Best Notary Services in Research Triangle

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Sreedhar Anchuri - Mortgage Loan Officer And Realtor # NMLS 2274506

Sreedhar Anchuri - Mortgage Loan Officer And Realtor # NMLS 2274506

location_on16607 Riverstone Way Bldg 200 Charlotte, NC 28277, USA, 28201
  • 6.5
    Sulekha score
  • work_history15 Years in Business
  • 2274506

Neighborhoods:140 West, 1701 North, 515 Downtown Condominium, 5401 North

From the Business:When it comes to purchasing a new home or refinancing a mortgage, everyone's financing needs are different. You may want lower monthly payments, to pay less up front, or you may have something else in mind. Our mortgage specialists update their knowledge of the current market trends, rates, and regulations regularly, allowing them to provide you with sound guidance. Your time is a precious commodity, and we're experts in taking care of the financing details on your behalf - with your best interest in mind. Plus, we have access to broker-only mortgage lenders, which could offer mortgage rates and features that you may not otherwise have access to. What's more, we'll take your needs and goals into consideration when shopping for your mortgage. We understand that mortgages aren't a one size fits all proposition. Using our exclusive Mortgage Market technology, we're able to factor in a number of lifestyle and financial variables to search for the mortgage that's exactly right for you. ! Whatever your situation, I'll help you understand your options so you can make informed decisions. Contact me to get started.Read more

Neighborhoods:Founders Row, 5401 North, Abbington Ridge, Addison Reserve

From the Business:Here at Jain Consulting, we understand the breadth of knowledge and level of attention required to manage the financial issues your business will experience. As a trusted Cary, NC Tax, Accounting & Payroll firm, we provide a wide range of customized, accurate accounting services. From day-to-day bookkeeping to making informed decisions about hiring more employees or investing in a big purchase, we’re ready to partner with you to help ensure your success. In addition, we can assist you with strategic tax planning to limit tax liabilities while garnering the highest profits possible for your business. When you turn over the complex task of managing your business finances to our qualified firm, you’ll gain a partner who genuinely cares about finding better ways to help you manage your cash flow, organize your bookkeeping and develop a budget that sets you on track to meet your financial goals. Our welcoming, experienced staff is ready to answer your questions. Call us or request a free consultation today to learn how we can put our exceptional accounting skills to work for you to make your business thrive.Read more

Surefinbiz Financial Services

Surefinbiz Financial Services

location_on Serving the Research Triangle area
  • 5star8 Reviews
  • 7
    Sulekha score
  • work_history15 Years in Business
  • translateLanguage:Telugu , English +1 more
  • NPN 19454748

Neighborhoods:5401 North, Abbington Ridge, Addison Reserve, Alexander Place

From the Business:SureFinBiz is a financial services company founded by Surender Reddy Yampally with a mission to support families in achieving financial security and independence. Drawing on over two decades of professional experience, the company offers a wide range of services including investment planning, retirement planning, tax savings, life insurance, estate planning, and college savings strategies. SureFinBiz is committed to making financial planning accessible and empowering clients with the knowledge and tools they need to make informed decisions. Additionally, the company provides business opportunities and training for individuals interested in building a career in the financial services industry, helping them succeed through mentorship and support. At its core, SureFinBiz strives to ensure that no family is left behind on the path to financial well-being.Read more

Goodlife Financial Services LLC

Goodlife Financial Services LLC

location_on Serving the Research Triangle area
  • 5star2 Reviews
  • 9.5
    Sulekha score
  • work_history12 Years in Business
  • translateLanguage:Telugu , English +1 more
  • Payroll Services

Neighborhoods:5401 North, Abbington Ridge, Addison Reserve, Alexander Place

From the Business:GOODLIFE FINANCIAL SERVICES – I’m Padma Pothula, founder of Goodlife Financial Services. With over 12 years of experience in accounting, finance, and business mentoring, I specialize in helping families, individuals, and business owners protect income, grow wealth, and plan for a secure future. I believe in empowering people through education — not sales pressure. Over the years, I’ve guided countless clients in creating personalized strategies for retirement, income protection, tax efficiency, and wealth transfer. My mission is to help families achieve financial independence and live life with confidence. Our Services: Life Insurance (Term, IUL, Whole Life) • Retirement Planning & Tax-Free Income Strategies • Long-Term Care Insurance • 401(k) & IRA Rollovers • Annuities & Guaranteed Income Plans • Will & Trust Guidance • College Savings Plans • Financial Needs Analysis. Business Opportunity: I also mentor individuals nationwide who want to build a flexible career in the financial industry. Whether part-time or full-time, I provide full training, mentorship, and support to help you succeed.Read more

