Financial planning for entrepreneurs in Wilmington, North Carolina
22 results found
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Kopka Financial LLC
Kopka Financial LLC is a reputable financial institution located at 4000 Shipyard Boulevard in Wilmington, North Carolina, United States. Specializing in finance, Kopka Financial LLC offers a wide range of services to help individuals and businesses achieve their financial goals. With a team of experienced professionals, they provide expert advice and personalized solutions tailored to each client's unique needs. Whether you're looking to invest, plan for retirement, or manage your assets, Kopka Financial LLC is dedicated to helping you secure a stable financial future.
Edward Jones - Financial Advisor: Shannon A Sandlin, CFP®|CEPA®|ADPA™
Edward Jones - Financial Advisor Shannon A Sandlin, CFP®, CEPA®, ADPA™ is a reputable financial institution located at 1430 Commonwealth Drive in Wilmington, North Carolina, United States. With a focus on providing personalized financial planning services, Shannon Sandlin and her team are dedicated to helping clients achieve their financial goals. As a Certified Financial Planner (CFP®), Certified Exit Planning Advisor (CEPA®), and Accredited Domestic Partnership Advisor (ADPA™), Shannon offers expertise in a wide range of financial areas. Whether you are looking to plan for retirement, manage investments, or create a comprehensive financial strategy, Edward Jones - Financial Advisor Shannon A Sandlin is committed to providing top-notch service and guidance to clients.
Merrill Lynch Financial Advisor Michael C Tunney
Merrill Lynch Financial Advisor Michael C Tunney is a renowned finance institution located at 1123 Military Cutoff Road in Wilmington, North Carolina, United States. With a strong reputation for providing expert financial advice and services, their team is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to invest, plan for retirement, or manage your wealth, Merrill Lynch Financial Advisor Michael C Tunney is committed to providing personalized solutions tailored to your individual needs. Contact them today to schedule a consultation and take the first step towards financial success.
Top 2 Bottom Business Solutions
Top 2 Bottom Business Solutions is a leading institution located at 301 Government Center Drive in Wilmington, North Carolina, United States. Specializing in accounting and finance, we offer custom business accounting solutions to help entrepreneurs achieve work-life balance and grow their businesses stress-free. Our team, comprised of former small business owners, understands the challenges and needs of small businesses and growing enterprises. With tailored accounting solutions, automated bookkeeping, and personalized consulting, we aim to boost profits and ease payroll and tax prep stress for our clients. From managing franchises to creating efficient systems for growth, we provide a supportive team that cares for the success and health of startups and small businesses. Our attentive and responsive approach has been praised by many clients, who have benefited from our accurate, automated books and timely payroll processing. Whether you prefer in-person meetings or online consultations, we have several offices to accommodate your needs. Stay updated on industry trends and news with our educational resources and informative articles on topics such as franchise ownership, payroll management, and preparing your business for sale. Follow us on social media for small business, franchise, bookkeeping, and payroll tips to boost your success.
Carimar Salon Group Inc
Carimar Salon Group Inc is a finance and hair care institution located at 5135 Carolina Beach Road in Wilmington, North Carolina, United States. Our experienced team offers a range of financial services to support your salon business, as well as top-notch hair care services for all your beauty needs. Whether you're looking to manage your finances or refresh your look, Carimar Salon Group Inc is here to help you achieve your goals.
D&M Business and Tax Solution
D&M Business and Tax Solution is a reputable institution located at 800 Shipyard Boulevard in Wilmington, North Carolina, United States. Specializing in accounting and finance services, our team of experienced professionals are dedicated to providing top-notch solutions for all your business and tax needs. Whether you are a small business owner or an individual looking for financial guidance, we are here to help you navigate through the complexities of financial management. Trust D&M Business and Tax Solution to provide you with expert advice and personalized service to help you achieve your financial goals.
Kelly James a CPA
Kelly James, a CPA, is a reputable accounting and finance institution located at 211 Racine Drive in Wilmington, North Carolina, United States. With a team of experienced and knowledgeable professionals, Kelly James offers a wide range of accounting and financial services to individuals and businesses. Whether you need help with tax preparation, financial planning, or bookkeeping, Kelly James is dedicated to providing top-notch services tailored to meet your specific needs. Trust Kelly James, a CPA, to help you navigate the complex world of accounting and finance with precision and expertise.
JC Bookkeeping and Business Solutions
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.
EAST FRANKLIN CAPITAL
East Franklin Capital is a Fiduciary Registered Investment Advisory firm located at 1805 East Franklin Street in Chapel Hill, North Carolina. Specializing in intelligent and customized investment management, we work with high-performing professionals such as doctors, professors, entrepreneurs, tech and healthcare executives. Our clients are individuals who are dedicated to lifelong learning and continually improving their professional skills. Whether you are an Executive or Entrepreneur, an Academic or Doctor, a Soon-to-be-Retiree or a New Family, East Franklin Capital is here to help you navigate your financial journey. Our team shares a common perspective on finances and life, and we are dedicated to providing personalized and comprehensive financial services.
SCORE
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.
Sharpe Patel, PLLC
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.
Capone & Associates LLC
Capone & Associates LLC is a leading accounting and finance institution located at 1427 Military Cutoff Road in Wilmington, North Carolina, United States. If you are feeling overworked and underpaid while running your own business, our team of experts can provide you with the most advanced strategies to ensure your business continues to thrive. Don't make the mistake of hiring the wrong expert - we understand the challenges you face and have a proven process to help you create a clear path forward. Let us work with you to guide you towards the successful outcomes you dream of for your business.
