Financial advisor wilmington in Raleigh, North Carolina

Joshua MacNamara, Attorney is a comprehensive institution located at 3915 Beryl Road in Raleigh, North Carolina, United States. Specializing in accounting, finance, and legal matters, the institution is at the forefront of providing justice for Camp Lejeune Water Contamination Victims. Joshua MacNamara leads the Mitigation, Resolution & Tax Relief/Controversy practice, offering representation before various administrative agencies and courts such as the IRS, NC Department of Revenue, U.S. Tax Court, and federal and state courts. With over 30 years of business ownership and management experience, Joshua MacNamara navigates complex personal and commercial workouts and restructurings to avoid bankruptcy proceedings. He excels in handling complex commercial real estate transactions, lease negotiations, and operational management, ensuring maximum profitability and compliance with various agencies.

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.

Sharpe Patel, PLLC is a full service accounting firm with offices in Raleigh, Charlotte and Wilmington, North Carolina. Founded by Jay Sharpe, CPA, CFE and Aaron Patel, CPA, the firm offers almost 40 years of combined experience in public accounting. Specializing in both Attest and Tax services, the expert staff at Sharpe Patel, PLLC can assist with a wide range of financial needs. The Attest Services Group provides assistance with Compiled, Reviewed and Audited Financial Statements to meet reporting requirements. The Tax, Accounting and Consulting Team offers support for small to medium sized businesses, including accounting software support, bookkeeping, payroll and tax compliance. Certified QuickBooks Pro Advisors are available for software setup, implementation and training.