Personal finance resources in Asheville, North Carolina

Shawn Fitzpatrick, Movement Mortgage is a finance institution located at 84 Coxe Avenue in Asheville, North Carolina, United States. As a Movement loan officer, Shawn is dedicated to making the home buying experience as straightforward and stress-free as possible. Clients can reach out to Shawn with any questions or to see how much they qualify for, as no question is too big or too small. The institution prides itself on providing excellent customer service and transparency, as evidenced by their online reviews from satisfied clients. With a commitment to giving back to the communities they serve, Movement Mortgage is an Impact Lender that donates at least 10% of its profits to community initiatives. Clients can discover a variety of loan options tailored to their unique situations, and make monthly payments online for convenience. State licensed and supporting Equal Housing Opportunity, Shawn Fitzpatrick and his team at Movement Mortgage are dedicated to helping clients navigate the mortgage process with confidence and ease.

Self-Help Credit Union, located at 391 South French Broad Avenue in Asheville, North Carolina, is a full-service financial institution dedicated to helping members achieve their financial goals. This branch is one of two Self-Help CU branches in Asheville, with the other branch located at 1911 Hendersonville Road in South Asheville. Whether you're looking for savings accounts, loans, or other financial services, Self-Help Credit Union is committed to providing personalized service and support to help you succeed.

SCORE is a finance institution located at 1465 Sand Hill Road in Candler, North Carolina, United States. Our team of mentors are highly successful business professionals and entrepreneurs who are dedicated to helping you achieve your small business goals. Whether you're looking for resources, workshops, or a business mentor, SCORE Asheville has you covered. Learn how to effectively use marketing tools to reach your customers and analyze your industry. Discover the secrets to designing a user-friendly website that keeps visitors engaged and ready to make a purchase. Our interactive workshops are designed to help you grow your creative and entrepreneurial abilities to lead your business to success.

Local Roots Realty, located in Asheville, North Carolina, is a finance and real estate agency owned and operated by Ada Faye Dudenhoeffer. As a woman-owned local business, Local Roots Realty values local support and resources to provide superior results-driven services. With a network of knowledgeable and experienced professionals, we are committed to connecting with authenticity and respect. We prioritize your privacy and protection of information when using our services. Our website complies with the California Consumer Privacy Act of 2018 (CCPA) and users have the right to request information regarding the sharing of their data with third parties for direct marketing purposes. Users also have the right to object to the processing of their personal data. We may share personal information with business associates and subcontractors in support of our services. Please be aware that information provided on our website may be accessed by others. Whether you are in the United States or outside, Local Roots Realty is dedicated to providing quality services with integrity and professionalism.

Lendmark Financial Services LLC is a finance institution located at 38 Westgate Parkway in Asheville, North Carolina, United States. They offer a variety of financial services including personal loans, debt consolidation, and retail financing. With a focus on providing tailored solutions to meet the unique needs of their customers, Lendmark Financial Services LLC is committed to helping individuals achieve their financial goals. Their experienced team of professionals is dedicated to providing excellent customer service and support throughout the loan process.

FORVIS, LLP is a leading accounting and finance institution located at 1620 Asheville Highway in Hendersonville, North Carolina. As a national CPA and advisory firm, FORVIS offers expert solutions to help clients reach their financial goals. With experienced advisors serving clients in all 50 states and internationally, FORVIS provides access to national insight and resources. Our Hendersonville team is dedicated to providing personalized attention and exceptional service to help clients succeed.

Prospera Financial Services is a reputable finance institution located at 117 Cherry Street North in Asheville, North Carolina, United States. With a focus on providing personalized financial solutions, Prospera offers a wide range of services including investment management, retirement planning, and wealth management. Their team of experienced financial advisors are dedicated to helping clients achieve their financial goals and secure their financial future. Visit Prospera Financial Services today to start building a prosperous financial plan tailored to your individual needs.

William J Cooper: Northwestern Mutual is a finance institution located at 4 Vanderbilt Park Drive in Asheville, North Carolina, United States. Our team of financial professionals is dedicated to helping individuals and businesses achieve their financial goals through personalized planning and strategic investment solutions. With a focus on long-term financial security, we provide a range of services including retirement planning, wealth management, insurance, and estate planning. Trust William J Cooper: Northwestern Mutual to provide expert guidance and support in navigating the complex world of finance.

Burleson & Earley PA is a reputable accounting and finance institution located at 902 Sand Hill Road in Asheville, North Carolina, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses in the area. Whether you need help with tax preparation, financial planning, or bookkeeping, Burleson & Earley PA has the expertise to assist you. Their dedication to client satisfaction and attention to detail sets them apart as a trusted resource for all your financial needs.

