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TOP 30 Financial independence in Hendersonville, NC
6 results found
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Merrill Lynch Financial Advisor Keith Holloway
Merrill Lynch Financial Advisor Keith Holloway is a finance institution located at 707 North Main Street, Hendersonville, North Carolina, United States. Keith Holloway has been in the financial services industry since 2011 and joined Merrill in 2020. His focus is on helping affluent individuals develop personalized financial strategies by understanding their short- and long-term financial goals. Keith is a graduate of Appalachian State University with a bachelor's degree in Psychology and lives in Hendersonville with his wife, Lara, and their three children. They are active in the community, supporting education. At Merrill Lynch Wealth Management, Keith Holloway offers personalized investment strategies and access to comprehensive financial solutions from Bank of America. He believes in putting clients first and focuses on understanding their goals and priorities to create a customized approach that reflects their unique needs and financial situation. With access to the investment insights of Merrill and banking solutions from Bank of America, Keith works with clients to develop an approach designed to address their financial needs.
Carolina Day School
Carolina Day School is a prestigious secondary school located in Asheville, North Carolina. Situated at 1345 Hendersonville Road, the institution boasts a strong academic program, dedicated faculty, and state-of-the-art facilities. With a focus on nurturing students' intellectual curiosity, critical thinking skills, and creative expression, Carolina Day School provides a well-rounded education that prepares students for success in college and beyond. The school also offers a variety of extracurricular activities, athletic programs, and community service opportunities to enrich the overall educational experience. Visit Carolina Day School to discover a vibrant and inclusive learning environment where students are encouraged to reach their full potential.
Pryor Insurance Associates
Pryor Insurance Associates is your local independent insurance agency located at 224 South Grove Street in Hendersonville, North Carolina. Specializing in Auto/Car Insurance, Homeowners Insurance, and Business/Commercial Insurance, Pryor Insurance is dedicated to providing clients with the best insurance coverage at competitive rates. The agency, owned by Nick & Jason Pryor, has over 40 years of experience in various insurance lines including personal, commercial, life, and health insurance. As April is Financial Literacy Month, Pryor Insurance emphasizes the importance of financial literacy for small business owners. Budgeting basics and understanding personal insurance during home remodels are crucial aspects that the agency can assist clients with. Additionally, Pryor Insurance offers a quick quiz to test your knowledge on life insurance and its importance in protecting your loved ones financially.
Kathryn Bruns CPA
Kathryn Bruns CPA is a reputable accounting and finance institution located in Asheville, North Carolina, United States. Specializing in tax preparation, bookkeeping, and accounting services, Kathryn Bruns is dedicated to promoting financial independence and responsibility for her clients. With a background in complex corporate tax environments, Kathryn offers a high level of professionalism and expertise that is typically only found in larger firms. She values responsive client service and takes a personalized approach to each client's unique needs. While currently unable to accept new clients for the upcoming tax season, interested individuals are encouraged to reach out for future consideration. Kathryn Bruns is a certified public accountant in NC and is certified in Quickbooks Online. Contact Kathryn Bruns CPA at 1944 Hendersonville Rd #E-1 Asheville, NC 28803 for a complimentary tax return preparation pricing estimate and to explore the possibility of working together.
Envision Planning, LLC
Envision Planning, LLC is a finance institution located at 212 South Grove Street in Hendersonville, North Carolina, United States. We specialize in creating programs and portfolios to help our clients meet their long-term financial goals. Whether you have questions about investments, taxes, retirement, or estate planning, our team of credentialed professionals is here to assist you. As fee-only financial planners and fiduciaries, we always prioritize our clients' interests above all else. Lenward Wesley Jones III, Managing Member of Envision, holds a Bachelor of Science in Business Administration and is a Certified Public Accountant (CPA). He also obtained a CHARTERED FINANCIAL CONSULTANT (ChFC®) designation from The American College of Financial Services. Karen G. Jones, Member of Envision and office manager, earned a Bachelor of Science in Elementary Education and specializes in planning, organization, and administration.
State Tax Solutions
State Tax Solutions is a reputable institution located at 1944 Hendersonville Road in Asheville, North Carolina, specializing in accounting and finance services. Led by Kathryn Bruns, a certified public accountant with a strong background in corporate tax environments, State Tax Solutions offers personalized and professional tax preparation and bookkeeping services. Kathryn believes in building trusting relationships with her clients and providing responsive client service tailored to individual needs. Although the institution may not be accepting new clients for the upcoming tax season, interested individuals are encouraged to email for future consideration. With a commitment to financial independence and responsibility, State Tax Solutions is dedicated to helping clients navigate their financial challenges with expertise and care.
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