Financial planning in Marion, North Carolina

The SBE - Marion Rex and Aronul E. Harris School of Business and Economics at Fayetteville State University is a prestigious institution located at 600-698 Drum Circle in Fayetteville, North Carolina, United States. The school is known for its excellent academic programs in business and economics, preparing students for successful careers in the corporate world. With a focus on innovation, leadership, and professional development, the SBE offers a dynamic learning environment with experienced faculty and state-of-the-art facilities. Students at the SBE benefit from hands-on learning opportunities, internships, and networking events that help them excel in their chosen fields. Join us at the SBE and unlock your potential for a bright future in business and economics.

Mackey Tax & Financial Services, Inc. is a trusted accounting, finance, and insurance agency located at 116 Bobcat Path in Marion, North Carolina, United States. With a team of experienced professionals, we provide expert tax preparation, financial planning, and insurance solutions to individuals and businesses. Our personalized approach ensures that each client receives tailored services to meet their specific needs and goals. Whether you need assistance with tax filing, investment planning, or insurance coverage, Mackey Tax & Financial Services, Inc. is dedicated to helping you achieve financial success and security. Contact us today to schedule a consultation and see how we can assist you in reaching your financial objectives.

Golden Services-Marion is a reputable finance and insurance agency located at 386 South Main Street in Marion, North Carolina. Our dedicated team of professionals is committed to providing top-notch financial and insurance services to our valued clients. With years of experience in the industry, we offer personalized solutions to meet the unique needs of each individual or business. Whether you are looking for insurance coverage or financial planning advice, Golden Services-Marion is here to help you achieve your goals and secure your future. Contact us today to learn more about our services and how we can assist you in achieving financial success.

Lendmark Financial Services LLC is a reputable finance institution located at 500 North Main Street in Marion, North Carolina. With a strong focus on providing personalized financial solutions to meet the needs of their clients, Lendmark offers a wide range of services including personal loans, debt consolidation, and auto financing. Their experienced team of professionals is dedicated to helping individuals achieve their financial goals and navigate their way to financial stability. Visit Lendmark Financial Services LLC today to learn more about their comprehensive financial services and how they can assist you in reaching your financial objectives.

Marion Credit Company, Inc. is a finance institution located at 216 South Main Street in Marion, North Carolina, United States. With a strong reputation for providing excellent financial services, Marion Credit Company, Inc. offers a wide range of financial products to meet the needs of individuals and businesses alike. Whether you are looking for a loan, credit card, or other financial services, Marion Credit Company, Inc. is dedicated to helping you achieve your financial goals. Visit us today to learn more about how we can assist you with your financial needs.

Allied Financial Services is a reputable finance institution located at 15 West Henderson Street in Marion, North Carolina, United States. Our team of experienced professionals is dedicated to providing a wide range of financial services to individuals and businesses in the area. Whether you need assistance with loans, investments, or financial planning, we are here to help you achieve your financial goals. Visit us today to learn more about how Allied Financial Services can support your financial needs.

First Bank in Marion, NC is a trusted institution located at 162 North Main Street in Marion, North Carolina, United States. Offering ATM, banking, and finance services, First Bank prioritizes security and personalized service for its customers. As part of their enhanced security program, customers may be required to validate their identity by delivering a Secure Access Code to a telephone number stored within the Online Banking system. Customers can choose to receive the code via phone call or text message. First Bank prides itself on offering the same services as larger banks, but with the added benefit of personalized service from local bankers who know their customers by name. The institution also uses necessary cookies for security and proper website functioning, as well as Google Analytics to collect anonymous information to improve the website. Additionally, the website uses cookies to provide personalized content suggestions based on user habits.

Edward Jones - Financial Advisor: Jamie B Richard, AAMS™ is a trusted financial institution located in Shelby, North Carolina. With a focus on personalized financial planning and investment strategies, Jamie B Richard, AAMS™ provides expert guidance to help clients achieve their financial goals. Whether you are saving for retirement, planning for your children's education, or looking to grow your wealth, Jamie B Richard, AAMS™ offers tailored solutions to meet your individual needs. Visit us at 1427 East Marion Street to start building a secure financial future today.

Joe Davis Financial Associates | Raymond James is a trusted financial institution located at 32 North Main Street in Marion, North Carolina, United States. Specializing in finance, our experienced team provides personalized financial planning and investment services to help clients achieve their financial goals. With a focus on building long-term relationships, we strive to provide exceptional service and guidance to each individual client. Whether you are looking to plan for retirement, invest for the future, or manage your wealth, Joe Davis Financial Associates | Raymond James is here to help you navigate the complexities of the financial world.

Edward Jones - Financial Advisor: Cameron Boles, AAMS™ is a reputable finance institution located at 160 South Main Street in Marion, North Carolina, United States. As a dedicated financial advisor, Cameron Boles, AAMS™ provides personalized investment and financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships and providing tailored solutions, Edward Jones is committed to helping individuals and families navigate the complexities of the financial world with confidence and peace of mind.

