Oak Tree Agency of Raleigh LLC

Lisa P. Gill CPA PC is a health insurance firm located in Raleigh NC specializing in providing comprehensive insurance solutions. With a focus on personalized service and expert financial guidance the company aims to help clients navigate their health insurance options effectively. Their dedicated team is committed to ensuring clients find the best coverage tailored to their needs. Generated from this place's information

Senior Mortgage Loan Officer with TowneBank Mortgage. NMLS ID #: 741649.

Emily C. Weatherford, located in Raleigh, NC, is a Senior Fiduciary Officer at First Citizens Wealth. With over 125 years of experience, First Citizens Wealth is dedicated to assisting clients in planning for their future. Emily manages fiduciary and administrative aspects of trusts and investment management accounts, focusing on enhancing financial plans to align with estate goals. At First Citizens Wealth, strength, stability, and customized advice are key elements of their service. Emily collaborates with clients to offer tailored strategies in estate and tax planning, trust solutions, and coordination with tax and legal professionals. Additionally, she provides financial education for heirs and conducts cash flow analysis to support clients in achieving their unique vision for the future. Generated from the website content