Cannon Advisors
Why pick this one
Cannon Advisors offers coordinated tax and wealth management services with a specialized approach to financial planning.
Best for
- individuals seeking coordinated tax and investment strategies
- clients looking for personalized financial planning
- retirees planning for tax-efficient retirement
Look elsewhere if
- those looking for basic tax preparation without investment management
- clients seeking low-cost, no-frills financial advice
Specialties
- tax and accounting services
- wealth management
Certifications
- CERTIFIED FINANCIAL PLANNER™
- AWMA®
- CDFA®
What makes them different
- two independent teams for tax planning and wealth management
- strategic partnership for tax and investment coordination
- Cannon AIQ machine learning algorithm for investment decisions
- custom financial strategies based on individual goals
- experience in guiding clients through life's transitions
Distilled from this business's own website.
Contact & Location
- Address
- 2108 South Blvd #200, Charlotte, NC 28203
- Phone
- 7048492199
- Website
- https://www.cannonadvisors.com/
- info@cannonadvisors.com
Services
- financial planning
- investment management
- tax coordination