Directory / Wilmington, NC / Finance
6 veteran-owned businesses you can hire in Wilmington, NC.
Northwestern Mutual Financial Advisor Bob Morgan, Wilmington NC referrals. Same advisor as the Jacksonville office; Wilmington listing for VBC chapter representation.
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Rock Financial Planning provides fee-only, fiduciary financial planning for mid-career professionals and pre-retirees. I coordinate retirement, tax, investment, insurance, and estate planning into one unified strategy that updates as life evolves. As an independent advisor, I never earn commissions or accept product sales, so my recommendations are based only on what's right for the client.
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TD Bank Business Banking representative Michael Stone serving the Wilmington NC market. SBA lending, business checking, treasury, and commercial real estate.
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Independent financial advisory in downtown Wilmington. Tagline: Protecting. Growing. Thriving. Investment planning, retirement planning, and wealth-management strategies for individuals and small businesses.
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Dillon's focus involves working with clients to create comprehensive Financial Plans, by taking a holistic approach to advice, supported by deep resources, advanced planning tools, and a culture built on trust and integrity.
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White Oak & Ledger is an accounting and advisory firm dedicated to helping small businesses understand their numbers, improve profitability, and make confident financial decisions. We provide bookkeeping, accounting, and CFO-level support with a focus on educating business owners—not just reporting the numbers. Our mission is to help entrepreneurs build stronger businesses by gaining clarity into their financial performance, improving cash flow, and creating sustainable profit. We proudly support trade and service-based businesses throughout their growth journey.
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