38 Mortgage
Arlene Serrano
Arlene Serrano
Arlene Serrano and Michael Serrano founded 38 Mortgage with a simple goal in mind – to build a community strong mortgage brokerage through relationships with our customers and referral partners, by offering competitive pricing, superior customer service and exceeding expectations. (more…)
Accounting Made Simple, LLC
Patricia Mukhtar
Patricia Mukhtar
Accounting Made Simple is a full service Virtual Accounting firm providing a full range of accounting and bookkeeping services. It does not matter how small ones company may be,the Accounting and Bookkeeping must be kept clear.If it is not, it can affect the future enhancement of the entire company. (more…)
Advanced Wealth Strategies
Amelia Black
Amelia Black
(704) 765-3653 Work
(980) 248-7178 Mobile
Executive Office Administrator
Email amelia@planwithaws.com
At Advanced Wealth Strategies, we understand that wealth is not defined by a product nor a transaction. We understand that financial worries often lead people to make investment decisions based on their emotions. Our purpose is to build trust and confidence in your overall Retirement Strategy. View as Page
Alice Joyce
Towne Bank
Towne Bank
I offer private banking for businesses and individuals. As my client, you can expect that I will understand your business, your personal style, your communication preferences, and your financial situation. This intimate understanding provides the foundation for Towne Bank’s extraordinary service. (more…)
Allyson Rayfield
Women In Networking, Inc.
Women In Networking, Inc.
April Blackwell
Blackwell Mortgage of NC
Blackwell Mortgage of NC
(984) 789-5871 Work
(919) 673-7905 Mobile
Certifed Mortgage Advisor
Business Email april@blackwellmortgagenc.com
WIN Email aprilshalene@hotmail.com
April Blackwell is the owner of Blackwell Mortgage of NC, LLC, an independent mortgage broker. April leverages her 20-plus years of experience in commercial and residential lending to customize mortgage plans to help her clients optimize their finances. Visit us online or on Instagram. View as Page
Ashley Hopkins
Sound Retirement Solutions, Inc.
Sound Retirement Solutions, Inc.
Sound Retirement Solutions, Inc. is located at the corner of Sixth and Market Street in downtown Wilmington, NC. Ashley has over 25 years experience helping pre and post retirees secure and protect their retirement, plan for their lifetime income, maximize social security, and achieve their goals. (more…)
Bailey Insurance Group, LLC
Gwendolyn Bailey
Gwendolyn Bailey
*HR Solutions
*Payroll
*Supplemental Insurance
*Short-Term Disability
*Cancer Plans
*Accident Plans
*Critical Illness Plans
*Group Dental
*Vision
*Life Insurance View as Page
*Payroll
*Supplemental Insurance
*Short-Term Disability
*Cancer Plans
*Accident Plans
*Critical Illness Plans
*Group Dental
*Vision
*Life Insurance View as Page
Carol Komondy
USHEALTH ADVISORS
USHEALTH ADVISORS
Carol Palillo
United Community Bank
United Community Bank
(704) 439-4329 Work
(704) 363-4128 Mobile
VP Branch Manager
Business Email carol_palillo@ucbi.com
WIN Email cpalillo1@gmail.com
Hello! I have been in retail banking for over 25 years. I love to educate my customers on all that United Community Bank has to offer. The ease of doing business with me and my high level of customer service make me an ideal candidate to meet all your personal and business financial needs. View as Page
Charlotte Andrews
Riddick Insurance Group
Riddick Insurance Group
My priority is helping my clients find the best coverage in order to protect what matters most in life. As an Independent Insurance Agent, I work with a wide variety of top carriers to help you find the best coverage to suit you and your clients’ exact situation. View as Page
Charlotte Galamb
Raymond James
Raymond James
Hi there, I’m a Financial Advisor here in the triangle helping business owners, newly single women investors and software engineers make smart decisions with money. Together we’ll talk investments, money mindset, and retirement planning to build confidence and a portfolio tailored to you. (more…)
Christy Larson, CSA
Sound Retirement Solutions
Sound Retirement Solutions
(910) 850-8118 Work
(910) 850-8118 Mobile
Senior Managing Partner (Certified Senior Advisor)
Email Clarsonsrs@gmail.com
