Financial service provider in Matthews, North Carolina

focusEDU is a higher education consulting firm located in Matthews, North Carolina. Our team of acclaimed professionals works with the leadership of higher education institutions to optimize services and functions in various areas. From financial aid modeling to records retention programs, curriculum committee approvals to degree audits, we provide expert consulting expertise to help institutions succeed. Testimonials from satisfied clients highlight the effectiveness of our services, from assisting in registrar searches to providing interim leadership solutions. Our team values integrity and respect in the registrar profession, and we are committed to helping institutions achieve their goals.

Blue Sky 401(k) Specialists, Inc. is a leading retirement planning institution located at 1207 Crews Road in Matthews, North Carolina, United States. With a team of dedicated specialists, they provide expert guidance and personalized solutions for individuals and businesses looking to optimize their 401(k) plans. Whether you are a small business owner or an individual investor, Blue Sky 401(k) Specialists, Inc. offers comprehensive services to help you secure a bright financial future. Contact them today to start planning for a comfortable retirement.

Forensic Accounting Corp, located at 205 North Trade Street in Matthews, North Carolina, offers a comprehensive range of forensic accounting services to the legal and insurance communities. Specializing in identifying, preserving, and reporting on digital evidence and electronically stored information (ESI), our team of specialists is equipped to handle a variety of complex financial matters. In addition to forensic accounting solutions, our Matthews office provides litigation support services for business disputes, shareholder and partner disputes, and business income loss matters. With over 15 years of experience in the industry, our professionals bring a wealth of business and legal expertise to the litigation process.

Michael T. Dulin CPA PA is a reputable accounting and finance institution located at 233 North Trade Street in Matthews, North Carolina, United States. With a focus on providing top-notch financial services, our team of professionals is dedicated to helping individuals and businesses manage their financial affairs effectively. By joining our e-mail list, you can stay informed about important news and updates that may impact your financial situation. Feel free to reach out to us at PO Box 1099, Matthews NC 28106 or visit our office at 233 North Trade St, Matthews NC 28105.

Kevin Littlejohn - Thrivent is a finance institution located at 3309 Jaeckle Drive, Wilmington, North Carolina, United States. Financial Advisors Jeremy Cox and Matthew Beatty merged their friendship and passion for helping others to create Fairway Financial Group in January 2023. They take a values-based approach to working with clients, focusing on creating personalized financial plans that honor their clients' life purposes. Operating hours are Monday-Thursday: 9 a.m.-4 p.m. and Friday: 9 a.m.-2 p.m. Thrivent believes that money is a tool, not a goal, and is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people make the most of what they have been given. Membership with Thrivent offers clients access to financial solutions, as well as tools and resources to give back and lead more meaningful lives.

Terry Halvorson - Thrivent is a finance institution located at 4530 Park Road, Charlotte, North Carolina, United States. With over 27 years of experience, our team is dedicated to helping individuals and businesses make wise financial decisions. We offer holistic planning services to provide clarity and confidence in financial matters. Our goal is to help clients build a strong financial foundation for the future. We serve clients in Union County, Mecklenburg County, and Gaston County, with a focus on cities including Indian Trail, Matthews, Charlotte, Gastonia, Belmont, Mt. Holly, Cramerton, and Dallas. We also offer virtual appointments in multiple states including North Carolina, South Carolina, Georgia, Florida, New Jersey, Colorado, Connecticut, Delaware, Massachusetts, Minnesota, Texas, Virginia, Wisconsin, and Montana. Thrivent does not provide legal, accounting, or tax advice, but offers financial planning services and investment advisory services through Thrivent Investment Management Inc. Insurance products are issued by Thrivent Financial for Lutherans. Securities and investment advisory services are offered through Thrivent Investment Management Inc., a registered investment adviser and member FINRA and SIPC. Visit our website for more information on our services and financial advisors.

SMB CPA RLLP is a Certified Public Accounting Firm located in Charlotte, North Carolina. Our experienced team of professionals specializes in providing a wide range of accounting and finance services to individuals and businesses. From tax preparation and planning to financial statement analysis and audit services, we are dedicated to helping our clients achieve their financial goals. With a commitment to excellence and personalized service, SMB CPA RLLP is your trusted partner in financial success. Visit us at 7215 Pineville-Matthews Road to learn more about how we can assist you with your accounting needs.