State Employees’ Credit Union is a trusted financial institution located at 1 Oak Plaza in Asheville, North Carolina, United States. As a member-owned cooperative, we offer a wide range of banking and financial services to our members, including savings accounts, loans, credit cards, and more. With a focus on serving state employees and their families, we strive to provide personalized and convenient banking solutions to help our members achieve their financial goals. Visit us today to experience the difference of banking with State Employees’ Credit Union.

State Employees’ Credit Union is a trusted financial institution located at 111 Smokey Park Highway in Asheville, North Carolina, United States. As a member-owned cooperative, we are dedicated to providing exceptional banking services and products to state employees and their families. With a commitment to financial education and community involvement, we strive to empower our members to achieve their financial goals. Join us today and experience the difference of banking with State Employees’ Credit Union.

Western & Southern Life Insurance Company is an insurance agency located at 1200 Ridgefield Boulevard in Asheville, North Carolina, United States. We offer a variety of products to help you plan for your financial future, whether personally or for your business. Our personalized guidance and solutions are tailored to your specific needs, helping you navigate through the many options available. Explore our financial tools, educational articles, and interactive calculators to feel more confident about your personal finance. With a commitment to providing the highest quality products and services, we are here to help you achieve your financial goals and dreams. Our comprehensive rewards package and training opportunities demonstrate our commitment to your personal success. Contact us today to learn more about how Western & Southern Life can assist you with all your family's life insurance and financial needs.

FORVIS, LLP is a leading accounting and finance institution located at 500 Ridgefield Court in Asheville, North Carolina, United States. As a national CPA and advisory firm, FORVIS provides expert solutions to clients across all 50 states and internationally. Our experienced advisors in Asheville offer personalized attention and access to national resources to help you achieve your financial goals. Trust FORVIS to provide the insight and expertise you need to succeed.

Buckingham 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.

The Kania Law Firm, P.A. is a prominent legal institution located at 82 Patton Avenue in Asheville, North Carolina, United States. Specializing in accounting, finance, and legal services, our team of experienced lawyers is dedicated to providing expert guidance and representation in various legal matters. With a strong commitment to serving our clients with integrity and professionalism, The Kania Law Firm, P.A. is a trusted resource for individuals and businesses seeking reliable legal counsel. Contact us today to schedule a consultation and learn how we can assist you with your legal needs.

Lendmark Financial Services LLC is a reputable financial institution located at 1636 Hendersonville Road in Asheville, North Carolina, United States. As a trusted provider of financial services, Lendmark offers a wide range of financial solutions to meet the needs of individuals and businesses alike. Whether you are looking for personal loans, debt consolidation, or other financial services, Lendmark is dedicated to helping you achieve your financial goals. With a commitment to exceptional customer service and competitive rates, Lendmark Financial Services LLC is the go-to resource for all your financial needs in Asheville, North Carolina.

Joel Adams and Associates is a finance institution located at 545 Merrimon Avenue in Asheville, North Carolina, United States. Our focus is on helping you manage your assets in a way that aligns with your values and goals in life. We believe that successful investment programs are about more than just numbers on a spreadsheet - they should reflect who you are as a person and what you hope to achieve. We take the time to truly understand our clients, learning what excites them, what motivates them, and what they hope to accomplish. By getting to know you on a deep level, we can tailor our services to what is most meaningful to you.

Doug English, CFP®, located at 521 College Street in Asheville, North Carolina, is a finance institution founded by Doug English with over 20 years of experience in serving the personal financial analysis and risk management needs of senior executives. Specializing in optimizing executive benefits packages and achieving personal goals, Doug offers comprehensive benefit coordination and ongoing management of resources. With a focus on non-profit and for-profit sectors, Doug analyzes and integrates various executive benefit plans and compensation structures to help clients navigate their financial journeys. As a CERTIFIED FINANCIAL PLANNER™ Practitioner and with an MBA in finance, Doug brings a wealth of expertise to his clients. Beyond financial planning, Doug hosts the podcast "C.U. on the Show" and is a featured expert on National Public Radio. Committed to enabling clients to pursue their dreams, ACT Advisors® excels in investment management, financial planning, and compassionate engagement. When not guiding clients, Doug enjoys a fulfilling personal life with his family in Asheville. Advisory services are offered through ACT Advisors®, LLC, a Registered Investment Adviser. For more information, visit adviserinfo.sec.gov and brokercheck.finra.org.

