Family Legacy Wealth Management

Next Phase Financial is a financial services firm based in Charlotte, NC, specializing in personalized wealth management solutions for individuals and businesses. With a focus on strategic planning and investment management, the company aims to help clients navigate their financial journey towards long-term success and stability. Generated from their business information

Tax Management Associates Inc. is the nation's largest consulting firm dedicated to maximizing equity solutions across state and local tax bases for over 45 years. With a team of over 120 professionals and a presence across the country, the company specializes in assisting taxing officials in administering ad valorem taxation through advanced technology and expertise. The firm offers a range of services including comprehensive audits, discovery initiatives to enhance equity, homestead exemption verification, and administrative support. With a proven track record of performing more business personal property audits than any other company nationally, Tax Management Associates is committed to enhancing revenue and combating fraud within local tax jurisdictions. Generated from the website

LPL Financial Corporation, situated in Charlotte, NC, operates as an independent broker-dealer, offering a wide range of investment products, advisory services, and holistic wealth management solutions. Catering primarily to financial advisors, institutions, and registered investment advisors (RIAs), the company equips them with essential resources and cutting-edge technology platforms to deliver tailored financial advice. With a focus on bolstering advisors' efficiency and autonomy in navigating the intricate financial services sector, LPL Financial provides vital support in compliance oversight, practice management, and streamlined technology services. By empowering advisors with the tools and guidance needed for effective client engagement, the corporation plays a pivotal role in enhancing the industry's standards and fostering a culture of excellence. Generated using this brand's available information