn more about how we can assist you with your financial needs.

Edward Jones - Financial Advisor: Ton Hendrix, CFP® is a reputable financial institution located at 130 Harbour Place Drive in Davidson, North Carolina. As a Certified Financial Planner, Ton Hendrix offers expert financial advice and services to help clients achieve their financial goals. With a focus on personalized strategies and exceptional customer service, Edward Jones is a trusted partner in wealth management and investment planning. Visit Ton Hendrix at Edward Jones to secure your financial future today.

Pfeffer Wealth Management Group is a leading financial institution located at 130 Harbour Place Drive in Davidson, North Carolina. Specializing in wealth management services, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on personalized service and tailored financial solutions, Pfeffer Wealth Management Group is committed to providing top-notch financial advice and guidance to individuals and families. Contact us today to learn more about how we can help you reach your financial objectives.