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“Jay and the team have been our personal and business tax advisors since 2001 and we couldn't be more satisfied with the friendly, professional services they provide at Lesemann CPA's. Keep up the great work!”
“We have worked with Seth since 2014in setting up our retirement investments and planning a strategy for our future and eventual retirement with a risk that was tolerable to us, but still had asset growth. It has proven to work for us the past seven years, with slight modifications yearly when we meet with Seth. We are well informed by Edward Jones and can look at all details as often as you like on your smart phone or computer, and receive Reports. Seth is a good listener, very knowledgeable, and understanding and easy to work with. He has a lot to offer in helping all ages of people to establish a good investment strategy for the future.His staff also do a good job in scheduling appointments that will fit your schedule.5 Stars from Frog Level Farm LLC”
9:00 AM - 5:00 PM
7835 NC-150, Terrell
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
“My husband retired in 2020 from a company that he spent 43 years building a retirement, so he was VERY picky about financial planning. A good friend of mine referred us to Aspire. We met with Bryan Philpott and Colby Clark and they were wonderful. They were so thorough and listened to what was important to us and then came up with a plan to help us get there. We meet quarterly but they are always available for a phone call. We have been so happy with their guidance and I have the utmost confidence in this team.”