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Showing 1 - 3 of 3 results
HORIZONS WEALTH MANAGEMENT, INC.
HORIZONS WEALTH MANAGEMENT, INC.
Asheville, North Carolina
1-24 employees
Providing fee-only financial planning and wealth management to families in NC & SC.
Retirement Benefits Rank
Market Competitive
INFINITY WEALTH MANAGEMENT INC.
INFINITY WEALTH MANAGEMENT INC.
Arden, North Carolina
1-24 employees
Infinity Wealth Management specializes in comprehensive wealth management for family-oriented professionals and retirees. For 20 years we have been doing wealth management with an emphasis on tax-efficient distribution planning. This focus gives families more income now and for tomorrow. Infinity is a member of the Chamber of Commerce, the National Ethics Bureau, and the Better Business Bureau. With a team of skilled and certified public accountants, Infinity also provides tax preparation and strategy services to the community for individuals and small businesses. Throughout the year we work with you to offer planning strategies that consider your entire tax and investment picture. Additionally, our wealth management clients are taken through a seven-step tax reduction process called the Tax Management Journey℠. Infinity holds educational Lunch 'N Learns available to the community on various topics including Social Security, investments, tax mitigation, long-term care options, annuities, income planning, estate planning, and IRA distribution planning and maximization. Financial planning and investment advisory services are offered through Prosperity Capital Advisors (PCA) an SEC-registered investment advisor. For more information, please visit www.adviserinfo.sec.gov.
Retirement Benefits Rank
Market Competitive
AMERICAN IRA, LLC
AMERICAN IRA, LLC
Asheville, North Carolina
All Size Average employees
American IRA was founded in 2004 by our Founder, Jim Hitt. Mr. Hitt and his team bring over 40 years of Self-Directed IRA services and Self-Directed 401(k) investing experience to the table. They use this experience to create satisfied clients resulting in over $500 million assets under administration and an A+ Better Business Bureau rating. Why choose American IRA? *Low set $285 annual fee! Unlimited assets and account values! *Option for unlimited buy and sell transactions. *No Charge for 'all cash'​ accounts. *40 years investing experience. *Unparalleled educational material. *We work with your professionals. *Tired of electronic phone systems? Call our office and speak to a real person today! *Certified IRA Specialists. *48 hour funding with completed package. *Personalized customer service. Call us today to learn about your many investment options... *Real Estate including Raw Land/Condos/Townhomes/Single Family Homes/Commercial Buildings *Private Lending including Trust Deeds/Mortgage Notes/Unsecured Notes *Tax Liens/Deeds *LLC's *Privately Held Companies *Precious Metals *And Much More...
Retirement Benefits Rank
Below Market