Our Trusted Specialists
We work closely with an experienced network of fellow professionals to provide a qualified team of trusted specialists that, together, work to help address our clients’ unique financial and legal needs.
The following professionals listed are not affiliated with or endorsed by Osaic Wealth or Independent Advisor Alliance, LLC. This information is provided solely as a courtesy and you are under no obligation to retain the services of the individuals listed.
CPA
Gwen Hodges
Hodges & Hergenrader, LLP
www.handhadvisors.com
Telephone: 919-910-8808 ext. 103
gwen@handhadvisors.com
Curt Lee
C B Lee & Co.
Telephone: 919-851-2640
curt@cbltax.com