Goosehead Insurance - Chris Cardamone

Verity Asset Management is a leading financial management firm based in Durham, NC, dedicated to maximizing the probability of their clients' financial success and well-being. With a focus on providing solutions in an ever-changing market, Verity offers wealth management services, financial guidance, and impartial retirement plan management solutions for employers. With a pioneering approach to thought in financial management, Verity works side by side with their clients to optimize portfolios and navigate the complexities of their financial world. Through their expertise and commitment to creating solutions, Verity Asset Management stands out as a trusted partner in helping individuals and employers achieve their financial goals.Generated from the website

Dumac Inc, located in Durham, NC, specializes in providing assistance for individuals looking to make charitable contributions to Duke University. Their team of experts offers guidance on various ways to donate, whether it be through gifts by credit card, check, or transfers. They also assist in facilitating matching gifts, donations of stocks, bonds, mutual funds, personal property, and real estate. For Duke employees, Dumac Inc aids in setting up payroll deductions for charitable contributions. They also provide information and support for gifts from outside the U.S., including guidance on maximizing donations for UK taxpayers and processing foreign currency donations. Additionally, the company offers resources and assistance for life income gifts, bequests, gifts of retirement plans, and retained life estate in property for those looking to make contributions for the future. Generated from the website content

Pinnacle Financial Partners provides a full range of banking, investment, trust, mortgage and insurance products and services to businesses and people who want a banking relationship that goes beyond transactions. Pinnacle was founded in Nashville, TN, in 2000 to break the traditional mold and create an award-winning workplace that would attract and retain the best, most experienced financial services professionals. We don't use a phone menu. We don't push products, instead leading with advice and empowering our financial advisors to make decisions locally. Pinnacle is listed among the nation's top 25 banks and as one of America's best companies to work for. We operate in several primarily urban markets throughout the Southeast.