Lionhead Financial Planning

Infinity Wealth Management is a financial planning firm based in Arden, NC, dedicated to helping individuals and families navigate the complexities of their financial lives. With a focus on retirement planning, tax preparation, IRA planning, and estate planning, their team of advisors collaborates with clients to build personalized strategies that ensure long-term financial security and peace of mind. Through their holistic planning process, Infinity Wealth Management aims to create lifetime relationships and help clients achieve their financial goals. Committed to providing exceptional client experiences, Infinity Wealth Management takes pride in their dedicated administrative team, led by Leann Fitzgerald. With over 10 years of hospitality and administrative experience, Leann ensures that clients receive top-notch service and support. Outside of work, Leann enjoys spending time with her husband and their two dogs, engaging in outdoor activities, and cherishing moments with loved ones.Generated from the website

Dobson Wealth Management is a financial services firm located in Asheville, NC. The firm has been in business for over 10 years and offers a wide range of financial services, including investments, insurance, and financial planning. Dobson Wealth Management is committed to providing its clients with the best possible service and helping them achieve their financial goals. The firm's experienced team of financial advisors has a deep understanding of the financial markets and can help clients make informed investment decisions. Dobson Wealth Management also offers a variety of insurance products to protect clients from financial risks.

Joel Adams and Associates is a premier financial services firm located in Asheville, NC, specializing in comprehensive investment and financial planning solutions. As experienced financial planners and advisors, we offer a wide range of services tailored to meet your unique financial goals. Our expertise spans various investment options, including bonds, common stocks, and government securities. We provide guidance on retirement planning through various IRA options, 401(k) and 403(b) planning, and profit-sharing plans. Our team excels in creating personalized financial strategies, encompassing tax planning, college savings, and estate planning.