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TOP 30 Financial consulting expertise in Durham, NC
63 results found
Search for local businesses, places and services near you
Oxford Finance
Oxford Finance is a reputable financial institution located at 410 Blackwell Street in Durham, North Carolina. With a focus on providing top-notch financial services, Oxford Finance offers a wide range of products and solutions to meet the diverse needs of its clients. Whether you are looking for investment advice, loan options, or wealth management services, the experienced team at Oxford Finance is dedicated to helping you achieve your financial goals. Trustworthy, reliable, and customer-focused, Oxford Finance is committed to providing exceptional service and expertise to individuals and businesses in the United States.
Wells Fargo Advisor - Will Loveless
Wells Fargo Advisor - Will Loveless is a respected financial institution located at 3600 North Duke Street in Durham, North Carolina. As a branch of Wells Fargo, they offer a wide range of financial services and expertise to help individuals and businesses achieve their financial goals. With a dedicated team led by financial advisor Will Loveless, clients can expect personalized guidance and support to navigate the complexities of investing, retirement planning, and wealth management. Visit Wells Fargo Advisor - Will Loveless for professional and reliable financial advice in the heart of Durham.
Luca Partners
Luca Partners is a reputable finance and insurance agency located at 240 Leigh Farm Road in Durham, North Carolina, United States. With a strong focus on providing personalized financial solutions and top-notch insurance services, Luca Partners is dedicated to helping individuals and businesses achieve their financial goals and protect their assets. Our team of experienced professionals is committed to delivering exceptional customer service and tailored recommendations to meet the unique needs of each client. Trust Luca Partners to guide you towards a secure financial future.
Altrius Capital Management
Altrius Capital Management is a leading finance institution located at 4819 Emperor Boulevard in Durham, North Carolina, United States. With a strong focus on wealth management and investment strategies, Altrius Capital Management provides personalized financial solutions to help clients achieve their financial goals. With a team of experienced professionals, Altrius Capital Management offers a range of services including portfolio management, retirement planning, and risk assessment. Whether you are looking to grow your wealth or secure your financial future, Altrius Capital Management is dedicated to providing top-notch financial guidance and expertise.
Rodney Matthews - TIAA Wealth Management Advisor
Rodney Matthews - TIAA Wealth Management Advisor is a renowned financial institution located at 5425 Page Road in Durham, North Carolina, United States. As a trusted wealth management advisor, Rodney Matthews provides expert financial advice and personalized investment solutions to help clients achieve their financial goals. With a focus on building long-term relationships and delivering exceptional service, Rodney Matthews - TIAA Wealth Management Advisor is dedicated to helping clients navigate the complexities of the financial world with confidence and peace of mind.
Joseph Shore - TIAA Wealth Management Advisor
Joseph Shore - TIAA Wealth Management Advisor is a leading finance institution located at 5425 Page Road in Durham, North Carolina, United States. As a trusted advisor, Joseph Shore offers personalized wealth management services to help clients achieve their financial goals. With expertise in investment strategies, retirement planning, and estate planning, Joseph Shore provides comprehensive financial solutions tailored to each client's unique needs. Whether you are planning for retirement, saving for a major purchase, or managing your wealth for future generations, Joseph Shore is dedicated to helping you build and preserve your wealth.
Arjuna Capital
Arjuna Capital is a boutique wealth management firm located at 353 West Main Street in Durham, North Carolina, United States. Specializing in finance, our firm invests in portfolios for Return & Impact, focusing on divesting from fossil fuels and investing in companies that are commercializing solutions to sustainability challenges. We are leaders in gender lens investing and align our investments with the United Nations' Sustainable Development Goals. As a stock owner, you have the power to press companies to better manage their Environmental, Social, and Governance risks and opportunities through shareholder activism. Arjuna Capital offers fossil-fuel-free impact investing across all four quadrants of sustainable investing, with a full array of debt and equity offerings in both public and private markets. We work with sustainable investing specialists to provide clients with diversified access to socially responsible investing opportunities.
Larry D. Giles, EA
Larry D. Giles, EA is a reputable finance institution located at 1050 Bellenden Drive in Durham, North Carolina, United States. Specializing in tax preparation and planning, Larry D. Giles, EA offers expert financial services to individuals and businesses alike. With years of experience and a commitment to excellence, clients can trust in the expertise and professionalism of this institution for all their financial needs.
