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Amada Senior Care Website Image
4509 Creedmoor Road Raleigh, NC

Amada Senior Care provides nurturing, compassionate in-home senior care and guides families through the many senior housing options available for assisted living. We also help seniors understand, file and manage long-term care insurance claims and can help veterans understand financial options for funding care. To learn more, visit www.AmadaSeniorCare.com.

Barone Financial Group | Cary, NC Website Image
400 Pinner Weald Way Cary, NC

Fred's more that 30 years with New York Life provide him with a unique understanding of the company and a honed expertise in his role as agent.. Call today Barone Financial Group.

Hopper Financial Group Website Image
314 W Millbrook Rd Raleigh, NC

We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.

Transitions Financial Strategies, LLC Website Image
4140 Parklake Ave Raleigh, NC

As a New York Life insurance agent, and a Registered Representative of NYLIFE Securities LLC Raleigh,NC. I am a trained professional who can help you identify your financial needs and then determine which insurance and financial products can best help you meet your objectives.

Bankers Life Website Image
125 Edinburgh S Drive Cary, NC

With a history dating back to 1879, Bankers Life provides a broad selection of life insurance and health insurance products designed especially for Americans who are near or in retirement. With over 260 offices across the country, our 5,000 insurance agents/producers live and work in the communities they serve. Our agents/producers at the local Bankers Life in Cary, NC office take the time to get to know you as their customers, listen to your needs and values, and are dedicated to helping you meet your goals for a secure retirement. Get to know Bankers Life - and learn why our more than 1.4 million customers trust us to help protect their financial future, ensuring a healthier and rewarding retirement. The Bankers Life brand is a part of CNO Financial Group, Inc., whose companies provide insurance solutions that help protect the health and retirement needs of working Americans and retirees.

Southeast Financial Group, Inc. Website Image
7780 Brier Creek Parkway Raleigh, NC

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.

H & M Financial Group LLC - LPL Financial Website Image
8309 Six Forks Road Raleigh, NC

H & M Financial Group, LLC, is an independent locally-owned financial consulting firm located in Raleigh, NC. Our main objective is to help individuals and small businesses with their investment and wealth planning goals. Services from our consultants include hourly fee planning, managed accounts, brokerage accounts, long term care, and insurance. So whether you are just beginning to consider your financial future, planning your retirement, or 401k options, the financial professionals at H & M Financial Group, LLC are here to assist you with your needs. With over 30 years of combined industry exposure, we can offer you not only the knowledge and experience you deserve, but a commitment to our clients like none other.

Focused Financial - Gary B. Gross CFP, CLU, ChFC Website Image
4141 Parklake Avenue Raleigh, NC

Focused Financial is a financial services firm led by professionals that are focused on comprehensive financial planning, wealth management, retirement income strategies, estate planning, and corporate retirement plans. We work with our clients to help accomplish their goals. Our mission is to be a financial professional to our clients to help them grow and protect their wealth. Planning for the future can seem overwhelming and complicated. But working with a financial professional whether you're close to retirement or just starting out can help.

Steve Apple, Bankers Life Agent and Bankers Life Securities Financial Representative Website Image
125 Edinburgh S Drive Cary, NC

With a history dating back to 1879, Bankers Life provides a broad selection of life insurance and health insurance products designed especially for Americans who are near or in retirement. With more than 260 offices across the country, our more than 4,200 insurance agents/producers live and work in the communities they serve. Our agents/producers take the time to get to know you as their customers, listen to your needs and values, and are dedicated to helping you meet your goals for a secure retirement. Get to know Bankers Life - and learn why our more than 1.5 million customers trust us to help protect their financial future, ensuring a healthier and rewarding retirement. The Bankers Life brand is a part of CNO Financial Group, Inc., whose companies provide insurance solutions that help protect the health and retirement needs of working Americans and retirees.

