Wealth management for small business owners in Durham, North Carolina

Carson Wealth is a finance institution located at 555 Fayetteville Street, Raleigh, North Carolina, United States. Our financial advisors work with small business owners, military veterans, and individuals starting their financial journey to create custom solutions tailored to their needs. We strive to explain complex financial concepts in a way that empowers our clients to make informed decisions. Our services include financial planning, portfolio management, debt and risk management, estate planning, income tax planning, and retirement income planning. We are committed to values of loyalty, honor, and integrity, and aim to instill confidence in our clients' financial decision-making process. We serve clients in central and eastern North Carolina, including Raleigh, Durham, Chapel Hill, Wake Forest, Cary, Goldsboro, Charlotte, Wilmington, Fort Bragg, and Pinehurst. Securities are offered through Cetera Advisor Networks LLC, and investment advisory services are offered through CWM, LLC, an SEC Registered Investment Advisor. Visit our website for more information about our advisors and services.

Counting House, located at 111 Corcoran Street in Durham, North Carolina, is a unique institution that combines elements of a bar, restaurant, and museum. Led by Executive Chef Stephanie Klos, the restaurant offers a seafood-driven menu with bold flavors and playful execution, set amongst contemporary art installations. The bar and lounge provide a welcoming space to enjoy innovative cocktails, local craft brews, and a variety of bourbon and wine options. The historic building features original architectural details such as terrazzo floors and arched windows, creating a warm and inviting atmosphere. Whether you're planning a romantic dinner or a business luncheon, Counting House offers a Private Dining Room for groups of up to 32 guests, with custom menus showcasing local ingredients.

Nickerson Financial Solutions LLC is an insurance agency located at 2530 Meridian Parkway in Durham, North Carolina, United States. We specialize in providing personalized insurance solutions to meet the unique needs of our clients. Our experienced team of professionals is dedicated to helping individuals and businesses protect their assets and plan for the future. Whether you are looking for auto, home, life, or business insurance, we are here to help you find the right coverage at the best possible price. Contact us today to learn more about how we can assist you with all of your insurance needs.

Robert F Naples CLU RHU ChFC AAI LUTCF is a reputable insurance agency located at 24 Warbler Lane in Durham, North Carolina, United States. With a team of highly qualified professionals holding various prestigious designations such as CLU, RHU, ChFC, AAI, and LUTCF, the institution offers top-notch insurance services to its clients. Whether you are looking for personal or business insurance solutions, Robert F Naples CLU RHU ChFC AAI LUTCF is committed to providing tailored and comprehensive coverage to meet your specific needs. Contact them today for expert advice and reliable insurance options.

Northwestern Mutual is a reputable finance and insurance agency located at 5102 Durham-Chapel Hill Boulevard in Durham, North Carolina, United States. With a strong presence in the financial services industry, Northwestern Mutual offers a wide range of insurance and investment products to help individuals and families achieve their financial goals. Their experienced team of advisors provide personalized financial planning services to help clients secure their financial future. Trust Northwestern Mutual for all your insurance and investment needs in the Durham area.

Walker Lambe, PLLC is a trusted law firm located in Durham, North Carolina, specializing in estate and business planning. Our experienced attorneys work closely with clients to understand their goals and needs, helping generations of families plan for the future. By centralizing your estate planning services with us, we minimize lengthy court processes and get to know your family dynamic, ensuring that what matters most to you is protected. Clients have praised our attorneys for their professionalism, responsiveness, and thorough attention to detail. Whether you need help with creating wills, trusts, business contracts, or planning for retirement, our team is here to provide you with comprehensive and legally binding solutions. We understand that planning for accidents and disasters can be difficult, which is why we aim to make the process as easy-to-follow as possible.

