Zeus Financial, LLC

Our goal at TPG Planning and Asset Management is to provide outstanding customer service to the clients we serve. We certainly don’t do what we do for praise, but it is nice to be recognized for a job well done. We strive to provide our clients with an unmatched level of relational service and expertise, and to exceed all compliance standards and codes of conduct.

Nuala McGee, CPA, PLLC is a well-established family-owned accounting firm located in Charlotte, NC, with over 14 years of dedicated service to the community. Their experienced team, led by a licensed CPA, offers a range of personal and professional accounting services, tax preparation, and bookkeeping to meet individual and small business needs. Specializing in individual tax planning and preparation, Nuala McGee, CPA, PLLC provides tailored services based on each client's unique situation, ensuring personalized attention and expert guidance. Additionally, their small business services encompass comprehensive management, bookkeeping, payroll, and advisory support to facilitate growth and compliance across various sectors.Generated from the website

Ameriprise Financial, based in Charlotte, NC, is a renowned leader in financial planning and advice, recognized for its commitment to delivering personalized guidance tailored to individual client goals. The firm boasts a team of investment professionals who offer objective research, actionable strategies, and ongoing market analysis, ensuring clients are well-informed about their financial journeys. Dedicated to protecting client privacy, Ameriprise Financial prioritizes security through its Online Security Guarantee and multiple safeguards to secure personal information. With a strong emphasis on trust and client relationships, the firm invites potential clients to explore complimentary consultations to assess their financial needs. Generated from the website