Lake Norman Advisors
Financial Advising
Why pick this one
Lake Norman Advisors has over 30 years of experience serving the Lake Norman community and specializes in retirement planning.
Best for
- individuals seeking retirement planning
- families in need of financial checkups
Look elsewhere if
- those looking for comprehensive financial services beyond retirement solutions
Specialties
- retirement planning
Certifications
- CFP®
What makes them different
- fiduciary duty
- multi-licensed team
- ongoing guidance as life changes
- local relationships with national-level investment resources
- Years in business
- 30+
- Serves
- Cornelius, NC
Distilled from this business's own website.
Contact & Location
- Address
- 20915 E Catawba Ave, Cornelius, NC 28031-8501
- Phone
- +17042956636
- Website
- http://www.LakeNormanAdvisors.com/
- michael.ames@saswealth.com
Services
- financial advising