Efficient financial planning in Statesville, NC
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Merrill Lynch Financial Advisor Ray Englebert
β OpenMerrill Lynch Financial Advisor Ray Englebert, located at 212 South Center Street in Statesville, North Carolina, offers a wide range of investment solutions from Merrill and banking products from Bank of America. With over 20 years of experience, Ray provides a unique perspective to individuals and families looking to preserve and pass along wealth in a tax-efficient manner. Ray takes a planning-based approach that covers key areas of a client's financial life, including goals, family, other advisors, legacy, and assets/liabilities. He believes in creating comprehensive strategies to help clients achieve their financial goals and manage investment risk. Ray utilizes the firm's Chief Investment Office models and diversifies client portfolios across asset classes. In addition to financial services, Ray is actively involved in volunteering with various organizations in the community. With access to the investment insights of Merrill and banking solutions from Bank of America, Ray works with clients to develop customized financial strategies tailored to their specific needs and goals. By understanding each client's unique situation and priorities, Ray helps them make informed decisions to pursue their long-term objectives.
212 S Center St, Statesville, NC 28677, United States -
Laura M. Mikeworth CPA, PA
β OpenLaura M. Mikeworth CPA, PA is a reputable accounting and finance institution located at 18449 Old Statesville Road in Cornelius, North Carolina. With a team of experienced professionals, they provide a wide range of services including tax preparation, financial planning, auditing, and more. Whether you are an individual or a business owner, Laura M. Mikeworth CPA, PA is dedicated to helping you achieve your financial goals with personalized and reliable service. Trustworthy and efficient, they are committed to delivering top-notch financial solutions to clients in the United States.
18449 Old Statesville Rd, Cornelius, NC 28031, United States
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