Bull City Financial Solutions is a trusted financial institution located at 2609 North Duke Street in Durham, North Carolina. Our team of experienced professionals is dedicated to providing personalized financial solutions to help our clients achieve their financial goals. Whether you are looking for assistance with budgeting, investing, retirement planning, or any other financial need, we are here to help. With a commitment to excellence and a focus on customer satisfaction, Bull City Financial Solutions is the premier choice for all your financial needs in the Durham area.

Neighborhood Choice Financial Services is a finance and insurance agency located at 2107 North Roxboro Street in Durham, North Carolina. Our institution offers a variety of financial services to help individuals and families manage their money effectively. Whether you need assistance with budgeting, insurance coverage, or loans, our experienced team is here to help. We are dedicated to providing personalized and reliable services to our clients in the local community. Visit us today to see how we can assist you with your financial needs.

MEMA Financial Services Group is a reputable finance institution located at 10 Laboratory Drive in Durham, North Carolina, United States. With a strong focus on providing top-notch financial services to individuals and businesses, MEMA Financial Services Group offers a wide range of financial products and solutions to meet the unique needs of its clients. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, the experienced team at MEMA Financial Services Group is dedicated to helping you achieve your financial goals. Contact us today to learn more about how we can help you secure a stable financial future.

Reliance Financial Group, Inc is a finance institution located at 4011 University Drive in Durham, North Carolina, United States. We specialize in providing a wide range of financial services to individuals and businesses, including investment advice, wealth management, retirement planning, and more. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or invest for the future, Reliance Financial Group is here to help you every step of the way. Contact us today to schedule a consultation and see how we can assist you in reaching your financial objectives.

Aradhana Aggarwal CPA PLLC is a leading Certified Public Accountant firm located in Durham, North Carolina. Specializing in accounting and finance services, we cater to individuals, small and medium-sized businesses across the USA and internationally. With a focus on tax compliance, audit, and accounting services, our experienced team provides practical solutions to support your company's growth. Our firm has gained a reputation for delivering expert services, with many satisfied clients referring us to others. You can find testimonials on our services and client reviews pages to see the positive feedback we have received. Whether you are located in Durham, Raleigh, Cary, Morrisville, Chapel Hill, RTP, or beyond, we are here to assist you with your financial needs.

Self & Associates PC: Tracy Shelton, CPA is a reputable accounting and finance institution located at 3200 Croasdaile Drive in Durham, North Carolina, United States. Led by experienced CPA Tracy Shelton, the firm provides a wide range of financial services including tax preparation, auditing, bookkeeping, and financial planning. With a focus on personalized service and attention to detail, Self & Associates PC is dedicated to helping clients achieve their financial goals and navigate the complexities of the financial world. Whether you are an individual or a business owner, Tracy Shelton and her team are committed to providing expert guidance and support to help you succeed financially.

My Money Banc is a finance and insurance agency located at 2232 Page Road in Durham, North Carolina, United States. Led by Fredrick Hicks, a Financial Advisor and Educational Speaker, we specialize in helping the American middle class and self-employed business owners save more money and plan for retirement. With over 10 years of experience, we have assisted thousands of individuals in making confident financial decisions. Our nationwide educational workshops help clients uncover money they may be losing unknowingly and unnecessarily without impacting their current lifestyle. To learn more about our services, download our app or text the word BANK to 36260 now!

Elizabeth Anne Nicholson is a Financial Advisor at Ameriprise Financial Services, LLC located in Durham, North Carolina. She holds several prestigious certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Elizabeth specializes in providing comprehensive financial planning services for individuals, retirees, small business owners, and high net worth clients. She is dedicated to upholding the highest ethical standards and staying current with the latest investment strategies and opportunities. Elizabeth is committed to helping her clients achieve their financial goals and secure their financial future.

Edward Jones - Financial Advisor: Kendall Weller is a trusted finance institution located at 5826 Fayetteville Road in Durham, North Carolina, United States. With a focus on providing personalized financial advice and guidance, Kendall Weller helps clients achieve their financial goals through a range of services including investment planning, retirement planning, and wealth management. With a commitment to integrity and professionalism, clients can trust Edward Jones - Financial Advisor: Kendall Weller to provide expert financial advice tailored to their individual needs.

