Financial Advising in Durham, NC
5 locations found near Durham
View Map8:30AM - 5PM
3400 Croasdaile Dr STE 203, Durham
Financial Advising
8:00 AM - 5:00 PM
5475 Lumley Rd #106, Durham
Financial Advising
“Dan, and his assistant, Kaite, are just amazing, honest people. They dont judge, or frown upon someone that doesn't have tons of money to get started with investing in their future. I highly recommend. If I could give 10 stars, I would.”
Financial Advising
“Professional financial advice is one of the most important services I've ever invested in. My relationship with TIAA has been instrumental in building wealth for my family over time.”
Financial Advising
“I have been working with Heyward CPA for about 15 years and I have never had a problem, they have always been professional and very helpful. I would recommend this CPA company to everyone. They are really a 5-star company. Thanks!”
Financial Advising
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TIAA Financial Services
2 Locations
“Paul and his team continue to be outstanding and I cannot recommend them highly enough!In 2005, when I first opened my business, I hired a couple of different accountants by taking a stab in the dark since I didn't know what I needed to look for in an accountant. My ignorance led to my business getting audited which took a year to sort out. Paul and team were the superheroes who got us back on track.Amanda, the office manager, is the first point of contact. She is knowlegdeable, gracious, straightforward and a pleasure to deal with.Paul is the best accountant that I have ever worked with. He explains issues clearly and walks me through the reasoning behind the pros and the cons if there are choices to be made.Most importantly, I trust him and his team absolutely!”