Live Oak Bank
Live Oak Bank is a leading financial institution located at 1757 Tiburon Drive in Wilmington, North Carolina. Specializing in providing innovative financial solutions to businesses and individuals, Live Oak Bank offers a wide range of services including business loans, personal banking, and investment opportunities. With a reputation for exceptional customer service and a commitment to helping clients achieve their financial goals, Live Oak Bank is a trusted partner for all of your banking needs.
Quality Bookkeeping Services Inc
Quality Bookkeeping Services Inc is a reputable accounting and finance institution located at 1213 Culbreth Drive in Wilmington, North Carolina, United States. With a team of experienced professionals, we offer top-notch bookkeeping services to help businesses manage their finances effectively. Our commitment to accuracy, timeliness, and confidentiality sets us apart as a trusted partner for all your accounting needs. Contact us today to learn more about how we can help your business thrive.
Small Business Center Cape Fear Community College
The Small Business Center at Cape Fear Community College, located in Wilmington, North Carolina, is a vital resource for aspiring entrepreneurs and small business owners. As part of a statewide network, our center is dedicated to supporting the development and growth of small businesses in our community. We offer a variety of seminars and workshops, covering topics such as business planning, financing, marketing, and more, all designed to help you succeed. Our counseling services are complimentary and confidential, providing guidance on a range of business-related issues. Additionally, our Information & Referral Center is a one-stop shop for resources and assistance, offering access to computers, periodicals, and other tools to help you research and plan for your business. Whether you are just starting out or looking to expand, the Small Business Center at Cape Fear Community College is here to support you every step of the way. Visit us today and turn your small business dream into a reality.
Tushingham Wealth Strategies, LLC
Tushingham Wealth Strategies, LLC is a finance institution located at 900 Midnight Channel Road in Wilmington, North Carolina, United States. Unlike most advisors who simply manage money or sell products, our "Personal CFO" service helps clients proactively plan and coordinate all financial affairs, simplify finances, and achieve their ideal life goals. We specialize in working with business owners, physicians, and executives, understanding their unique challenges and providing tailored solutions. Our team of CFP® Professionals, who are fiduciaries meeting rigorous education and ethical standards, are dedicated to helping clients make smart financial decisions and lead worry-free lives. Through a disciplined investment process, we assess risk in portfolios and market opportunities, taking the emotion out of managing life savings. We offer retirement planning for entrepreneurs and provide personalized investment advice to clients in North Carolina and Texas. Contact us at (866) 505-9016 to schedule a call and learn how we can help you achieve financial independence.
SBA Business Loans
SBA Business Loans is a finance institution located in Wilmington, North Carolina, United States. We specialize in providing Small Business Administration (SBA) loans to help entrepreneurs and small business owners access the funding they need to start or grow their businesses. Our experienced team is dedicated to helping our clients navigate the loan application process and secure the financing they need to achieve their business goals. Whether you are looking to start a new business or expand your existing one, SBA Business Loans is here to help you succeed.
Surfside Franchise
Surfside Franchise, located at 3220 Graylyn Terrace in Wilmington, North Carolina, offers a free consultation service to assist individuals in finding the perfect franchise opportunity to fulfill their business ownership aspirations. Our experienced team will guide you through the process of selecting the right franchise that aligns with your goals and interests. Whether you are a first-time entrepreneur or looking to expand your portfolio, Surfside Franchise is here to support you every step of the way. Contact us today to start your journey towards franchise ownership success.
Chad Wouters CPA, PLLC
Chad Wouters CPA, PLLC is an accounting and finance institution located at 100-A Old Eastwood Road in Wilmington, North Carolina, United States. We offer customized, proactive advising services tailored to fit your individual needs. Our concierge CPA services are designed to help you start on a healthy financial path and provide you with the right financial information at the right time. We work with you throughout the year as your trusted advisor, ensuring you remain in compliance with tax laws and providing strategic insight into your numbers to keep you financially strong. Let us handle the accounting so you can focus on what matters most - your professional services enterprise. We are here to help reduce the burden of tax season and show you how the right technology can make a big impact on your small business. Our goal is to help you focus on the wellness of your business, body, and mind, while also providing tips on managing business debt effectively and surviving supply chain disruptions. Contact us today to learn more about how we can help you achieve financial success.
Thompson Price Scott Adams
Thompson Price Scott Adams is a full-service Accounting firm located at 301 West King Street in Elizabethtown, North Carolina. With a focus on providing a blend of personal service and expertise, we offer a wide range of services for owner-managed businesses, corporations, and individuals in various areas including Whiteville, Elizabethtown, Wilmington, Shallotte, Cary, NC, and Cleveland, TN. Our team at Thompson Price Scott Adams is dedicated to helping you achieve your lifestyle goals by developing thoughtful strategies that go beyond just growing investments. We provide one-on-one guidance to help manage risk and improve performance, allowing you to focus on running your business while we take care of the financial aspects.
David J Zukerman, CPA, PA
David J Zukerman, CPA, PA is a reputable accounting and finance institution located at 401-G Chestnut Street in Wilmington, North Carolina, United States. With years of experience in the industry, they offer a wide range of services including tax preparation, financial planning, and bookkeeping. Their team of dedicated professionals is committed to providing top-notch financial solutions tailored to meet the unique needs of each client. Whether you are an individual or a business owner, David J Zukerman, CPA, PA is the go-to place for all your accounting and finance needs.
Bilello Accounting and Risk Management
Bilello Accounting and Risk Management is a leading institution in the field of accounting and finance, located at 8108 Schooner Place in Wilmington, North Carolina, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, risk management, and more. Their commitment to excellence and personalized approach make them a trusted partner for individuals and businesses alike. Contact Bilello Accounting and Risk Management today to learn how they can help you achieve your financial goals.
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