Founded in 2001 by Certified Financial PlannerTM, Ed Secrest, SEFG has grown to become an independent Registered Investment Advisory with $110M in Assets Under Management. Today, we are staffed by a team of passionate and dedicated financial planners, research analysts and investment advisors who help clients to plan, build and protect their assets. We design customized wealth management models that combine comprehensive financial planning, custom-designed investment portfolios and risk mitigation strategies - all working together to deliver lifelong value.
At Brewer Insurance Group, our agents are known to go the extra mile to confirm a client's needs are met. We offer a full selection of personal and business insurance products, alongside complex investment services - from mutual funds to managed accounts. Our agency also administers individual and group health insurance selections for employees of businesses in North Carolina
With over three decades of financial industry expertise, Craig focuses on maintaining and growing relationships to foster business development and growth for his commercial members.
Craig received his BA in economics from The College of William and Mary and his MBA in finance from George Mason University. He is a board member for the Triangle chapter of the Association for Corporate Growth (ACG) and the Chapel Hill Kehillah Synagogue. Craig is also the Committee Chair of the Triangle chapter for the Exit Planning Exchange (XPX) and a member of the fundraising campaign for Haven House.
"I love the ability to work closely with business owners to help them succeed!"
TowneBank opened in 1999 and is now one of the largest banks headquartered in Virginia. Founded in Hampton Roads, locations now stretch from the coast to Richmond and central Virginia, and in North Carolina from the Outer Banks to Charlotte. Our bankers can help you with both business and personal banking services. Along with our talented and experienced bankers, the Towne family of services includes mortgage, insurance and investment specialists who can help you with all of your financial needs. Throughout our growth, we have never lost sight of our roots: local decision-making, community leadership, volunteerism, philanthropy and a culture of caring.
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I lived in North Carolina for many years before relocating to Washington DC. Although, DC was good to me NC is my home. I am a proud uncle to my 4 year old nephew "JT" and I look forward to helping him to grow into a strong young man. I'm thrilled to be back in the state that has welcomed me and my family. I started my insurance career in 1997 and opened my Allstate agency in 2020. I love working with customers and helping them with their insurance and financial needs.
At Truist, our purpose is to inspire and build better lives and communities. That happens through real care to make things better. To meet client needs, to empower teammates, and to lift up communities.
Mr. Martin Price is a Certified Public Accountant located in Durham, NC This firm is specialized in Tax Planning, Tax Preparation & all Business services. Mr. Price does tax planning for individuals, corporation, partnerships, Trusts, estates and als
At Truist, our purpose is to inspire and build better lives and communities. That happens through real care to make things better. To meet client needs, to empower teammates, and to lift up communities.
AAA Carolinas provides members with various services to both North & South Carolina including Auto Buying, Car Care, Roadside Assistance, Insurance, & Travel.
