Financial Advising in Charlotte, NC
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17 locations found near Charlotte
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5970 Fairview Road Ste 400, Charlotte NC 28210
“I attended a workshop here in Aiken, SC, sponsored by Blue Financial that was very informative and well laid out. I had a follow up call a couple of weeks later with Taylor, whose knowledge and expertise in this area is outstanding. His guidance and input, concerning tax implications as they pertain to my Social Security benefits and retirement savings, was greatly valued and appreciated. Taylor was clear and concise in addressing all of my questions and concerns, and I was left feeling like I had just got done speaking with a dear friend. I highly recommend Taylor and his team at Blue Financial.”
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2010 S Tryon St D, Charlotte NC 28210
“PEOPLE MAKE PLACES and I absolutely love working with the agents here at Costello ! Personable and so full of heart . If you are looking for an amazing REALTOR here in Charlotte, NC then you want to work with CREI !”
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500 South Turner Avenue Suite 100, Charlotte NC 28208
“BGW has been our trusted partner for 6 years. During COVID I moved our CPA advisory relationship to BGW. The Partners, Adam and Jeff have been incredibly thorough and genuinely care about the success and challenges of running a company. They are in the seat as an owner and fully relate to my needs for tax, advisory and general CPA knowledge. Their business wisdom and experience are unmatched- you can't google their experience level. We are very thankful for the entire team at BGW for supporting AccruePartners and our growing business.”
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#1025, 8322 Pineville-Matthews Road Suite 602, Charlotte NC 28226
“After struggling with our credit scores for sometime Wanda was incredibly supportive and knowledgeable with helping me and my wife. She took the time to explain and help in detail assuring we understood every step. We really appreciate the extra steps she took to get us where we needed to be. I would recommend her to anyone that is struggling with getting there scores up. Thank You Wanda”
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6135 Park S Dr Ste 510, Charlotte NC 28210
“Calamita Wealth Management has been a complete game changer for us. They genuinely care about their clients’ well-being and personal goals, offering personalized and trusted guidance every step of the way. Their commitment goes far beyond the typical call of duty for financial planners. The time and attention they’ve invested in helping us plan our future has truly not gone unnoticed — they make you feel like you’re their only client. We fully trust them with our financial future and so grateful my parents led me to them!”
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10706 Sikes Pl #175, Charlotte NC 28277
“My financial advisor, Josiah Phillips is both professional and exceptionally detail‑oriented. He has a true gift for teaching, helping me clearly understand the financial decisions I’m making, their long‑term impact, and how they align with my life goals and values. Josiah approaches financial planning with care, clarity, and integrity, and I have complete confidence in his guidance.”
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516 North Tryon Street, Charlotte NC 28202
“I began with Linden Thomas in 2018 and I have experienced superior service and results. I recommend Linden Thomas without reservation. I like that performance metrics are transparent (such as the use of GlidePath) and that my financial education is on-going. Steve and his team have all taken the time to provide me the required information so that I can execute my long term financial plans for myself, children and grandchild. My son now has his retirement account with LT LT is proactive (they check in monthly and more frequently when circumstances dictate) and is attentive. My questions and requests are responded to promptly. They have made referrals to ancillary expertise when I have asked. Steve Thomas is disciplined and utilizes diversification to build a portfolio upon which I can rely. All at LT work in unison to achieve the company's philosophy of investment. I remain very happy.”
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4521 Sharon Rd Suite 400, Charlotte NC 28211
“I have a 30 year relationship with the Wealth Enhancement advisors that I use and have nothing but excellent experiences with them. I can honestly say that in my retirement years, I’m so glad they have guided our investments!!!”
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6135 Park S Drive Ste 527, Charlotte NC 28210
“We have been beyond grateful to Heath for everything he has done to manage our portfolio. He is readily available, answers all of our questions and is highly knowledgeable. We would definitely recommend his services.”
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13860 Ballantyne Corporate Place Suite 160, Charlotte NC 28277
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5624 South Blvd, Charlotte NC 28217
“Easy and affordable to buy. Customer service experience was flawless. Got appointed to Kyle (the sales guy). Awesome personality very friendly and informative. Answer all questions i had about the car i was interested in. Helped me and my family to get back on the road with a new vehicle. Very well recommended. Go to Kyle!”
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3540 Toringdon Way Ste 200 Suite 330, Charlotte NC 28277
“Nic and Jeff are the best in the business. They have an amazing talent of making complex ideas easy to understand. Thrilled that they are my financial advisor team!”
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1920 Abbott St #300, Charlotte NC 28203
“The team at Greenway have treated us like family from the beginning - their approach is practical and wise, their tools are useful and easy to understand, and they are always generous with their time.”
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4600 Park Road Suite 112, Charlotte NC 28209
“These accountants are top-notch. We've been with Brian Boswell since he was a solo CPA and now he's joined the Scharf Pera firm as a partner. Brian has been a trusted source of advice for us throughout the years. Now I recommended Scharf Pera to my family and colleagues.”
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922 East Boulevard, Charlotte NC 28203
“Just picked up our taxes and it’s another great job. We’ve been coming here for years and really appreciate the super job. Denita in particular is the person we talk to the most and she is kind and wonderful to work with. Thanks Joan”
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8500 Andrew Carnegie Boulevard, Charlotte NC 28262
“I recommend James Karalis ChFC Excellent Wealth Management Advisor at TIAA. I spoke by phone, He was very professional, competent, and personable. He sent me right away the proposal profile then we talked by the Zoom meeting for more details. Super helpful.”
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4529 Sharon Road, Charlotte NC 28211
“I can't vouch for this branch, however my experiences with Schwab have been 95 out of 100 positive for over 25 years. I left TDA because of poor customer service and have had wonderful customer service with Schwab. However, I will say I do not use branch based services - I am self-directed in my approach to investing and use the phone exclusively. My bank and Schwab and linked so no issues with funds transfers and the Think or Swim platform is wonderful. So, for all the "1" ratings, I'd like to know if these are due to trying to use the branch to conduct business. My experience over the phone has worked seamlessly.”
