- Business Tax Return Preparation and Planning
- Personal Tax Return Preparation and Planning
- Business and Managerial Consulting
- Accounting, Bookkeeping and Payroll Services
- Comprehensive Personal Financial Planning
- Wealth Management Services
- Health Care Consulting with a focus on Physician Practices
Securities offered through Southeast Investments NC, Inc. Member FINRA, SIPC. OSJ: 820 Tyvola Road, Suite 104, Charlotte, NC 28217. 704-527-7873.