Rich Norkum CFP,CRPC,CFS,RFC

We are a group of Financial Associates, who represents some of the strongest and oldest financial companies in the industry today and is powered by First Financial Security, Inc. a national financial services brokerage agency headquartered in Norcross, GA. We Specialize in: Tax Deferred, Tax Advan

Matthew J. Rice CPA is a Charlotte CPA firm dedicated to meeting the accounting and tax needs of small businesses and individuals. We understand the issues small businesses face and take the time to work with each client individually to find personalized tax and accounting solutions. We offer outsourced bookkeeping, payroll services, QuickBooks support, and much more. As your Charlotte business advisor, we will help you reduce taxes and make solid financial decisions so your business can increase profits and grow.

Alloy Wealth Management is a wealth management firm serving the Carolinas, which focuses on your needs and values in insurance planning, and retirement planning. We are committed to helping pre-retirees and retirees navigate through complicated future planning decisions. Our team works with you to help create a comprehensive strategy with your goals in mind.