Modera Wealth Management-Tax Services-South Asheville NC

Crawley, Lee & Company, P.A. is licensed in NC and specializes in Accounting. We are professional, experienced, and affordable. We offer a broad range of services for business owners, executives, and independent professionals: Audit and Accounting Services, Cooperate and individual tax preparation services, Estate and Trust Services, Management Services, and Elder Care Services.

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

At our North Carolina offices, we’re proud to serve individuals and families across the Carolina’s and beyond, with comprehensive wealth management tailored to your unique financial goals. Whether you’re planning for retirement, managing your estate, or navigating a major life transition, our team combines local expertise with the strength of a national firm to guide your financial journey. Specializing in comprehensive wealth management services which includes financial planning, estate planning, tax planning and preparation, & insurance planning. Servicing more than 530+ households, with $523 million in assets under management. We’re proud that our management team has worked together for more than 20 years.