Joseph Lee - CMG Home Loans

Our family has worked closely with Allstate for years to help people with their insurance needs - from homes to auto to boats and more. Our quality, service-oriented agency is not only owned and operated by a family, customers tell us we make them feel like family too. I'm proud to work with a company who's been serving satisfied customers for over 80 years. Customers count on outstanding financial strength and superior claims service to help protect what they value most. Allstate delivers on their promise. In fact, their outstanding financial strength and superior claims service received an A+ (Superior) rating by AM Best. Quality service, strength and satisfaction - that's something I'm glad to be a part of. I'm committed to helping you protect not only what you have today, but to also prepare for tomorrow. I can help you understand how insurance is a part of your "safety net" and a cornerstone to your financial security. Together, we'll work to evaluate your coverages and select flexible payment options that work for you.

Clever Financial LLC, based in Raleigh, NC, operates as a partner of Enterprise Financial Network, providing a supportive environment for financial advisors to develop their businesses independently. With a focus on personalized growth strategies, the firm collaborates with Cambridge Investment Research, one of the largest internally controlled independent firms in the country, to offer flexible financial solutions. The leadership team, including founding partners Stephen Bell and Sean Shea, brings over 65 years of combined experience in the financial services industry, guiding professionals to achieve their business goals. Their expertise and commitment to fostering relationships underscore the firm's dedication to helping advisors succeed on their own terms. Generated from the website

Founders Wealth Advisors, LLC is a premier financial services firm located in Raleigh, NC, specializing in comprehensive investment and financial planning solutions. As trusted financial planners, we offer expert guidance tailored to meet the unique needs of our clients, including high net worth individuals. Our range of services encompasses financial planning, comprehensive risk tolerance assessment, asset allocation, and regular portfolio monitoring to ensure your investments align with your goals. We also provide estate planning, insurance planning, and tax planning services to create a holistic approach to wealth management.