Turning 65? Retiring & Leaving Group Insurance To On-Board To Medicare? Have Questions About Medicare? Need A New Dental Or Vision Program? Missed Your Medicare Annual Review? Rising Medicare Cost? Call Christy Larson, CSA Certified Senior Advisor (CSA)® (more…)
Dawn Leavesley
Messer Financial Group – Insurance Division
Messer Financial Group – Insurance Division
(704) 568-9649 Work
(704) 839-6494 Mobile
Property & Casualty Specialist
Email dleavesley@messerfinancial.com
My PASSION is helping you Identify and Protect your assets with Insurance that fits your l needs. Let me put my experience in consulting with consumers and businesses to work for you! Messer Financial has over 30 carriers to insure home, auto and commercial risks. View as Page
Debbie Ash
Ashbridge Financial Solutions
Ashbridge Financial Solutions
Helping individuals, families, and small businesses plan for their financial future is what I do, however, my passion lies in helping women through life transitions such as divorce, the death of a family member, or the loss of a job. (more…)
Debbie Hall
United Bank
United Bank
(919) 987-3978 Work
(919) 215-2929 Mobile
VP/Sr. Mortgage Consultant
Business Email deborah.hall@bankwithunited.com
WIN Email dhall1056@aol.com
Great service and great rates. Mortgage, lot loans, construction to permanent financing, Home equity lines. View as Page
DeniseBarbour
First National Bank
First National Bank
“We Want to Know You” is more than a slogan at First National Bank, it is a call to action as we strive to serve you.
Each day we endeavor to communicate this theme in our words and actions. You want information that will help your financial journey, and we do our best to provide you with value. View as Page
Each day we endeavor to communicate this theme in our words and actions. You want information that will help your financial journey, and we do our best to provide you with value. View as Page
Dogwood Digital Bookkeeping
Ginna Neel
Ginna Neel
(336) 339-3717 Work
(336) 339-3717 Mobile
Owner, Bookkeeper
Email hello@dogwooddigitalbookkeeping.com
Looking for help with your business finances? We take the weight off your shoulders by handling your bookkeeping needs so that you can get back to the work you love. View as Page
ECM Insurance Solutions
Amber Pendlay
Amber Pendlay
Elaine Jolley
Financial Advisor: Vesta Wealth Advisors
Financial Advisor: Vesta Wealth Advisors
As an advisor, Elaine combines her abilities of listening with compassion with her passion for patiently explaining financial information. She enjoys working with clients that have unique financial challenges. Whether you are a small business owner, caregiver, recently divorced, she wants to help. View as Page
Erin Egan
Vimirra Insurance
Vimirra Insurance
(704) 227-5048 Work
(704) 227-5048 Mobile
Agency Owner & Health Insurance Broker
Business Email erin@vimirra.com
WIN Email erin.egan@live.com
At Vimirra Insurance we service seniors with their Medicare decisions and individuals & families with their health insurance. Medicare is complicated; we simplify the process and guide seniors in making the right decision for them. We also carry health insurance for all ages. View as Page
Fan Zhang
Life and Health “Your Trusted Insurance EXPERT”
Life and Health “Your Trusted Insurance EXPERT”
Life and Health “Your Trusted Insurance EXPERT”
(919) 296-1686 Work
(240) 993-6531 Mobile
Independent Life and Health Insurance Agent
Business Email fzhang@retirementsolution.us
WIN Email fanzhang48@yahoo.com
You can never saved enough for risks in life, risks such as critical illness, long term care needs, untimely end, and longevity. Use life insurance’s death and living benefits to mitigate those risks and bring peace of mind to you and your family. Your well-being means so much to them. (more…)
Fidelity Bank
Mary Jane Royals
Mary Jane Royals
(919) 535-5851 Work
(919) 610-0098 Mobile
Assistant Vice President/ Branch Manager
Email maryjane.royals@fidelitybanknc.com
I have been in banking for a long time and I have learned the best way to earn business is to be honest, fair and caring about your customer’s financial needs. My desire is to help my customers succeed financially and I will assist them down that path. View as Page
Guild Mortgage
Laurie Maddex
Laurie Maddex
(704) 681-0844 Work
(704) 681-0844 Mobile
Marketing Assistant, Loan Officer
Business Email laurie.maddex@guildmortgage.net
WIN Email lmaddex@gmail.com
