Cannon Tax and Accounting
Financial Advising
Why pick this one
Cannon Tax and Accounting provides integrated tax and wealth management services, ensuring coordination for better financial outcomes.
Best for
- holistic financial management
- comprehensive retirement planning
- strategic tax savings
Look elsewhere if
- only seeking basic tax preparation
- looking for a single advisor without a coordinated team approach
Specialties
- tax planning
- wealth management
- investment management
- retirement planning
- education planning
Certifications
- CERTIFIED FINANCIAL PLANNER™
What makes them different
- two independent teams for tax and wealth management
- Cannon AIQ for investment strategy
- focus on tax coordination with investments
- customized financial strategies tailored to clients' goals
Distilled from this business's own website.
Contact & Location
- Address
- 2108 South Blvd, Charlotte, NC 28203-4035
- Phone
- +17048492199
- Website
- http://www.cannonadvisors.com/
- info@cannonadvisors.com
Services
- tax and accounting
- wealth management