C.L. Lindsay CPA, PLLC
C.L. Lindsay CPA, PLLC is a reputable accounting and finance institution located at 5007 Southpark Drive in Durham, North Carolina, United States. Our team of certified public accountants offers a wide range of financial services to individuals and businesses, including tax preparation, bookkeeping, and financial planning. With years of experience and expertise in the field, we are dedicated to providing our clients with professional and personalized financial solutions. Whether you need help with tax compliance or strategic financial advice, C.L. Lindsay CPA, PLLC is here to help you achieve your financial goals.
Terry A Williams Accountants Inc
Terry A Williams Accountants Inc is a reputable accounting and finance institution located at 2304 South Miami Boulevard in Durham, North Carolina. With a team of experienced professionals, we provide a wide range of accounting services to individuals and businesses in the area. Our commitment to excellence and personalized approach sets us apart from other firms, ensuring that our clients receive the highest level of service and expertise. Whether you need help with tax preparation, financial planning, or bookkeeping, our team is here to assist you every step of the way. Contact us today to learn more about how we can help you achieve your financial goals.
Himmelberg Stephen M CPA
Himmelberg Stephen M CPA is a reputable accounting and finance institution located at 1502 North Carolina 54 in Durham, North Carolina, United States. With years of experience and expertise in the field, they offer a wide range of services including tax preparation, financial planning, and consulting. Their team of certified public accountants is dedicated to providing personalized and professional services to help individuals and businesses achieve their financial goals. Trust Himmelberg Stephen M CPA for all your accounting and finance needs.
Servitax & Accounting LLC
Servitax & Accounting LLC is a reputable financial institution located at 3215 Guess Road in Durham, North Carolina, United States. Specializing in accounting and finance services, our team of experienced professionals is dedicated to providing top-notch financial solutions for individuals and businesses alike. Whether you need assistance with tax preparation, bookkeeping, payroll services, or financial planning, we are here to help you navigate the complexities of the financial world. Trust Servitax & Accounting LLC to handle all your accounting and finance needs with precision and expertise.
Taxes Plus
Taxes Plus is a reputable accounting and finance institution located at 411 Andrews Road in Durham, North Carolina, United States. With a team of experienced professionals, Taxes Plus offers a wide range of services including tax preparation, financial planning, and consulting. Whether you are an individual or a business owner, Taxes Plus is committed to providing personalized solutions to help you navigate the complexities of the financial world. Trust Taxes Plus to handle all your accounting and finance needs with professionalism and expertise.
Compass Tax Services LLC
Compass Tax Services LLC is a reputable accounting and finance institution located at 3808 Guess Road in Durham, North Carolina, United States. Our team of experienced professionals is dedicated to providing top-notch tax services and financial advice to individuals and businesses. Whether you need assistance with tax preparation, bookkeeping, or financial planning, we are here to help guide you in the right direction. Trust Compass Tax Services LLC to navigate you through all your accounting and financial needs with precision and expertise.
Joe Wrenn, CPA, P.C.
Joe Wrenn, CPA, P.C. is a reputable accounting and finance institution located at 3500 Westgate Drive in Durham, North Carolina, United States. With years of experience and expertise in the field, the institution offers a wide range of services including tax preparation, financial planning, auditing, and consulting. Their team of certified public accountants are dedicated to providing personalized and professional services to individuals and businesses alike. Whether you are looking for assistance with tax compliance or financial management, Joe Wrenn, CPA, P.C. is committed to helping you achieve your financial goals.
N J Travis CPA, PLLC
N J Travis CPA, PLLC is a reputable accounting and finance institution located at 3622 Lyckan Parkway in Durham, North Carolina, United States. With a team of dedicated professionals, they provide a wide range of services including tax preparation, financial planning, and bookkeeping. Their expertise and commitment to excellence make them a trusted partner for individuals and businesses looking to manage their finances effectively. Contact N J Travis CPA, PLLC today for all your accounting needs.
DMC Tax Services
DMC Tax Services is a reputable accounting firm located at 4804 Page Creek Lane in Durham, North Carolina. Specializing in personal, small business, and corporate tax returns, as well as small business bookkeeping, we are dedicated to providing top-notch financial services to our clients. In addition to tax preparation, we offer financial coaching for individuals and small businesses to help them achieve their financial goals. Our partnership with Protection Plus ensures that our clients receive up to $1,000,000 in audit assistance services to resolve any notices, inquiries, or audits associated with their tax returns.