The Maddex Team has a combined 25 years in the mortgage and banking industry, and is in the top 1% of loan originators in the country, serving over 550 families in the last 3 years alone! (more…)
Irene Brooks
No Place Like Home Senior Services
No Place Like Home Senior Services
A senior Service agency that help seniors and their loved ones navigate through the maze of caregiving. We are able to assist families decide what is the best way to care for their family member at home or to locate a wonderful, safe and nurturing community to reside. (more…)
Jenny Burriss
First Citizens Bank
First Citizens Bank
JoAnn Petilli
Affinity Insurance Group
Affinity Insurance Group
(919) 296-3712 Work
(919) 244-6374 Mobile
Co-owner, Insurance Agent
Email joann@affinityinsuranceNC.com
Better Coverage for less is what we do best! As a Trusted Choice independent insurance agency, we are appointed with multiple insurance companies that offer a variety of coverage options for auto, home, and business insurance. We do the shopping for you to help get the best savings and value. View as Page
Jocelyn Seeburger
Jocelyn Culver Jackson- NMLS 1458786- Fairway Independent Mortgage
Jocelyn Culver Jackson- NMLS 1458786- Fairway Independent Mortgage
(704) 995-2826 Work
Mobile
Mortgage Loan Officer
Business Email jocelyn.jackson@movement.com
WIN Email jocelyn.jackson@fairwaymc.com
I am a mortgage loan officer with Fairway Independent Mortgage. I have been in the mortgage business for 9 years and have dealt with almost every scenario imaginable! If you are looking to purchase, refinance to get cash out of the equity, or to simply reduce your payment then I am your girl! View as Page
Julie Russ
First Citizens Bank
First Citizens Bank
(919) 605-0089 Work
(919) 605-0089 Mobile
Business Development Officer
Business Email julie.russ@firstcitizens.com
WIN Email julie.russ@gmail.com
As a financial professional of over 20 years I have the knowledge and experience to help my clients make sound decisions about their financial future. I put the client first and listen to their needs and goals and structure solutions that help them achieve their dreams. View as Page
Kathy Hayes
KMH Bookkeeping, LLC
KMH Bookkeeping, LLC
After 25+ years working in bookkeeping and accounting for small businesses, I formed KMH Bookkeeping, LLC in January 2022. My passion is working with small business owners by managing their books so they can spend more time building their business and more time with their families. (more…)
Kelli Embler
American Security Mortgage-Carolina’s Lending Team
American Security Mortgage-Carolina’s Lending Team
Kelli has worked in the Carolinas for decades. She believes in connecting the community and establishing lifelong relationships. Whether you are refinancing, a first time home buyer or downsizing for retirement, Kelli can help! (more…)
Kim Venable
Fairway Mortgage-Kim Venable
Fairway Mortgage-Kim Venable
Kim brings over 20 yrs as an experienced Local Mortgage Lender. With expertise in strategic financial planning, dedication to client satisfaction, & proven results in providing the best mortgage solutions to Clients and Realtors. It is my passion to help families finance their dream homes with ease. View as Page
Kristin Little
Movement Mortgage
Movement Mortgage
Kristin has been a loan officer for almost 20 years in the Raleigh area and is knowledgeable, quick to respond, and a professional problem solver! Lending is not always cut and dry; sometimes you have to be creative to get a loan to work. View as Page
Lana McNeill
USI Insurance Services
USI Insurance Services
I am a commercial lines insurance broker for businesses. I have 10 years of industry experience, which includes worker’s compensation claims handling and underwriting. I analyze client’s business issues and challenges to deliver highly customized solutions with economic impact. (more…)
Leslie McMillan
LSM INSURANCE ASSOCIATES
LSM INSURANCE ASSOCIATES
Liz Ramirez
Fidelity Bank
Fidelity Bank
Fidelity Bank is a community bank headquartered right here in Wake County. We are proudly independent, financially sound, and profitable. As the Branch Manager, I specialize in helping individuals and small businesses with finding solutions to fit their financial needs. (more…)
Madison Graham
Williamson Insurance & Financial Services
Williamson Insurance & Financial Services
Marina Harding
American Security Mortgage Corp ASMC: 40561 NMLS: 1929945