John Nesbitt, Bankers Life Agent Website Image
125 Edinburgh S Drive Cary, NC

With a history dating back to 1879, Bankers Life provides a broad selection of life insurance and health insurance products designed especially for Americans who are near or in retirement. With more than 260 offices across the country, our more than 4,200 insurance agents/producers live and work in the communities they serve. Our agents/producers take the time to get to know you as their customers, listen to your needs and values, and are dedicated to helping you meet your goals for a secure retirement. Get to know Bankers Life - and learn why our more than 1.5 million customers trust us to help protect their financial future, ensuring a healthier and rewarding retirement. The Bankers Life brand is a part of CNO Financial Group, Inc., whose companies provide insurance solutions that help protect the health and retirement needs of working Americans and retirees.

First Bank - Apex, NC Website Image
402 East Williams St. Apex, NC

Welcome to First Bank Apex, NC!

We are the community bank for Apex, NC and are conveniently located in Apex off of East Williams St. Here you'll find straightforward advice from our local financial experts and sophisticated financial products to keep your accounts on the right track. We offer personal banking, business banking, digital and mobile banking, mortgage loans, insurance options, and wealth management services.

At First Bank, we offer the same services as the big banks, but with personalized service from bankers who know your name and live in your neighborhood of Apex, NC. Member of FDIC. Equal Housing Lender.

First Bank - Raleigh, NC Website Image
3620 Six Forks Rd Raleigh, NC

Welcome to First Bank Raleigh, NC!

We are the community bank for Raleigh, NC and are conveniently located in Raleigh off of Six Forks Rd. Here you'll find straightforward advice from our local financial experts and sophisticated financial products to keep your accounts on the right track. We offer personal banking, business banking, digital and mobile banking, mortgage loans, insurance options, and wealth management services.

At First Bank, we offer the same services as the big banks, but with personalized service from bankers who know your name and live in your neighborhood of Raleigh, NC. Member of FDIC. Equal Housing Lender.

Olde Raleigh Financial Group Website Image
3110 Edwards Mill Rd Raleigh, NC

We are an Independent Advisory firm and as such we operate within a flat fee only model. So, no hidden fees. There is no being put in a cue on an 800 number line. Instead, a warm, responsive voice. Our conference room's wall size touchscreen displays your clear, concise, up to date performance reporting. Your dynamic financial plan is designed on the best software our industry has to offer. Our three advisors are respectively in their 50's, 40's and 30's so continuity of service and multi-generational perspectives is part of the firm's DNA.
Best in class wealth management, like any well rooted personal relationship, is an ongoing conversation between people. Let's start a conversation and see if we are a good fit. 919.861.8212

McAulay Financial Website Image
126 W. Chatham Street Cary, NC

As independent advisors with LPL Financial, we partner with a select number of clients to create and manage goal-driven financial plans. As a Certified Financial PlannerTM practitioner, I strive to make the ever-increasingly complex financial world simple, with the utmost attention to flexibility, transparency, risk and cost.

Brewer Insurance Group, Inc Website Image
800 West William St. Apex, NC

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

Brewer Insurance Group, Inc Website Image
8226 Creedmoor Rd Raleigh, NC

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

HealthMarkets Insurance Agency Website Image
7500 Ramble Way Raleigh, NC

HealthMarkets searches thousands of insurance plans from more than 200 insurance companies to find the coverage that's right for you at a price that fits your budget. HealthMarkets enables you to search thousands of Medicare Insurance, Health Insurance, Dental Insurance, Vision Insurance, Supplemental Insurance, and Life Insurance policies on the web, over the phone, or in person with one of our local insurance agents. HealthMarkets offers hundreds of subsidy-eligible health insurance plans from nationally recognized insurance companies. With over 2 million insurance policies sold, HealthMarkets gets you the guaranteed lowest price for the insurance plans we offer. For assistance near Raleigh, NC contact me today.