Defense Tax Partners
Defense Tax Partners is a reputable institution located at 555 South Mangum Street in Durham, North Carolina, United States. Specializing in accounting, finance, and legal services, our team of IRS Tax Attorneys are experts in tax levy, tax fraud, IRS audit defense, and tax settlements. Tax filing can be daunting, but with our experienced tax attorneys by your side, you can navigate through complex tax laws with ease. Whether you're an individual or a large corporation, Defense Tax Partners can help you navigate the intricate world of tax laws and regulations. Our services include tax return preparation, tax planning, and representation in tax appeals to resolve issues such as tax liens and back taxes. Our team of licensed tax attorneys is well-versed in both federal and state tax laws, ensuring that you receive the best possible representation for your tax-related issues.
Matthew J Dressman CPA PC
Matthew J Dressman CPA PC is a reputable accounting and finance institution located at 4606 Carlton Crossing Drive in Durham, North Carolina, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and business consulting. Whether you are an individual looking for personal financial advice or a business in need of accounting assistance, Matthew J Dressman CPA PC is dedicated to providing top-notch service and expertise to help you achieve your financial goals.
Thomas & Gibbs CPAs, PLLC
Thomas & Gibbs CPAs, PLLC is a reputable accounting and finance institution located at 6114 Fayetteville Road in Durham, North Carolina. Our team of certified public accountants is dedicated to providing top-notch financial services to individuals and businesses in the area. With years of experience and expertise, we offer a wide range of services including tax preparation, auditing, financial planning, and more. Trust Thomas & Gibbs CPAs, PLLC for all your accounting and finance needs.
James B Wilkins, CPA
James B Wilkins, CPA is a trusted accounting and finance institution located at 213 Bennington Parkway in Durham, North Carolina, United States. With years of experience and expertise in the field, they offer a wide range of services including tax preparation, financial planning, and consulting. Their team of professionals is dedicated to providing personalized and reliable financial solutions to individuals and businesses. Whether you need help with tax filing or strategic financial advice, James B Wilkins, CPA is committed to helping you achieve your financial goals.
Nelson & Company PA
Nelson & Company PA is a reputable accounting and finance institution located at 3603 University Drive in Durham, North Carolina, United States. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses. Whether you need help with tax preparation, bookkeeping, or financial planning, Nelson & Company PA is dedicated to providing top-notch services tailored to meet your specific needs. Trust them to handle your financial matters with expertise and professionalism.
Taxes RR Us LLC
Taxes RR Us LLC is a reputable accounting and finance institution located at 826 Fayetteville Street in Durham, North Carolina, United States. Our team of experienced professionals is dedicated to providing top-notch tax preparation and financial services to individuals and businesses. With a focus on accuracy, efficiency, and personalized attention, we strive to help our clients navigate the complexities of tax laws and financial planning. Trust Taxes RR Us LLC to handle all your accounting and finance needs with expertise and integrity.
Nicolson CPA
Nicolson CPA is a reputable accounting and finance institution located at 2008 Fay Street in Durham, North Carolina, United States. With a team of experienced and knowledgeable professionals, we provide a wide range of financial services to individuals and businesses. Our expertise includes tax preparation, auditing, financial planning, and consulting. Trust Nicolson CPA to help you navigate the complexities of the financial world with precision and integrity.
Larry J Bowen Pro Association
Larry J Bowen Pro Association is a renowned accounting and finance institution located at 3925 North Duke Street in Durham, North Carolina, United States. With a team of highly skilled professionals, we provide top-notch financial services to individuals and businesses alike. Our expertise in accounting, finance, and tax preparation ensures that our clients receive the best possible guidance and support for their financial needs. Trust Larry J Bowen Pro Association to help you navigate the complexities of the financial world with ease and confidence.
b. dane byers, cpa
B. Dane Byers, CPA is a trusted accounting and finance institution located at 1707 Carnation Drive in Durham, North Carolina, United States. With years of experience and expertise in the field, B. Dane Byers offers a wide range of services including tax preparation, financial planning, auditing, and more. Their team of skilled professionals is dedicated to providing top-notch financial solutions tailored to meet the unique needs of each client. Whether you are an individual or a business owner, B. Dane Byers, CPA is committed to helping you achieve your financial goals with precision and excellence.