American Security Mortgage Corp ASMC: 40561 NMLS: 1929945
Miranda Waddill
American Liberty Mortgage
American Liberty Mortgage
Miranda is a long-time resident of North Carolina and began a career in the mortgage industry 20 yrs ago. She gives each client attention as if it is her own loan. She believes in having good communication & giving excellent service by searching for all the options that best fit her client’s needs. (more…)
Nicole Robertson
Opus Financial Advisors
Opus Financial Advisors
Opus Financial Advisors is a premier financial planning and investment management firm located in the heart of North Carolina. Opus takes pride in helping people orchestrate their financial future and have confidence about their finances. (more…)
North State Bank
Tara Lau
Tara Lau
I am vice president and commercial banker at North State Bank, serving customers through its North Hills office. I collaborates with business owners and company leaders to create customized banking relationships that meet their deposit and lending needs. View as Page
Renee Simpson
Advanced Wealth Strategies
Advanced Wealth Strategies
(704) 701-3380 Work
(704) 701-3380 Mobile
Financial Advisor
Email renee@advancedwealthstrategies.org
We’re here to provide an educational resource in advanced strategies for retirement, family and estate planning for business owners, physicians, real estate investors and high net worth individuals, as well as helping average families utilize the same strategies to p View as Page
Riddick Insurance Group
Gessica Garner
Gessica Garner
Riddick Insurance Group is a team of dedicated independent agents here to help you with all your insurance needs. Clients look to us to help guide them after a purchase of a new home, new car, new business or those looking for a change in their insurance. We are here to give you 5-star service! (more…)
Riddick Insurance Group
Kelley Aleman
Kelley Aleman
At Riddick Insurance Group Inc., our priority is helping our customers find the best coverage in order to protect what matters most in life. As an Independent agency, we work with a wide variety of top carriers to help you find the best coverage to suit your exact situation. View as Page
Rose Palaschenko
Transamerica
Transamerica
I help individuals and small businesses invest and plan with life insurance products like term, whole, index, final expense, disability and annuities. Life insurance can come with LIVING BENEFITS, be used to fund retirement, education, mortgage planning and so much more! Licensed in CA/FL/OH/SC/NC. View as Page
Sarah Adams
Atypical Advisors, LLC
Atypical Advisors, LLC
Atypical Advisors, LLC
Susan Beavers
Insurance with the Beaves
Insurance with the Beaves
(919) 622-2299 Work
(919) 622-2299 Mobile
Field Training Agent
Business Email Insurancewiththebeaves@gmail.com
WIN Email susan@insurancewiththebeaves.com
In a world of cookie-cutter health plans, I’m proud to represent coverage that’s tailor-made to fit your needs and budget. It all starts with a simple, quick and easy needs analysis to determine the best type of health coverage for you. You’ll discover that my commitment to client satisfaction is se View as Page
Tammy Leach
Grace Financial Services
Grace Financial Services
How can I help? Do you have questions or concerns about yours or your families FINANCIAL future? Let me help put your mind at ease! As managing partner of Grace Financial Services, my goal for any client is to quiet the fear and to develop a plan that is suitable now and growth for the future. View as Page
Wendy Mitchell
Capital City Home Loans
Capital City Home Loans
Western & Southern Financial Group
Dianna Jeffries
Dianna Jeffries
(919) 230-6081 Work
(917) 647-8070 Mobile
Financial Advisor & Registered Rep
Email dianna.jeffries@wslife.com
As a financial planner I’m passionate about my clients’ success. While you grow your business I focus on investing/protecting your money with the most tax efficiency. In fact, email me a list of your short term/long term goals and I’ll show you how we get you there! View as Page
Whitney Grimm
Hiller Ringeman Insurance, a Relation Company
Hiller Ringeman Insurance, a Relation Company
Relation Insurance offers a wide range of insurance and financial products tailored to everyone’s needs. As an industry leader, we provide innovative solutions, client-focused service, considerable value, and trusted advice. (more…)