Goal based investing in North Carolina
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Horizon Investments
● ClosedHorizon Investments, located at 6210 Ardrey Kell Road in Charlotte, North Carolina, is a finance institution that focuses on goals-based strategies. They prioritize their clients' goals by offering investment management, technology, and consulting services with a behavioral framework. Horizon Investments helps financial advisors navigate market volatility and regulatory changes, while providing tools to grow their businesses. They offer GAIN, PROTECT, and SPEND portfolios designed to meet clients' life goals, along with outsourced CIO solutions and practice management services. Their active investment management approach combines qualitative and quantitative processes based on academic research and industry experience. With a focus on enhancing practice efficiency, Horizon Investments provides tools for advisors and institutions to help clients achieve their financial objectives.
6210 Ardrey Kell Rd Suite 300, Charlotte, NC 28277, United States -
Brown & Associates Investment Services
● OpenBrown & Associates Investment Services is a reputable finance institution located at 1005 Hay Street in Fayetteville, North Carolina. Our team of skilled professionals is dedicated to providing top-notch investment services to help our clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or simply manage your assets more effectively, our experienced advisors are here to help. With a focus on personalized service and tailored investment strategies, Brown & Associates Investment Services is committed to helping you secure a prosperous financial future. Contact us today to learn more about how we can assist you in reaching your financial objectives.
1005 Hay St, Fayetteville, NC 28305, United States -
Walter Hamilton Investment Corporation
● OpenWelcome to Walter Hamilton Investment Corporation At Walter Hamilton Investment Corporation, located at 8807 Swamp Fox Highway West, Tabor City, North Carolina, we are dedicated to providing exceptional financial services tailored to meet the diverse needs of our clients. With years of experience in the finance industry, our team of skilled professionals is committed to delivering personalized investment strategies and financial planning solutions.
8807 Swamp Fox Highway West, Tabor City, North Carolina 28463, United States -
Great Place To Start Behavior Health Services
● ClosedGreat Place To Start Behavior Health Services, located at 1425 South Glenburnie Road in New Bern, North Carolina, is dedicated to providing trauma-informed, evidence-based, and quality services to individuals, families, groups, couples, and agencies. Our goal is to instill self-understanding and encourage positive attitudes and feelings towards life situations. We believe that therapy is a healing process that requires active participation and investment from the client, with the support of their caretakers if necessary. At GPSBHS, we offer individual, couple, and group therapy sessions that are designed to strengthen confidence and promote emotional coping skills. Our therapeutic engagement process aims to facilitate behavioral change and guide clients towards making life-altering changes for themselves. Whether you are seeking help as an individual, couple, or family, we are here to support you on your journey to better mental health.
1425 S Glenburnie Rd Suite 2, New Bern, NC 28562, United States -
Favored Financial Planning
● ClosedFavored Financial Planning is a finance institution located at 806 Green Valley Road in Greensboro, North Carolina, United States. We are dedicated to providing accessible and inclusive financial services to all individuals, regardless of their circumstances or abilities. Our website adheres to the Web Content Accessibility Guidelines 2.1 (WCAG 2.1) at the AA level, ensuring that it is accessible to people with a wide range of disabilities. We utilize various technologies, including an accessibility interface and AI-based applications, to constantly optimize the website's accessibility. While we strive to make our website fully accessible, we acknowledge that there may still be areas that need improvement. If you have any feedback or suggestions for us, please don't hesitate to reach out. We are committed to continuously enhancing our accessibility features and ensuring that our services are available to all.
806 Green Valley Rd Suite 200, Greensboro, NC 27408, United States -
Adcart
● ClosedAdcart is a leading institution located at 3622 Lyckan Parkway in Durham, North Carolina, United States. We specialize in creating maximum brand awareness through highly visible ads displayed on shopping carts in local supermarkets. Our cost-effective advertising solution ensures that your business receives repeat exposure to shoppers in your community, helping you gain new customers. With our patented designed frame, we guarantee that your business will stand out and attract attention. Our program is available in thousands of supermarkets across the United States, allowing us to increase your visibility and help you grow your customer base.
