Financial advisors for small businesses in Kannapolis, North Carolina
17 results found
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Edward Jones - Financial Advisor: Bo Richardson, CFP®|AAMS™
● OpenEdward Jones - Financial Advisor: Bo Richardson, CFP®|AAMS™ is a leading financial institution located at 6001 Gateway Center Drive in Kannapolis, North Carolina. Bo Richardson, a Certified Financial Planner and Accredited Asset Management Specialist, provides expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones offers a comprehensive range of financial services tailored to meet the unique needs of each individual or business. Whether you are planning for retirement, saving for college, or looking to grow your wealth, Bo Richardson and his team are dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
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Edward Jones - Financial Advisor: Rita C Bliven
● OpenEdward Jones - Financial Advisor: Rita C Bliven is a reputable financial institution located at 6001 Gateway Center Drive in Kannapolis, North Carolina, United States. As a dedicated financial advisor, Rita C Bliven offers personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, clients can feel confident in their financial decisions with the guidance of Rita C Bliven. Whether you are planning for retirement, saving for education, or investing for the future, Edward Jones - Financial Advisor: Rita C Bliven is committed to providing expert financial advice tailored to your individual needs.
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Mary Beth Burgess - State Farm Insurance Agent
● OpenMary Beth Burgess - State Farm Insurance Agent is a reputable insurance agency located at 1460 Dale Earnhardt Boulevard in Kannapolis, North Carolina. Specializing in Insurance and Financial Services, this agency focuses on helping residents relocate to the Cabarrus and Rowan County area. Virtual appointments are available for residents of North Carolina, South Carolina, Virginia, Tennessee, and Georgia. As a State Farm Insurance Agent since 2006, Mary Beth Burgess and her team have over 40 years of combined experience in the industry. They have received multiple awards, including the State Farm Small Business Insurance Leader Award and SmartCEO's Charlotte Corporate Culture Award. Serving the Kannapolis and Concord area, the agency offers a range of insurance products including Auto Insurance, Homeowners Insurance, Life Insurance, and Financial Services for individuals and small businesses.
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Glick Insurance Group - A Relation Company
● OpenGlick Insurance Group - A Relation Company is a trusted insurance agency located at 1473 Dale Earnhardt Boulevard in Kannapolis, North Carolina. With a commitment to building strong relationships with clients, they provide personalized insurance solutions to meet individual needs. Whether you are looking for auto, home, life, or business insurance, their experienced agents are dedicated to helping you find the right coverage at the best price. Visit Glick Insurance Group today to experience exceptional service and peace of mind knowing your assets are protected.
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Bank of America (with Drive-thru services)
● OpenBank of America in Kannapolis, North Carolina offers convenient drive-thru services for all your banking needs. Located at 2271 Spider Drive Northeast, this trusted financial institution provides a wide range of banking and finance services to help you manage your money with ease. Whether you need to deposit a check, withdraw cash, or speak with a banker, our drive-thru services make banking quick and convenient. Visit us today to experience the exceptional service and expertise that Bank of America is known for.
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Wells Fargo Bank
● OpenWells Fargo Bank is a trusted financial institution located at 704 North Cannon Boulevard in Kannapolis, North Carolina, United States. Offering a wide range of banking services, including ATM access, Wells Fargo Bank is dedicated to providing convenient and secure financial solutions for individuals and businesses alike. With a commitment to customer service and community involvement, Wells Fargo Bank is a reliable choice for all your financial needs.
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Liberty Tax
● OpenLiberty Tax is a financial institution located at 670 North Cannon Boulevard in Kannapolis, North Carolina, United States. Specializing in tax services, Liberty Tax offers a range of financial solutions to help individuals and businesses navigate the complexities of tax preparation and filing. With a team of experienced professionals, Liberty Tax is dedicated to providing quality service and expert advice to ensure clients maximize their tax returns and minimize their liabilities. Visit Liberty Tax today to experience personalized and reliable financial assistance.
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Mark Dalton & Co Inc
● ClosedMark Dalton & Co Inc, located at 1422 South Main Street in Kannapolis, North Carolina, is a top-tier accounting and finance institution. Our business hours during non-tax season are Monday-Thursday from 9am to 5pm, with Fridays, Saturdays, and Sundays being closed. When you partner with Mark Dalton & Co Inc, you are choosing friendly and professional service to handle all of your accounting needs. Whether you are an individual or a business, we offer a range of services including accounting, tax services, and bookkeeping to help you build a solid financial future. Our team serves Kannapolis, Concord, China Grove, Landis, Harrisburg, Mooresville, and Charlotte with expertise and knowledge.
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Tax Unlimited
● OpenTax Unlimited is a reputable accounting and finance institution located at 1125 South Cannon Boulevard in Kannapolis, North Carolina, United States. With a team of experienced professionals, Tax Unlimited offers a wide range of services including tax preparation, financial planning, and accounting solutions for individuals and businesses. Clients can expect personalized and reliable services to help them navigate the complexities of taxes and finances. Trust Tax Unlimited for all your accounting and financial needs.
