
Shah & Trivedi CPA, PLLC
a leading Charlotte, NC based CPA firm providing accounting, tax, wealth management and business advisory services. Our, wealth management, retirement planning, college education funding, and business consultation for public, private, government and not-for-profit

Simplicity Financial Services, LLC
specialise in rehab funding, private lending, commercial and acquisition loans, bridge/hard money loans, and equity financing, both short

JP Farley a privately held third-party administration and consultation firm
, established in 1979 by Jim Farley, is a privately held third-party administration and consultation firm. The self-funded for medical, dental, vision, short-term benefits. Flexible spending accounts, health reimbursement accounts and health savings accounts administration

Raymond James Financial Services - Ellen Dean
: * Annuities * Government Bonds * Pension Plans * Asset Allocation * International Equities/Bonds * Profit-Sharing Plans * Cash Management * IRA's Insurance * Stocks * Estate Planning * Money-Market Funds * Trust Services * Fee-based Accounts * Municipal Bonds * CUTMA's for Children