Edward Jones - Financial Advisor: Mary Rocca, AAMS®

Financial Service

Pinehurst, NC

Edward Jones - Financial Advisor: Mary Rocca, AAMS® focuses on retirement, estate, women investor, and military professional strategies in Southern Pines.

  • Retirement savings planning
  • Retirement income strategies
  • Estate and legacy planning

Western Union

Financial Service

Pinehurst, NC

Western Union sends money to 200+ countries and territories, with transfers delivered in minutes and access to 600,000 agent locations worldwide.

  • International money transfers
  • Recipients needing bank-account or wallet delivery
  • Senders needing in-person agent locations

Transfers delivered in minutes

Western Union

Financial Service

Carthage, NC

Western Union sends money to 200+ countries and territories, with transfers delivered in minutes and access to 600,000 agent locations worldwide.

  • International money transfers
  • Recipients needing bank-account or wallet delivery
  • Senders needing in-person agent locations

Transfers delivered in minutes

Course Management Investment Advisors

Financial Service

Pinehurst, NC

Course Management Investment Advisors builds custom portfolios and coordinates retirement, tax, estate, and insurance planning for retirees, sophisticated investors, and multigenerational families.

  • Retirees and pre-retirees planning sustainable retirement income
  • Sophisticated investors seeking custom structured notes and active risk management
  • Multigenerational families coordinating wealth, taxes, estate documents, and legacy goals

Granville Financial, Inc.

Financial Service

Pinehurst, NC

Granville Financial creates custom retirement strategies through a three-step process and brings more than 60 years of combined experience.

  • custom retirement planning
  • retirement income strategies
  • wealth management and investment planning

Hicks Financial Partners

Financial Service

Southern Pines, NC

Hicks Financial Partners provides fee-only financial planning and investment management in North Carolina and Charleston, with CFP® and EA professionals.

  • Clients seeking fee-only financial planning without commissions
  • Clients needing hourly, project-based, or as-needed financial advice
  • Clients seeking investment management alongside financial planning

Kiaros Advisors, Llc

Financial Service

Southern Pines, NC

Kiaros Advisors provides retirement planning, investment management, and estate-planning coordination in Southern Pines through Peter Kisver, who has over 20 years’ experience.

  • Individuals preparing for retirement
  • Clients needing dependable retirement income strategies
  • Investors seeking diversified, long-term portfolio management

Thrivent Financial

Financial Service

Southern Pines, NC

Thrivent - Fairway Financial Group connects clients with advisors through no-cost initial meetings and a financial organization founded in 1902.

  • retirement planning
  • life insurance and family protection
  • mutual fund investing

Coinme

Financial Service

West End, NC

Coinme enables cash purchases of eight listed cryptocurrencies at the Food Lion Coinstar kiosk in West End, with app account setup recommended.

  • Buying listed cryptocurrencies with cash
  • Accessing a crypto kiosk in West End
  • Converting loose coins into cash or eGift cards

Tracey Mcinnis Lpl Financial

Financial Service

Southern Pines, NC

Tracey Mcinnis Lpl Financial provides investment management and retirement planning through a CFP professional and CPA with more than 25 years of experience.

  • Comprehensive retirement planning
  • Tax-efficient investment and wealth planning
  • Asset allocation aligned with investment preferences and risk tolerance

Bb&t

Financial Service

Pinehurst, NC

Truist offers more than 3,000 ATMs, 1,900+ branches, no-overdraft-fee checking, mortgages, and auto-loan funding as soon as today.

  • Customers seeking checking without overdraft fees
  • Customers needing access to branches and more than 3,000 ATMs
  • Auto-loan borrowers seeking terms up to 84 months

Competitive auto-loan rates and funding as soon as today

Taxes Suck

Financial Service

Pinehurst, NC

Wambeke and Associates

Financial Service

Southern Pines, NC

Wambeke & Associates combines monthly bookkeeping, catch-up bookkeeping, QuickBooks training, and Certified Fraud Examiner-led investigations.

  • Businesses needing ongoing monthly or quarterly bookkeeping
  • Businesses with overdue or unreconciled books
  • Business owners needing QuickBooks or accounting software guidance

Financial Service in nearby counties

FAQ

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