Lake Norman Financial Group
Financial Service
Why pick this one
Lake Norman Financial Group provides tailored financial planning for unique personal goals and is affiliated with Cambridge Investment Research, Inc.
Best for
- clients seeking customized financial plans
- widows and widowers navigating complex financial decisions
- high-income individuals looking to optimize wealth
Look elsewhere if
- seeking low-cost or budget financial advice
- individuals looking for generic financial solutions without personalization
Specialties
- financial planning
- investment advisement
Certifications
- Cambridge Investment Research, Inc.
What makes them different
- focus on educating and empowering clients
- service for widows and widowers during financial transitions
- guidance for empty nesters in financial planning
- assistance for high-income individuals to minimize taxes
- strategies for inheritance recipients managing new wealth
- Serves
- Cornelius
Distilled from this business's own website.
Contact & Location
- Address
- 20615 N Main St, Cornelius, NC 28031
- Phone
- (704) 439-1370
- Website
- http://lakenormanfinancialgroup.com
Services
- financial services