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.

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