3622 Lyckan Pkwy Suite 3003, Durham, NC 27707, United States -
Chesterbrook Academy Preschool
● ClosedChesterbrook Academy Preschool located at 3821 Northwest Cary Parkway in Cary, North Carolina is a dedicated school committed to providing high-quality education and care to children in the surrounding communities. Our nurturing environment fosters growth and development in children, preparing them for success in elementary school and beyond. With our Links to Learning curriculum, we focus on developing important academic, social, and emotional skills. Our experienced teachers create a stimulating and engaging learning environment where children can explore and discover new things through play and education. Chesterbrook Academy Preschool is part of the Spring Education Group, which is controlled by Primavera Holdings Limited, an investment firm based in Hong Kong with operations in China, Singapore, and the United States. Our goal is to provide a solid foundation for children to thrive and reach their full potential.
3821 NW Cary Pkwy, Cary, NC 27513, United States -
RHA Health Services - Mitchell County Behavioral Health
● ClosedRHA Health Services - Mitchell County Behavioral Health is a health institution located at 4929 North Carolina 226, Bakersville, North Carolina, United States. At RHA Health Services, individuals with intellectual and developmental disabilities, mental health, and substance use needs are helped to live their best lives. The focus is on setting and reaching personal goals, forming meaningful community connections, and achieving positive outcomes in health and wellness. The institution provides a wide range of disability services for adults and children, including those with physical disabilities and intellectual and developmental disabilities. Services include residential options like group homes and Intermediate Care Facilities, supported employment services, day programs, and more. RHA also offers comprehensive behavioral health support services, including mental health and substance use services. The acquisition process typically takes 2-3 months and is managed by a professional Acquisitions team. RHA invests in attracting top talent and qualified employees and values businesses based on various factors such as quality, culture, financial performance, and access to human capital. The institution can structure deals involving real estate associated with the business. Interested parties are encouraged to reach out for more information in a confidential manner.
4929 NC-226, Bakersville, NC 28705, United States -
RHA Health Services - Shining Star PSR - Laurinburg
● ClosedRHA Health Services - Shining Star PSR in Laurinburg, North Carolina is a leading health institution dedicated to helping individuals with intellectual and developmental disabilities, mental health, and substance use needs live their best lives. Located at 113 John Street, our focus is on supporting individuals in setting and achieving personal goals, forming meaningful community connections, and improving overall health and wellness. We offer a wide range of disability services for both adults and children, including those with physical disabilities and intellectual and developmental disabilities. Our services range from residential options like group homes and Intermediate Care Facilities (ICFs) to supported employment services, day programs, and more. Additionally, we provide comprehensive behavioral health supports, including mental health and substance use services.
113 John St, Laurinburg, NC 28352, United States -
RHA Health Services - Anarossi Place PSR - Concord
● ClosedRHA Health Services - Anarossi Place PSR in Concord, North Carolina is a health institution dedicated to helping individuals with intellectual and developmental disabilities, mental health, and substance use needs live their best lives. Located at 82 Union Street South, our focus is on assisting individuals in setting and achieving personal goals, forming meaningful community connections, and improving their health and wellness outcomes. We offer a wide range of disability services for adults and children, including those with physical disabilities and intellectual and developmental disabilities. Our services include residential options such as group homes and Intermediate Care Facilities, supported employment services, day programs, and more. Additionally, we provide comprehensive behavioral health supports, including mental health and substance use services.
82 Union St S Unit D, Concord, NC 28025, United States -
Institute Capital, Inc.
● ClosedInstitute Capital, Inc. is a certified Community Development Financial Institution located at 114 West Parrish Street in Durham, North Carolina. We specialize in providing debt and investment capital to affordable housing developers, community-based development organizations, and small businesses. Our goal is to revitalize and transform diverse communities through affordable housing, entrepreneurship, HBCU collaborations, and community development. As a CDFI, we offer high-impact lending to borrowers who may not have access to traditional financial institutions, particularly in low-resource areas. Our dedicated team, led by experienced professionals such as Roberta McCullough, TF Congleton, and Eric B. Nelson, works to support the development, rehabilitation, and preservation of affordable housing, provide financing for underserved businesses, and fund community revitalization projects. If you are looking for strategic lending and investment opportunities to drive economic growth and create positive social impact, contact Institute Capital today.
114 W Parrish St, Durham, NC 27701, United States -
University Financial Strategies
● ClosedUniversity Financial Strategies is a finance institution located at 4801 Glenwood Avenue in Raleigh, North Carolina, United States. As a CERTIFIED FINANCIAL PLANNER™ Professional and Fee Only Raleigh Financial Advisor, we provide personalized financial planning services to empower our clients through life's various events. Our mission is to guide you through Dave Ramsey's 7 Baby Step Process towards financial freedom and success. We believe in a step-by-step approach to help you overcome emotional barriers and make informed financial decisions. Our services are hassle-free and convenient, allowing you to work with us from the comfort of your home or office through Zoom meetings. We analyze your wealth, assets, cash flows, and tax returns to provide comprehensive strategies for financial growth and stability. Our goal is to revolutionize your financial success by empowering you with personalized planning services tailored to your unique needs.
