North Main Financial Group
Financial Advising
Why pick this one
North Main Financial Group has over two decades of experience in personalized financial planning and offers services in both Cornelius, NC, and Pittsburgh, PA.
Best for
- individuals seeking customized financial planning
- families preparing for retirement or college savings
- business owners looking for investment management
Look elsewhere if
- looking for budget-friendly services
- seeking basic financial advice without personalization
Specialties
- investment management
- tax management
- retirement strategies
- estate conservation
- insurance and annuity products
Certifications
- CERTIFIED FINANCIAL PLANNER™
What makes them different
- focus on tailored financial planning for each client's individual needs
- team includes multiple certified financial planners
- committed to building long-term client relationships
- offers services for individuals, families, and business owners
- can conduct meetings virtually or in-person in two locations
- Years in business
- over two decades
- Serves
- Cornelius, NC, Pittsburgh, PA
Distilled from this business's own website.
Contact & Location
- Address
- 20901 N Main St, Cornelius, NC 28031-8408
- Phone
- +17049871425
- Website
- http://www.NorthMainFinancial.com/
- erica@northmainfinancial.com
Services
- comprehensive investment management
- financial planning
- tax planning
- wealth management