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| Back to the Business Connection Main Page Financial Andrew K. Collins, CPA PLLC Category: Financial Type of Service: Tax Prep (Corp/Individual/Other), Bookkeeping, Payroll Phone Number: 919-671-1185 Website: http://www.acollinscpa.com Description: Wide experience with indivdual and business taxation as well as other accounting services. E-mail: andy@acollinscpa.com Contact: Andy Collins Member of Bay Leaf? no Morgan Stanley Smith Barney Category: Financial Type of Service: Investments including Retirement, Estate and Education Planning Phone Number: (919)877-2416 Website: http://fa.smithbarney.com/william_brewer/ Description: Helping clients grow, preserve and transfer wealth since 1986 E-mail: william.g.brewer@smithbarney.com Contact: Bill Brewer Member of Bay Leaf? no Janney Montgomery Scott, LLC Category: Financial Type of Service: Investments Phone Number: (919)846-5840 Website: http://www.janney.com Description: N/A E-mail: grooth@janney.com Contact: Gary Rooth, CFP Member of Bay Leaf? no Downing & Gayle Insurance Category: Financial Type of Service: Insurance Phone Number: (919)841-1099 Website: http://www.downinggayle.com Description: Auto, Home, Life, Individual & Group Health, Gen. Liab/W.Comp/Builder's Risk E-mail: allen@downinggayle.com Contact: Allen Gayle Member of Bay Leaf? yes Alpha Business & Tax Services, Inc. Category: Financial Type of Service: Accounting, Payroll & Tax Preparation Phone Number: (919)848-2127 fax:(919)341-1006 Website: http://www.alphabizservices.com/ Description: Specializing in full service computerized accounting, payroll, and tax preparation. E-mail: jennifer.alphabiz@ncrrbiz.com Contact: Jennifer Ensley Aspden Member of Bay Leaf? yes Raymond James Financial Services Category: Financial Type of Service: Investments, financial and estate planning Phone Number: (919)846-7268 Website: http://www.raymondjames.com Description: Helping to Create, Preserve and Distribute wealth since 1973. E-mail: dick.hilliard@raymondjames.com Contact: Dick Hilliard Member of Bay Leaf? yes Raymond James Financial Services Category: Financial Type of Service: Financial Planning Phone Number: (919)847-7600 Website: http://www.raymondjames.com Description: Helping clients w/ all portfolio sizes and investment experience, focusing solely on their financial goals and concerns. E-mail: Pamela.Rigsby@RaymondJames.com Contact: Pamela Rigsby, CFP(R) Member of Bay Leaf? yes Wofford, Rimmer & Associates Category: Financial Type of Service: Insurance Phone Number: (919)453-0809 Website: none Description: Specialize in employee benefits & individual health E-mail: jwofford@earthlink.net Contact: Jim Wofford Member of Bay Leaf? yes Wells Fargo Category: Financial Type of Service: Financial Consulting Phone Number: (919)881-1051 Website: N/A Description: Been in the business 31 years, specializing in 401K rollovers and financial planning. E-mail: tom.perry@wellsfargoadvisors.com Contact: Tom Perry Member of Bay Leaf? yes John Hancock Financial Network Category: Financial Type of Service: Financial Services Phone Number: (800)962-2468 ext 338 Website: http://www.bpropst.jhnetwork.com Description: I help individuals, families and businesses in the accumulation and preservation of wealth, as well as recruit, train, and support advisors to do the same. E-mail: bpropst@jhnetwork.com Contact: Brian Propst Member of Bay Leaf? yes Wells Fargo Bank Category: Financial Type of Service: Residential Mortgages Phone Number: (919) 259-1449 Website: Description: Mortgages for purchasing, refinancing, investments thru Real Estate. Doing all things to glorify the Lord! E-mail: debloans@gmail.com Contact: Debbie Huston Member of Bay Leaf? yes H & M Financial Group, LLC Category: Financial Type of Service: Investment, Retirement, & Estate Consulting Phone Number: (919)870-1818 Website: N/A Description: N/A E-mail: gary.harris@lpl.com Contact: Gary A Harris, AAMS Member of Bay Leaf? yes Hollingsworth Avent Averre & Purvis, PA Category: Financial Type of Service: Individual & Small Business Tax, Auditing, Accounting Services/ Investment Advisory Services Phone Number: 919-848-4100 Website: http://www.haacpa.com/ Description: We prepare tax returns and offer investment advisory services (primarily using DFA Dimensional Funds)for individuals and small businesses, as well as prepare audited, reviewed and compiled financial statements and other miscellaneous accounting services. E-mail: tpurvis@haacpa.com Contact: Tina Purvis, CPA Member of Bay Leaf? yes |
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