4801 Glenwood Ave Suite 200-630, Raleigh, NC 27612, United States -
Northwestern Mutual Life Insurance
● OpenNorthwestern Mutual Life Insurance is a finance and insurance agency located at 550 Pinehurst Trace Drive in Pinehurst, North Carolina, United States. They understand that you've worked hard to build a life you enjoy with the people you love, and now it's time to protect it all. They make it easy to determine how much and what type of life insurance you need based on your unique situation and goals. Their policies can serve as a safety net for the unexpected or as the foundation of a smart financial plan, providing you with more financial flexibility for important things like college expenses, business growth, and retirement income. Their advisors tailor their recommendations to your priorities and budget, ensuring you only get the insurance you need. With life insurance from Northwestern Mutual, you make regular premium payments, and they pay a tax-free sum to your chosen beneficiaries when you pass away. This coverage can help with expenses such as mortgages, debts, tuition, and lost income, providing financial security for your loved ones.
550 Pinehurst Trace Dr, Pinehurst, NC 28374, United States -
Pawa Insurance Group, LLC
● ClosedPawa Insurance Group, LLC is an insurance agency located at 12773 Tom Short Road, Charlotte, North Carolina, United States. We understand that owning a home is a significant achievement and investment, which is why we offer a range of reasonably priced coverage options to protect your assets. Our goal is to help our clients make informed decisions about their insurance needs, whether it's for their home, life, or business. With over 20 years of customer service experience, we prioritize client satisfaction and strive to build long-lasting relationships through exceptional service. We believe in providing tailored insurance solutions based on your specific needs and budget, ensuring that you have the right coverage to protect your loved ones and business for generations to come.
12773 Tom Short Rd, Charlotte, NC 28277, United States -
Turner Finance Co
● ClosedTurner Finance Co is a well-established financial institution located at 24 South Brady Avenue in Newton, North Carolina, United States. Our experienced team of professionals is dedicated to providing top-notch financial services to our clients. Whether you are looking for assistance with investments, loans, or financial planning, Turner Finance Co is here to help. We strive to build long-lasting relationships with our clients based on trust and integrity. Visit us today to see how we can help you achieve your financial goals.
24 S Brady Ave, Newton, NC 28658, United States -
Karyn McAlpin - Atlantic Coast Mortgage
● ClosedKaryn McAlpin - Atlantic Coast Mortgage is a trusted finance institution located at 10115 Kincey Avenue in Huntersville, North Carolina, United States. Specializing in a variety of loan products and programs, Karyn McAlpin helps clients achieve their financial goals by financing first homes, second homes, move-up homes, and investment properties. With over 25 years of experience in the mortgage industry, Karyn believes in providing quality origination to ensure a smooth and successful customer experience. In addition to traditional loan products such as conventional, FHA, VA, and USDA, Karyn offers popular programs like the North Carolina Housing Down Payment Assistance. Committed to teamwork, Atlantic Coast Mortgage ensures that all parties involved in the transaction receive the same high level of service, resulting in productivity and success.
10115 Kincey Ave Suite 195, Huntersville, NC 28078, United States -
Baird Financial Advisors (Chapel Hill Office)
● ClosedBaird Financial Advisors Chapel Hill Office is a leading finance institution located at 1414 Raleigh Road in Chapel Hill, North Carolina, United States. Our team of experienced financial advisors offers personalized investment strategies and wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Baird Financial Advisors Chapel Hill Office is committed to providing exceptional service and guidance to clients in the Chapel Hill area. Contact us today to learn more about how we can help you secure your financial future.
1414 Raleigh Rd #420, Chapel Hill, NC 27517, United States -
Pushleads
● ClosedPushLeads is a leading institution located at 414 Wildbriar Road, Fletcher, North Carolina, United States. We specialize in doubling your website traffic, attracting new prospects, and acquiring clients online through our top-notch SEO services. Our goal is to boost your bottom line by ensuring that your website generates leads and contributes significantly to your business success. With our SEO services, we push your website to the top of Google search results, increasing your visibility and attracting the right audience for your products or services. Our market research and content marketing strategies deliver real results that continue to build over time, providing you with a better return on investment than any other form of marketing.
