Holistic financial management in North Carolina
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Dosher Medical-N. Howe St: Andre L. Minor, MD
● ClosedDosher Medical-N. Howe St, located at 905 North Howe Street in Southport, North Carolina, is a healthcare institution led by Dr. Andre L. Minor, MD. The dedicated staff, consisting of six females and three males, are pictured standing outside the facility with welcoming smiles. At Dosher Medical-N. Howe St, patients can expect compassionate and high-quality medical care. No one will be turned away from receiving services due to financial constraints, as there is a Discounted / SFS available to assist those in need. Whether you are in need of routine check-ups or specialized medical treatment, Dosher Medical-N. Howe St is committed to providing accessible healthcare to all individuals.
905 N Howe St, Southport, NC 28461, United States -
Bible Institutes of America
● ClosedBible Institutes of America is an institution located at 318 Harris Avenue in Raeford, North Carolina, United States. The institution is dedicated to pursuing excellence in education and offers a variety of degree and certificate programs in Theology, Ministry, Divinity, and Apostolic Order. The curriculum is accredited by Southeastern Global Accreditation and approved by the State of North Carolina. The institution is proud to announce the appointment of a new Dean of Financial Studies and the introduction of a new Financial Management course in September. The General Secretary Director, Rev. Dr. Otis T. McMillan, brings nearly 30 years of experience in the African Methodist Episcopal Zion Church to the role. Dr. McMillan is a published author, lecturer, and community leader who has led many individuals to faith in Jesus Christ.
318 Harris Ave, Raeford, NC 28376, United States -
WakeMed MyCare 365 Primary & Urgent Care - Hope Valley
● ClosedWakeMed MyCare 365 Primary & Urgent Care - Hope Valley is a doctor's office located at 7021 North Carolina 751 in Durham, North Carolina, United States. Operating hours are Monday to Friday from 8 AM to 8 PM and Saturday to Sunday from 8 AM to 4 PM. The office is conveniently situated in the Hope Valley Commons Shopping Center along NC HWY 751. The institution offers a unique care model that emphasizes quality and convenience. Whether you need urgent care or a routine medical visit, the team at MyCare 365 is skilled at treating a wide range of conditions from minor injuries to routine check-ups. Patients are welcome to make appointments or drop in for quick check-ups. If you do not have a primary care physician, MyCare 365 is happy to fill that role and provide care whenever needed. The institution accepts a variety of insurance plans, but it is important to check with the practice or Patient Financial Services to ensure coverage. MyCare 365 is considered out of network for patients with Medicaid as their primary or secondary insurance.
7021 NC-751 Suite 903, Durham, NC 27707, United States -
Heritage LLC
● OpenHeritage LLC is a renowned health institution located at 1291 O'Kelly Chapel Road in Durham, North Carolina, United States. Our dedicated team of healthcare professionals is committed to providing high-quality medical care and personalized treatment plans to meet the unique needs of each patient. With a focus on holistic wellness and preventative care, Heritage LLC offers a wide range of services to promote overall health and well-being. Visit us today and experience the difference at Heritage LLC.
1291 O'Kelly Chapel Rd, Durham, NC 27713, United States -
4 Quarter Performance
● Closed4 Quarter Performance is a renowned health institution located at 3511 Maitland Drive in Raleigh, North Carolina, United States. Our dedicated team of professionals is committed to providing top-notch healthcare services to our patients, ensuring their well-being and overall performance. With a focus on holistic health and personalized care, we strive to help individuals achieve their optimal physical and mental well-being. Visit us today and experience the difference at 4 Quarter Performance.
3511 Maitland Dr, Raleigh, NC 27610, United States -
Wealth Guard Insurance Agency Inc
● ClosedWealth Guard Insurance Agency Inc is a leading insurance agency located at 2543 Ravenhill Drive in Fayetteville, North Carolina, United States. With a team of experienced professionals, we specialize in providing personalized insurance solutions to protect your wealth and assets. Whether you need coverage for your home, car, business, or life, we are committed to helping you find the right policies to meet your unique needs. Contact us today to learn more about how we can help safeguard your financial future.
2543 Ravenhill Dr Ste D, Fayetteville, NC 28303, United States -
Penn Global Marketing
● ClosedPenn Global Marketing is a reputable insurance agency located in Huntersville, North Carolina. Our dedicated team of professionals is committed to providing top-notch insurance solutions to protect your assets and give you peace of mind. With a wide range of insurance products and services, we strive to meet the unique needs of each of our clients. Whether you are looking for auto, home, life, or business insurance, we have you covered. Contact us today at 13420 Reese Boulevard West to learn more about how Penn Global Marketing can help you secure your future.
