Beth Deal Senio R Financial Advisor

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

In business for more than 25 years, Capital Concepts Financial Group offers various financial solutions to individuals and businesses. Its offers various plans and programs, including life and disability insurance, retirement planning, investments, estate and financial planning, asset management, and corporate executive and employee benefits programs. The firm s services include initial consultations, documents reviews, needs analysis, recommendations implementations monitoring and organizational evaluations. It offers customized estate planning strategies and consultations, including estate tax analysis, wealth transfer techniques, trusts, charitable gifting programs, estate freezing techniques, and consultations on avoiding pension tax disasters. It additionally offers the wealth evaluator wealth management solution that allows clients to track accounts online. Capital Concepts Financial Group is located in Hickory, N.C.

Lyon Financial, based in Mooresville, NC, has been a leading provider of hassle-free financial solutions for over 40 years, specializing in bringing backyard dreams to life. With a focus on personalized service and exceptional financing, Lyon Financial has helped over 500,000 happy customers nationwide realize their outdoor living aspirations, from pools to pergolas and beyond. Offering nationwide loans with low payments, Lyon Financial stands out for its industry-best pool loans, special military programs, and loan options for outdoor living projects. With a commitment to superior service and unforgettable memories, Lyon Financial is dedicated to making the process of financing backyard oases simple and rewarding for customers across the country.Generated from the website