Nationwide Insurance

Lewis & Cone PLLC, Certified Public Accountants, are meeting the accounting and tax needs of Individuals, New Business, Established Businesses, Estates and Trusts; by providing timely, accurate and reliable services; in the areas of Accounting, Bookkeeping, Compilations and Reviews, Full Service Payroll and Payroll Tax Reporting, New Business Start Up and Consultation, Tax Planning and Multi-State Tax Return Preparation for; Individuals, Sole Proprietors, Partnerships, LLCs, C-Corporations, S-Corporations, Estates and Fiduciaries. Lewis & Cone combine well over 45 years of experience to guide our clients through complex issues. Located in Mooresville, NC and locally serving Mooresville, Charlotte, China Grove, Concord, Cornelius, Davidson, Kannapolis, Lake Norman, Salisbury, Statesville, Troutman, and welcoming out of state clients as well. We are accessible and take the time to listen to our clients, their needs and value the relationships we build.

Karp Financial Strategies, Inc Investments products and services available only to residents of: Florida ( FL ), Georgia ( GA ), Maryland ( MD ), Minnesota ( MN ), North Carolina ( NC ), New York ( NY ), Pennsylvania ( PA ), South Carolina ( SC ), Texas ( TX ), Virginia ( VA ) Fee-based advisory services are available only to residents of: Florida ( FL ), Georgia ( GA ), Maryland ( MD ), Minnesota ( MN ), North Carolina ( NC ), New York ( NY ), Pennsylvania ( PA ), South Carolina ( SC ), Texas ( TX ), Virginia ( VA ) We are licensed to sell insurance products in the following states of: Florida ( FL ), Georgia ( GA ), Minnesota ( MN ), North Carolina ( NC ), New York ( NY ), South Carolina ( SC ), Texas ( TX ), Virginia ( VA )

HistoryFamily owned and operated in the heart of downtown Mooresville, NC. Serving generations of families in the states of NC, FL, GA, NY, TN, SC, TX, and UT. Securities & Advisory Services offered through Triad Advisors, LLC. Financial Strategies of Lake Norman & Triad Advisors LLC are not affiliated.SpecialtiesOur mission is to create long term relationships with our clients. With over 35 years of experience and ongoing referrals we have been honored to serve generations of families. A large core of our business is small business owners like ourselves. We understand the unique challenges being a small business owner brings and are dedicated to their financial security.