Neighborhoods:5401 North, Abbington Ridge, Addison Reserve, Alexander Place

From the Business:

Srinivas Kompella is an experienced Financial Professional based in Dallas, Texas, dedicated to helping individuals, families, and small businesses achieve financial security and long-term success. With a client-first approach, Srinivas offers personalized financial strategies that align with each client’s goals and life stage With deep expertise in insurance, retirement planning, and wealth-building strategies, Srinivas helps clients navigate the complexities of financial decision-making with clarity and confidence.

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Neighborhoods:5401 North, Abbington Ridge, Addison Reserve, Alexander Place

From the Business:Trident Financial Consultants, led by Alok Navapura, is a reputable financial advisory firm specializing in offering a broad range of financial services. With a focus on wealth management, investment planning, retirement solutions, tax optimization, and more, Trident Financial Consultants provides tailored financial strategies to help clients meet their unique goals. Alok Navapura brings years of experience and expertise to the table, ensuring that each client receives the right advice and solutions to navigate the complexities of their financial journey. Known for a client-first approach, the firm is committed to helping individuals and businesses achieve long-term financial stability and success through thoughtful planning and professional guidance.Read more

Sandu Wealth Builders

Sandu Wealth Builders

location_on Serving the Research Triangle area
  • 9
    Sulekha score
  • work_history5 Years in Business
  • translateLanguage:Telugu , English +1 more

Neighborhoods:5401 North, Abbington Ridge, Addison Reserve, Alexander Place

From the Business:Sandu Wealth Builders is a financial services firm dedicated to helping individuals and businesses achieve financial growth and stability. The company specializes in wealth management, investment planning, and strategic financial solutions tailored to clients’ unique goals. With a commitment to financial education and smart investment strategies, Sandu Wealth Builders provides expert guidance to build and preserve wealth over time. Whether assisting with financial planning, asset management, or long-term investment strategies, the firm focuses on empowering clients with the knowledge and tools they need for financial success.Read more

  • Pricing Avg - $10

Neighborhoods:5401 North, Abbington Ridge, Addison Reserve, Alexander Place

From the Business:We specialize in filing taxes for H1 Visa Holders. US Citizens. The majority of our clients are virtual and are Software Engineers and/or working in the tech industry. We file taxes remotely via a secure way of sharing documents and assist all our clients virtually. We are a simple, honest family-owned business that offers a broad range of tax services including tax preparation, tax filing, and foreign taxes. Our focus and goal are to help our community by lowering tax payments and increasing tax refunds. We have helped thousands of software engineers who have built a well-known reputation in the South Asian community. Contact us: Website: www.dctax.org Email: info Tel: (562) 912-5214Read more

  • Services Avg - $200

Neighborhoods:Douglass Community, 5401 North, Abbington Ridge, Addison Reserve

From the Business:With passion and carefulness, Texas FinServ Inc wants to save your money as well as develop your business. From bookkeeping to taxation, you will have a worry-free experience with our professional service and enjoy your time in our office. We are committed to provide you with high-quality service and less costs for using our services. Our success is based on your success. Contact us for a free consultation, to learn how we can save you time and money with our comprehensive for Businesses and Individuals Tax Preparations. 29 years of professional experience that expands over five countries in the Financial Services, Tax, and accounting. With extensive experience in the mortgage banking industry, strong foundation of securities, knowledge in equities, bonds, strong analytical skills and strong accounting/finance experience. Make an appointment now or call for more information!Read more

