Financial Planning & Accounting

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Joel I. Levy, CPA, PLLC
Joel I. Levy, CPA, PLLC
The Entrepreneur's CPA

Our mission is to save our clients time, money, and stress in managing their businesses.

Offering a combined 80 years of experience in a small, personal atmosphere.

410 Martin Luther King Jr. Blvd.
Chapel Hill, NC 27514
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  • (919) 370-7631
Wells Fargo
3211 Shannon Road
4th Flr. Ste 405
Durham , NC 27707
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  • (919) 306-7477
American Institute of Certified Public Accountants (AICPA)
220 Leigh Farm Rd.
Durham, NC 27707
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  • (919) 402-4500
Coastal Credit Union
CHAPEL HILL/CARRBORO BRANCH COMING APRIL 2016, BETWEEN RISE DONUTS AND FLEET FEET AT 310 EAST MAIN ST, STE. 110
310 East Main St., Ste. 110
Carrboro, NC 27510
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  • (919) 917-4529
Nationwide Insurance, Insurance of the Carolinas
Nationwide Insurance, Insurance of the Carolinas
Our trained and knowledgeable agents can assist you with all of your insurance needs. We will develop a personalized plan to provide you with adequate insurance coverage and at the same time save you
112 Perkins Drive Suite 200
Chapel Hill, NC 27514
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  • (919) 967-8399
Erickson Advisors
Financial IMPACT Advisors providing customized, holistic financial planning and insurance services to individuals, families and small businesses.
3001 Academy Road, Suite 110
Durham, NC 27707
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  • (919) 595-0619
Merrill Lynch Financial Advisory Team
1414 Raleigh Road
Suite 100
Chapel Hill, NC 27517
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  • (919) 428-2130
Blackman & Sloop, CPAs, PA
1414 Raleigh Rd., Suite 300
Chapel Hill, NC 27517
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  • (919) 942-8700
Infintech
401 Frederica Street
Building B Suite 104C
Owensboro, KY 42303
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  • (270) 683-3475
Coleman Huntoon & Brown PLLC
100 Europa Dr., Suite 445
Chapel Hill, NC 27517
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  • (919) 968-4911
Holliday PLLC
102 Market St., Suite 100
Chapel Hill, NC 27516
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  • 919-929-0595
Fidelity Bank
Independent, Locally Owned Personal and Business Banking
1805 East Franklin Street
Chapel Hill, North Carolina 27514
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  • (919) 314-2030
Pinnacle Financial Partners
Pinnacle Financial Partners
Delivering more than you expect
5925 Farrington Rd.
Chapel Hill, NC 27517
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  • (919) 433-9466
SunTrust now Truist
1414 Raleigh Road Suite 130
Chapel Hill, NC 27517
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  • (919) 381-3287
Fifth Third Bank
Fifth Third Bank
Our Vision is to be the One Bank people most value and trust.
214 W. Franklin St
Chapel Hill, NC 27516
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  • (919) 428-2028
First Citizens Bank & Trust Company
1650 E. Franklin St.
Chapel Hill, NC 27514
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  • (919) 932-2550
State Farm Insurance, Pam Herndon, LUTCF, CLU, ChFC
State Farm Insurance, Pam Herndon, LUTCF, CLU, ChFC
Pam Herndon's Agency helps clients manage the risks of everyday life (new babies,new jobs,etc)- recover from the unexpected (accidents,etc) AND realize their dreams (retirement, college planning, etc.
104 S. Estes Dr.
Ste. 105
Chapel Hill, NC 27514
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  • (919) 240-0155
Bank of America
4242 Six Forks Rd., Suite 1730
Raleigh, NC 27609
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  • (919) 918-4211
PNC Bank
101 E. Rosemary St.
Chapel Hill, NC 27514
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  • (919) 918-4300
BB&T now Truist
100 N. Elliott Rd.
Chapel Hill, NC 27514
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  • (919) 918-7033
CIMG Residential Mortgage
CIMG Residential Mortgage
Residential Mortgage Lending Services
1414 Raleigh Road, Suite 400
Chapel Hill, NC 27517
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  • (919) 929-6116
Shannon Craven, Financial Advisor - Morgan Stanley
6340 Quadrangle Drive
Suite 300
Chapel Hill, NC 27517
  • (919) 737-4742
State Employees Credit Union (SECU)
310 Pittsboro St.
Chapel Hill, NC 27514
  • (919) 962-6551
Slate Accounting Group
510 Meadowmont Village Circle
Suite 294
Chapel Hill, NC 27517
  • (919) 928-4386
Sweta Patel Adkin, CPA, PLLC
121 South Estes Dr., Ste 104
Chapel Hill, NC 27514
  • (984) 234-9739
Malvin, Riggins & Company, P.C.
1829 East Franklin St. Suite 100E
Chapel Hll, NC 27514
  • (919) 929-5640
Maze Financial Planning, LLC
102 Market St., Suite 201
Chapel Hill, NC 27516
  • (919) 929-4103
Wells Fargo Advisors Meadowmont
200 Meadowmont Village Circle
Chapel Hill, NC 27517
  • (919) 969-4801
First Horizon Bank
333 Fayetteville St.
Suite 700
Raleigh, NC 27601
  • (919) 277-8769
Paychex
15401 Weston Parkway, Suite 180
Cary, NC 27513
  • (919) 357-9974
Millennium Planning Group
1011 S. Hamilton Rd
Ste. 237
Chapel Hill, NC 27517
  • (919) 335-4744
Hamilton Point Investment Advisors
100 Europa Dr.
Suite 425
Chapel Hill, NC 27517
  • (919) 636-3765
Infinity Bridges Inc
8311 Brier Creek Parkway
Raleigh, NC 27617
  • (919) 903-6512
Robert A. Spransy, CPA
257 Abercorn Circle
Chapel Hill, NC 27516
  • (919) 672-3339
Edward Jones - Financial Advisor: Pat Phelan
77 Vilcom Center Drive
Suite 160
Chapel Hill, NC 27514
  • (919) 969-9104
Fidelity Investments
100 New Millenium Way
Durham, NC 27709
  • (877) 236-9340
Carolina Home Mortgage Co.
1506 E. Franklin St.
Ste. 201
Chapel Hill, NC 27514
  • (919) 869-8200
Edward Jones - Financial Advisor: Johnaustin Chapman
101 Conner Dr, suite 202
Chapel Hill, NC 27514
  • (919) 918-4017
Carolina Capital Solutions
20 West Colony Pl., Suite 170
Durham, NC 27705
  • (919) 943-5577
Ranjana Batra, CPA, PA
211 Telluride Trl.
Chapel Hill, NC 27514
  • (919) 967-3060
Charles B. Carver, CPA
890 Martin Luther King Jr. Blvd
Chapel Hill, NC 27514
  • (919) 929-2149
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