Allen Tate Insurance Services, LLC

Modera Wealth Management (previously Parsec Financial) is a fee-only wealth management firm in Charlotte, North Carolina. We offer comprehensive wealth management and investment services, including retirement planning, education planning, income tax planning, estate planning, trust and legacy planning, philanthropic planning, sophisticated investment management, portfolio analysis and risk protection. As a fiduciary, Modera is legally bound to act in your best interest. We provide you with the objective advice and ongoing care and attention you need to feel confident in your financial future.

Whether you're thinking about buying your first home or that vacation home you've always wanted , we offer mortgage solutions for needs big and small-and everything in between. With Fifth Third Bank, you'll find dedicated, experienced support right here in your neighborhood. In addition, we provide complimentary tools and education to help ensure a smooth and successful application process.Let us help you open the door to the home you love. To get started or learn more about refinancing your existing mortgage, contact us today!

Tinsley & Terry, CPAs, PA is a full-service accounting firm based in Charlotte, NC, dedicated to providing professional and personalized financial services to clients throughout North Carolina. With over 17 years of experience, their team, led by Bob Terry and Clare Meyer, offers a wide range of services for individuals and businesses in various industries. Known for their exceptional expertise and commitment to making accounting and tax processes stress-free, Tinsley & Terry, CPAs, PA prides itself on delivering top-notch guidance and assistance in financial decision-making. Clients can rely on their years of valuable experience and comprehensive resources for all their accounting needs.Generated from the website