HealthMarkets Insurance - Deanna Alvarez Website Image
7500 Ramble way raleigh, NC

HealthMarkets Insurance Agency searches thousands of insurance plans from over 180 insurance companies to find the coverage that's right for you at a price that fits your budget. HealthMarkets Insurance Agency enables you to search thousands of Medicare Insurance, Health Insurance, Dental Insurance, Vision Insurance, Supplemental Insurance, and Life Insurance policies on the web, over the phone, or in person with one of our local insurance agents. HealthMarkets Insurance Agency offers hundreds of subsidy-eligible health insurance plans from nationally recognized insurance companies. With over 2 million insurance policies sold, HealthMarkets Insurance Agency gets you the guaranteed lowest price for the insurance plans we offer. Contact an agent near raleigh, NC today.

HealthMarkets Insurance - Jimmy Politis Website Image
1051 Monmouth Loop Cary, NC

HealthMarkets searches thousands of insurance plans from more than 200 insurance companies to find the coverage that's right for you at a price that fits your budget. HealthMarkets enables you to search thousands of Medicare Insurance, Health Insurance, Dental Insurance, Vision Insurance, Supplemental Insurance, and Life Insurance policies on the web, over the phone, or in person with one of our local insurance agents. HealthMarkets offers hundreds of subsidy-eligible health insurance plans from nationally recognized insurance companies. With over 4 million insurance policies sold, HealthMarkets gets you the guaranteed lowest price for the insurance plans. For assistance near Cary, NC contact me today.

HealthMarkets Insurance - Rusty Pherson Website Image
7500 Ramble way Raleigh, NC

HealthMarkets searches thousands of insurance plans from more than 200 insurance companies to find the coverage that's right for you at a price that fits your budget. HealthMarkets enables you to search thousands of Medicare Insurance, Health Insurance, Dental Insurance, Vision Insurance, Supplemental Insurance, and Life Insurance policies on the web, over the phone, or in person with one of our local insurance agents. HealthMarkets offers hundreds of subsidy-eligible health insurance plans from nationally recognized insurance companies. With over 2 million insurance policies sold, HealthMarkets gets you the guaranteed lowest price for the insurance plans we offer. For assistance near Raleigh, NC contact me today.

HealthMarkets Insurance - James Antunes Website Image
1221 Cedar Creek Dr Cary, NC

HealthMarkets searches thousands of insurance plans from more than 200 insurance companies to find the coverage that's right for you at a price that fits your budget. HealthMarkets enables you to search thousands of Medicare Insurance, Health Insurance, Dental Insurance, Vision Insurance, Supplemental Insurance, and Life Insurance policies on the web, over the phone, or in person with one of our local insurance agents. HealthMarkets offers hundreds of subsidy-eligible health insurance plans from nationally recognized insurance companies. With over 2 million insurance policies sold, HealthMarkets gets you the guaranteed lowest price for the insurance plans we offer. For assistance near Cary, NC contact me today.

HealthMarkets Insurance - Maria Triolo Website Image
7500 Ramble Way Raleigh, NC

HealthMarkets searches thousands of insurance plans from more than 200 insurance companies to find the coverage that's right for you at a price that fits your budget. HealthMarkets enables you to search thousands of Medicare Insurance, Health Insurance, Dental Insurance, Vision Insurance, Supplemental Insurance, and Life Insurance policies on the web, over the phone, or in person with one of our local insurance agents. HealthMarkets offers hundreds of subsidy-eligible health insurance plans from nationally recognized insurance companies. With over 2 million insurance policies sold, HealthMarkets gets you the guaranteed lowest price for the insurance plans we offer. For assistance near Raleigh, NC contact me today.

Phoenix Wealth Advisory Website Image
8394 Six Forks Road Raleigh, NC

Driven to help you define and pursue your financial dreams.
We are Phoenix Wealth Advisory (PWA) - a boutique firm offering individualized investment and personal financial management services to professionals, pre-retirees, and retirees living in the Raleigh-Durham area.

