Alan Thornton, AGT - Edward Jones

HistoryShah and Trivedi CPA, PLLC was founded by the partners having a combined experience of over 50 years. Our story is pretty simple - we love what we do and have the passion to unlock the potential. We make it our business to really know our clients. Whether that means knowing their plans for the future of their business, the best way to fund their children's education, personal retirement goals, or even re-designing their financial goals, our clients know they can count on us to help them guide through the process We are the member of the American Institute of Certified Public Accountants and the individuals of the professional staff holds membership within the North Carolina Board.SpecialtiesShah & Trivedi CPA, PLLC is a leading Charlotte, NC based CPA firm providing accounting, tax, wealth management and business advisory services. We specialize in providing bookkeeping, payroll, tax, wealth management, retirement planning, college education funding, and business consultation for public, private, government and not-for-profit organizations.

Alluring Property is a comprehensive property management company in Charlotte, NC, offering a wide range of services including asset management, financial planning, legal counsel, trust administration, and more. With a team of experienced experts, they provide personalized solutions tailored to meet the unique needs of their clients. At Alluring Property, their philosophy is centered around treating their clients' properties as if they were their own, ensuring exceptional service and open communication. With a focus on asset protection and holistic well-being, they aim to optimize financial wealth while also providing services such as occupational therapy and stress management.Generated from the website

Hood Financial Solutions, located in Charlotte, NC, specializes in comprehensive financial planning tailored to the unique goals and dreams of its clients. With over 30 years of experience, owner Amanda Hood and her team provide personalized services in areas such as retirement planning, capital gains strategies, business financial optimization, and estate planning. The firm prides itself on understanding each client's individual circumstances and formulating achievable financial plans. With a commitment to excellence and a wealth of industry knowledge, Hood Financial Solutions aims to help clients navigate their financial journeys effectively. Generated from the website