Preferred Vendors

Available referrals to keep your financial needs within one network:

Insurance – Auto/ Home/ Life/ Business

Michael V. Petilli
Apex Cary Insurance
TollFree 866-945-2739
Phone: 919-362-1692
Cell: 919-924-8144
Email: Mike@Apex-cary.com
Website:  www.apex-cary.com

Financial/Estate Planning

Bill Zimmer, Agency Sales Manger/ Registered Representative
MassMutual Raleigh-Durham
Phone# (919) 755-3100 ext: 3103
Cell: (919) 308-0112
Email: wzimmer@financialguide.com

J. Phillip Passey – Financial Advisor
Raymond James Financial Services, Inc.
Phone: 919-387-6776
Fax: 919-387-6778
Cell: 919-616-8321
Email: Phillip.Passey@raymondjames.com

Mortgage Service Providers

Joshua Dodson – Mortgage Loan Consultant
Capital Bank
Phone: 919-469-5375
Cell: 919-622-8753
Email: Joshua.Dodson@capitalbank-us.com

Residential Real Estate Services

Mary Margaret Tate – Broker Associate
Harper Tate Homes
Direct: 919-380-9070
Cell: 919-434-9395
Email: mmt@HarperTateHomes.com

Business Computer Support & Web Services

Paul Armstrong – Senior Computer Technician
SeTech Support
Direct: 919-741-6525 x102
Email: parmstrong@setms.com
Website:  www.setechsupport.com

Electrician – Home & Commercial

Dave Ptasinski
East Coast Electrical Services
Phone# (919) 986-0287
Email: ecoastes@gmail.com
WEBSITE: ecelectricservice.com
Mike Bentkowski
Fast Electric Service, Inc.
Phone: 919-510-4616
Cell: 919-633-5024
Email: AWS.Power@gmail.com

Painter:

Jason Langdon
Platinum Painting
Phone# (919) 607-1833
Email: jason@platinum-painting.com

BookKeeper:

Mary Jo Zimmerman
Small Business Services
Phone# (919) 272-0208
Email: ilikebookkeeping@gmail.com
 

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