414 Wildbriar Rd, Fletcher, NC 28732, United States -
Quartermaster Tax Management
● ClosedQuartermaster Tax Management is a finance institution located at 125 Floyd Smith Office Park Drive in Charlotte, North Carolina, United States. Our motto is simple: "You worked hard for your money. We will go get it." Specializing in overlooking unique tax credits and deductions available to business owners and medical professionals, we have helped our clients recover over $40,000,000 in tax overpayments since 2021. With our FREE Tax Credit Rebate Estimate, you can learn how much money is owed to you without any obligation. If we don't find anything, you don't pay. Our dedicated team works with you to identify and secure the business tax credits you qualify for, ensuring you get every last dollar you are legally entitled to.
125 Floyd Smith Office Park Dr Suite 221, Charlotte, NC 28262, United States -
Future Investors LLC
● ClosedFuture Investors LLC is a reputable real estate agency based in Walnut Cove, North Carolina. Our team of experienced professionals is dedicated to helping our clients make sound investments in the real estate market. Whether you are looking to buy, sell, or rent a property, we are here to provide expert guidance and support every step of the way. Visit us at 1709 Fagg Road to learn more about how we can help you achieve your real estate goals.
1709 Fagg Rd, Walnut Cove, NC 27052, United States -
Cape Fear Property Ventures, LLC
● ClosedCape Fear Property Ventures, LLC is a real estate investment company based in Lumberton, North Carolina. Our team specializes in acquiring, managing, and developing properties in the Cape Fear region. With a focus on delivering value to our clients and investors, we offer a range of services including property acquisition, renovation, and property management. Our experienced team is dedicated to providing top-notch service and creating profitable real estate opportunities for our clients. Visit us at 110 Velcord Drive to learn more about how Cape Fear Property Ventures can help you achieve your real estate goals.
110 Velcord Dr, Lumberton, NC 28358, United States -
Merrill Lynch Private Wealth Advisor Sara Caitlyn Halliday
● ClosedMerrill Lynch Private Wealth Advisor Sara Caitlyn Halliday, located at 620 South Tryon Street, Charlotte, North Carolina, United States, offers industry-leading research and expert analysis to help clients stay ahead in their financial goals. The private wealth advisors at Merrill Private Wealth Management are highly trained to meet specialized needs with personalized service based on trust. With access to services and resources typically reserved for large institutions, clients have the opportunity to work with experienced partners and dedicated client service associates to develop tailored strategies to achieve their financial objectives. BCG Private Wealth Management, founded in 1994, serves wealthy families exclusively, including business owners, corporate executives, and beneficiaries of multi-generational wealth. The institution focuses on managing financial complexities exceptionally well, with a goal to help clients pursue their aspirations and address their most important financial concerns. With a commitment to transparency, ethics, and client confidentiality, Merrill Private Wealth Management aims to provide a powerful and personal experience for clients of substantial means, delivering personalized financial strategies and solutions. Through the combination of personalized attention and global financial insights, clients can work towards living their best financial life while receiving the latest investment insights and strategies. Merrill Lynch, its affiliates, and financial advisors do not provide legal, tax, or accounting advice, and clients are encouraged to consult their own advisors before making financial decisions. With a focus on goals-based financial strategies and a dedication to serving clients' best interests, Merrill Private Wealth Management is committed to helping clients simplify their finances and plan for the future.
620 S Tryon St, Charlotte, NC 28202, United States -
Brame & Owens Financial Group
● OpenBrame & Owens Financial Group, located at 311 9th Street in North Wilkesboro, North Carolina, is an independent financial services firm that offers personalized investment strategies tailored to each client's needs and goals. They do not sell proprietary products, ensuring objective recommendations. With a focus on building long-term relationships based on trust, they work with clients to identify financial goals and develop plans to help achieve them. In today's complex economic landscape, they help clients navigate challenges and seize opportunities for long-term growth. Whether planning for retirement or seeking investment advice, Brame & Owens Financial Group can assist with pressing financial questions. Their priority is the overall financial success of their clients, and they strive to understand individual dreams, goals, and risk tolerance to create customized solutions. Securities and advisory services are offered through LPL Financial, a Registered Investment Advisor, with the representative associated with the website serving residents of AZ, NC, SC, and VA. Trust in Brame & Owens Financial Group for expert financial guidance and a commitment to your financial well-being.