13420 Reese Blvd W, Huntersville, NC 28078, United States -
Carolina Family Estate Planning
● OpenCarolina Family Estate Planning, located at 201 Commonwealth Court in Cary, North Carolina, is a trusted institution specializing in estate planning and asset protection solutions for families. At Carolina Family Estate Planning, we understand the importance of planning for the future and ensuring the well-being of your loved ones. In our free workshop, you will learn about the three essential secrets of estate planning to protect your assets for your heirs and future generations. We also offer a free guide to help you ensure that your children will be cared for and have a secure financial future in case of the unthinkable.
201 Commonwealth Ct # 100, Cary, NC 27511, United States -
Carolina Equity Services, Inc.
● ClosedCarolina Equity Services, Inc. is a leading finance institution located at 1111 Pemberton Hill Road, Apex, North Carolina, United States. Since 1995, we have been North Carolina's low rate, low cost mortgage leader. Our conforming purchase interest rates are updated weekdays at approximately 11AM, and can fluctuate based on market conditions. To obtain an exact quote with interest rate and closing cost, simply complete our quick quote information form. Our rates assume a 30 day rate lock loan amount of $200,000-$766,550, a credit score of 780, and maximum 80% LTV with no secondary financing. We specialize in single family, one unit, primary residence loans with escrow for taxes and insurance. Contact us today for all your mortgage needs.
1111 Pemberton Hill Rd Suite 101, Apex, NC 27502, United States -
Foothills Family Finance
● ClosedFoothills Family Finance is a trusted financial institution located at 524 West Fleming Drive in Morganton, North Carolina. We provide a wide range of financial services to help families manage their finances effectively. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their future. Whether you need assistance with budgeting, saving, investing, or managing debt, Foothills Family Finance is here to help. Visit us today to learn more about our services and how we can assist you in achieving financial stability and success.
524 W Fleming Dr, Morganton, NC 28655, United States -
Timeless Solutions
● ClosedTimeless Solutions is a comprehensive institution located at 1215 Jones Franklin Road in Raleigh, North Carolina, United States. We specialize in finance, insurance, and real estate services, offering a wide range of opportunities to help you grow, protect, and conserve your wealth. Our team of Managing Advisors is dedicated to providing quality products and superior customer service to our Triple A Clients. We are committed to helping you achieve your financial goals and live beyond what you thought was possible.
1215 Jones Franklin Rd #201, Raleigh, NC 27606, United States -
Chapel Health
● ClosedChapel Health is a health spa located at 3007 Wesley Chapel Stouts Road in Monroe, North Carolina, United States. We specialize in non-invasive and minimally invasive procedures to enhance the physical appearance and satisfaction of our patients. FDA-approved treatments include injections to improve frown lines, crow’s feet, and forehead lines, as well as dermal fillers for additional volume where needed. Our team is dedicated to providing the latest advancements and innovations in aesthetics and regenerative procedures. We offer personalized treatment plans tailored to meet individual needs and financial goals. Our goal is to provide a safe and comfortable environment for our patients to achieve their desired goals and looks. Treatment is quick, minimally invasive, and delivers amazing results, with minimal downtime. We take pride in our commitment to excellence and providing the highest quality treatment. Contact us today to schedule a consultation and learn more about our services.
3007 Wesley Chapel Stouts Rd STE B, Monroe, NC 28110, United States -
AKRAM | Assurance, Advisory & Tax Firm
● ClosedAKRAM | Assurance, Advisory & Tax Firm is a leading accounting and finance institution located at 206 High House Road in Cary, North Carolina, United States. Our team of experienced professionals provides a wide range of services including assurance, advisory, and tax services to individuals and businesses. With a commitment to excellence and personalized service, we strive to help our clients achieve their financial goals and navigate the complexities of the financial world. Contact us today to learn more about how we can assist you with your accounting and finance needs.
206 High House Rd Suite 106, Cary, NC 27513, United States -
Ken Offenberg - Raymond James
● OpenKen Offenberg - Raymond James is a reputable finance institution located at 6805 Carnegie Boulevard in Charlotte, North Carolina, United States. With a focus on providing top-notch financial services, the team at Ken Offenberg - Raymond James is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, the knowledgeable professionals at Ken Offenberg - Raymond James are here to assist you every step of the way. Trust in their expertise and experience to guide you towards a secure financial future.
6805 Carnegie Blvd Ste 350, Charlotte, NC 28211, 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 -
Cannon & Co LLP
● ClosedCannon & Co LLP is a reputable accounting and finance institution located at 104 West Dalton Road in King, North Carolina, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses. From tax preparation to financial planning, Cannon & Co LLP is dedicated to helping their clients achieve their financial goals. Their commitment to excellence and personalized service sets them apart in the industry. Visit them today to see how they can assist you with your financial needs.
