Eastover Investment Advisors LLC

Buie Investment Advisors, led by Roderick J. Buie, boasts over 30 years of investment experience, managing funds for individuals, foundations, institutions, and mutual funds. With physical offices in Charlotte, NC and Ponte Vedra, FL, the firm offers a customized investment approach to cater to each client's unique financial goals and objectives. As a Chartered Financial Analyst (CFA) and holder of a Masters of Business Administration (MBA), Rod Buie ensures that the firm's fees, based on the market value of assets under management, remain reasonable. Assets are held at Charles Schwab Institutional, and communication with clients occurs as frequently as desired.Generated from the website

Leonard & Associates, CPA is a dedicated tax service provider located in Concord, NC, specializing in proactive tax strategies and strategic tax planning. With a focus on tax preparation done right and effective tax reduction strategies, they position themselves as a Certified Tax Coach to optimize clients' financial outcomes. The firm differentiates itself by emphasizing personalized service and comprehensive tax solutions tailored to meet the unique needs of each client. Their commitment to excellence and proactive approach ensures clients navigate the complexities of taxation with confidence and clarity. Generated from the website

Zacks Investment Management, based in Charlotte, NC, is a financial services company that utilizes cookies to enhance user experience and personalize content for visitors on their website. They offer a range of services including equity research, market analysis, fund screening, and investment strategies to help individuals make informed decisions in the stock market. With a focus on providing expert insights and recommendations, Zacks Investment Management also offers tools such as the Research Wizard and various trading services to assist clients in navigating the complexities of investing. Their team of experts curates a selection of top stocks and funds, aiming to help investors capitalize on market opportunities and achieve their financial goals.Generated from the website