Desai and Desai LLP is a reputable accounting and finance institution located at 2423 Plantation Center Drive in Matthews, North Carolina, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses. From tax planning and preparation to financial consulting and auditing, Desai and Desai LLP is dedicated to helping their clients achieve their financial goals. Their commitment to excellence and personalized approach sets them apart in the industry.

CPA Charlotte CW Lee is a reputable accounting and finance institution located at 9709 Northeast Parkway in Matthews, North Carolina, United States. With a focus on providing top-notch financial services, their team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals. Whether you need assistance with tax preparation, financial planning, or bookkeeping, CPA Charlotte CW Lee is here to provide expert guidance and support. Trustworthy, reliable, and committed to excellence, they are the go-to institution for all your accounting and finance needs.

Richard A. Blum, CPA, JD, LL.M. is a reputable institution specializing in accounting and finance services. Located at 10921 Deerberry Court in Matthews, North Carolina, United States, the institution is led by Richard A. Blum, a highly qualified professional with expertise in accounting, law, and tax. With a strong commitment to providing top-notch financial solutions, Richard A. Blum, CPA, JD, LL.M. offers a wide range of services to individuals and businesses seeking expert financial guidance. Whether you need assistance with tax planning, auditing, or financial consulting, this institution is dedicated to helping you achieve your financial goals.

Angelon Michael A is a leading institution specializing in accounting and finance services, located at 8318 Pineville-Matthews Road in Charlotte, North Carolina, United States. With a team of experienced professionals, we provide top-notch financial solutions to individuals and businesses alike. Our services include tax preparation, financial planning, auditing, and more. Trust Angelon Michael A for all your accounting and finance needs.

One Source Payroll is a leading accounting and finance institution located at 624 Matthews-Mint Hill Road in Matthews, North Carolina, United States. We specialize in providing comprehensive payroll services to businesses of all sizes, offering a convenient and reliable solution for managing payroll processes. Our experienced team of professionals ensures accuracy and efficiency in handling all payroll needs, allowing businesses to focus on their core operations. With One Source Payroll, clients can trust in our expertise and dedication to delivering top-notch financial services.

Susan Gordon Lee CPA is a trusted accounting and finance institution located at 2220 Azalea Road in Concord, North Carolina, United States. Specializing in providing services for small businesses, entrepreneurs, and individuals, Susan Gordon Lee offers a wide range of financial solutions to help clients achieve their goals. From handling business tax returns to personal financial planning, Susan Gordon Lee CPA is dedicated to providing expert advice and guidance to ensure the best possible outcomes for each client. With a strong focus on building relationships and understanding the unique challenges faced by each individual or business, Susan Gordon Lee goes above and beyond to serve as a trusted advisor and friend.

Venn Law Group is a trusted institution located at 6302 Fairview Road in Charlotte, North Carolina, specializing in accounting, finance, and legal services. With a focus on the intersection of business, law, and relationships, our team works closely with each client to address their specific legal needs and help them navigate complex business decisions. We pride ourselves on building strong, long-term relationships with our clients, serving as trusted advisors who invest the time and energy to truly understand their needs. Our firm represents businesses, business owners, and real estate professionals throughout the Carolinas, offering guidance and support in their endeavors. We are not just attorneys who take orders – we listen, communicate, and empower our clients to achieve their goals. Sadly, we recently lost our partner, Garth Dunklin, a respected legal professional who made significant contributions to the Charlotte real estate community. We will miss his expertise, mentorship, and laughter.

Jonathan Hicks CPA PLLC is a reputable accounting and finance institution located at 616 Matthews-Mint Hill Road in Matthews, North Carolina, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, bookkeeping, auditing, and financial planning. Their commitment to excellence and personalized service sets them apart from other firms in the industry. Whether you are an individual or a business owner, Jonathan Hicks CPA PLLC is dedicated to helping you achieve your financial goals.

