Individualized financial advice in Gastonia, North Carolina
23 results found
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L&L Insurance Agency Gastonia, NC
● ClosedL&L Insurance Agency in Gastonia, NC is a trusted health insurance agency located at 365 North New Hope Road. Our team of experienced agents are dedicated to helping individuals and families find the best insurance coverage to meet their needs. Whether you are looking for health insurance for yourself or your family, we are here to provide personalized service and guidance every step of the way. Contact us today to learn more about our services and how we can help you protect your health and financial well-being.
365 N New Hope Rd STE 2, Gastonia, NC 28054, United States -
Edward Jones - Financial Advisor: Jay B Smith, AAMS™
● ClosedEdward Jones - Financial Advisor: Jay B Smith, AAMS™ is a reputable financial institution located at 2940 Union Road in Gastonia, North Carolina. Jay B Smith, an Accredited Asset Management Specialist, provides expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones is dedicated to helping individuals and families secure their financial futures. Whether you are planning for retirement, saving for college, or investing for the future, Jay B Smith and his team at Edward Jones are committed to providing top-notch financial guidance and support.
2940 Union Rd STE B, Gastonia, NC 28054, United States -
Lowery Financial Group
● ClosedLowery Financial Group is a reputable finance and insurance agency located at 1574 Union Road in Gastonia, North Carolina, United States. With a strong commitment to providing personalized financial solutions to individuals and businesses, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or insurance coverage, Lowery Financial Group is here to offer expert guidance and support every step of the way. Contact us today to learn more about how we can help you secure your financial future.
1574 Union Rd STE C, Gastonia, NC 28054, United States -
Edward Jones - Financial Advisor: David McDonald
● OpenEdward Jones - Financial Advisor: David McDonald is a reputable finance institution located at 839 Majestic Court in Gastonia, North Carolina, United States. As a financial advisor, David McDonald provides personalized investment and wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: David McDonald offers expert financial advice tailored to each individual's unique needs and circumstances. Whether you are planning for retirement, saving for college, or looking to grow your wealth, David McDonald is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
839 Majestic Ct Suite 5, Gastonia, NC 28054, United States -
Edward Jones - Financial Advisor: Sandi McCarter, CEPA®
● OpenEdward Jones - Financial Advisor: Sandi McCarter, CEPA® is a trusted financial institution located at 2940 Union Road in Gastonia, North Carolina, United States. Specializing in finance, Sandi McCarter is a Certified Exit Planning Advisor (CEPA®) who provides expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Sandi McCarter and the team at Edward Jones are dedicated to helping individuals and families secure their financial futures.
2940 Union Rd STE B, Gastonia, NC 28054, United States -
Regional Finance
● ClosedRegional Finance is a trusted financial institution located at 2568 West Franklin Boulevard in Gastonia, North Carolina. We provide a wide range of financial services to individuals and businesses in the surrounding area. Our experienced team is dedicated to helping our customers achieve their financial goals through personalized solutions and exceptional customer service. Whether you need a personal loan, auto loan, or assistance with budgeting and financial planning, Regional Finance is here to help. Visit us today to learn more about how we can assist you with your financial needs.
2568 W Franklin Blvd, Gastonia, NC 28052, United States -
Brooks Insurance Agency
● ClosedBrooks Insurance Agency, located at 607 West Trade Street in Dallas, North Carolina, is a trusted insurance agency offering personalized insurance solutions for both individuals and businesses in North Carolina and South Carolina. As a family-owned and independent agency, we understand the unique needs of our clients and work diligently to provide innovative solutions to their risk management challenges. Our team of experts is dedicated to providing you with expert advice, personal attention, and the peace of mind you deserve. At Brooks Insurance Agency, we don't just sell insurance - we partner with our clients to help them make informed decisions that protect their financial security and quality of life. Whether you are looking for personal insurance coverage or business insurance solutions, we are here to help you plan for the unexpected and secure your future. Our comprehensive insurance options are available to residents in the Gaston County region, including Dallas, Gastonia, Belmont, and more.
607 W Trade St, Dallas, NC 28034, United States -
Heritage Law
● ClosedHeritage Law, located at 1385 East Garrison Boulevard in Gastonia, North Carolina, is a trusted institution specializing in providing legal and financial solutions for families and individuals. With a focus on preserving assets for the future and assisting families in times of crisis, Heritage Law offers personalized counseling that goes beyond traditional legal advice. With over 70% of Americans lacking a will or any provisions to protect their family or business in the event of the unexpected, Heritage Law emphasizes the importance of thoughtful planning to avoid unnecessary financial and emotional stress. The institution's team of experienced attorneys work closely with each client to ensure a smooth and efficient transition of assets in the case of disability or death.
