LPL Financial

Carolina Benefit Consultants, established in 2004, is a boutique-style brokerage firm based in Matthews, NC, dedicated to helping businesses enhance their employee benefits packages. With a focus on personalized service, they provide expertise in navigating a range of benefit plans, including medical, dental, vision, life, and disability insurance designed for companies with 4 to 200 employees. Committed to exceptional customer satisfaction, Carolina Benefit Consultants acts as an extension of their clients' teams, ensuring a smooth enrollment process and ongoing support. Their knowledgeable professionals are well-versed in compliance matters and work with top insurance carriers to find the best solutions tailored to each client's needs. Generated from the website

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Ladd Robbins, PA, is a full-service CPA firm serving clients in the health care industry throughout the Carolinas, Ohio and the Washington DC area, dedicated to providing our clients with the highest quality, proactive service on a timely basis. We provide our clients with consulting and resources to assist in the tax process and financial decision-making. If you are a physician or operate a health care practice in the Southeast, Ladd Robbins, PA, has years of valuable experience related specifically to assisting professionals in your field with their accounting needs.