Juan C Ly & Associates

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.

The CPA team at Dale. K Cline CPA, PLLC offers personalized accounting, and tax services to individuals and businesses in Hickory, NC, and the surrounding areas. We provide one time services and ongoing services.

Glenn Eckard Financial Services, LLC is a trusted insurance and financial services agency located in Taylorsville, NC. With a strong commitment to serving educators and their families, they offer a comprehensive range of tailored insurance products, including auto, home, and life insurance, as well as retirement annuities. As representatives of Horace Mann, the nation's largest multiline insurance company focusing on educators' needs, their team is dedicated to providing educators with peace of mind both inside and outside the classroom. With a passion for helping educators, Glenn Eckard Financial Services, LLC goes beyond insurance coverage by offering various resources and support programs to support the work educators do every day. Their team of professionals is ready to meet with clients at their convenience, whether it be in their home, at school, or in their office, ensuring personalized service and lifelong financial well-being for educators and their families.Generated from the website