RBC Capital Markets

"I launched this firm in 2001 with the goal of doing business the right way. Now, with almost 40 years of financial services industry experience, I am more invigorated than ever to help clients and mentor the next generation of advisors to carry forth my vision." -Joe Gordon

CFO Relief LLC, based in Durham, NC, specializes in providing part-time CFO and Controller services for companies in the software, manufacturing, internet, and technology sectors. Their services, known as fractional CFO and Controller services, aim to enhance operational efficiency and help businesses meet their objectives by collaborating with management accountants, bookkeepers, and external stakeholders. With a strong background in supporting start-ups and established businesses, CFO Relief assists in developing essential financial systems, policies, and procedures. They offer professional financial leadership at a fraction of the cost of a full-time executive, focusing on profitability and revenue growth while addressing various technical and human challenges within organizations. Generated from the website

Elefante Financial Services is a financial services company located in Durham, NC. They offer a variety of services to help you reach your financial goals, including investment and asset allocation planning, retirement planning, life insurance analysis and solutions, education funding / planning, estate planning strategies, fee based planning services, and small business retirement plans. Their team of experienced professionals can help you make informed decisions about your finances and create a plan that is tailored to your specific needs.