When it comes to your financial future, it’s important to work with someone who takes time to understand you and
KAREN R PALM, CPA, CFP. Tax preparation for individuals, businesses, estates for over 30 years. Current and back taxes. Represent
Sunrise Banks is ranked the best bank in the world for positive overall social and environmental impact. Based in St.
Northeast Bank is a premier independent community bank committed to providing quality products and exceptional service.
Professional help with personal finances since 1982. “Women & Money” and “Couples & Money” classes. Author of “Your Money Life:
You talk, I listen, we collaborate. Working to find what’s important to you and helping you get to your goals.
Birchwood is a fee-only financial planning and investment management firm focused on helping you align your financial goals with your
BankCherokee is independent and locally owned. We are proud to be values-driven, relationship-focused, family-oriented, community-engaged, and a reliable financial partner.