Neal Bradsher & Taylor PA
Neal Bradsher & Taylor PA, located at 8374 Six Forks Road in Raleigh, North Carolina, is a trusted institution specializing in accounting and finance services. When tax season becomes overwhelming, our team of professionals is here to provide personalized and professional assistance. Whether you are a business in need of a corporate tax accountant or an individual seeking an income tax accountant, we have the expertise to help you navigate through your financial needs. Our firm stands out among other accounting firms in Raleigh and Durham due to our commitment to empowering clients with a wide range of financial tools and services. We are not just your typical tax accountant - we are your partner in financial success. Our experienced team can handle everything from bookkeeping to income tax preparation, ensuring that your financial needs are met well into the future.
Jesse M. D'Bella CPA PC
Jesse M. D'Bella CPA PC is a certified public accounting firm located at 8366 Six Forks Road in Raleigh, North Carolina. Specializing in accounting and finance, we offer tailored tax planning and preparation services for individuals and businesses to help minimize tax burdens and avoid surprises at the end of the year. Our team serves clients in Raleigh, Durham, Chapel Hill, and surrounding areas, providing personalized services to businesses of all sizes. As your external accounting department, we offer customized accounting services to support your growth and aid in making informed business decisions. With our expertise, we can address issues affecting your business and provide strategies to help you achieve your goals. We believe in building strong client relationships and tailoring our services to meet your specific needs.
Cherry Bekaert
Cherry Bekaert is a leading accounting and finance institution located at 3800 Glenwood Avenue in Raleigh, North Carolina, United States. Specializing in Risk Management Consulting Services for the Financial Services Industry, the institution offers digital advisory services to guide middle market companies on their path to digital transformation. With additional offices in Fayetteville and Durham, Cherry Bekaert has been serving the Research Triangle Region since 1998, focusing on industries such as Technology, Healthcare & Life Sciences, Professional Services, Industrial Manufacturing, Not-for-Profit, and Government Services. The institution provides high-quality advisory, assurance, tax, and accounting services tailored to meet the strategic business needs of its clients. Led by Chief Executive Officer Michelle Thompson, the team of over 150 professionals offers a range of services including cybersecurity, digital transformation, government contracting consulting, and risk advisory. With expertise in sectors such as Technology, Healthcare, Professional Services, and Government, Cherry Bekaert aims to build strong client relationships and provide value-added services that exceed expectations. The institution's professionals in Raleigh specialize in providing tax, accounting, and advisory guidance to technology companies, healthcare organizations, professional services firms, and more. Recognized for its excellence, Cherry Bekaert has been selected as one of the Triangle's "Best Places to Work" and continues to provide innovative solutions to help clients achieve their business goals.
Cherry Bekaert
Cherry Bekaert is a well-established accounting and finance institution located at 4140 Ferncreek Drive in Fayetteville, North Carolina, United States. Specializing in Risk Management Consulting Services for the Financial Services Industry, Cherry Bekaert also offers digital advisory services, guidance through the loan forgiveness documentation process, and assistance with the Expanded Employee Retention Credit (ERC). With offices in Raleigh and Durham, this CPA & Advisory Firm has been serving the Research Triangle Region since 1998, focusing on industries such as Technology, Healthcare & Life Sciences, Professional Services, Industrial Manufacturing, Not-for-Profit, and Government Services. Led by Chief Executive Officer Michelle Thompson, the firm provides high-quality advisory, assurance, tax, and accounting services with a focus on digital transformation. With over 150 professionals, Cherry Bekaert offers services such as cybersecurity, deal advisory, government contracting consulting, and risk & accounting advisory services. The firm's goal is to build and nurture satisfied client relationships, providing value and exceeding expectations. Cherry Bekaert's professionals in Raleigh are experienced in providing tax, accounting, and advisory guidance to various industries, including technology companies, healthcare and life sciences, professional services, and more. Recognized for their expertise, Cherry Bekaert has been selected as one of the Triangle's "Best Places to Work" and offers a broad mix of services in accounting, tax, and advisory to their clients. With a focus on growth and innovation, Cherry Bekaert is dedicated to helping companies navigate financial challenges and achieve their business goals.
List of local businesses, places and services in North Carolina
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