Edward Jones - Financial Advisor: Derek J Parrish, AAMS™ is a reputable finance institution located at 100 Capitola Drive in Durham, North Carolina, United States. As a trusted financial advisor, Derek J Parrish, AAMS™ 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, clients can feel confident in their financial decisions with the guidance of Derek J Parrish, AAMS™ at Edward Jones.

Edward Jones - Financial Advisor: Rodney E Hooks Jr, AAMS™ is a reputable finance institution located at 3200 Croasdaile Drive in Durham, North Carolina, United States. Rodney E Hooks Jr, AAMS™ is a skilled financial advisor who 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 is committed to providing top-notch financial guidance and support to individuals and families in the Durham area.

Edward Jones - Financial Advisor: Craige Summers, CFP®|ChFC®|CLU® is a reputable financial institution located at 2200 West Main Street in Durham, North Carolina, United States. Specializing in finance, Craige Summers is a Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC®), and Chartered Life Underwriter (CLU®) who offers expert advice and personalized financial solutions to individuals and businesses. With a commitment to helping clients achieve their financial goals, Craige Summers and the team at Edward Jones provide comprehensive financial planning services, investment strategies, and retirement planning options tailored to each client's unique needs. Visit Edward Jones today to secure your financial future with confidence and peace of mind.

H&R Block is a well-known accounting and finance institution located at 3500 North Roxboro Street in Durham, North Carolina, United States. With a team of experienced professionals, H&R Block offers a wide range of financial services including tax preparation, accounting, and financial planning. Whether you are an individual looking for assistance with your personal taxes or a business owner in need of financial guidance, H&R Block is here to help you navigate the complexities of the financial world. Trust H&R Block to provide you with expert advice and top-notch service to help you achieve your financial goals.

Transformation Tax is a reputable accounting and finance institution located at 3500 Westgate Drive in Durham, North Carolina, United States. Our team of experienced professionals is dedicated to helping clients navigate the complexities of tax regulations and financial strategies. Whether you are an individual or a business owner, we provide personalized services to optimize your financial situation and achieve your goals. Trust Transformation Tax for expert advice and reliable solutions in accounting and finance.

Bass Carney CPA, PLLC is a reputable accounting and finance institution located at 5611 North Carolina 55 in Durham, North Carolina, United States. With a team of experienced professionals, they provide a wide range of services including tax preparation, financial planning, and consulting. Their commitment to excellence and personalized approach make them a trusted partner for individuals and businesses seeking expert financial guidance.

WTB & Associates Inc is a leading accounting and finance institution located at 5322 Highgate Drive in Durham, North Carolina, United States. With a team of experienced professionals, we provide a wide range of services including tax preparation, financial planning, and auditing. Our commitment to excellence and personalized approach sets us apart from other firms, making us a trusted partner for individuals and businesses alike. Contact us today to see how we can help you achieve your financial goals.

Tax Fidelity is a reputable accounting and finance institution located in Durham, North Carolina, United States. Our team of experienced professionals is dedicated to providing top-notch tax services with a focus on accuracy and integrity. Whether you are an individual or a business, we are committed to helping you navigate the complex world of taxes and finances. Trust Tax Fidelity for all your accounting and tax needs.

Lucky Star Regional Logistics is a family-owned company located at 1709 East Cornwallis Road in Durham, North Carolina. Our focus is on expanding services to owner-operators by providing reliable dispatching and administrative services. Our team, led by Senior Consultant Shakira Campbell, a former Federal Agent, is dedicated to ensuring the best rates and load planning for your fleet. Located in the Research Triangle Park area, we specialize in logistics management nationwide, with a special emphasis on the southeast region. We offer resources for financial literacy, wealth-building, and provide freight market analytics to help carriers scale their business from day one.