Blue Waters Financial Group

At Noble Rock Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the Charlotte, NC area to help them focus on their financial future. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

Modera Wealth Management (previously Parsec Financial) is a fee-only wealth management firm in Charlotte, North Carolina. We offer comprehensive wealth management and investment services, including retirement planning, education planning, income tax planning, estate planning, trust and legacy planning, philanthropic planning, sophisticated investment management, portfolio analysis and risk protection. As a fiduciary, Modera is legally bound to act in your best interest. We provide you with the objective advice and ongoing care and attention you need to feel confident in your financial future.

Tinsley & Terry, CPAs, PA is a full-service accounting firm based in Charlotte, NC, dedicated to providing professional and personalized financial services to clients throughout North Carolina. With over 17 years of experience, their team, led by Bob Terry and Clare Meyer, offers a wide range of services for individuals and businesses in various industries. Known for their exceptional expertise and commitment to making accounting and tax processes stress-free, Tinsley & Terry, CPAs, PA prides itself on delivering top-notch guidance and assistance in financial decision-making. Clients can rely on their years of valuable experience and comprehensive resources for all their accounting needs.Generated from the website