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 LPL Financial. This information is provided solely as a curtsey and you are under no obligation to retain the services of the individuals listed.
Estate Attorney
Timothy W. Jones
Jones Branz & Tarsitano LLP
www.jbandt.com
Board Certified Specialist in Estate Planning & Probate Law
Telephone: 800-928-7260
tim@jbandt.com
CPA
Gwen Hodges
James A. Lucas and Company, L.L.P.
www.jalucas.com
Telephone: 919-851-4696 ext. 105
gwen@jalucas.com
Curt Lee
C B Lee & Co.
Telephone: 919-851-2640
curt@cbltax.com