311 9th St, North Wilkesboro, NC 28659, United States -
Carla Souther Hauser Signature Wealth Strategies - Raymond James
● ClosedCarla Souther Hauser Signature Wealth Strategies - Raymond James is a leading finance institution located in North Wilkesboro, North Carolina. Our team of experienced professionals provide personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, we offer tailored investment strategies and financial planning solutions to meet the unique needs of each individual. Visit us at 100 9th Street to learn how we can help you secure your financial future.
100 9th St, North Wilkesboro, NC 28659, United States -
The Andry-Harris Group - Morgan Stanley
● OpenThe Andry-Harris Group at Morgan Stanley is a leading financial institution located at 500 College Street in Asheville, North Carolina. Our team of experienced professionals is dedicated to providing top-notch financial services and investment strategies to help clients achieve their financial goals. With a focus on personalized service and tailored solutions, we strive to build long-lasting relationships with our clients based on trust and integrity. Contact us today to learn more about how we can help you secure your financial future.
500 College St, Asheville, NC 28801, United States -
Buckingham Strategic Wealth
● ClosedBuckingham Strategic Wealth is a finance institution located at 111 Central Avenue in Asheville, North Carolina, United States. Our dedicated team in Asheville specializes in helping clients plan for all of life's changes using an evidence-based investment philosophy to create personalized financial plans. As fiduciary advisors, we offer comprehensive financial planning services, tax planning, and preparation services to individuals and families in the Asheville area. Our team, formerly known as Davis Financial Planning, has been serving the Asheville community since 2010 and joined Buckingham Strategic Wealth in 2023. We are committed to guiding our clients through their options and explaining our advice clearly, ensuring that they understand and can make informed decisions.
111 Central Ave, Asheville, NC 28801, United States -
Holcombe & McGrath Independent Financial Advisors
● ClosedHolcombe & McGrath Independent Financial Advisors is a leading finance institution located at 12 Bay Street in Asheville, North Carolina, United States. Our team of experienced advisors is dedicated to providing personalized financial planning and investment management services to help our clients achieve their financial goals. At Holcombe & McGrath, we believe in building long-term relationships with our clients based on trust and transparency. We offer a wide range of financial services, including retirement planning, investment management, estate planning, and more.
12 Bay St A, Asheville, NC 28801, United States -
Edward Jones - Financial Advisor: Myron Stephens
● ClosedEdward Jones - Financial Advisor: Myron Stephens is a trusted financial institution located at 507 B Burkemont Avenue in Morganton, North Carolina. As a dedicated financial advisor, Myron Stephens provides personalized investment strategies and guidance to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Myron Stephens is committed to helping individuals and families plan for a secure financial future. Visit us today to learn more about our comprehensive financial services.
507 B Burkemont Ave, Morganton, NC 28655, United States -
Merrill Lynch Financial Advisor Jack Lawson Wedthoff
● ClosedMerrill Lynch Financial Advisor Jack Lawson Wedthoff is a trusted institution located at 1 North Pack Square in Asheville, North Carolina, United States. Jack Lawson Wedthoff is a native of Asheville and is dedicated to helping clients develop personalized financial strategies tailored to their risk tolerance, time horizon, and liquidity needs. With a background in culinary arts and a passion for soccer, Jack brings a unique perspective to financial planning. As a Merrill advisor, Jack is committed to helping clients achieve their financial goals and prepare for a secure future. At Merrill Lynch Wealth Management, Jack and his team provide personalized advice and guidance to help clients build and document a customized financial plan focused on their goals. Drawing upon the global resources of Merrill, Jack's team is dedicated to building strong client relationships based on trust and personalized service.
1 N Pack Square 2nd Floor, Asheville, NC 28801, United States -
White Oak Financial Management
● OpenWhite Oak Financial Management is a fee-based, discretionary investment management firm located at 1270 Hendersonville Road in Asheville, North Carolina. Our focus is on smart personal investing for all of life's seasons, whether you are just starting to build a nest egg or already financially fit. We offer logical, organized, and disciplined investment strategies tailored to each client's individual goals and values. At White Oak, we manage risk in our clients' investments using supply-and-demand technical charting or institutional-quality factor analysis to create portfolios that maximize risk-adjusted returns. Our expertise lies in wealth accumulation, wealth preservation, and retirement income planning, helping clients navigate the complex world of investing with confidence.
1270 Hendersonville Rd # 4, Asheville, NC 28803, United States
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