McCloud & Associates

Optima Group, based in Greenville, NC, has been a pivotal partner for financial services and fintech firms since 1979, offering strategic intelligence, branding, and marketing solutions designed to energize growth. Their expertise includes buyside advisory services and creative strategies that help clients stand out in a competitive market. With a focus on informed decision-making, Optima Group provides research and insights while also addressing compliance challenges faced by asset and wealth management firms. Their innovative approach has successfully aided clients like Hightower Advisors and large regional banks in optimizing their branding and revenue strategies. Generated from the website

Page Smith, P.A. is a well-established accounting firm based in Kinston, NC, offering a comprehensive range of accounting, tax, and business advisory services since its founding in 1978. With a team of experienced professionals dedicated to providing quality services, the firm prides itself on building lasting relationships with individual and business clients to offer personalized advice on financial matters. Known for its high standards, seasoned tax professionals, and strong work ethic, Page Smith, P.A. has expanded its services to Greenville, NC, to better serve its growing client base. The firm's commitment to close analysis and attention to detail ensures that each client receives the tailored expertise they need for financial success year after year.Generated from the website