TOP 30 Best Financial organization in Wilmington, North Carolina

Located in Wilmington, North Carolina, the University of North Carolina Wilmington (UNCW) has grown from its humble beginnings as Wilmington College in 1947 to become a top doctoral and research institution. With nearly 18,000 students and 2,500 employees, UNCW offers a powerful academic experience that promotes creative inquiry, critical thinking, and thoughtful expression in a stunning coastal setting. As a Seahawk, you can choose from a wide range of outstanding programs that cater to your strengths and prepare you for success in a changing world. Whether you are a current student, alumnus, or community member, UNCW provides entertainment, involvement, and engagement opportunities, along with a variety of support services.

UNC Wilmington is a prestigious university located at 5162 Randall Drive in the beautiful coastal city of Wilmington, North Carolina, United States. Known for its strong academic programs and vibrant campus community, UNC Wilmington offers a wide range of undergraduate and graduate degrees in fields such as business, education, sciences, and the arts. With state-of-the-art facilities, dedicated faculty, and a commitment to excellence in teaching and research, UNC Wilmington provides students with the tools they need to succeed in their chosen fields. Whether you're interested in pursuing a degree in a traditional discipline or exploring cutting-edge research opportunities, UNC Wilmington has something to offer for everyone. Come join us and experience the rich academic and cultural environment that our university has to offer.

CBR Bookkeeping of Wilmington, located at 2642 Carolina Beach Road in Wilmington, North Carolina, offers professional bookkeeping, payroll, and accounting services to the Greater Wilmington area. Our experts leave no stone unturned in maintaining organized and compliant records for business and personal accounts. With tailored services for small mom and pop shops to large corporations, we offer custom flat rate packages with unlimited bank/credit card accounts and unlimited payroll needs. Let us handle the heavy lifting so you can focus on growing your business. Our payroll solutions save you time and money, while our bill pay services ensure your bills are paid on time. Trust our experienced team to manage your accounts payable and receivable with attention to detail. Contact us today to discuss a plan that works for your business and gain back your valuable time.

CG Financial Services is a finance institution located at 219 Station Road in Wilmington, North Carolina, United States. We specialize in providing adaptive financial planning for individuals and businesses, going beyond traditional methods to create personalized plans that evolve with your changing goals. Our experienced team offers expertise, credentials, and intelligence to deliver the advice you need and deserve. Our services include organizing, designing, and implementing adaptive financial plans tailored to meet your unique financial goals. We are not limited to any specific investment or insurance company, allowing us to provide unbiased recommendations that suit your needs.

CG Financial Services, located at 2018 Eastwood Road in Wilmington, North Carolina, offers adaptive financial planning for individuals and businesses. Their unique life planning process goes beyond traditional financial planning to help clients achieve their ever-changing financial goals. With a team of experienced and trusted advisors, CG Financial Services provides personalized advice and assistance in organizing, designing, and implementing adaptive financial plans. The firm is not limited to any specific investment or insurance company, giving clients a wide range of options to choose from. Advisors at CG Financial Services hold designations such as CFP®, CFA, and AIF®, ensuring top-notch expertise and credentials. Securities are offered through LPL Financial, and investment advice is provided through Capital Asset Advisory Services, LLC. CG Financial Services is committed to helping clients navigate their financial journey and achieve peace of mind through adaptive planning strategies.

Joel Ayers is a financial advisor at Ameriprise Financial Services, LLC located at 2150 Country Club Road in Winston-Salem, North Carolina. Joel and his family are dedicated to giving back to the community by volunteering at various organizations each month. In his free time, Joel enjoys spending time with his wife and kids, exploring new places, watching sports, and playing the drums. If you are not currently a client of Ameriprise, Joel invites you to schedule a complimentary initial consultation to discuss your financial goals. Please note that the consultation provides an overview of financial planning concepts and does not include written analysis or recommendations.

Lincoln Financial Securities, located at 700 Military Cutoff Road in Wilmington, North Carolina, is an insurance agency that offers a wide range of products and services to help clients achieve their financial goals. With access to products from leading investment management organizations, clients can trust that their financial future is in capable hands. The institution also has a location at 1301 S. Harrison Street in Fort Wayne, Indiana. Lincoln Financial Securities is committed to transparency and provides detailed information about the services offered, fees, conflicts of interest, and disciplinary history in their Form CRS - Customer Relationship Summary. Clients can also use FINRA's tool to research financial professionals and firms.