HealthMarkets Insurance - Shawn Van Horn Website Image
1500 Lake Front Drive Apt. B Raleigh, NC

HealthMarkets searches thousands of insurance plans from more than 200 insurance companies to find the coverage that's right for you at a price that fits your budget. HealthMarkets enables you to search thousands of Medicare Insurance, Health Insurance, Dental Insurance, Vision Insurance, Supplemental Insurance, and Life Insurance policies on the web, over the phone, or in person with one of our local insurance agents. HealthMarkets offers hundreds of subsidy-eligible health insurance plans from nationally recognized insurance companies. With over 4 million insurance policies sold, HealthMarkets gets you the guaranteed lowest price for the insurance plans. For assistance near Raleigh, NC contact me today.

AgCarolina Farm Credit Website Image
Poole Rd Raleigh, NC

We deliver value-added financing and services to North Carolina s rural communities. AgCarolina is a member of the nearly 100-year-old Farm Credit System, the largest provider of credit to American agriculture. As a member-owned financial services cooperative, we provide farmers, ranchers and agribusinesses with the greatest opportunity for success through low-cost financing and exceptional service. Unlike commercial banks, our cooperative structure means a portion of the profits generated from our lending activity is returned to our borrowers in the form of patronage refunds, which significantly reduce the cost of borrowing for our customers.

Triangle Life and Health Website Image
6512 Six Forks Rd Raleigh, NC

We are in the business of helping people. We help clients with their health and life insurance needs. In particular, we specialize in serving the senior community.

Preston Mahan Website Image
3535 Glenwood Avenue Raleigh, NC

Preston is responsible for providing high-quality commercial and private banking services to new and existing TowneBank members, as well as ensuring their financial goals and objectives are being met. Preston began his career in 2003 at RBC Centura (now PNC Bank) as an account manager of personal and business banking. Preston boasts more than 17 years of banking industry experience. Previously he worked as a private banker with Wells Fargo. During his tenure with Wells Fargo, he earned several sales and service awards. He graduated from NC State University with a bachelor's degree in business management. Preston resides in Raleigh with his family.

Sara Boshart Website Image
3535 Glenwood Avenue Raleigh, NC

Sara Boshart specializes in serving the banking needs of law firms and title companies. In her role, Sara is responsible for developing and sustaining member relationships, including bringing new relationships to the bank and providing an exceptional banking experience to her portfolio of members. Previously, Sara enjoyed a successful career in the title industry, with a focus on developing new business partnerships and fostering existing relationships. Her numerous community affiliations include: Rise Against Hunger, the Food Bank of Central & Eastern North Carolina, SAFEchild, Wake County Real Property Lawyers Association and Holy Name of Jesus Cathedral. A native of Atlanta, Georgia, Sara grew up in Hendersonville, North Carolina. She currently resides in Raleigh with her husband.

Brandi Gerew Website Image
3535 Glenwood Avenue Raleigh, NC

Brandi joined TowneBank in 2021 as a Private Banker in the Raleigh, NC region. She is focused on providing exceptional banking services primarily to non-profit organizations. With over a decade of focused, non-profit management, she understands the unique needs these organizations face day to day and long term.

Brandi earned her bachelor's degree in communications from North Carolina State University and also holds both a Certified Association Executive (CAE) and a Certified Meeting Professional (CMP) certification.

Brandi is dedicated to the Association Executives of North Carolina (AENC) through various leadership roles such as acting as secretary, Vice Chair, Chair and now immediate Past Chair for the FUEL (Fostering Unity among Emerging Leaders) Young Professionals program. She has also served on the AENC Legislative Committee Volunteer and is the current AENC Tradeshow Chair. Brandi has also served the AENC as the Certified Association Executive (CAE) Study Group Lead Volunteer and was a Board Member for 2020-2021.

"With my experience in non-profit management, I believe I truly understand the needs of these organizations and can provide exceptional banking services for them."

TowneBank Website Image
3535 Glenwood Avenue Raleigh, NC

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.

TowneBank Website Image
5000 Valleystone Drive Cary, NC

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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Roberto Crescencio: Allstate Insurance Website Image
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