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About Spectrum Financial Incorporated With so many different avenues available for financial advice, instead of just listing our services here (which will sound very similar to other firms), we want to simply summarize the features which we believe distinguishes our firm. Four Primary Reasons to Choose Spectrum Financial: Independent and Predominately Fee-Only – The most client-focused and transparent business model available. Technology and Communication – Proactive, relevant and frequent – so clients always feel connected and informed. Client Service – We want to exceed expectations. Investment Philosophy – Logical, organized, and flexible - using both internal and external expertise.

Whisnant & Company is the Triad's premier full-service accounting firm, offering a comprehensive range of tax, assurance, and advisory services. With three convenient locations in the Piedmont Triad, NC, they are dedicated to providing top-notch financial solutions to their clients. Generated from their website's infomation

Waite Financial, located in Hickory, NC, is a reputable financial advisory firm led by Vice President and Financial Advisor Katherine Newton. With over 40 years of experience in the industry, Katherine is dedicated to providing personalized financial planning services to individuals and businesses, focusing on wealth management, tax and estate planning, and charitable giving. She is known for her fiduciary commitment to clients and expertise in guiding them through life transitions such as retirement, inheritance, and business sales. Specializing in integrating tax considerations into financial plans, Waite Financial offers a range of insights and resources through their Roundtable team of specialists. Clients benefit from Katherine's personalized strategies and comprehensive approach to financial planning, ensuring they are financially confident and well-prepared for the future. The firm's commitment to client success and financial well-being is evident in their tailored services and dedication to building strong, lasting relationships.Generated from the website