Financial Forensic is a leading institution specializing in accounting and finance services. Located at 1508 Military Cutoff Road in Wilmington, North Carolina, our team of experts is dedicated to providing thorough and precise financial analysis to uncover any discrepancies or fraudulent activities within an organization. With years of experience and a commitment to excellence, we offer a wide range of services including forensic accounting, fraud investigation, and financial consulting. Trust Financial Forensic to help protect your assets and ensure the financial integrity of your business.

United Community is a trusted financial institution located at 901 Military Cutoff Road in Wilmington, North Carolina. As a full-service bank, we offer a wide range of banking and financial services to meet the needs of our community. Whether you're looking to open a savings account, apply for a loan, or simply need to withdraw cash from our convenient ATM, United Community is here to help. Our friendly and knowledgeable staff are dedicated to providing excellent customer service and helping our customers achieve their financial goals. Visit us today to experience the difference United Community can make in your financial future.

H&R Block is a trusted accounting and finance institution located at 3500 Oleander Drive in Wilmington, 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 assistance with your personal taxes or a business in need of comprehensive financial advice, H&R Block is dedicated to providing expert guidance and support. Visit us today to discover how we can help you achieve your financial goals.

Woody White Law Firm PLLC is a reputable legal institution located at 2004 Eastwood Road in Wilmington, North Carolina, United States. Specializing in various areas of law, the firm is dedicated to providing expert legal representation and guidance to clients in need. With a team of experienced lawyers, Woody White Law Firm PLLC offers personalized services and tailored solutions to meet the unique needs of each client. Whether you are facing a criminal charge, dealing with a family law matter, or seeking assistance with a personal injury case, you can trust the professionals at Woody White Law Firm PLLC to protect your rights and advocate for your best interests.

Mailbox Express at Northcase is a versatile institution located at 3224 North College Road in Wilmington, North Carolina. This establishment serves as a one-stop shop for all your finance, moving, and store needs. Whether you need assistance with shipping packages, organizing your finances, or finding the perfect storage solution, Mailbox Express at Northcase has you covered. With a convenient location and a dedicated team of professionals, this institution is committed to providing exceptional service to all its customers.

Jackson Hewitt Tax Service is a finance institution located at 4322 Market Street in Wilmington, North Carolina, United States. Our Tax Pros are dedicated to helping you get your biggest refund, even though our tax advance loans have ended this year. Our services are perfect for those with busy lives- simply drop off your tax documents and a Tax Pro will handle the rest, including a quick call to review your final return and convenient e-signing. Our Tax Pros are fluent in Spanish and ready to assist Spanish-speaking clients. A Refund Advance loan is a great option for those who need money before their tax refund arrives, although it is no longer available this year. We also offer appointments for in-person tax preparation, drop-off tax preparation, and assistance with IRS letters.

Cape Fear Community College, located at 411 North Front Street in Wilmington, North Carolina, is a school that offers an affordable path to a well-paying job, associate degrees, rewarding careers in health sciences, and a variety of classes. Whether you are a new student looking to start your educational journey or a current student continuing your studies, CFCC is the right place for you. The College will be closed for the holidays from Thursday, Dec. 24, 2020, through Sunday, Jan. 3, 2021, and will reopen on Monday, Jan. 4, 2021, with spring classes beginning on Thursday, Jan. 7, 2021. Students can submit admissions applications online and register for classes through Self-Service on their myCFCC account. In case of inclement weather, the College will close all campus locations to ensure the safety of students, faculty, and staff. Updates on closures and events will be shared through CFCC Alerts, email, website, and social media.

The Good Samaritan House thrift shop, located in a charming white house on Highway 17 in Wilmington, North Carolina, is a beacon of hope for those in need in our community. Open since 1995, the shop offers affordable clothing and housewares to those facing financial struggles. In addition to providing essential items at low cost, Good Samaritan House also offers direct assistance to individuals in exceptional circumstances. Winter has arrived, and our shelves are stocked with cozy winter merchandise waiting to warm your heart. Proceeds from sales at the thrift shop are donated to local organizations that support those in need, making a positive impact on our community.

