Finance management in Chapel Hill, NC
98 results found
Search for local businesses, places and services near you
- United States
- Alabama
- Alaska
- Arizona
- Arkansas
- California
- Colorado
- Connecticut
- Delaware
- Florida
- Georgia
- Hawaii
- Idaho
- Illinois
- Indiana
- Iowa
- Kansas
- Kentucky
- Louisiana
- Maine
- Maryland
- Massachusetts
- Michigan
- Minnesota
- Mississippi
- Missouri
- Montana
- Nebraska
- Nevada
- New Hampshire
- New Jersey
- New Mexico
- New York
- North Carolina
- North Dakota
- Ohio
- Oklahoma
- Oregon
- Pennsylvania
- Rhode Island
- South Carolina
- South Dakota
- Tennessee
- Texas
- Utah
- Vermont
- Virginia
- Washington
- West Virginia
- Wisconsin
- Wyoming
- Ukraine
- Italy
- Poland
- France
- Germany
-
Foursquare Property Management
● ClosedFoursquare Property Management is a finance and real estate agency located at 2500 Regency Parkway in Cary, North Carolina, United States. As investors and landlords first, we approach property management with an owner mentality to ensure our clients' success. Our comprehensive solutions include marketing tools to publicize vacancies, careful tenant screening, maintenance coordination, rent collection, regular inspections, accounting services, legal guidance, and compliance with regulations. We prioritize building partnerships with our clients to help them meet their investment goals. Our team aims to maintain tenant satisfaction to reduce problems and turnover rates. We are transparent in our operations and strive to provide reliable, trustworthy service. With years of experience in the local rental market, we help homeowners in Greater Raleigh maximize their real estate investments.
2500 Regency Pkwy, Cary, NC 27518, United States -
Baird Financial Advisors (Chapel Hill Office)
● ClosedBaird Financial Advisors Chapel Hill Office is a leading finance institution located at 1414 Raleigh Road in Chapel Hill, North Carolina, United States. Our team of experienced financial advisors offers personalized investment strategies and wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Baird Financial Advisors Chapel Hill Office is committed to providing exceptional service and guidance to clients in the Chapel Hill area. Contact us today to learn more about how we can help you secure your financial future.
1414 Raleigh Rd #420, Chapel Hill, NC 27517, United States -
Master Plan Wealth Management
● ClosedMaster Plan Wealth Management is a premier finance institution located at 1340 Environ Way in Chapel Hill, North Carolina, United States. Our team of experienced financial advisors is dedicated to helping individuals and families create a comprehensive plan to achieve their financial goals. Whether you are looking to build wealth, plan for retirement, or protect your assets, we are here to provide personalized guidance and expertise. Trust Master Plan Wealth Management to help you navigate the complexities of the financial world and secure your financial future.
1340 Environ Way, Chapel Hill, NC 27517, United States -
Morgan Creek Capital Management, LLC
● OpenMorgan Creek Capital Management, LLC is a finance institution located at 301 West Barbee Chapel Road in Chapel Hill, North Carolina, United States. With a focus on investment management, Morgan Creek offers a range of financial services to individuals and institutions seeking to grow and protect their wealth. Their team of experienced professionals provides personalized investment strategies tailored to meet the unique needs and goals of each client. Through a combination of research, analysis, and strategic planning, Morgan Creek Capital Management helps clients navigate the complexities of the financial markets and achieve long-term success.
301 W Barbee Chapel Rd, Chapel Hill, NC 27517, United States -
Absher Wealth Management, LLC
● ClosedAbsher Wealth Management, LLC is a finance institution located at 1450 Raleigh Road in Chapel Hill, North Carolina, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized investment strategies and wealth management services. With a focus on long-term growth and financial security, we strive to provide our clients with the tools and guidance they need to navigate the complexities of the financial market. Whether you are planning for retirement, saving for a major purchase, or simply looking to grow your wealth, Absher Wealth Management, LLC is here to help you every step of the way.
