Financial advisor for small business in Pinehurst, North Carolina

Carson Wealth is a finance institution located at 555 Fayetteville Street, Raleigh, North Carolina, United States. Our financial advisors work with small business owners, military veterans, and individuals starting their financial journey to create custom solutions tailored to their needs. We strive to explain complex financial concepts in a way that empowers our clients to make informed decisions. Our services include financial planning, portfolio management, debt and risk management, estate planning, income tax planning, and retirement income planning. We are committed to values of loyalty, honor, and integrity, and aim to instill confidence in our clients' financial decision-making process. We serve clients in central and eastern North Carolina, including Raleigh, Durham, Chapel Hill, Wake Forest, Cary, Goldsboro, Charlotte, Wilmington, Fort Bragg, and Pinehurst. Securities are offered through Cetera Advisor Networks LLC, and investment advisory services are offered through CWM, LLC, an SEC Registered Investment Advisor. Visit our website for more information about our advisors and services.

Richard B. Harris CPA is a licensed accounting and tax preparation firm located in Pinehurst, North Carolina. Specializing in Pinehurst tax preparation, we offer a wide range of services for closely held businesses, individuals, Military, and Not-for-Profit organizations. With over 30 years of experience, our CPA, Richard B. Harris, is dedicated to providing personalized and professional services to help you achieve your financial goals. From tax preparation to business consulting and planning, we are here to help you navigate the complexities of the financial world. Contact us today to learn more about how we can assist you with your accounting and tax needs.