Cg Financial Services

Financial Service

Wilmington, NC

CG Financial Services is an independent registered investment advisor providing fiduciary financial planning, wealth management, tax, retirement, estate, and risk-management coordination.

  • Business owners coordinating company finances with personal wealth
  • Business succession or sale planning
  • Individuals and families preparing for retirement

Edward Jones - Financial Advisor: Matthew T Stowe, CEPA

Financial Service

Wilmington, NC

Edward Jones - Financial Advisor: Matthew T Stowe, CEPA specializes in business-owner planning, business retirement plans, and estate and legacy strategies in Wilmington.

  • Entrepreneurs and business owners seeking financial planning
  • Business retirement plan guidance
  • Retirement savings and retirement income strategies

First Command Financial Planning

Financial Service

Wilmington, NC

First Command provides complimentary financial planning for active-duty service members and immediate families through offices near military installations.

  • active-duty service members seeking complimentary financial planning
  • military families planning for retirement
  • veterans seeking investment, insurance, or banking services

Gateway Funding

Financial Service

Wilmington, NC

Gateway Funding offers commercial purchase, bridge, business, fix-and-flip, and refinance loans and can close loans in all 50 states.

  • commercial property purchases
  • fix-and-flip financing
  • business financing

They state that they will get back to clients ASAP.

Kusek Financial Group

Financial Service

Wilmington, NC

Kusek Financial Group provides personalized wealth management and retirement guidance in Wilmington, NC and other states, affiliated with LPL Financial.

  • Clients seeking retirement planning and wealth management
  • Individuals wanting education about investment products and strategies
  • Clients seeking personalized financial guidance based on their life stage

OmniStar Financial Group

Financial Service

Wilmington, NC

OmniStar Financial Group, founded in 2002, connects retirement, tax, estate, investment, and business planning through its 10-element framework.

  • People nearing retirement who need retirement income and tax planning
  • Business owners planning a sale, succession, or exit
  • Individuals and families seeking coordinated investment, tax, estate, and retirement planning

Port City Mortgage

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

Regional Finance

Financial Service

Wilmington, NC

Regional Finance offers personal, auto-secured, and debt consolidation loans through its Wilmington branch with local specialist support.

  • debt consolidation
  • auto repairs
  • home upgrades

Rexroad Loweth & Associates

Financial Service

Wilmington, NC

Rexroad Loweth & Associates provides customized wealth management and financial planning focused on clients' goals and aspirations.

  • Clients seeking comprehensive financial advice
  • Individuals wanting financial planning tied to personal goals and aspirations
  • Clients seeking ongoing wealth-management guidance and communication

Ross Marino - Raymond James

Financial Service

Wilmington, NC

Ross Marino - Raymond James provides fee-only retirement planning and investment management in Wilmington for people approaching retirement or already retired.

  • People preparing to retire within the next five years
  • People who are already retired
  • Married couples and single women, including widows

Sound Harbor Wealth Partners

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

Speedy Title Loans

Financial Service

Wilmington, NC

Speedy Title Loans offers car and motorcycle title loans up to $50,000 through a full electronic process with no store visit.

  • Wilmington borrowers seeking a car title loan
  • Motorcycle owners seeking a title loan
  • Borrowers with poor or limited credit

Loan approval in less than 15 minutes and cash in hand in under 24 hours; funding takes about 1 hour after approval

Financial Service in nearby counties

FAQ

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