Partners Square Consulting, Llc

Financial Service

Wilmington, NC

Partners Square offers term, universal, whole life, and long-term care insurance with carrier comparison and underwriting support for families and business owners.

  • Families needing term or permanent life insurance
  • Retirees and pre-retirees planning retirement income and long-term care coverage
  • Business owners needing key person, buy-sell, succession, or executive compensation planning

Some cases may qualify for an expedited and simplified underwriting process.

Port City Mortgage Group

Financial Service

Wilmington, NC

Port City Mortgage Group offers FHA, VA, conventional, fixed-rate and adjustable-rate mortgages across North Carolina.

  • First-time home purchases
  • Home refinancing
  • Debt consolidation through mortgage financing

An advisor will contact applicants the same day with a no-obligation mortgage quote

Sound Harbor Wealth Partners, Llc

Financial Service

Wilmington, NC

Sound Harbor Wealth Partners provides fiduciary financial planning and investment management in Wilmington, with CFP®, CIMA®, and Accredited Investment Fiduciary® credentials.

  • clients seeking fiduciary financial planning
  • clients needing portfolio or investment management
  • clients seeking a broader financial plan beyond portfolio management

Tidewater Investment Company

Financial Service

Wilmington, NC

Tidewater Investment Company offers deal-by-deal private equity, growth capital, venture capital, and subordinated debt investments from Wrightsville Beach.

  • High-net-worth individuals evaluating individual private investment opportunities
  • Family offices seeking deal-by-deal private company investments
  • Business owners considering shareholder liquidity or an ownership transition

Infinity Payment Systems

Financial Service

Castle Hayne, NC

Infinity Payment Systems has operated since 1999 and publishes $0 statement, cancellation, and deposit fees for payment-processing customers.

  • businesses needing Clover Station, Mini, Flex, Go, or Duo POS systems
  • mobile businesses accepting contactless, chip, and swipe payments
  • retailers and restaurants needing industry-specific POS integrations

Funding approvals typically take 1-2 business days, with funds available in 2-3 business days after approval

Accounting By Jerry Urban

Financial Service

Wilmington, NC

Accounting By Jerry provides tax preparation, bookkeeping, payroll, QuickBooks assistance, and financial consulting for Wilmington business owners and individuals.

  • Wilmington business owners needing bookkeeping or payroll support
  • Individuals or businesses seeking tax preparation
  • Businesses wanting on-site accounting services

Ameritrust

Financial Service

Wilmington, NC

AmeriTrust provides vehicle leasing and financing with automated decisioning in seconds, an online dealer portal, and lender servicing support.

  • Vehicle leasing
  • Automotive financing through participating dealers
  • Dealers needing automated finance decisions and an online agreement portal

Quick decisioning in seconds

Ascendor Wealth Llc

Financial Service

Wilmington, NC

Ascendor Wealth integrates financial, legal, and accounting services with tax, estate, investment, and retirement planning.

  • business owners needing entity-structure and tax-planning guidance
  • multi-generational families coordinating wealth plans
  • charities considering donor-advised funds, qualified charitable distributions, or private foundations

Atlantic Bay Mortgage Group

Financial Service

Wilmington, NC

Atlantic Bay Mortgage Group offers purchase and refinance loans, SmartPath™ first-time-buyer guidance, and mortgage lending experience dating to 1996.

  • first-time buyers seeking a structured homeownership roadmap
  • Hispanic and Latino families seeking Spanish-language or culturally conscious homebuying support
  • homebuyers seeking purchase financing

Bruin & Associates

Financial Service

Wilmington, NC

Bruin & Associates provides CFO and full-charge bookkeeping for associations, including AP, AR, payroll, cash-flow management, and monthly financial reporting.

  • Associations needing outsourced CFO or full-charge bookkeeping
  • Realtor associations needing association-management-software and accounting-system integration
  • Organizations outsourcing accounts payable, receivables, payroll, and collections

Someone will contact form submitters within 24 hours

Capital Financial and Insurance Wilmington NC

Financial Service

Wilmington, NC

Capital Financial and Insurance Wilmington NC provides retirement planning, investment services, life insurance, and tax planning alongside a complimentary 22-step retirement guide.

  • retirement planning
  • investment services
  • life insurance planning

Carolina Capital Advisors - Ameriprise Financial Services, LLC

Financial Service

Wilmington, NC

Carolina Capital Advisors provides one-to-one financial advice, diversified portfolio recommendations, regular goal reviews, and anytime digital investment access.

  • People seeking financial advice aligned with specific goals
  • Clients wanting diversified portfolio recommendations
  • Investors who value regular progress and investment reviews

Financial Service in nearby counties

FAQ

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Are the financial service shown here paid listings?

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