Kingswood Wealth Advisors, LLC

Joshua T. Downs CPA PA, located in Waxhaw, NC, offers a comprehensive range of tax preparation and financial services tailored for individuals and businesses in the Carolinas. The firm prides itself on building strong client relationships and providing personalized attention backed by years of technical expertise and advanced training. In addition to income tax preparation, Joshua T. Downs CPA PA provides payroll services, bookkeeping, and business startup support, ensuring clients can focus on their operations while their financial records remain accurate and timely. With a dedicated team that includes seasoned professionals, they are committed to excellence and staying abreast of evolving tax laws and regulations. Generated from the website

Medallion Insurance Services is a full service, commercial and personal lines independent insurance agency. Headquartered in in Charlotte NC, Medallion Insurance has served the needs of many commercial clients including but not limited to architects, engineers, accountants, contractors, technology companies, etc. We also provide personal lines insurance for individual client needs which includes but is not limited to homes, vehicles, personal umbrella, life, disability, etc. Our growing footprint of where we do business now includes North & South Carolina, Georgia, Virginia and Tennessee. Medallion Insurance was founded in 2003 with the idea of using the knowledge gained by the agency partners over the course of a collective 57+ years in the investment and insurance markets to bring insurance solutions to the people that we do business with in a way that makes it easy for them to address their particular set of risks. We couple technology with an excellent in-house service team to continue to develop the agency and keep our existing clients satisfied. We are aligned and have relationships with many insurance carriers of which we have cultivated close relationships with so that we are better able to serve the needs of our clients. For more information on how Medallion Insurance can help you with your insurance needs and protect the things that you value the most, please Contact Us and we will follow up with you in a very timely manner. Thank you for considering us for your insurance needs!

Whether you're looking for homeowners insurance, auto insurance, renters insurance, or another kind, I'm here to help you understand the insurance coverage you may want. Serving the Waxhaw, NC area since 2021, I can help you understand your coverage options so you can protect what matters most to you. Stop by in person, reach out online or call to get a free quote today.