Dr. Sarah Kinsley is a dentist located at 4622 Oleander Drive in Wilmington, North Carolina, United States. Dr. Kinsley obtained her B.A. in Chemistry from East Carolina University, graduating Summa Cum Laude, with a minor in Biology and Hispanic Studies. She then went on to earn her Doctorate of Dental Medicine (DMD) with honors from the East Carolina University School of Dental Medicine. Dr. Kinsley is passionate about helping improve patients' dental health and believes that being a dentist is both rewarding and challenging. She enjoys problem-solving and being creative in her daily work. Dr. Kinsley's favorite quote is from Maya Angelou, emphasizing the importance of thriving and living life with passion, compassion, humor, and style. In her free time, Dr. Kinsley enjoys outdoor activities with her fiancé, Kyle, and their two Goldendoodles, Murphy and Oliver. She loves nature, the beach, and exploring state parks in Wilmington, NC. Dr. Kinsley also has a passion for cooking and trying new recipes, and she highly recommends The Defined Dish Cookbook by Alex Snodgrass for delicious dishes.

CAPTRUST, located at 5535 Currituck Drive in Wilmington, North Carolina, is a finance institution that offers comprehensive wealth management services to high-net-worth individuals, professional athletes, business owners, and families. Our team of industry-leading advisors is dedicated to providing expertise and support to help clients make the best financial decisions. Whether you need help with wealth planning, portfolio management, family governance, philanthropic strategies, or any other financial need, our advisors are ready to assist you. We take a comprehensive approach to wealth management, guiding our clients towards achieving their financial goals no matter their unique challenges. Connect with a local CAPTRUST advisor today to learn more about our services and gain access to best practices, market insights, and financial planning strategies. Join us as we share must-know information for every client type, including insights from Apex Mayor Jacques Gilbert on his path to local government and tips on preparing your children to inherit your business.

JC Bookkeeping and Business Solutions is a professional accounting and finance institution located at 7516 Brittany Lakes Drive in Wilmington, North Carolina. Our team is dedicated to helping businesses of all sizes manage their finances effectively. We understand the importance of maintaining accurate and up-to-date financial records, which is why we offer services such as bookkeeping, QuickBooks Online training, historical clean up, and tax preparation. Our goal is to ensure that your business is tax-ready and operating smoothly.

SCORE is a finance institution located at 4010 Oleander Drive in Wilmington, North Carolina, United States. Our team of highly successful and seasoned business professionals and entrepreneurs are dedicated to helping you achieve your business goals, no matter where you are on your entrepreneurial journey. As we honor our incredible volunteers this month, we invite you to consider giving back by becoming a SCORE mentor. Join us in empowering small business owners and entrepreneurs to succeed.

Earney & Company, LLP is a trusted accounting and finance institution located at 710 Military Cutoff Road in Wilmington, North Carolina, United States. Our team of experienced professionals offers a range of services to help take the stress out of running your business. From audit and attestation services to tax planning and preparation, we are here to ensure you maximize your financial potential. Additionally, Earney & Company Technology Risk Advisory provides cybersecurity and privacy regulatory compliance assessments to help protect your organization from cyber threats. Our team can also assist with internal controls evaluation, financial reporting implementations, business process improvement, and bookkeeping.

The Bair Foundation Child & Family Ministries, located at 3131 Wrightsville Avenue in Wilmington, North Carolina, is a nonprofit organization dedicated to supporting children and families in need. With local offices in 9 states, the foundation offers a range of services to help children in foster care find loving and permanent homes. With over 120,000 children and teens in foster care waiting for a forever family, The Bair Foundation works tirelessly to provide comfort, stability, and support to those in need. Through their Clinical Services and Path Programs, the foundation focuses on strengthening family relationships and addressing behavioral challenges to promote the well-being of children and families.

University Place is a prestigious institution located at 932 North Macmillan Avenue in Wilmington, North Carolina, United States. Known for its exceptional academic programs, state-of-the-art facilities, and dedicated faculty, University Place offers a dynamic and enriching learning environment for students. With a strong emphasis on research, innovation, and community engagement, the institution is committed to preparing students for success in their chosen fields. Whether you are pursuing a degree in business, healthcare, technology, or the arts, University Place provides the resources and support you need to achieve your academic and professional goals. Visit us today to discover why University Place is the perfect place to further your education and build a successful future.

