Estate and Trust Planning and Tax Preparation

Having a plan set for your later years can ensure security for your loved ones and allow for a smooth succession of ownership for your business. The team at Craig, Barry & Poston, P.A. CPA is here to help you design a plan for the distribution of the assets left behind, so your wishes are fulfilled, and your loved ones and business partners don’t have to worry about any additional complications during the time of loss.

Button
Button
Button

Need more information? Call us at (704) 487-5111 to speak with one of our experts.

CONTACT INFORMATION

Phone: (704) 487-5111

Fax Number: (704) 482-3585

Address: 107 E Grover St Shelby, North Carolina 28150

BUSINESS HOURS

Mon - Thu: 8:00 am - 5:00 pm
Friday: 8:00 am - 12:00 pm
Sat - Sun: Closed

107 E Grover St. Shelby, North Carolina 28150

(704) 487-5111

For a comprehensive review of your personal situation, always consult with a tax or legal advisor. LPL Financial does not offer legal or tax advice.

Investment Advisor Representative offering securities and advisory services through LPL Financial, a Broker/Dealer & Registered Investment Adviser, member FINRA/SIPC. LPL Financial is under separate ownership from any other named entity.

This site is published for residents of the United States only. Registered Representatives of LPL Financial may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the LPL Financial site at https://www.lpl.com/.

SIPC | FINRA | Privacy Policy | Important Information | Business Continuity Plan

Check the background of this firm on FINRA’s BrokerCheck.