Referrals

Estate Planning Attorneys

• Jay Hemphill - (919) 444-1746
  
• Tim Nordgren - (919) 493-0584
• Matt Bullard - (919) 781-4000
• Ralph DiLeone - (919) 791-0900
• Brian Demidovich - (919) 424-8319
  


• Do It Yourself Software
  

Accountants / CPAs

• Davis Blount - (919) 783-5555
  
• Joan Gibbons - (919) 598-1120
• Robert Alexander - (919) 781-7550 Ext. 210
• Andrew Huckins - (919) 781-7550
• John Gonella - (919) 782-1040
  

Mortgage Brokers

• Austin Herbert of DNJ Gateway Mortgage - (919) 459-6505
  
• Amy Bonis, CMP - (919) 414-4430
• Larry Dugger - (919) 459-1307
• Marcus Martin - (919) 244-4516

Real Estate Brokers

• Dru McClelland - (919) 571-3472
  
• Steve and Debra Gillham - (919) 624-6916
• Carol Ingram - (919) 810-5683
• Bob Mulder - (919) 876-2828
  

Property & Casualty Insurers (Auto, Home, etc.)

• Dianne Rodgers, CISR - (919) 571-4335 Ext: 5
• GEICO - (800) 861-8360
  
  Commercial Property & Casualty
• Kevin Theobald - (919) 582-4007 - Area VP of Arthur J. Gallagher Risk Management Services
  

Health & Medicare Supplement

• Jody Fortune - (919) 510-5980
  
• Matt Alala - (919) 661-1100
• Clark Anderson - (919) 606-5603

Property Managers

• Leslie Manning - (919) 342-6167
• Neal Goodwin - (919) 413-8735
  

Landscapers

• Lever Landscaping - (919) 210-1044
• Oak City Landscaping - (919) 665-7157
  

Marketing / Branding Companies

• Lloyd Jacobs Click Culture - (919) 420-7736
  
• Rene Rodriguez of Brave Digital - (336) 497-4200
• Alice Saunders of  Trisecta - (919) 847-3039
  

Senior Housing Advisors

• Kathy Eaton at The Cypress of Raleigh - (919) 518-8902
• Resa Overstreet at Brookdale Senior Living - (919) 918-7600
• Jay Hamm of "A Place For Mom" - (866) 477-3636

These service providers are not affiliated or endorsed by LPL Financial or LLG Financial and are provided for you to consider and determine if the services they provide meet your needs. Neither LPL Financial nor LLG Financial provide legal or accounting advice.  Neither LPL Financial nor LLG Financial receive compensation from these providers, but might receive referrals from them.

Securities, fee-based, and asset management services offered through LPL Financial, a Registered Investment Advisor, member FINRA/ SIPC, America's No. 1 independent broker / dealer.* Trust services offered through The Private Trust Company N.A., an affiliate of LPL Financial. *Based on total revenues, as reported by Financial Planning magazine, June 1996-2013.

Though our fixed insurance agents are licensed in all 50 states, our LPL Financial registered representatives associated with this Web site may only discuss and/or transact securities business with residents in the states in which they are licensed. Jon Dewar, the LPL Branch Manager is licensed in the following states: Alabama, Arkansas, California, Colorado, Florida, Iowa, Indiana, Massachusetts, North Carolina, New Jersey, New York, Ohio, South Carolina, and Virginia.

LLG Financial Wealth Management & Planning is independent of LPL Financial.