Alberto Martinez-Financial Advisor, Ameriprise Financial Services, LLC

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Charlotte, NC area, Jack Mason will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

The Patrick Tax Group is a professional tax firm based in Charlotte, NC, specializing in providing tax preparation and planning services for individuals and businesses. With a team of experienced tax professionals, the company aims to assist clients in navigating the complexities of tax laws and maximizing their tax savings. Generated from their business information

The Capital Corporation is an investment banking firm based in Charlotte, NC, specializing in serving and advising middle market companies since 1991. With a dedicated team, they assist clients in achieving their financial objectives through a unique approach that combines experience, commitment, and unwavering focus on delivering successful outcomes for every deal. Known for their top decile closing rate and a high repeat/referral client base, The Capital Corporation sets itself apart through its extensive support team and a track record that showcases their dedication to clients. As members of IMAP, they have access to an exclusive, international M&A network, offering a global reach for clients seeking opportunities beyond borders. The Capital Corporation prides itself on its philanthropic endeavors, actively participating in various community organizations. Their team of experienced advisors brings a diverse set of backgrounds, industry expertise across multiple sectors, and a broad network of buyers/investors, making them a reliable partner for middle market companies seeking strategic financial guidance. Generated from the website content