Merrill 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.

Merrill Lynch Financial Advisor Daniel Stewart, located at 1 North Pack Square in Asheville, North Carolina, is a prestigious finance institution recognized for its exceptional client service. The team of talented and experienced advisors at Merrill Lynch is dedicated to building strong client relationships based on trust and personalized service. With access to the global resources of Merrill, they work with clients to design and implement personalized financial plans aimed at helping them pursue their financial goals while managing investment risk. The institution takes pride in its advisors who have received recognition from financial industry publications and Bank of America Corporation, setting the standard for exemplary client service. Merrill Lynch Wealth Management Advisors prioritize understanding clients' priorities and goals, offering personalized financial strategies that evolve as life and market conditions change. By providing transparency on potential risks and opportunities, they help clients stay on track to achieve their financial goals. Through the Merrill Personal Wealth Analysis™, they develop and document personalized plans centered on clients' goals and aspirations. The institution offers a one-on-one relationship with dedicated advisors who provide personalized investment strategies and comprehensive financial solutions. With a focus on getting to know clients personally and understanding their unique financial situation, Merrill Lynch Financial Advisor Daniel Stewart aims to help clients achieve their financial goals and live their best financial life.

Altamont Capital Management is a finance institution located at 100 Coxe Avenue in Asheville, North Carolina, United States. With a focus on providing expert financial management services, Altamont Capital Management offers personalized investment strategies tailored to meet the unique needs and goals of each client. Their team of experienced professionals is dedicated to helping clients navigate the complexities of the financial market and achieve their financial objectives. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Altamont Capital Management is committed to providing top-notch financial solutions and exceptional service.

Braeside Financial Planning is a trusted finance institution located at 326 Red Fox Circle in Asheville, North Carolina, United States. Our team of experienced financial advisors provides personalized financial planning services to help individuals and families achieve their financial goals. From retirement planning to investment strategies, we offer comprehensive solutions tailored to each client's unique needs. Contact us today to schedule a consultation and take the first step towards securing your financial future with Braeside Financial Planning.

Rick Brown at Buckingham Strategic Wealth is a finance institution located at 111 Central Avenue in Asheville, North Carolina, United States. The Asheville team at Buckingham Strategic Wealth is dedicated to helping clients plan for all of life's changes, using an evidence-based investment philosophy to create personalized financial plans. As fiduciary advisors, they offer comprehensive financial planning services, including tax planning and preparation. The team has been serving the Asheville area since 2010, previously as Davis Financial Planning before joining Buckingham Strategic Wealth in 2023. Clients can expect clear and transparent advice, as well as access to Buckingham's vast resources for a highly personalized experience. Download the "Experience Is Everything" brochure to learn more about becoming a Buckingham client. Attend interactive webinars on topics like U.S. market performance and retirement planning strategies led by experts like Jared Kizer and Jeffrey Levine. Stay informed during election seasons on how policy changes may impact different sectors or industries. Trust Rick Brown and the Asheville team at Buckingham Strategic Wealth to guide you through your financial planning needs with expertise and care.

Al Davis at Buckingham Strategic Wealth is a finance institution located at 111 Central Avenue in Asheville, North Carolina, United States. Our dedicated team in Asheville focuses on helping clients plan for all of life's changes, using an evidence-based investment philosophy to create customized financial plans for each individual. As fiduciary advisors, we offer comprehensive financial planning services, tax planning, and preparation services to individuals and families in the Asheville area. Our team has been providing advisory services since 2010, initially as Davis Financial Planning before joining Buckingham Strategic Wealth in 2023. We are committed to guiding clients through their options and explaining our advice clearly, ensuring that you understand and can make informed decisions.

Curio Wealth is a finance institution located at 30 Town Square Boulevard in Asheville, North Carolina, United States. Our team at Curio Wealth believes in a collaborative and curious approach to transforming financial futures. We seek to understand your values, priorities, and wisdom to make the best financial decisions for you and your family. At Curio Wealth, we work to simplify, organize, and reduce financial complexity, allowing you to release the mental load of your financial to-do list. We walk alongside our clients, providing guidance and learning from each interaction to keep things in perspective.

Owner Operator Land is a trusted institution located at 10 Woodberry Lane in Asheville, North Carolina. Our team of expert professionals specializes in providing comprehensive services for owner-operators in the transportation industry. Whether you need assistance with permits, licensing, insurance, or compliance, we are here to help you navigate the complexities of being an independent owner-operator. With our personalized approach and dedication to customer satisfaction, Owner Operator Land is your go-to resource for all your owner-operator needs.