Top Wilmington, NC Financial Services Companies (20)

Founded in 1967, Gelfand, Rennert & Feldman ("GRF") is a leading full-service business management firm for an exclusive assortment of entertainers, executives and select high net worth individuals. Our 30 partners and over 650 staff members deliver comprehensive financial services in the fields of music, motion pictures, television, sports, literature and other creative and performing arts. The Firm has 10...

Neuberger Berman, founded in 1939, is a private, independent, employee-owned investment manager. The firm manages a range of strategies—including equity, fixed income, quantitative and multi-asset class, private equity, real estate and hedge funds—on behalf of institutions, advisors and individual investors globally. With offices in 25 countries, Neuberger Berman’s diverse team has over 2,400 professionals. For eight consecutive years, the company...

Brown Brothers Harriman (BBH) is a privately-held financial institution that has been a thought leader and solutions provider for over 200 years. We serve the most sophisticated individuals and institutions with expertise in Private Banking, Investment Management and Investor Services. Our 5,000 employees operate from 17 locations throughout North America, Europe and Asia.

Privately owned and independent, Bessemer Trust is a multifamily office that has served individuals and families of substantial wealth for more than 110 years. Through comprehensive investment management, wealth planning, and family office services, we help clients achieve peace of mind for generations.

Founded in 1887, Farmers National Banc Corp. is a diversified financial services company headquartered in Canfield, Ohio, with over $5.0 billion in banking assets. Farmers National Banc Corp.’s wholly-owned subsidiaries are comprised of The Farmers National Bank of Canfield, a full-service national bank engaged in commercial and retail banking with 64 banking locations throughout Ohio and Pennsylvania; Farmers Trust Company,...

Live Oak Bank has had the privilege of helping thousands of passionate, driven people turn their dreams into reality. These everyday heroes aren’t in it for the fortune or the fame. They’re in it to make a difference, just like we are. As one of the last banks to get a charter before the start of the Great Recession, Live...

Stephano Slack LLC is a full-service regional accounting and advisory firm specializing in privately owned, middle-market companies, offering outsourced accounting, audit, tax, and transaction advisory services.

Thomas, Judy and Tucker, P.A. has been serving clients in the Triangle and the surrounding area for more than 30 years. Our firm has 19 partners and 245+ professionals with offices located in Raleigh, Durham, Wilmington and Emerald Isle, NC. We are a full service accounting firm offering audit, tax, outsourced accounting, and consulting services. We strive to exceed client...

We are a team of dynamic, enthusiastic, and service-oriented individuals who want to make banking and mortgages easier for you. With our upcoming digital banking and mortgage-lending platforms, we're confident you'll feel right at home with the new Cornerstone Capital Bank. Cornerstone Capital Bank, SSB, Member FDIC, NMLS ID# 2258 (www.nmlsconsumeraccess.org) 1177 West Loop South, Suite 700, Houston, TX 77027 The Roscoe State...

Even though we're North Carolina's largest credit union, we're still just "people helping people." We currently serve over 2.6 million members through more than 270 branch offices - and growing! Members have 24/7 access to account services from over 1,100 ATMs, as well as via phone, our website, and the SECU Mobile App. Since 1937, we've provided financial services to employees...

Bread Financial is a tech-forward financial services company providing simple, personalized payment, lending and saving solutions. The company creates opportunities for its customers and partners through digitally-enabled choices that offer ease, empowerment, financial flexibility and exceptional customer experiences. Driven by a digital-first approach, data insights and white-label technology, Bread Financial delivers growth for its partners through a comprehensive product suite,...

First Carolina Bank is a high-touch community bank that serves Cary, Raleigh, Reidsville, Rocky Mount and Wilmington, North Carolina; Columbia and Greenville, South Carolina; Virginia Beach, Virginia; and Atlanta, Georgia. Our Commitment We do the day-to-day things in banking extremely well. Around The Community First Carolina Bank is dedicated to making a positive impact in all of our communities. We do...

Founded in 1982, Earney & Company, L.L.P. has built a reputation in Wilmington and Southeastern North Carolina as a leading provider of accounting, tax, and risk advisory services. Our firm is focused on privately held businesses, their owners, not-for-profits, tax exempts, and other community support organizations. As certified public accountants we bring credibility to the tax and financial information provided to...

Founded in 1988, Cornerstone Home Lending, Inc. is a full-service mortgage lender. Thirty years later, we're still committed to the core values we started with: lending with a servant's heart, closing mortgages on time, treating our borrowers like people and not just a number, and making buying a house feel easy. Cornerstone Home Lending, Inc. NMLS ID #2258 (www.nmlsconsumeraccess.org) |...

APPROVE is YOUR custom-branded, in-house financing program that displays affordable monthly payments at EVERY point-of-sale, and delivers multiple financing offers from a network of top lenders that compete to earn your customers' business. Competing lenders drive higher approval rates, lower customer costs and more closed sales for your business.

For more than 100 years, Raleigh, N.C. -headquartered First Citizens Bank has helped customers do more with the money they earn, save and invest. Along the way, we’ve built our company on such timeless values as integrity, hard work and taking the long-term view. In 1898, First Citizens began as the Bank of Smithfield in Johnston County, N.C. From a single...

Founded in 1997, Advance America has become one of the nation’s leading providers of consumer financial services, with online lending and 1,200+ locations nationwide. Since opening our doors, we’ve helped millions of hardworking individuals who may not have immediate access to traditional credit options find a financial solution to fit their life and achieve their version of financial stability. We believe...

Adam Shay CPA, PLLC provides accounting and financial services to both individuals and businesses. We give the same attention to all clients, no matter how large or small. The accounting, tax preparation, and other financial services we provide are tailored to the unique needs of each client, ensuring the best possible results and maximized returns. Our firm remains on the...

CAP3 is Consulting, Accounting, and Planning. We align these three concepts to help business owners and their staff with administrative tasks. Sure, we help businesses with their day-to-day operations; bookkeeping, cash budgets, and financial statements - but we also help them plan for their future. We create a custom dashboard for each of our clients, help them with five-year planning...

Baker Tilly US, LLP (Baker Tilly) is a leading advisory CPA firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers – New York, London, San Francisco, Los Angeles and Chicago. Baker Tilly is an independent member of Baker Tilly International, a worldwide network of...