1450 Raleigh Rd #105, Chapel Hill, NC 27517, United States -
Old Peak Finance
● ClosedOld Peak Finance is a leading financial institution located at 100 Europa Drive in Chapel Hill, North Carolina. With a focus on providing top-notch financial services, Old Peak Finance offers a wide range of solutions to help individuals and businesses achieve their financial goals. Whether you're looking for investment advice, retirement planning, or assistance with managing your assets, our team of experienced professionals is here to help. Trust Old Peak Finance to provide you with the expertise and personalized service you need to secure your financial future.
100 Europa Dr #410, Chapel Hill, NC 27517, United States -
Personal Finances Management
● OpenPersonal Finances Management is a leading finance institution located on 1525 East Franklin Street in Chapel Hill, North Carolina. Our mission is to help individuals and families take control of their financial well-being through expert guidance and tailored strategies. Our team of experienced professionals provide comprehensive services including budgeting, investment planning, debt management, retirement planning, and more. Whether you are looking to build wealth, save for the future, or get out of debt, Personal Finances Management is here to help you achieve your financial goals. Visit us today to start your journey towards financial success.
1525 E Franklin St, Chapel Hill, NC 27514, United States -
Amphora Wealth Management LLC
● ClosedAmphora Wealth Management LLC is a premier finance institution located at 100 Europa Drive in Chapel Hill, North Carolina, United States. Our team of experienced professionals is dedicated to providing personalized wealth management services to help our clients achieve their financial goals. From investment planning to retirement strategies, we offer a comprehensive range of services tailored to meet the unique needs of each individual. Trust in Amphora Wealth Management LLC to guide you towards a secure financial future.
100 Europa Dr Suite 431, Chapel Hill, NC 27517, United States -
Merrill Lynch Wealth Management
● ClosedMerrill 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.
1414 Raleigh Rd, Chapel Hill, NC 27517, United States -
Meadowbrook Wealth Management - UBS Financial Services Inc.
● OpenMeadowbrook Wealth Management - UBS Financial Services Inc. is a leading finance institution located at 317 West Barbee Chapel Road in Chapel Hill, North Carolina, United States. With a focus on providing comprehensive wealth management services, our experienced team of financial advisors is dedicated to helping clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Meadowbrook Wealth Management - UBS Financial Services Inc. offers personalized solutions to meet your unique needs. Contact us today to learn more about how we can help you secure your financial future.
317 W Barbee Chapel Rd, Chapel Hill, NC 27517, United States -
CH Capital Management, LLC
● OpenCH Capital Management, LLC is a finance institution located at 1011 Hamilton Road in Chapel Hill, North Carolina, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to our clients. We offer a range of investment management and advisory services to help individuals and businesses achieve their financial goals. With a focus on personalized service and a commitment to excellence, CH Capital Management, LLC is your trusted partner in financial success.
1011 Hamilton Rd suite 300, Chapel Hill, NC 27517, United States -
Provision Wealth Management, Inc.
● ClosedProvision Wealth Management, Inc. is a finance institution located at 200 Cascade Pointe Lane in Cary, North Carolina, United States. Our team of advisors, including Bill Dowdy CFP®, AEP®, CAP®, RICP®, CLU®, ChFC®, CASL®, REBC®, RHU® and Jared Brogden CFP®, ChFC®, CLU®, CASL®, is dedicated to providing independent, objective, and comprehensive financial planning services. We strive to build personal and in-depth relationships with our clients, their families, and their businesses. Bill Dowdy, a UNC Chapel Hill graduate, has been a financial advisor since 1999 and obtained his Certified Financial Planner TM certification in 2005. He is an active member of Open Door Baptist and enjoys running, disc golf, and billiards. Jared Brogden, a Liberty University graduate, has been a financial advisor since 2006 and obtained his Certified Financial Planner TM certification in 2012. He enjoys spending time with his family, playing sports, and outdoor activities.
200 Cascade Pointe Ln, Cary, NC 27513, United States -
SCORE
● ClosedSCORE, located at 103 West Main Street in Durham, North Carolina, is a finance institution dedicated to helping entrepreneurs at every stage of their business journey. Our experienced mentors are successful professionals and entrepreneurs who are ready to assist you in achieving your business goals. Whether you are just starting out or have questions about running your business, our mentors are here to help. We offer workshops on topics such as record-keeping, marketing tools, website design, and creative entrepreneurship. Our goal is to provide small business owners and entrepreneurs with the skills they need to succeed. Additionally, we are always looking for new mentors to join our team and give back to the community.
