We shape financial solutions for a lifetime. Ameriprise Financial Services, Inc. offers financial advisory services, investments, insurance and annuity products. RiverSource products are offered by affiliates of Ameriprise Financial Services, Inc., Member FINRA and SIPC.
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Charter School Management Corporation is the largest back-office provider for charter schools. CSMC offers comprehensive back-office, bookkeeping, HR, payroll, compliance, and operational services for charter schools. Services can be purchased individually or bundled together to create an all-inclusive program designed specifically to meet the needs of your school.
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One of the largest CPA firms in the Southeast, Elliott Davis, LLC has provided accounting, tax and consulting services to diverse companies in a wide-range of industries for more than 80 years.
From strategic planning and tax preparation to auditing and consulting, the firm is committed to a customized high-level of invaluable service to account for all aspects of our clients’ businesses. We tap into our team’s deep industry knowledge, broad skills and ingenuity to understand the nuances of your business and bring you personalized services. We’re fully engaged : for you
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Insurance People is the largest writer of Charter School insurance in two States and we offer the best protection for your school at a reasonable cost. Insurance People created the Charter School Safety Group and it’s available for all NC Alliance Members. Our Charter School Members have found this Safety Group Dividend to be a real financial reward for their schools as the program has paid out a 20% dividend for the past three years.
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Haynsworth Sinkler Boyd, P.A. provides business, litigation, financial legal services, and government relations to national and international clients. With a history dating back more than 100 years, it is one of the largest law firms in the Carolinas with more than 135 attorneys. The Firm has offices in Charleston, Columbia, Florence, Greenville, and Myrtle Beach, South Carolina, and Washington, D.C. For more information, see www.hsblawfirm.com.
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RBC Capital Markets is a full-service investment banking firm with a group that specializes in financing charter school facilities. RBC Capital Markets has financed over 100 charter school projects for more than 50 organizations raising nearly $1 billion. The RBC Capital Markets Charter School Finance Group assists charter schools with navigating the entire bond finance process; from developing a plan of finance, to assembling and coordinating a financing team and, finally, to financing execution and funding. RBC Capital Markets finds solutions to the capital funding challenges faced by charter schools. www.rbccm.com/charterschools
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Baird’s national charter school finance team has assisted charter schools and CMO’s nationwide on 60 Charter School financings, obtaining $700 million in funding for facilities/capital project needs. These financings have been accomplished utilizing Tax-Exempt Bonds, New Markets Tax Credits and other long-term financing sources.
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Clients trust TB&A, CPL, PLLC for accounting, auditing, income tax services, and rock solid advice that supports them in our ever changing economic climate. TB&A earned the proud distinction of ‘One of the Top 25 CPA Firms in Charlotte’ based on integrity, responsiveness and proactive client relationships. 704-841-1120
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Self-Help is a nonprofit lender that has provided over $100 million in facility loans and technical assistance to charter schools since 1997. Whether your school is looking to acquire, renovate, or build a facility, Self-Help has the experience and capacity to meet your financing needs.
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ValuTeachers teaches educators the importance of saving for retirement by conducting brief, informative workshops across the state. We simplify the retirement planning process so a financial novice can understand the process of retirement savings. In addition, the company we represent, Life of the Southwest, does not charge administrative fees. Stop by to schedule a Retire 101 Workshop for your staff. They will thank you.
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Woomer Group is an independent insurance and financial services company. We are “Independent for you”, which means we search the marketplace to offer the most competitive and comprehensive products available. We have specifically design programs that offer solutions for all of your insurance, benefits, and retirement needs. Go to www.woomergroup.com to learn more!
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