Neighborhoods:Charleston, 5401 North, Abbington Ridge, Addison Reserve

From the Business:EasyTaxFiler in Edison, NJ, is your go-to for making taxes easy! With a focus on small businesses and individuals, we offer top-notch tax consulting, advising, and financial services. Our team, specializing in tax strategy, is here to ensure your financial success. Let’s tackle those taxes together! We believe in the value of relationships. We view every client relationship like a partnership and truly believe that our success is a result of your success. We are committed to providing close, personal attention to our clients. We take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience, and financial acumenRead more

Showing 1 - 10 of 16 results

From the Business:MyTaxFiler was founded by professionals with over 70 years of combined experience at industry-leading companies, including Infosys, Jackson Hewitt, and KPMG. We’re celebrated experts in finance, bookkeeping, taxation, and business consulting. We know tax. More importantly, we thrive on relieving our clients’ workload, freeing them from the worry of managing taxes, bookkeeping, payroll, investments and more. We follow industry best practices and implement workflows that transform our clients' lives and businesses. We assess your requirements then perform in-depth research to determine how to deliver the highest-quality work for you. All our work adheres to domestic and international regulations and tax codes.Read more

From the Business:I am specialized in Tax Consultants Services, Accountant Services, Bookkeeping, Business Tax Planning, Financial Planning, Income Tax Filing, Income Tax Preparation, RS Representation, Notary Services, Payroll Processing, Personal Tax Planning, and Sales Tax Services. For more details contact.Read more

From the Business:I am one of the most distinguished Financial & Taxation Services in Cedar Park, TX. I specialize in Accountant Services,Bookkeeping,Business Tax Planning,Estate Planning,Financial Planning,Income Tax Preparation,Notary Services,Payroll Processing,Personal Tax Planning,Sales Tax Services,Tax Consultants Services,Tax Preparation ServicesRead more

  • Individual Tax Planning and Return Preparation Avg - $75

Neighborhoods:Villas of the Hills

From the Business:GuruTaxPro!Over the last decade Accounting-Taxation-Auditing outsourcing industry has grown by 3X to touch $ YY billion and is looking to grow by another 25% Y-o-Y for the coming five-year period. Businesses from across the world and across several industries have benefited by outsourcing their Accounting, Taxation and auditing requirements.While some firms continue to have some form of an in-house team to cater to these requirements, most firms have outsourced or are in the process of outsourcing to specialist Accounting, Taxation and Auditing firms. GuruTaxPro is a firm with extensive experience of managing Accounting-Taxation-Auditing requirements relieving businesses from the complexities of tax filing and back-end financial management. We pride ourselves as efficient business partners to our clients saving considerable time and efforts that can be ploughed back into their core business functions.Read more

From the Business:Empowering Families Through Financial Freedom! Where licensed financial professionals stand ready to guide you through a comprehensive suite of services that address the full spectrum of your financial needs. At the heart of our commitment is a team of experienced professionals dedicated to delivering personalized solutions. Whether you’re focused on securing your present with robust protection planning, envisioning a fulfilling retirement, or ensuring your loved ones’ educational dreams through college savings planning—we’ve got you covered. Our Mission Empowering Families Through Financial Freedom. Our Vision Creating Financial Wealth for Everyone.Read more

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Ratings & Reviews for Notary Services

perm_identitySanthosh Anand
calendar_month5 days ago

Goodlife Financial Services has been super easy to work with, very responsive and on top of their game. Would recommend to families looking to stay on top of their finances

perm_identityDeepak Bhasin
calendar_month3 weeks ago

very good service

perm_identityYonathan Solomon
calendar_month3 weeks ago

I would highly recommend Prorata! They've been an absolute lifesaver for me and my small business. From sorting out my taxes to providing valuable financial advice, they've been there every step of the way. The team is incredibly knowledgeable, professional, and always willing to go the extra mile to help. Plus, they explain everything in a way that's easy to understand, which is a huge relief for someone like me who isn't a numbers person.

perm_identityDivakar Vijayasarathy
calendar_month1 month ago

Jay is an amazing professional - extremely responsive and diligent at what she does We have had an amazing experience working with her All the best Jay

perm_identityAnkit M
calendar_month1 month ago

Alam is an excellent tax accountant. We have been using his services for the past 5 years. He is thorough in his task and well versed in taxation. It’s been wonderful working with him and strongly recommend anyone who is looking for help with taxation and accounting

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