Next Phase Financial

LPL Financial Corporation, situated in Charlotte, NC, operates as an independent broker-dealer, offering a wide range of investment products, advisory services, and holistic wealth management solutions. Catering primarily to financial advisors, institutions, and registered investment advisors (RIAs), the company equips them with essential resources and cutting-edge technology platforms to deliver tailored financial advice. With a focus on bolstering advisors' efficiency and autonomy in navigating the intricate financial services sector, LPL Financial provides vital support in compliance oversight, practice management, and streamlined technology services. By empowering advisors with the tools and guidance needed for effective client engagement, the corporation plays a pivotal role in enhancing the industry's standards and fostering a culture of excellence. Generated using this brand's available information

Small Business Financial Consultants (SBFC) is a professional financial consulting firm based in Pineville, NC. With over 25 years of experience in accounting and finance, the owner and founder, Diana Giel, is dedicated to providing sound advice and professional guidance to small and mid-sized businesses, individual professionals, and managerial executives. SBFC offers a wide range of services including accounting, financial consulting, bookkeeping, and strategic planning, with a focus on building efficient and result-driven relationships. Driven by a commitment to excellence, SBFC goes above and beyond to ensure utmost client satisfaction. Their team of certified and knowledgeable professionals partners with clients to create customized plans of action, delivering personalized and tailored solutions to meet the unique needs of each business. With virtual solutions available nationwide, SBFC offers reliable and responsive support, helping clients gain a better understanding of their financial reports and criteria. Whether launching a new project or seeking advice on business expansion, SBFC is dedicated to delivering significant outcomes and maintaining the best interests of their clients.Generated from the website