Latin Net Multiservicios is a trusted institution located at 3173 Wrightsville Avenue in Wilmington, North Carolina. Specializing in accounting and finance services, we offer a wide range of solutions to meet the needs of our diverse clientele. Our team of experienced professionals is dedicated to providing top-notch financial advice and assistance to help individuals and businesses achieve their financial goals. Whether you need help with tax preparation, bookkeeping, or financial planning, Latin Net Multiservicios is here to help. Visit us today to see how we can help you succeed financially.

ADE Multiservice is a leading institution located at 4701 Wrightsville Avenue in Wilmington, North Carolina, United States. Specializing in accounting and finance services, we offer a wide range of compliance services for personal, business, and corporate taxes. Our team of experts provides knowledgeable advice on local sales tax and legally required corporate documentation. From bookkeeping to tax preparation, ADE Multiservice is dedicated to revolutionizing the way you manage your business finances. Our services include managing daily transactions, payroll, reporting, and advice to support growth. We also offer expertise in capital fundraising, mergers & acquisitions, and financial planning.

Harbor, located at 2023 South 17th Street in Wilmington, North Carolina, is a health institution under RHA Health Services. Dedicated to helping individuals with intellectual and developmental disabilities, mental health, and substance use needs, Harbor focuses on assisting people in living their best lives by setting and achieving personal goals, forming meaningful community connections, and improving health and wellness outcomes. Offering a wide range of disability services for adults and children, including those with physical and intellectual and developmental disabilities, Harbor provides various options tailored to meet the unique needs of each individual. From residential services like group homes and Intermediate Care Facilities (ICFs) to supported employment services, day programs, and more, Harbor strives to support individuals in reaching their full potential.

Bank of America is a trusted financial institution located at 3305 Oleander Drive in Wilmington, North Carolina. With a convenient drive-thru ATM, customers can easily access their accounts and complete transactions without leaving the comfort of their vehicle. As one of the largest banks in the United States, Bank of America offers a wide range of banking and financial services to meet the needs of individuals and businesses alike. Whether you need to deposit a check, withdraw cash, or speak with a financial advisor, Bank of America is here to help. Visit us today to experience top-notch customer service and convenient banking options.

Merrill Lynch Wealth Management, located at 1123 Military Cutoff Road, Suite A in Wilmington, North Carolina, is a leading finance institution offering wealth planning services to individuals, families, business owners, executives, and institutions. Our experienced advisors work with clients in both rising and turbulent markets to address their financial challenges and opportunities. We are committed to giving back to the communities in which we live and work through volunteerism and charitable outreach. Our branch supports the economic, social, and cultural life of our neighborhoods by participating in fundraising activities and supporting local non-profit organizations.

Bank of America located at 1325 Military Cutoff Road in Wilmington, North Carolina offers convenient drive-thru services for all your banking needs. As a leading financial institution, Bank of America provides a wide range of banking services including checking accounts, savings accounts, loans, mortgages, and investment opportunities. With a commitment to customer service and financial expertise, Bank of America is dedicated to helping individuals and businesses achieve their financial goals. Visit our branch today to experience the convenience of drive-thru banking with Bank of America.

expertise to animal rescue organizations in her free time. Samantha's commitment to both her professional and personal pursuits reflects her dedication to making a positive impact in all aspects of her life. With a deep-rooted passion for helping others and a keen eye for detail, Samantha Cernosek embodies the values of excellence and compassion that are at the core of CarolinasDentist's mission. Her strategic mindset and commitment to financial integrity make her an invaluable asset to the organization, driving continued success and growth.

The Megan Cajigas Education Foundation, located at 5016 Oleander Drive in Wilmington, North Carolina, is a non-profit organization dedicated to helping children receive an early start on their journey of life-long learning. Scholarships are awarded based on financial need, with all Pre-School level children eligible to apply. Established in 2007 in memory of Megan, the foundation aims to provide educational opportunities to families who may be struggling to afford preschool for their children. Research shows that a child's ability to learn is significantly developed by the age of five, making early education crucial for future success. By supporting children in their early years, the foundation aims to set them on a path towards academic achievement and a brighter future. Through scholarships, the foundation helps families who may be facing financial challenges access quality pre-K education for their children.