Joe K. Rella, NMLS #1540960

Karen Davis - Regions Bank, situated in Wilmington, NC, stands as a hub of diverse financial services for the local community. Specializing in personal, commercial, and wealth management solutions, they cater to a wide array of financial requirements with precision and care. From standard banking services like savings and checking accounts to sophisticated investment and retirement strategies, this establishment ensures comprehensive support for individuals and businesses alike. At Karen Davis - Regions Bank, financial empowerment goes beyond transactions to foster robust community relationships. By offering corporate lending, cash management, equipment finance, and treasury management options, they bolster local businesses and contribute to economic growth. With a strong focus on delivering seamless customer interactions and actively participating in community initiatives, this institution embodies a commitment to excellence in financial stewardship. Generated using this brand's available information

At CES Retirement Advisors, we believe our clients should feel confident about their financial future and the pursuit of their Dream Retirement. Your retirement could last 30 years or more. Income planning is a critical component of a family's long term financial security. All income sources need to be carefully considered when solving the retirement planning puzzle. Whether your retirement date is in the near future, or has already past, it's never to late to put together a plan.Start preparing for tomorrow's retirement today. Contact us to set up a complimentary retirement needs assessment.

At Martin Shapiro Financial Services, we focus on creating a holistic experience for you. We want you to feel as if you are our only client, and we strive to make our collaborative relationship a priority.The foundation of your strategy is comprehensive financial planning that determines a customized portfolio based on your unique situation according to your risk tolerance and investment time horizon.We help with:Asset Protection PlanningBusiness Succession PlanningEstate PlanningRetirement Income PlanningTax PlanningFinancial PlanningCustomized Retirement PlanningLong-term Care PlanningGive our team a call today!