Nationwide Mutual Insurance Company

Founders Wealth Advisors, LLC is a premier financial services firm located in Raleigh, NC, specializing in comprehensive investment and financial planning solutions. As trusted financial planners, we offer expert guidance tailored to meet the unique needs of our clients, including high net worth individuals. Our range of services encompasses financial planning, comprehensive risk tolerance assessment, asset allocation, and regular portfolio monitoring to ensure your investments align with your goals. We also provide estate planning, insurance planning, and tax planning services to create a holistic approach to wealth management.

Clever Financial LLC, based in Raleigh, NC, operates as a partner of Enterprise Financial Network, providing a supportive environment for financial advisors to develop their businesses independently. With a focus on personalized growth strategies, the firm collaborates with Cambridge Investment Research, one of the largest internally controlled independent firms in the country, to offer flexible financial solutions. The leadership team, including founding partners Stephen Bell and Sean Shea, brings over 65 years of combined experience in the financial services industry, guiding professionals to achieve their business goals. Their expertise and commitment to fostering relationships underscore the firm's dedication to helping advisors succeed on their own terms. Generated from the website

"Oak City Accounting provides personalized financial guidance and comprehensive business accounting services based in Raleigh, North Carolina. Our Certified Public Accountants ensure compliance and financial accuracy. Our CPA services are designed to help you achieve your financial goals. We work closely with clients to provide solutions that drive financial growth and stability."