Brinkley Financial Group

Novare Capital Management is a trusted financial partner in Charlotte, NC, offering personalized investment and wealth management solutions. With nearly 25 years of experience, their dedicated team uses custom strategies to meet the financial needs of individuals, business owners, foundations, and trusts, guiding clients through life's financial decisions with a focus on client satisfaction and peace of mind. Committed to transparency and ethics, Novare Capital Management is honored to have been chosen as a financial partner for almost a quarter century and is dedicated to making the next 25 years even better, providing guidance and support for years to come.Generated from the website

Valta, Inc. in Charlotte, NC, is a financial management firm dedicated to helping individuals achieve a Life of Significance through comprehensive financial strategies and self-actualization. With a team of Subject Matter Experts, Valta empowers clients to take control of their financial future and work towards successful retirement. Specializing in designing personalized financial plans, Valta aims to guide individuals towards financial independence and assist them in funding their most resonant goals. As a registered representative offering securities through Cambridge Investment Research, Inc., Valta prioritizes helping clients become the CEOs of their own lives.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.