Lighthouse Business Group

Lewis Financial Management LLC, based in Raleigh, NC, has been dedicated to providing comprehensive financial planning services for nearly 40 years. Unlike typical money managers, they emphasize total financial advice, tailoring solutions to fit each client's unique financial situation and goals. Led by certified financial planner Doug Lewis and his wife Linda, the firm focuses on continuous, customized support in areas including investment management, tax planning, retirement, cash flow, and estate planning. Their commitment to client care is reflected in their monthly reporting system, ensuring clients receive regular updates and ongoing advice throughout their financial journey. Generated from the website

Bradley's Tax & Financial Management in Wilson, NC has been providing high-quality tax, payroll, accounting, bookkeeping, and retirement planning services for over 65 years. Their expertly prepared returns come with a guarantee of accuracy, backed by years of experience and a commitment to outstanding client service. From tax preparation to business consulting, Bradley's Tax & Financial Management offers a full range of services tailored to individuals and small businesses. With a focus on compliance, planning, and consulting, their team is dedicated to guiding clients towards financial growth and success.Generated from the website

Sterling Capital Management LLC, founded in 1970 and headquartered in Charlotte, NC, is a prominent investment firm comprising 185 experienced investment professionals and support staff. With approximately $75 billion in assets under management, the firm provides customized investment portfolios, asset allocation analysis, and various investment-related services to affluent individuals and businesses. As a registered investment adviser with the U.S. Securities Exchange Commission, Sterling Capital emphasizes a client-centric approach, offering both discretionary and non-discretionary investment advisory services. The firm is recognized for its commitment to delivering reliable financial insights while advising clients to consult an investment advisor before making any investment decisions. Generated from the website