1125 S Cannon Blvd, Kannapolis, NC 28083, United StatesAdvertisements -
H&R Block
● OpenH&R Block is a renowned accounting and finance institution located at 2223 Roxie Street Northeast in Kannapolis, North Carolina, United States. With a team of experienced professionals, H&R Block offers a wide range of financial services including tax preparation, bookkeeping, and financial planning. Whether you are an individual looking for help with your personal taxes or a business in need of financial guidance, H&R Block is dedicated to providing expert advice and exceptional service to meet your needs. Contact H&R Block today to schedule a consultation and take control of your finances.
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TAXES LATINOS EMPRESA LIDER
● OpenTaxes Latinos Empresa Lider is a leading institution in Kannapolis, North Carolina, specializing in accounting, finance, insurance, and travel services. Located at 1520 Dale Earnhardt Boulevard, this institution is dedicated to providing top-notch financial and travel solutions for individuals and businesses. With a team of experienced professionals, Taxes Latinos Empresa Lider is committed to helping clients navigate the complexities of taxes, financial planning, insurance, and travel arrangements. Whether you need assistance with tax preparation, investment strategies, insurance policies, or travel bookings, Taxes Latinos Empresa Lider is the go-to destination for all your financial and travel needs.
1520 Dale Earnhardt Blvd, Kannapolis, NC 28083, United StatesAdvertisements -
Quality Accounting & Tax Service Inc
● OpenQuality Accounting & Tax Service Inc is a reputable accounting and finance institution located at 806 North Main Street in Kannapolis, North Carolina, United States. With a team of experienced professionals, we provide high-quality accounting and tax services to individuals and businesses in the area. Whether you need assistance with tax preparation, bookkeeping, payroll services, or financial planning, our experts are here to help. Trust Quality Accounting & Tax Service Inc for all your accounting and financial needs.
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Quality Accounting & Tax Services: Kirkman Jann
● OpenQuality Accounting & Tax Services: Kirkman Jann is a trusted institution located at 806 North Main Street in Kannapolis, North Carolina. Specializing in accounting and finance, our team of experts is dedicated to providing top-notch services to individuals and businesses alike. From tax preparation to financial planning, we strive to deliver accurate and efficient solutions to meet our clients' needs. With a commitment to excellence and professionalism, Quality Accounting & Tax Services: Kirkman Jann is your go-to destination for all your accounting and financial needs.
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H&R Block
● OpenH&R Block is a well-established accounting and finance institution located at 940 North Ridge Avenue in Kannapolis, North Carolina. With a strong reputation for providing expert tax preparation services, financial advice, and guidance to individuals and businesses alike, H&R Block is a trusted resource for all of your financial needs. Their team of knowledgeable professionals are dedicated to helping clients navigate the complexities of tax laws and regulations, ensuring they maximize their financial well-being. Whether you are seeking assistance with tax planning, bookkeeping, or financial consulting, H&R Block is committed to delivering top-notch service with a personalized touch. Visit their office in Kannapolis today to discover how they can help you achieve your financial goals.
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Jackson Hewitt Tax Service
● OpenJackson Hewitt Tax Service located at 2420 Supercenter Drive Northeast in Kannapolis, North Carolina is a finance institution dedicated to helping clients maximize their tax refunds. Although tax advance loans are no longer available this year, their team of Tax Pros is ready to assist you in getting the most out of your return. Conveniently located within Walmart, clients can drop off their tax documents while they shop and have a Tax Pro take care of the rest. Services offered include in-person tax preparation, drop-off tax preparation, assistance with IRS letters, and more. The Tax Pros at this location are fluent in both English and Spanish, ensuring that all clients receive top-notch service. To schedule an appointment with a Tax Pro, clients can book online or call (704) 433-3548. Jackson Hewitt Tax Service in Kannapolis is committed to providing expert tax preparation services and helping clients make the most of their refunds.
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Ed Y Sweet Income Tax Service
● OpenEd Y Sweet Income Tax Service is a reputable accounting and finance institution located at 818 South Main Street in Kannapolis, North Carolina. With years of experience and expertise in the field, our dedicated team of professionals is committed to providing top-notch income tax services to individuals and businesses alike. Whether you need help with tax preparation, planning, or consulting, we are here to assist you every step of the way. Trust Ed Y Sweet Income Tax Service for all your financial needs and rest assured that your finances are in capable hands.
818 S Main St, Kannapolis, NC 28081, United StatesAdvertisements -
Steven M. Apa, CPA
● OpenSteven M. Apa, CPA is a trusted accounting and finance institution located at 1630 Dale Earnhardt Boulevard in Kannapolis, North Carolina. We are currently accepting new clients and pride ourselves on our commitment to listening to our clients and understanding their individual needs and financial goals. Our team of experienced professionals is dedicated to providing high-quality accounting and tax services, tailored to meet the unique needs of each client. When you choose Steven M. Apa, CPA, you are not just getting an advisor – you are getting a partner who is dedicated to protecting your interests and helping you succeed. Our reputation in the community is a testament to our high standards, commitment to excellence, and unmatched customer support. We offer a wide range of tax services for both individuals and businesses, as well as investigative accounting services for cases of fraud or misconduct.
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