1385 E Garrison Blvd, Gastonia, NC 28054, United States -
Jesse V. Bone Jr.
● ClosedJesse V. Bone Jr. is a trusted institution located at 1385 East Garrison Boulevard in Gastonia, North Carolina, United States. Specializing in estate planning, elder law, and special needs planning, the team at Jesse V. Bone Jr. is dedicated to helping families protect their assets and navigate legal and financial challenges. With a focus on client-centered counseling, the attorneys at Jesse V. Bone Jr. go beyond traditional legal advice to provide practical solutions tailored to each individual's needs. Whether you are looking to create a will, establish a trust, plan for Medicaid, or navigate the probate process, the experienced team at Jesse V. Bone Jr. is here to help. With a strong focus on estate planning and probate, the institution also offers assistance with obtaining Medicaid, Social Security, or Veteran's benefits, as well as appointing guardians for elderly individuals who can no longer provide for themselves.
1385 E Garrison Blvd, Gastonia, NC 28054, United States -
Amity Finance, Inc.
● ClosedAmity Finance, Inc. is a reputable finance institution located at 2477 East Ozark Avenue in Gastonia, North Carolina, United States. Specializing in a wide range of financial services, Amity Finance is committed to providing top-notch solutions to individuals and businesses alike. With a team of experienced professionals, Amity Finance strives to offer personalized financial guidance and support to help clients achieve their goals. Whether you need assistance with investments, loans, or financial planning, Amity Finance is dedicated to helping you navigate the complex world of finance with ease and confidence. Visit us today to see how we can help you secure a brighter financial future.
2477 E Ozark Ave, Gastonia, NC 28054, United States -
Alliance Bank & Trust
● ClosedAlliance Bank & Trust is a trusted financial institution located at 292 West Main Avenue in Gastonia, North Carolina, United States. As a full-service bank, we offer a wide range of banking and financial services to individuals and businesses in the community. Our dedicated team of professionals is committed to providing personalized and innovative solutions to help our customers achieve their financial goals. Whether you need a checking account, savings account, loan, or investment advice, Alliance Bank & Trust is here to help. Visit us today to experience the difference of banking with a local, community-focused institution.
292 W Main Ave, Gastonia, NC 28052, United States -
Everhart Grant & Associates CPA PA
● ClosedEverhart Grant & Associates CPA PA is a reputable accounting and finance institution located at 1307 Union Road in Gastonia, North Carolina, United States. With a team of highly skilled and experienced Certified Public Accountants, they offer a wide range of services including tax preparation, financial planning, auditing, and consulting. Clients can expect personalized attention and expert advice to help them achieve their financial goals. Whether you are an individual or a business, Everhart Grant & Associates CPA PA is committed to providing top-notch financial services to meet your needs.
1307 Union Rd #110, Gastonia, NC 28054, United States -
Raymond James
● OpenRaymond James is a finance institution located at 519 South New Hope Road in Gastonia, North Carolina, United States. As a leading financial services firm, Raymond James offers a wide range of investment and wealth management services to help individuals and businesses achieve their financial goals. With a team of experienced professionals, Raymond James provides personalized advice and tailored solutions to meet the unique needs of each client. Whether you are looking to grow your portfolio, plan for retirement, or protect your assets, Raymond James is dedicated to helping you secure a successful financial future.
519 S New Hope Rd, Gastonia, NC 28054, United States -
Mitchell Advisory Company
● ClosedMitchell Advisory Company is a trusted accounting and finance institution located at 1552 Union Road in Gastonia, North Carolina, United States. With a team of experienced professionals, we provide expert financial advice and services to help individuals and businesses manage their finances effectively. Whether you need assistance with tax preparation, financial planning, or investment management, our team is dedicated to helping you achieve your financial goals. Contact us today to learn more about how Mitchell Advisory Company can help you secure a stable financial future.
1552 Union Rd # C, Gastonia, NC 28054, United States -
Collins College Consulting
● OpenCollins College Consulting, located in Gastonia, North Carolina, is dedicated to providing personalized guidance and support to students and families throughout the college admissions process. With a focus on individual attention, the institution offers a tailored list of colleges that align with each student's goals and aspirations. Additionally, Collins College Consulting offers advice on preparing for college entrance exams, crafting compelling application essays, and finding opportunities for community service and enrichment. The institution also provides up-to-date information on scholarships and financial aid, and has received glowing testimonials from satisfied clients who credit Collins College Consulting with their success in the college admissions journey. With a caring and knowledgeable team led by Mrs. Collins, students can navigate the often stressful and overwhelming process of applying to college with confidence and support.
1113 Heatherloch Dr, Gastonia, NC 28054, United States -
Staton CPA, P.C.