CW LEE CPA is a reputable accounting and finance institution located at 9709 Northeast Parkway in Matthews, North Carolina, United States. With a team of experienced and knowledgeable professionals, they provide a wide range of services including tax preparation, financial planning, and consulting. Whether you are an individual or a business in need of financial expertise, CW LEE CPA is dedicated to helping you achieve your goals and maximize your financial success. Contact them today to learn more about their services and how they can assist you with your accounting and finance needs.

Sarah N. Reames, CPA, PLLC is a reputable accounting and finance institution located at 2548 Plantation Center Drive in Matthews, North Carolina. With a team of skilled professionals led by Sarah N. Reames, a certified public accountant, the institution specializes in providing a wide range of financial services to individuals and businesses. From tax preparation and planning to financial consulting and audit services, Sarah N. Reames, CPA, PLLC is dedicated to helping clients achieve their financial goals. With a commitment to excellence and personalized service, this institution is a trusted partner for all accounting and finance needs.

Absolute Mobile Notary Public is a trusted finance institution located at 2560 Matthew Thomas Circle in Fayetteville, North Carolina. We specialize in providing expert notary services on the go, making it convenient for our clients to receive important financial documents notarized. Our team of experienced professionals is dedicated to providing efficient and reliable service to ensure all documents are properly authenticated. Whether you need a notary for real estate transactions, legal documents, or other financial matters, Absolute Mobile Notary Public is here to help. Contact us today to schedule an appointment and experience our top-notch service firsthand.

A4 Wealth Advisors is a full-service retirement planning company located in Huntersville, North Carolina. Our team of experienced professionals, including Angela, Ellen, Heather, Lori, Tonja, Matthew, Shauntae, and Michael, are dedicated to providing exceptional customer service and helping clients achieve their financial goals. From retirement planning to insurance products, our team has the knowledge and expertise to assist clients with all their financial needs. Stop by our office at 16140 Northcross Drive to learn more about our services and how we can help secure your financial future.

Fuller Jeffrey L CPA is a reputable accounting and finance institution located at 316 East Matthews Street in Matthews, North Carolina, United States. With years of experience in the industry, they offer a wide range of financial services including tax preparation, auditing, and financial consulting. Their team of expert CPAs strives to provide personalized and professional services to help clients achieve their financial goals. Whether you are an individual or a business owner, Fuller Jeffrey L CPA is dedicated to providing top-notch financial solutions tailored to meet your specific needs. Contact them today to schedule a consultation and take the first step towards financial success.

Agents Preferred Partners Finance and Insurance is a reputable institution located at 624 Matthews-Mint Hill Road in Matthews, North Carolina, United States. Specializing in finance and insurance services, this agency is dedicated to providing top-notch assistance to clients in need of financial and insurance solutions. With a team of experienced professionals, Agents Preferred Partners offers a wide range of services tailored to meet the specific needs of each individual or business. Whether you are looking for assistance with investments, retirement planning, insurance coverage, or any other financial matters, this institution is your preferred partner. Additionally, the agency also offers lodging services for clients visiting the area. Trustworthy, reliable, and customer-focused, Agents Preferred Partners Finance and Insurance is committed to helping you achieve your financial goals and secure the protection you need.

Truist is a financial institution located at 3126 Fincher Farm Road in Matthews, North Carolina, United States. As an ATM, bank, finance, and insurance agency, Truist offers a variety of services to meet your financial needs. You can check if you're pre-qualified for a Truist credit card or find the right loan for you by sharing your preferences. Banking products, loans, and deposit accounts are provided by Truist Bank, while trust and investment management services are offered by Truist Bank and Truist Delaware Trust Company. Securities, brokerage accounts, and insurance products are available through Truist Investment Services, Inc. and P.J. Robb Variable, LLC. Mortgage products and services are provided by Truist Bank, and all Truist mortgage professionals are registered on the Nationwide Mortgage Licensing System & Registry. Truist also offers resources for consumers with Limited English Proficiency, including translation services. Please note that Truist and its representatives do not provide tax or legal advice, so it's recommended to consult with a professional in those fields before taking any actions with potential tax or legal consequences.

