Howard Financial

Alan F. Burke CPA PA is a full-service accounting firm based in Salisbury, North Carolina, with over one hundred years of combined experience. The firm specializes in providing personalized financial guidance to individuals and businesses throughout the Salisbury, Mooresville, Triad, and Charlotte areas. Dedicated to exceeding client expectations, Alan F. Burke CPA PA offers a range of services including tax preparation, financial planning, IRS representation, and advisory services. Their commitment to quality service is reflected in the positive testimonials from clients who appreciate their helpful and responsive staff. Generated from the website

Kingfisher Capital is a leading financial services firm based in Charlotte, NC, dedicated to serving select families and institutions for nearly three decades. They help clients formulate goals, manage risks, and solve complex problems within their personal, business, and philanthropic enterprises. Kingfisher Capital, operating under the tradename of Mercer Global Advisors Inc., is an SEC-registered investment adviser with various branch offices throughout the United States. They deliver all investment-related services and are committed to enhancing the overall client experience by providing new tools and services to their already robust offering.Generated from the website

Specialized solutions for: Retirement planning, women business owners, multi-generational succession planning, concentrated stock options, divorce, and dependents with special needs, among others. Deep experience working with: C-suite professionals, engineers, technology leaders, entrepreneurs, physicians, and many other professions. We're proud that nearly half of our client-facing team firm-wide are women.