104 W Dalton Rd, King, NC 27021, United States -
DHG Wealth Advisors
● ClosedDHG Wealth Advisors is a leading finance institution located at 100 N South Main Street in Winston-Salem, North Carolina, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. With a focus on providing exceptional service and expert advice, DHG Wealth Advisors is committed to guiding clients towards a secure and prosperous financial future.
100 N S Main St Suite 2300-A, Winston-Salem, NC 27101, United States -
Wells Fargo Advisors
● OpenWells Fargo Advisors is a finance institution located at 190 Biltmore Avenue in Asheville, North Carolina, United States. With a focus on providing comprehensive financial planning and investment services, Wells Fargo Advisors is committed to helping clients achieve their financial goals. Their team of experienced financial advisors offer personalized advice and guidance to help individuals and businesses navigate the complexities of the financial market. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Wells Fargo Advisors is dedicated to providing trusted financial solutions tailored to your specific needs.
190 Biltmore Ave, Asheville, NC 28801, United States -
Wessel Investment Counsel, L.L.C.
● ClosedWessel Investment Counsel, L.L.C. is a reputable finance institution located at 22 South Pack Square in Asheville, North Carolina, United States. With a team of experienced financial advisors, they provide personalized investment strategies and wealth management services to help clients achieve their financial goals. Whether you are looking to grow your portfolio, plan for retirement, or protect your assets, Wessel Investment Counsel, L.L.C. offers expert guidance and tailored solutions to meet your unique needs. Trustworthy and dedicated, they are committed to helping clients build a secure financial future.
22 S Pack Square #400, Asheville, NC 28801, United States -
Valor Private Wealth, Waynesville NC
● OpenValor Private Wealth is a premier financial institution located in Waynesville, North Carolina. Our team of experienced financial advisors is dedicated to providing personalized wealth management services to help clients achieve their financial goals. From investment planning to retirement strategies, we offer comprehensive financial solutions tailored to each individual's needs. Visit us at 168 Tate Street to learn more about how Valor Private Wealth can help you secure your financial future.
168 Tate St, Waynesville, NC 28786, United States -
Encompass Advisors
● ClosedEncompass Advisors is a leading financial institution located at 10 Encompass Plaza West in Brevard, North Carolina, United States. Specializing in finance, Encompass Advisors offers a wide range of financial services including investment management, retirement planning, and wealth management. With a team of experienced financial advisors, Encompass Advisors is dedicated to helping clients achieve their financial goals and secure their financial future. Contact us today to learn more about our services and how we can help you navigate the complex world of finance.
10 Encompass Plaza W, Brevard, NC 28712, United States -
Envision Planning, LLC
● ClosedEnvision Planning, LLC is a finance institution located at 212 South Grove Street in Hendersonville, North Carolina, United States. We specialize in creating programs and portfolios to help our clients meet their long-term financial goals. Whether you have questions about investments, taxes, retirement, or estate planning, our team of credentialed professionals is here to assist you. As fee-only financial planners and fiduciaries, we always prioritize our clients' interests above all else. Lenward Wesley Jones III, Managing Member of Envision, holds a Bachelor of Science in Business Administration and is a Certified Public Accountant (CPA). He also obtained a CHARTERED FINANCIAL CONSULTANT (ChFC®) designation from The American College of Financial Services. Karen G. Jones, Member of Envision and office manager, earned a Bachelor of Science in Elementary Education and specializes in planning, organization, and administration.
212 S Grove St Suite A, Hendersonville, NC 28792, United States -
Thrifty Threads and Treasures
● ClosedThrifty Threads and Treasures is a store located at 245 East N Street in Newton, North Carolina, United States. This institution relies on volunteers to provide crisis assistance to those in need. By shopping or donating here, you are directly supporting clients with case management, food, financial assistance, and education. In February 2024, the institution was renamed Ashure Ministry to better reflect its mission of serving the community in Catawba County. The new name symbolizes peace, harmony, and community bonds, drawing inspiration from the story of Noah's pudding in the Bible. The new mission is holistic, offering comprehensive programs to those in crisis. The new logo features a cross, symbolizing the ministry's commitment to serving all people in the name of Jesus. Visit Thrifty Threads and Treasures to support a community that genuinely cares for one another.
245 E N St, Newton, NC 28658, United States -
Cornerstone Investment Services
● ClosedCornerstone Investment Services is a trusted finance institution located at 10800 Sikes Place in Charlotte, North Carolina, United States. Our firm is dedicated to providing the highest standard of care as a fiduciary advisor, with integrity worthy of your trust. We are independent, objective, and fee-only, ensuring that our advice is always in your best interest. With years of training and industry experience, our team at Cornerstone Investment Services offers personalized financial plans tailored to your unique goals and circumstances. Whether you are looking to build wealth or secure your retirement, we provide ongoing advice and service to help you achieve financial independence.
