Merrill Lynch Financial Advisor Daniel P Sexton

Kohari & Gonzalez is a reputable CPA firm based in Charlotte, NC, offering a comprehensive range of accounting and tax services tailored for small businesses. Their expertise includes tax problem resolution, IRS representation, and hassle-free bookkeeping, ensuring clients can manage their finances with confidence and peace of mind. The firm prides itself on its approachable team of CPAs, who are dedicated to easing clients' concerns regarding financial management and compliance with ever-changing tax laws. By providing personalized support and analytical tools, Kohari & Gonzalez aims to help clients maximize their resources and thrive financially. Generated from the website

Orion Advisory, LLC is a strategic consulting firm based in Charlotte, NC, specializing in helping leaders define strategic direction and implement organizational performance management. With a focus on creating an intentional culture, they work closely with individuals and teams to develop critical management capabilities and deliver on performance commitments and goals. From strategic planning to execution and continuous improvement, Orion Advisory makes meaningful contributions to their clients' ability to lead and achieve success. Their expertise lies in linking management capabilities from the C-suite to the frontline, enabling organizations to effectively navigate challenges and drive sustainable growth.Generated from the website

Guaranteed Rate is one of the largest retail mortgage lenders in the United States. Founded in 2000 and licensed in all 50 states and Washington, D.C., we are committed to helping homeowners with home purchase loans and refinances, while simplifying the mortgage process and making your home loan experience easy to navigate. Contact one of our trusted loan officers today for more information!