● ClosedStaton CPA, P.C. is a reputable accounting and finance institution located at 316 South Chester Street in Gastonia, North Carolina, United States. Specializing in accounting, litigation support, and business advisory services, we offer personalized solutions for a wide range of financial matters. Our experienced team is dedicated to helping individuals and businesses succeed by providing expert advice and assistance tailored to their unique needs. With offices in Rutherfordton/Spindale, Gastonia, and Asheville NC, we stay on top of the latest technology and regulations to offer exceptional guidance in an ever-changing business environment. Whether you need assistance with personal tax matters, business expansion, legal proceedings, or data interpretation, we are here to help you navigate complex financial challenges and achieve your goals.
316 S Chester St, Gastonia, NC 28052, United States -
Lucas Beatty - Thrivent
● ClosedLucas Beatty - Thrivent is a finance institution located at 609 South New Hope Road, Gastonia, North Carolina, United States. Their mission is to help people be wise with money so they can live generously. They are licensed in multiple states including California, Florida, Georgia, North Carolina, and more. The team at Lucas Beatty - Thrivent is dedicated to helping clients achieve their financial goals and values, providing expert guidance to secure a more stable financial future. They serve various locations in North Carolina and offer virtual appointments for clients in several states. Thrivent does not provide legal, accounting, or tax advice and recommends consulting with professionals in those areas. They offer insurance products and investment advisory services through Thrivent Investment Management Inc. and are committed to helping individuals make informed financial decisions. For more information on their services and professional designations, visit their website at thrivent.com.
609 S New Hope Rd Ste. 101, Gastonia, NC 28054, United States -
Terry Halvorson - Thrivent
● ClosedTerry 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.
4530 Park Rd Ste 109, Charlotte, NC 28209, United States -
H&R Block
● ClosedH&R Block is a renowned accounting and finance institution located at 260 East Garrison Boulevard in Gastonia, North Carolina, United States. With a team of highly skilled professionals, H&R Block offers a wide range of financial services including tax preparation, bookkeeping, and financial planning. Whether you are an individual or a business owner, H&R Block is dedicated to providing expert advice and assistance to help you achieve your financial goals. Visit us today to experience top-notch financial services tailored to your specific needs.
260 E Garrison Blvd, Gastonia, NC 28054, United States -
Accounting Associates
● ClosedAccounting Associates is a reputable institution located at 1103 East Garrison Boulevard in Gastonia, North Carolina, United States. Specializing in accounting and finance, Accounting Associates offers a wide range of services to individuals and businesses in the area. With a team of experienced professionals, the institution provides expert advice and solutions for all accounting and financial needs. Whether you need help with tax preparation, bookkeeping, or financial planning, Accounting Associates is dedicated to helping you achieve your financial goals. Visit us today to learn more about how we can assist you with your accounting and finance needs.
1103 E Garrison Blvd, Gastonia, NC 28054, United States -
Robert W. Adams CPA
● ClosedRobert W. Adams CPA is a reputable accounting and finance institution located at 109 West 3rd Avenue in Gastonia, North Carolina, United States. With a focus on providing top-notch financial services, the institution offers expert advice and assistance in tax preparation, auditing, financial planning, and more. The team of professionals at Robert W. Adams CPA is dedicated to helping individuals and businesses achieve their financial goals with precision and accuracy. Trust in their expertise for all your accounting and finance needs.
109 W 3rd Ave, Gastonia, NC 28052, United States -
Gaston Tax Service
● ClosedGaston Tax Service is a trusted financial institution located at 631 East Garrison Boulevard in Gastonia, North Carolina. We specialize in providing expert tax services to individuals and businesses in the area. Our team of experienced professionals is dedicated to helping our clients navigate the complexities of tax laws and regulations to ensure they receive the maximum refund possible. Whether you need assistance with filing your taxes, tax planning, or resolving tax issues, Gaston Tax Service is here to help. Contact us today to schedule an appointment and experience our personalized and reliable service.
631 E Garrison Blvd, Gastonia, NC 28054, United States -
Straight Tax, LLC
● ClosedStraight Tax, LLC is a reputable finance institution located at 219 West Main Avenue in Gastonia, North Carolina, United States. Specializing in tax services, Straight Tax, LLC provides expert advice and assistance to individuals and businesses in managing their finances and ensuring compliance with tax laws. With a team of experienced professionals, clients can trust Straight Tax, LLC to provide personalized solutions to meet their financial needs. Whether you need help with tax preparation, planning, or filing, Straight Tax, LLC is dedicated to helping you navigate the complex world of finance with ease.
219 W Main Ave, Gastonia, NC 28052, United States
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