10800 Sikes Pl STE 300, Charlotte, NC 28277, United States -
Beacon Pointe Advisors
● ClosedBeacon Pointe Advisors is a finance institution located in Charlotte, North Carolina. They provide Investment Advisory Services, Financial Planning, Wealth Management, and Retirement Plan Services. As one of the largest Registered Investment Advisor firms in the nation, Beacon Pointe works with institutions, defined contribution plans, individuals, and families. Their team of investment advisors and financial planners focus on full-service financial planning and research-driven investments. They offer a holistic allWEALTH® approach that covers wealth and retirement planning, estate and tax strategy planning, insurance reviews, charitable giving, education planning, values-based investing, life transition support, and financial planning for business owners and multi-generational family wealth and legacy planning. The institution aims to assist clients with their investment portfolio and financial planning needs. The team at Beacon Pointe is dedicated to providing an elevated service experience for clients and building strong relationships. They offer customized solutions to help clients meet their financial goals and legacy objectives. The team includes experienced professionals such as Andrew, Brendan, Christine, Jacqui, Jeff, and Jennifer, who bring a wealth of knowledge and expertise to the table. Whether virtually or at their Charlotte office, Beacon Pointe Advisors looks forward to connecting with clients and assisting them in achieving financial success.
5960 Fairview Rd # 400, Charlotte, NC 28210, United States -
Retamar Elite
● ClosedRetamar Elite is a prestigious finance institution located at 709 Martin Luther King Junior Drive in Bladenboro, North Carolina. With a reputation for excellence and expertise in financial services, Retamar Elite offers a wide range of solutions to meet the needs of individuals and businesses alike. Whether you are looking for investment advice, wealth management, or assistance with loans and mortgages, our team of professionals is dedicated to providing top-notch service and personalized guidance. Trust Retamar Elite to help you achieve your financial goals and secure your future.
709 M.L.K. Jr Dr, Bladenboro, NC 28320, United States -
The Stanfield McCarthy Group - Morgan Stanley
● OpenThe Stanfield McCarthy Group - Morgan Stanley is a leading finance institution located at 1990 Fordham Drive in Fayetteville, North Carolina, United States. Specializing in wealth management, investment banking, and financial advisory services, this prestigious institution offers a wide range of financial solutions to help clients achieve their financial goals. With a team of experienced professionals and a commitment to excellence, The Stanfield McCarthy Group - Morgan Stanley is dedicated to providing top-notch financial services to individuals, businesses, and institutions alike.
1990 Fordham Dr Ste 200, Fayetteville, NC 28304, United States -
Carolina Retirement Planners
● ClosedCarolina Retirement Planners, located at 620 Market Street in Wilmington, North Carolina, is a finance institution dedicated to helping individuals and families plan for their best retirement. Led by the father-daughter duo of David Shucavage and Sam Shucavage, along with the Carolina Retirement Planners team, they work holistically to create a cohesive retirement plan that covers all aspects of your financial future. The institution offers a 5-Part S.M.A.R.T. Retirement Navigator to help clients pursue their retirement goals. Insurance products are offered through Carolina Estate Planners, while investment products and services are offered through AE Wealth Management, LLC. Carolina Retirement Planners emphasizes the importance of starting retirement planning early and offers guidance on factors such as taxes, health, and various risks that can impact financial security. The institution works with clients to create income plans that ensure a comfortable retirement. Carolina Retirement Planners also provides hypothetical case studies in retirement planning to illustrate various scenarios and considerations. The institution is not affiliated with the U.S. Government or any governmental agency. Investors are advised to consult with qualified professionals before making any financial decisions.
620 Market St, Wilmington, NC 28401, United States -
The McNair Group - Morgan Stanley
● OpenThe McNair Group - Morgan Stanley is a prestigious financial institution located at 17505 West Catawba Avenue in Cornelius, North Carolina, United States. With a strong reputation for excellence in the finance industry, The McNair Group offers a wide range of services to help clients achieve their financial goals. From investment management to wealth planning, their team of experts is dedicated to providing top-notch financial solutions tailored to each client's unique needs. Trust The McNair Group - Morgan Stanley for all your financial needs.
17505 W Catawba Ave Ste 300, Cornelius, NC 28031, United States -
DKD Wealth Strategies Group
● OpenDKD Wealth Strategies Group is a leading finance and insurance agency located at 6235 Carnegie Boulevard in Charlotte, North Carolina. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through personalized wealth management strategies. Whether you are looking to plan for retirement, protect your assets, or grow your investments, we are here to provide expert guidance and support every step of the way. Contact us today to schedule a consultation and start building a secure financial future with DKD Wealth Strategies Group.
6235 Carnegie Blvd Ste 1, Charlotte, NC 28211, United States
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