CLIENT RESOURCE GUIDE

Through the real estate transaction process, there is always a need to have trusted professionals available to help with any number of factors depending on the nature of the transaction, as well as everything that comes with owning, leasing, managing and/or maintaining real estate. The tabs below are meant to provide you with professional resources that can be a valuable resource to you along the way.

Our agents do not receive any preferred recompense for referring any of the professional listed below, other than maybe an occasional Starbucks gift card. We recommend these professionals because our trusted partners and past client continue to recommend them and so we recommend them to you. Please tell them we sent you!

  • Horizon Tax Advisors

    Moses Chung
    646.753.0993
    mchung@horizon-taxadvisors.com

    Guardian Tax Solutions

    Chris Cherico
    919.302.0336
    chris@guardiantaxsolutions.com

    Supporting Strategies

    Sandra Finerghty
    919.230.9026
    sfinerghty@supportingstrategies.com

    The Bookkeeper

    Craig Barbee
    919.578.3886
    craig@thebookkeepernc.com

  • Pretlor Installations

    John Pretlor
    919.258.1863
    pretlor5@yahoo.com

    IWatch Security

    Brian Smith
    919.957.9818
    bsmith@iwatchsecurity.com

  • Capital Auto Rentals

    Josephine Segatori
    919.961.4880
    jsegatori@capitalford.com

  • Please Ask The Team directly for a Banking Referral directly

    We want to direct you to the Banking/Lending that makes the most sense. You may have requirements on location, asset specialization, language preferences or other factors that are critically important. So based on a few simple questions, we can connect you to a great banker/lender that is best suited for you!

  • Connect to Client Consulting

    Debra Mathias
    614.563.7840
    connecttoclientsconsultingllc@gmail.com

    ERA Group

    Chris Angel
    919.389.9762
    cangel@eragroup.com

    Premier Business Consulting Group

    Steven Dale
    919.522.7244
    steve.dale@schooleymitchell.com

  • Spectrum Business

    John Bame
    919.413.3772
    john.bame@charter.com

  • The Entrepreneur's Source

    Dan Prendergast
    336.260.5494
    dprendergast@esourcecoach.com

    Daughtry Consulting LLC

    Van Daughtry
    919.780.9144
    vandaughtry@gmail.com

    Business Value Strategies

    Mike Leannah
    239.872.1998
    mike@businessvaluestrategies.com

    The Franchise Consulting Company

    Leonor Clavijo
    919.308.1162
    leonor@thefranchiseconsultingcompany.com

  • Regional Carpet Care

    Rich Reagan
    919.909.0392
    rich@regionalcarpetcare.com

    BOG Flooring

    Kyle Brown
    336.260.3323
    kyle.bogflooring@gmail.com

  • Top Flight Computers

    Chris Touchberry
    919.818.0645
    chris@topflightpc.com

  • HMD Construction & Development

    Kenneth Dickinson
    919.274.6443
    kenneth@hmddevelopment.com

    Sharpman Construction

    Ray Construction
    919.524.1484
    sharpmanconstruction@gmail.com

  • Absolutely Clean Pressure Washing

    Garie Williams
    941.441.7505
    gariejeanwilliams@gmail.com

    Stewart Esposito
    919.345.7410
    stewespo@gmail.com

  • Triangle Lawn Care

    Gordon Buchanan
    941.661.2720
    gordon@bluecannonconsulting.com

  • Acorn & Oak Wealth Management

    John Underhill
    919.578.2609
    john.underhill@acornandoakwm.com

    Pratto Wealth Management

    Paul Pratto
    919.740.5383
    paul@prattowealthmanagement.com

  • Gabi's Powered by Special Abilities

    Mary Angelini
    919.274.1449
    gabisgrounds@gmail.com

  • Garage Builders of Raleigh

    Bob Clade
    919.369.1507
    bob@garagebuildersofraleigh.com

    Garage Force

    Rich Reagan
    919.909.0392
    rreagan@garageforce.com

  • Home Helpers Home Care

    Frank Sabiston
    919.981.9121
    franksabiston@homehelpershomecare.com

  • Platinum Business Solutions

    Jodi Free
    919.247.0846
    jodih@platinumbusinessnc.com

    On Board With Us

    Jennifer Murray
    919.349.0484
    jennifer@onboardwithus.com

    Spherion

    Pisei Nop
    919.451.6708
    piseinop@spherion.com

  • Tower Heating & Air

    Craig Andes
    919.480.6650
    craig@towerheatingandair.com

  • Insurance comes in all types and sizes, so use the options below to get you started!

    Independent Benefit Advisors

    Will Gasiorowski
    919.303.9690
    will@thebenefitadvisors.com

    Sollie Insurance Advisors

    Mike Sollie
    919.845.2909
    mike@msianc.com

    VIVA Insurance

    Victor Sandoval
    919.324.7097
    victor@insuranceviva.com

    Bullard Insurance Solutions

    Brandon Edwards
    352.777.0387
    brandon@bullardins.com

    Happy Rock Benefits

    Michelle Gladstone
    919.323.0158 x1
    michelle.gladstone@us.aflac.com

    NC Farm Bureau

    Brad Davis
    919.260.5316
    brad.davis@ncfbins.com

    GEICO

    Matt Young
    336.303.8313
    myoung@geico.com

  • IWS Interactive

    Randy Soare
    919.757.7101
    randysoare@mac.com

    Connect to Client Consulting

    Debra Mathias
    614.563.7840
    connecttoclientsconsultingllc@gmail.com

    Brasco Marketing

    Lin Nelson
    919.745.8091
    linn@brasco.marketing

    Brand Aid Advertising

    Jay Dunbar
    919.649.6279
    jay@brandaidadvertising.com

    DBA Marketing Pros

    Dre Richmond
    984.444.1804
    dre@dbamarketingpros.com

  • 2 Dog Digital

    Rich & Amy DePierro
    919.949.1791
    rich@2dogdigital.com

    IT Practice, Inc

    Tony Kattan
    919.301.1000
    tkattan@itpractice.com

  • Junkluggers of Raleigh Durham

    Damon Barham
    919.770.7327
    damon.barham@junkluggers.com

  • WOW 1 Day Painting

    Mike Patnesky
    919.622.6185
    mike.patnesky@wow1day.com

  • Charles Dickens Photography

    Charlie Dickens
    919.949.3666
    charlie@charlesdickensphotography.com

  • Restoration 1 of Durham

    Todd Harris
    919.813.6101
    todd.harris@restoration1.com

  • True North Inspection Services

    Jon Strout
    910.421.5550
    jstrout@tnisnc.com

    HomeTeam Inspection Services

    Ed Roberson
    919.987.7646
    triangle@hometeam.com

    WB Treece Consultants

    Britt Treece
    854.800.3335
    britt@wbtreececonsultants.com

  • Please Ask The Team directly for a Residential Real Estate Referral directly

    We want to direct you to the residential agent that makes the most sense. You may have requirements on location, asset specialization, language preferences or other factors that are critically important. So based on a few simple questions, we can connect you to a great residential agent best suited for you!

  • Mighty Dog Roofing

    Gray Lewis
    910.540.3505
    glewis@mightydogroofing.com

  • Successful Staging

    Bobbie McGrath
    919.605.6588
    bobbie@successfulstaging.com

  • Cloud Service Networks

    Steven Stemkowski
    919.763.1200
    steven@cloudservicenetworks.com

  • Home Glo

    Ron Weisbein
    917.757.5978
    rweisbein@gmail.com

    Cover Gals Blinds & Drapes

    Daphne Rivers
    919.656.2484
    daphne@covergalsblinds.com