103 W Main St, Durham, NC 27701, United States -
JewelRecycle, LLC
● ClosedJewelRecycle, LLC is a trusted institution located at 1259-A Kildaire Farm Road in Cary, North Carolina, United States. Specializing in finance and jewelry, this store is the go-to buyer for precious metals, fine jewelry, diamonds, and more. With over 140 years of combined experience in the industry, the highly trained professionals at JewelRecycle are dedicated to helping clients discover the value of their possessions. The store manager, Jill Fletcher, brings over four decades of experience in the jewelry industry, having worked for renowned companies such as Tiffany and Company and Bailey’s Fine Jewelry. Additional locations include Holly Park Shopping Center in Raleigh and a store in Chapel Hill. Due to mall construction, access to the Chapel Hill location is limited, with designated parking spots available. Visit JewelRecycle in Wilmington at 1113 Military Cutoff Rd. Suite D to explore the value of your jewelry and precious metals.
1259-A Kildaire Farm Rd, Cary, NC 27511, United States -
USA Flooring
● ClosedUSA Flooring is a premier flooring solutions provider located at 3612 Durham-Chapel Hill Boulevard in Durham, North Carolina. As a furniture store, general contractor, and home goods store, we offer a wide range of materials and styles to meet your unique preferences. Our showroom is a haven for all things flooring, featuring custom-order carpet, luxury vinyl plank, laminate, hardwoods, and tile. Our team at USA Flooring Durham is dedicated to bringing your flooring dreams to life. Led by Store Manager Kenan Lewis, our experts provide personalized guidance and top-notch service to ensure your project is a success. With professional installation services available for all flooring types, we guarantee a beautiful and durable finish every time.
3612 Durham-Chapel Hill Blvd, Durham, NC 27707, United States -
Institute For Defense & Business
● ClosedThe Institute for Defense & Business, located in Chapel Hill, North Carolina, is a Center of Excellence in innovation, logistics, and technology where leaders from the Department of Defense, Military Services, Government, and industry come together in an academic setting. Our unique model offers a rare experience for learning and collaboration, with custom education programs tailored to the specific needs of organizations in the defense and business sectors. We host panels, forums, and events featuring leaders in government, industry, and academia to inform and engage the public and private sector on relevant topics of interest. These events provide a space for collaboration on challenges facing our nation and how industry and government can work together towards solutions.
1445 Environ Way, Chapel Hill, NC 27517, United States -
Garners Accounting, Tax and Notary
● ClosedGarners Accounting, Tax and Notary is a reputable institution located at 6321 North Carolina 86 in Chapel Hill, North Carolina. Specializing in accounting and finance services, they offer expert assistance with tax preparation, bookkeeping, and notary services. With a team of experienced professionals, Garners Accounting, Tax and Notary is dedicated to providing top-notch financial solutions to individuals and businesses in the Chapel Hill area. Whether you need help with managing your finances or navigating complex tax laws, this institution is committed to helping you achieve your financial goals.
6321 NC-86 Lot 8, Chapel Hill, NC 27514, United States -
UNC Surplus Store
● ClosedUNC Surplus Store is a treasure trove of unique finds located at 846 Estes Drive in Chapel Hill, North Carolina. This store offers a wide variety of surplus items from the University of North Carolina at Chapel Hill, including office furniture, electronics, clothing, and more. Whether you're a student looking for affordable dorm decor or a bargain hunter searching for hidden gems, this store has something for everyone. Visit UNC Surplus Store to shop sustainably and support your local community.
846 Estes Dr, Chapel Hill, NC 27516, United States -
Fifth Third Bank & ATM
● ClosedFifth Third Bank & ATM is a trusted financial institution located at 214 West Franklin Street in Chapel Hill, North Carolina. As a full-service bank, Fifth Third offers a wide range of banking and financial services to meet the needs of individuals and businesses alike. With convenient ATM access, customers can easily manage their finances and access cash whenever they need it. Whether you're looking to open a checking account, apply for a loan, or simply withdraw money, Fifth Third Bank & ATM is here to help you achieve your financial goals.
