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Financial Services
  Regional > North America > United States > North Carolina > Localities > C > Charlotte > Business and Economy > Financial Services   Go to Directory Home  

Categories
Banks (4)
Insurance (7)
Mortgages (4)
Web Pages
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  Homesavers USA - http://homesaversusa.com/
Debt counseling for people behind on their mortgage payments. Services offered, resource links, and answers to commonly asked questions.
  Greer & Walker, LLP - http://www.greerwalker.com/
Business tax services and financial planning.
  Novare Capital Management - http://www.novarecapital.com/
Registered investment advisor and investment manager. Company profile, information on investment philosophy and services.
  Richard Beauchemin, CPA - http://www.carolinaaccounting.com
Certified Public Accountant firm offering tax preparation, accounting, payroll and bookkeeping services.
  Portfolio Capital Management - http://www.portfoliocapital.com/
Registered investment advisors and portfolio managers. Describes investment services plus investment performance, staff and contact information.
  Carolinas Investment Consulting - http://www.carolinasinvest.com/
Investment consulting firm. Includes firm profile, biographies, and client resources.
  The Blair, McGill and Hill Group - http://www.blairmcgillhillgroup.com/
Financial consultants for the dental professional. Includes information on continuing education and list of services.
  Sterling Capital Management - http://www.sterling-capital.com/
An employee-owned, SEC registered investment advisor.
  Eastover Capital Management - http://www.eastovercapital.com/
A registered investment advisor.
  Elliot and Warren - http://www.elliot-warren.com/
Full service accounting firm. Offers tax form links, tips and filing date alerts, staff listings, contact and location information.
  ICG Capital Partners, LLC - http://www.icgcap.com/
Financial advisors specializing in mergers and acquisitions. Firm profile, transactions, services, and contact information.
  Municipal Government Investors Corp. - http://www.munigic.com/
Financial products advisor specializing in interest rate swaps and derivatives for bond issues. Services, products, and contact information. [Website may not work in all browsers]
  Glandon Capital Group LLC - http://glandoncapital.com/
Intermediary specializing in commercial loans. Features company profile and services for community banks.
  Clausen Capital Management - http://clausencap.com/
Registered investment advisor offering individual taxable accounts, IRAs, trusts, and 401K rollovers. Company profile, strategic philosophy, and services offered.
  Triarch Capital Partners - http://www.triarchcapital.com/
Independent investment banking firm. Includes client and services detail, management biographies and contact information.
  Wealth Trust Advisors - http://www.charlotteinvestmentmanagement.com/
Registered investment advisors and portfolio managers. Describes investment philosophy, process, strategy and organization.
  Anderson LeNeave & Co. - http://www.andersonleneave.com/
Investment banking for middle market companies. Provides services detail, client list, staff profiles and contact information.
  Hayden Harper Financial, LLC - http://www.haydenharper.com
Advisory firm offers investments and planning services. Features company profile, products, news, downloadable documents.
  Uvest Investment Services - http://www.uvest.com/
Provides third party brokerage service of stocks, bonds and mutual funds.
  Clayton S. Parsons - http://www.execusite.com/parsonscpa
Business, financial and tax consulting.

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