Latorre and Company is an accounting and finance institution located at 10550 Independence Pointe Parkway in Matthews, North Carolina, United States. Founded in 1998, our mission is to serve small business owners who are the unsung heroes of our economy. We understand the sacrifices that business owners make and the vital role they play in fueling economic success. Our dedicated team offers tailored solutions in tax preparation, accounting, tax resolution, and management consulting services to help clients achieve their financial goals. We prioritize integrity, professionalism, and personalized attention to ensure that every client receives the highest level of support. At Latorre and Company, we treat our clients like family, providing them with the guidance and expertise they need to succeed in their entrepreneurial journeys.

BIZXPRESS is a leading institution located at 3116 Weddington Road in Matthews, North Carolina, United States. We offer a wide range of business services and resources to help entrepreneurs and small businesses succeed. Our experienced team provides expert guidance in areas such as marketing, finance, and operations. Whether you are starting a new business or looking to grow an existing one, BIZXPRESS is here to support you every step of the way. Visit us today to see how we can help you achieve your business goals.

Davies Goldstein & Associates is a reputable accounting and finance institution located at 3633 Pleasant Plains Road in Matthews, North Carolina, United States. With a team of experienced professionals, they offer a wide range of financial services including tax preparation, auditing, and financial planning. Clients can trust Davies Goldstein & Associates to provide expert advice and personalized solutions to help them achieve their financial goals.

State Employees’ Credit Union is a trusted financial institution located at 9007 Pineville-Matthews Road in Pineville, North Carolina, United States. As a member-owned cooperative, we strive to provide top-notch banking and financial services to our members. Whether you're looking for checking and savings accounts, loans, or investment options, our team of dedicated professionals is here to assist you every step of the way. Join us today and experience the benefits of being a part of the State Employees’ Credit Union family.

Nationwide Insurance: Jm Hamilton & Associates, LLC is a reputable insurance agency located at 1940 Weddington Road in Matthews, North Carolina, United States. With a focus on providing top-notch insurance services to individuals and businesses, their team of experienced professionals is dedicated to helping clients find the best coverage options to meet their needs. Whether you are looking for auto, home, life, or business insurance, Nationwide Insurance: Jm Hamilton & Associates, LLC is committed to providing personalized and reliable service to ensure peace of mind and financial protection for their valued customers.

Bank of America (with Drive-thru ATM) located at 9505 Pineville-Matthews Road in Pineville, North Carolina, is a renowned financial institution offering a wide range of banking services. With the convenience of a drive-thru ATM, customers can easily access their accounts and perform transactions without leaving the comfort of their vehicle. Whether you need to deposit a check, withdraw cash, or inquire about your account balance, Bank of America is committed to providing efficient and reliable service to meet your financial needs. Visit us today to experience the convenience and professionalism that sets us apart as a leading bank in the United States.

First Citizens Bank is a trusted financial institution located at 6930 Matthews-Mint Hill Road in Charlotte, North Carolina, United States. As a leading bank in the region, we offer a wide range of banking and financial services to meet the needs of our customers. With a focus on providing exceptional customer service and innovative banking solutions, we strive to help individuals and businesses achieve their financial goals. Whether you are looking for a checking account, savings account, mortgage, or investment services, our team of experienced professionals is here to assist you every step of the way. Visit us today to experience the difference at First Citizens Bank.

Klaystone Business Solutions, Inc. is a professional accounting and finance institution located in Charlotte, North Carolina, United States. With over 20 years of experience, we offer a range of services including Bookkeeping, Payroll, Tax Preparation, IRS Representation, Financial Planning, and Business Entity Selection for small businesses and individual professionals in various industries. Our team of meticulous specialists ensures compliance with all Federal and State regulations, providing high-quality management of official business procedures. We specialize in IRS and State Tax agency representation, managing and settling claims, audits, payments, or debt with the Internal Revenue Service. Our vision is to deliver exceptional business solutions tailored to help our clients succeed, while our mission is to support them with top-notch financial, bookkeeping, tax solutions, and consulting services to achieve their profit goals.