214 W Franklin St, Chapel Hill, NC 27516, United States -
Fidelity Bank
● ClosedFidelity Bank, located at 10217 Chapel Hill Road in Morrisville, North Carolina, is a full-service financial institution offering a range of personal and business banking products and services. From basic checking accounts to interest-bearing savings options, Fidelity Bank has solutions to meet your needs. Their convenient digital banking platform allows you to easily manage your finances, from checking your balance to paying bills and more. For businesses, Fidelity Bank offers a variety of checking and savings accounts tailored to help you achieve your financial goals. With the ability to initiate ACH transfers and wire funds from your computer or mobile device, managing your business account has never been easier.
10217 Chapel Hill Rd, Morrisville, NC 27560, United States -
Stifel
● OpenStifel is a reputable finance institution located at 1414 Raleigh Road in Chapel Hill, North Carolina, United States. With a strong presence in the financial industry, Stifel offers a wide range of financial services to clients, including investment banking, wealth management, and trading services. Their team of experienced professionals is dedicated to providing personalized financial solutions to help individuals and businesses achieve their financial goals. Visit Stifel in Chapel Hill for expert financial advice and services.
1414 Raleigh Rd Suite 208, Chapel Hill, NC 27517, United States -
A. Grant Mangum & Co., Inc.
● ClosedA. Grant Mangum & Co., Inc. is a renowned accounting and finance institution located at 100 Timberhill Place in Chapel Hill, North Carolina, United States. With a focus on providing expert financial services to individuals and businesses, our team of professionals is dedicated to helping clients achieve their financial goals. Whether you need assistance with tax preparation, financial planning, or investment management, our experienced staff is here to provide personalized solutions tailored to your specific needs. Trust A. Grant Mangum & Co., Inc. for all your accounting and finance needs.
100 Timberhill Pl #120, Chapel Hill, NC 27514, United States -
Edgington & Holliday PLLC
● ClosedEdgington & Holliday PLLC is a leading accounting and finance institution located at 102 Market Street in Chapel Hill, North Carolina, United States. With a team of experienced professionals, we provide a wide range of services to help individuals and businesses manage their finances effectively. Our personalized approach and commitment to excellence ensure that our clients receive the highest level of service and expertise. Contact us today to learn more about how we can help you achieve your financial goals.
102 Market St #100, Chapel Hill, NC 27516, United States -
New Image MD Medical Aesthetics
● ClosedNew Image MD Medical Aesthetics is a health and spa institution located at 101 Glen Lennox Drive in Chapel Hill, North Carolina. Specializing in natural-looking Dermal Filler and Neurotoxin injections, we offer non-surgical alternatives for age management. Our patients range from young professionals looking to prevent signs of aging to individuals in their 40s and 50s who prefer to avoid the downtime of surgery. Our goal is to help you look refreshed while still looking like yourself. In addition to injectables, we offer medical-grade skincare treatments customized to address concerns such as fine lines, acne, rosacea, dryness, and sun damage. Our Licensed Medical Aestheticians provide free skin care consultations and can create individualized treatment plans and skincare routines.
101 Glen Lennox Dr suite 170, Chapel Hill, NC 27517, United States -
Merrill Lynch Financial Advisor John R Newbanks
● ClosedMerrill Lynch Financial Advisor John R Newbanks is a finance institution located at 6000 Fairview Road, Charlotte, North Carolina, United States. The team at Merrill Lynch is dedicated to understanding your values and helping you achieve your financial goals. John Newbanks, a First Vice President, Wealth Management Advisor, and Portfolio Manager, has been with Merrill Lynch Wealth Management since 1987. He is a Certified Financial Planner (CFP®) and holds a Bachelor of Science degree in Business Administration from the University of North Carolina - Chapel Hill, as well as a Master of Business Administration degree from the University of Notre Dame. The institution offers personalized financial planning services through the Merrill Personal Wealth Analysis™, focusing on your individual goals and priorities. By utilizing the Investment Personality Assessment, they can tailor a financial approach that aligns with your values and preferences. As your life and goals change, Merrill Lynch Wealth Management Advisors will work with you to adjust your financial plan accordingly.