Edward Jones - Financial Advisor: Jim Engelman Jr is a reputable finance institution located at 160 South Main Street in Marion, North Carolina, United States. Jim Engelman Jr is a skilled and experienced financial advisor who is dedicated to helping clients achieve their financial goals. Whether you are planning for retirement, saving for a major purchase, or looking to grow your investments, Jim Engelman Jr can provide personalized guidance and sound advice to help you make informed decisions. With a commitment to integrity and client satisfaction, Edward Jones - Financial Advisor: Jim Engelman Jr is a trusted partner in helping individuals and families secure their financial future.

RHA Health Services - Marion Behavioral Health is a health institution located at 486 Spaulding Road in Marion, North Carolina, United States. At RHA Health Services, our primary focus is on helping individuals with intellectual and developmental disabilities, mental health, and substance use needs live their best lives. We offer a wide range of disability services for adults and children, including residential services, supported employment services, and day programs. Additionally, we provide comprehensive behavioral health supports, including mental health support services and substance use services. We are always looking to acquire organizations of various sizes and are committed to attracting top talent and highly qualified employees. Our acquisition process typically takes 2-3 months and is managed efficiently by our Acquisitions team. We value businesses based on factors such as quality, culture, financial performance, and opportunity for growth.

Marion Tax Services Al Hispano is a trusted accounting and finance institution located at 87 West Court Street in Marion, North Carolina, United States. With a focus on providing expert tax services to the Hispanic community, our dedicated team is committed to helping individuals and businesses navigate the complex world of taxes and finances. Whether you need assistance with tax preparation, bookkeeping, or financial planning, Marion Tax Services Al Hispano is here to help you achieve your financial goals. Visit us today to experience personalized and professional service that you can trust.

Marion M Connor CPA PLLC is an accounting and finance institution located at 6190 North Carolina 9 in Tryon, North Carolina, United States. Clients can expect responsive access to tax and accounting solutions with various communication methods available. Services offered include personal and business tax returns, comprehensive tax planning, QuickBooks clean-up, QBO conversions, and troubleshooting for both Desktop and Online versions. Marion, a Certified Public Accountant with over 12 years of experience in tax, holds a BA in Economics from Wofford College and a Master of Accountancy from Gardner Webb University. In addition to her professional work, Marion is an active volunteer, serving on nonprofit boards, chairing hunter paces, and coaching U4 soccer. She resides in Columbus with her husband and children.

Nationwide Insurance: TWFG Insurance Services, LLC is an insurance agency located at 163 South Main Street, Marion, North Carolina, United States. They offer a variety of insurance products including auto, commercial, farm, financial, home, powersports, and human services insurance. With a focus on personalized coverage, they work with clients to tailor policies to their specific needs and protect their property, assets, and loved ones in case of a covered loss. The agency is familiar with the unique hazards in the Marion area and provides specialized products to ensure comprehensive coverage. They also offer business insurance options for small-to-medium-sized companies, with agents experienced in various industries and risk management tools. By partnering with Nationwide, TWFG Insurance Services, LLC can help clients build policies that manage their company's risk and evolve with their insurance priorities. For more information on their products and services in other states, please contact the agency directly.

Alliance Insurance Group, located at 451 North Main Street in Marion, North Carolina, is a health insurance agency dedicated to helping individuals, businesses, and families protect their financial future. We specialize in helping consumers save money, businesses reduce risk, and families preserve their assets. Our team is committed to providing personalized service and finding the best insurance solutions for our clients. We are proud to represent top insurance carriers to ensure our clients have access to quality coverage. Contact us today to see how we can help you with your insurance needs.

NC Farm Bureau Insurance is a trusted health insurance agency located at 21 Buncombe Street in Marion, North Carolina. With a strong commitment to serving the community, they provide a range of insurance products tailored to meet the specific needs of individuals and families. Whether you are looking for health coverage for yourself or your loved ones, NC Farm Bureau Insurance offers personalized solutions to ensure you have the protection you need. Their knowledgeable agents are dedicated to helping you navigate the complexities of the insurance industry and find the right plan for your unique situation. Contact NC Farm Bureau Insurance today to learn more about their comprehensive health insurance options.

The McDowell County School Bus Garage is a local government office located at 7 Reid Street in Marion, North Carolina. This institution is responsible for managing the transportation needs of the McDowell County School District, ensuring the safe and efficient operation of school buses for students across the county. With a dedicated team of drivers and maintenance staff, the McDowell County School Bus Garage plays a vital role in providing reliable transportation services for students to and from school.

New York Life, located at 195 South Main Street in Marion, North Carolina, is a reputable insurance agency offering a wide range of permanent policies with guaranteed death benefits and cash value growth over time. Their long-term coverage options are highly customizable to fit your needs and budget, with the ability to invest your policy's cash value in the market. Their services include helping to pay for everyday tasks assistance, replacing lost income due to sickness or injury, professionally managed investments with potential market gains, and bundled investments with low fees that can be easily bought or sold. They also offer investments designed for education expenses, income solutions, estate planning, and insurance options for employees, executives, and business owners.

