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
Alexis Olsson
Capital Insurance & Financial Services
Capital Insurance & Financial Services
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.
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
Blackwell Mortgage of NC LLC
April Blackwell
April Blackwell
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
Carol Komondy
Endgame Agents
Endgame Agents
(919) 750-8882 Work
(908) 410-8841 Mobile
Health Insurance Advisor
Email carol.komondy@ushadvisors.com
My passion is helping people find the best health insurance. We offer services to anyone wanting to review choices available to them for coverage. We are honored to be a trusted advisor to many clients, we help small business owners as well as families and individuals. It costs nothing to learn more (more…)
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
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…)
Erin Egan
Vimirra Insurance
Vimirra Insurance
(704) 227-5048 Work
(704) 227-5048 Mobile
Agency Owner & Health Insurance Broker
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
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
Jocelyn Jackson
Jocelyn Culver Jackson- NMLS 1458786- Novus Home Mortgage
Jocelyn Culver Jackson- NMLS 1458786- Novus Home Mortgage
I am a mortgage loan officer with Novus Home Mortage, lending in all 50 states. I have been in the mortgage business for 10 years and have dealt with almost every scenario imaginable! If you are looking to purchase or refinance, I’d love to help you or anyone you know. View as Page
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
Generation First Mortgage
Generation First Mortgage
Kristin has been a loan officer for over 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
Miranda Waddill
Homestead Heritage Mortgage LLC
Homestead Heritage Mortgage LLC
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
Harmony Group Wealth Advisors
Harmony Group Wealth Advisors
(919) 381-7232 Work
(919) 381-7232 Mobile
Financial Advisor, Managing Partner
Email nicole@hgwadvisors.com
At Harmony Group we help you manage your money intentionally, so you can live a life that reflects your values. We’re dedicated to client education as the cornerstone of a strong partnership—a partnership that would surely make your parents proud! (more…)
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
Rose Palaschenko, RFC®
Independent Life Insurance Agent
Independent Life Insurance Agent
Independent Life Insurance Agent
(201) 218-4055 Work
(201) 218-4055 Mobile
Life Insurance Agent/Registered Financial Consultant
Email rose.palaschenko@gmail.com
*Helping to protect individuals, families, and small businesses
*Tax advantaged strategies
*Life planning organizer
*Life insurance
*Disability insurance
*Long term care
*Annuities
*Employee benefits View as Page
*Tax advantaged strategies
*Life planning organizer
*Life insurance
*Disability insurance
*Long term care
*Annuities
*Employee benefits 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
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
Central Carolina Insurance Agency
Central Carolina Insurance Agency
Central Carolina Insurance Agency 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…)