6000 Fairview Rd, Charlotte, NC 28210, United States -
Sycamore Financial Planning, LLC
● ClosedSycamore Financial Planning, LLC, located at 4530 Park Road in Charlotte, North Carolina, is a finance institution that believes in having meaningful conversations with their clients to help them achieve their life goals through proper financial management. They help clients understand the trade-offs of each financial decision, adapt to life's changes, and establish direction for a happier, more fulfilled life. Sycamore offers ongoing course corrections to keep clients on track towards their financial goals. As a fee-only, hourly financial planning firm serving various areas in North Carolina, including Durham, Raleigh, Chapel Hill, and Charlotte, Sycamore specializes in providing objective financial planning to help clients manage, grow, and protect their assets through life's transitions.
4530 Park Rd Suite 108, Charlotte, NC 28209, United States -
Opus Financial Advisors
● OpenOpus Financial Advisors is a reputable financial institution located at 4421 Manns Chapel Road in Chapel Hill, North Carolina. As a trusted finance firm, we offer a wide range of services including investment management, retirement planning, tax planning, and estate planning. Our team of experienced financial advisors is dedicated to helping our clients achieve their financial goals and secure their financial future. At Opus Financial Advisors, we prioritize personalized service and tailor our financial strategies to meet the unique needs of each client. Visit us today to learn more about how we can help you achieve financial success.
4421 Manns Chapel Rd, Chapel Hill, NC 27516, United States -
The Sapphire Group - Morgan Stanley
● OpenThe Sapphire Group - Morgan Stanley is a leading finance institution located at 6340 Quadrangle Drive in Chapel Hill, North Carolina, United States. With a strong reputation for excellence in the financial industry, The Sapphire Group offers a wide range of services including wealth management, investment banking, and financial advisory. Our team of experienced professionals is dedicated to helping clients achieve their financial goals and navigate the complexities of the market. Trust The Sapphire Group - Morgan Stanley for all your financial needs.
6340 Quadrangle Dr Ste 300, Chapel Hill, NC 27517, United States -
Pisces Financial Advisors
● ClosedPisces Financial Advisors, located at 245 Dark Forest Drive in Chapel Hill, North Carolina, is a finance institution that prioritizes the unique needs of each client. Unlike automated calculators and websites, Pisces offers personalized, human-centered financial advice to help clients navigate life's challenges and opportunities. The firm operates as a fiduciary, always putting clients' best interests first. By taking a thoughtful, personalized approach, Pisces aims to build a close-knit community of clients who receive comprehensive financial advice without the pressure of selling products or taking commissions. Founder of Pisces Financial Advisors, the institution offers two main services: Wealth Management and Financial Planning. The Wealth Management service provides ongoing financial planning and investment management, taking into account each client's individual circumstances and goals. The Hourly Planning service, on the other hand, is designed for clients seeking specific financial advice on a project-by-project basis. With a flat fee structure and a commitment to client accountability, Pisces Financial Advisors strives to provide a holistic approach to financial planning that goes beyond just investments.
245 Dark Forest Dr, Chapel Hill, NC 27516, United States -
Timothy Rauwald - UBS Financial Services Inc.
● OpenTimothy Rauwald - UBS Financial Services Inc. is a reputable finance institution located at 317 West Barbee Chapel Road in Chapel Hill, North Carolina, United States. With a focus on providing top-notch financial services, Timothy Rauwald - UBS Financial Services Inc. is dedicated to helping clients achieve their financial goals and secure their financial futures. Their team of experienced professionals offers personalized financial planning and investment management services to individuals and businesses alike. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial decisions, Timothy Rauwald - UBS Financial Services Inc. is here to help you every step of the way.
317 W Barbee Chapel Rd, Chapel Hill, NC 27517, United States
- Vacation house rentals
- Apartment rent
- Personal loan
- Financial consulting
- Financial advisor
- Tax advisor
- Gadget shop
- Tax consultant
- Tax preparation services
- Small business loan
- finance management in Cary
- finance management in Charlotte
- finance management in Durham
- finance management in Morrisville
- finance management in Raleigh
List of local businesses, places and services in North Carolina
⭐ business help 🔍 services ☎ phones 🕒 opening times ✍️reviews 🌍 addresses, locations 📷 photos