H&R Block is a trusted accounting and finance institution located at 1155 North Main Street in Marion, North Carolina, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and business consulting. Whether you are an individual looking for assistance with your personal finances or a business owner in need of expert advice, H&R Block is here to help you achieve your financial goals. Visit us today to experience top-notch service and expert guidance in managing your finances.

McNeely Accounting & Tax Service is a trusted institution located at 3562 U.S. 221 in Marion, North Carolina, United States. Specializing in accounting and finance services, they provide expert assistance with tax preparation, bookkeeping, payroll, and more. With a team of experienced professionals, McNeely Accounting & Tax Service is dedicated to helping individuals and businesses manage their finances effectively. Whether you need help with tax planning or financial statement preparation, this institution is committed to providing top-notch service to meet your needs.

TaxRez is a finance institution located at 18 Peachtree Street in Marion, North Carolina, United States. Specializing in tax preparation and resolution services for Federal and all 50 states, TaxRez offers experienced tax preparation for personal, business/entity, and trusts. With a touch of southern hospitality, TaxRez provides outstanding and responsive service, making clients feel like part of the family. TaxRez takes the anxiety out of IRS or State notices by representing or assisting clients with timely and accurate responses to tax authority requests. From IRS notices to audits, offer in compromise, and IRS payment plans, TaxRez is there to help.

CornerStone Accounting Services, LLC is a leading accounting and finance institution located at 2530 US 221 Business North in Marion, North Carolina, United States. With a team of experienced professionals, we offer a wide range of accounting services including tax preparation, bookkeeping, payroll processing, and financial consulting. Our commitment to excellence and personalized service sets us apart from the rest. Whether you are a small business owner or an individual looking for financial guidance, CornerStone Accounting Services, LLC is here to help you achieve your financial goals.

Retirement Resource Management is a leading finance institution located at 68 South Main Street in Marion, North Carolina, United States. Our team of experts specializes in helping individuals plan and manage their finances for retirement. With personalized strategies and a commitment to excellence, we strive to provide our clients with the resources and guidance they need to achieve their long-term financial goals. Whether you are just starting to plan for retirement or looking to make the most of your savings, Retirement Resource Management is here to help every step of the way. Visit us today to learn more about our services and how we can assist you in securing a prosperous future.

DMJPS PLLC is a reputable accounting and finance institution located at 451 North Main Street in Marion, North Carolina, United States. With a team of highly skilled professionals, they offer a wide range of services to help individuals and businesses manage their financial affairs effectively. Whether you need help with tax preparation, bookkeeping, financial planning, or any other accounting services, DMJPS PLLC is dedicated to providing top-notch solutions tailored to meet your specific needs. Trustworthy, reliable, and experienced, they are committed to helping you achieve your financial goals.

Alfred M Shiver Pa is a reputable accounting and finance institution located at 260 East Court Street in Marion, North Carolina, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses in the area. Whether you need assistance with tax preparation, financial planning, or bookkeeping, Alfred M Shiver Pa is dedicated to providing top-notch services tailored to meet your specific needs. Trustworthy and reliable, this institution is committed to helping clients achieve their financial goals with precision and expertise.

Candice Rumfelt Trantham is a finance institution located at 1570 North Main Street, Marion, North Carolina, United States. As a part of First Citizens Investor Services, Inc., they pride themselves on strength, stability, and consistency in delivering customized advice and tailored strategies to help clients achieve their financial goals. Services offered include creating and executing comprehensive financial plans, establishing security for clients and their families, protecting assets, estate planning, and coordination with tax and legal professionals. Visit FINRA BrokerCheck for more information about First Citizens Investor Services, Inc. and their investment professionals.

Mike Daye - Raymond James is a reputable financial institution located at 32 North Main Street in Marion, North Carolina. As a branch of Raymond James, we provide a wide range of financial services including investment planning, retirement planning, wealth management, and more. Our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their future. Visit us today to learn more about how we can assist you in managing your finances effectively.

Killian Consulting, LLC and Killian Consulting of WNC, PLLC are professional consulting firms located at 124 Fleming Avenue in Marion, North Carolina. Specializing in a wide range of services including business development, strategic planning, financial analysis, and project management, our experienced team is dedicated to helping businesses thrive and succeed. With a commitment to excellence and a focus on delivering personalized solutions tailored to each client's unique needs, Killian Consulting is a trusted partner for businesses looking to achieve their goals. Contact us today to learn more about how we can help your organization grow and prosper.

Brevard & Lewis Accounting is a trusted accounting and finance institution located at 106 East Marion Street in Pilot Mountain, North Carolina, United States. Our team of experienced professionals provides a wide range of accounting services to individuals and businesses in the area. Whether you need help with tax preparation, bookkeeping, financial planning, or any other accounting needs, we are here to help. Contact us today to schedule a consultation and see how we can assist you with your financial goals.