Financial Advising in Mecklenburg, North Carolina

203 found · ← All categories in Mecklenburg

Bragg Financial Advisors

Financial Advising

Charlotte, NC

Bragg Financial Advisors has over 62 years of experience and manages over $4.4 billion in assets.

  • high-net-worth families
  • business owners
  • foundations and endowments

CG Financial Services

Financial Advising

Charlotte, NC

CG Financial Services has 25 years of experience and manages $4.0 billion in assets while offering independent financial planning.

  • individuals seeking personalized financial planning
  • business owners needing retirement and tax strategies

Hobart Wealth - Financial Planning Services

Financial Advising

Charlotte, NC

Hobart Wealth has been in business for over 20 years, providing comprehensive wealth management and fiduciary services.

  • high earners seeking investment management
  • pre-retirees planning for retirement
  • business owners integrating personal and business finances

Bookman Bright Consulting

Financial Advising

Davidson, NC

Bookman Bright Consulting offers tax reduction solutions and guarantees to leave clients in a better financial position.

  • individuals seeking tax reduction strategies
  • businesses needing risk management solutions

They typically respond same day and in rare cases will respond the next day.

Cannon Tax and Accounting

Financial Advising

Charlotte, NC

Cannon Tax and Accounting provides integrated tax and wealth management services, ensuring coordination for better financial outcomes.

  • holistic financial management
  • comprehensive retirement planning
  • strategic tax savings

4Point Wealth Management

Financial Advising

Davidson, NC

They provide personalized wealth management solutions and have been recognized as a 2024 Forbes Best-in-State Top Wealth Management Team.

  • individuals seeking retirement income planning
  • families needing legacy strategies

A4 Wealth Advisors

Financial Advising

Huntersville, NC

A4 Wealth Advisors focuses on comprehensive wealth management, addressing financial, intellectual, social, and human assets for retirement planning.

  • individuals and families planning for retirement

Advanced Wealth Strategies

Financial Advising

Cornelius, NC

Advanced Wealth Strategies specializes in tax-advantaged income planning and has been in business for 11 years, serving multiple states.

  • individuals and families planning for retirement
  • clients seeking tax-optimized investment management
  • real estate investors requiring 1031 exchange services

American Prosperity Group

Financial Advising

Matthews, NC

American Prosperity Group conducts informational seminars to educate clients about their financial options and offers no-obligation meetings for personalized financial education.

  • individuals seeking retirement planning
  • clients requiring custom financial planning
  • those interested in wealth accumulation strategies

Amy Byars Financial

Financial Advising

Charlotte, NC

Amy Byars Financial offers nationwide investment management solutions through LPL Financial, a recognized name in financial advising.

  • individuals seeking nationwide investment management
  • clients interested in wealth management solutions

A Special Needs Plan

Financial Advising

Charlotte, NC

A Special Needs Plan focuses on families with special needs and has been in business since 2005.

  • families planning for the future care of a loved one with special needs
  • transition planning for young adults with disabilities

Auctus Advisors

Financial Advising

Charlotte, NC

Auctus Advisors provides tailored advisory services with a fiduciary standard of care and specializes in generational wealth transfer strategies.

  • entrepreneurs managing complex financial scenarios
  • C-level executives needing compensation planning
  • professional athletes requiring financial oversight

Ballantyne Wealth Management Group

Financial Advising

Charlotte, NC

Ballantyne Wealth Management Group offers customized financial strategies and is powered by a CERTIFIED FINANCIAL PLANNER™.

  • individuals seeking personalized financial planning
  • corporate clients looking for retirement plan solutions

Barry Evans Josephs & Snipes

Financial Advising

Charlotte, NC

Barry, Evans, Josephs & Snipes has been in business for 30 years, specializing in multi-generational estate planning and tax mitigation.

  • affluent families looking to preserve generational wealth
  • business owners needing continuity planning
  • executives requiring tax-advantaged retirement solutions

Blackbridge Financial

Financial Advising

Charlotte, NC

Blackbridge Financial offers personalized financial strategies and a comprehensive planning process to help clients achieve their unique financial goals.

  • long-term financial planning
  • wealth management for families

Blue Trust

Financial Advising

Charlotte, NC

They have served over 11,000 families and individuals for 47 years, providing services based on biblical financial principles.

  • individuals seeking faith-based financial guidance
  • families planning for generational wealth
  • businesses needing strategic financial consulting

Caden Wealth Management

Financial Advising

Cornelius, NC

Caden Wealth Management offers investment management with a client-centric approach and over 50 years of combined experience.

  • customized financial strategies
  • clients seeking personalized investment management
  • planning for retirement or education funding

Capgemini Financial Services

Financial Advising

Charlotte, NC

Capgemini Financial Services integrates AI in financial operations and is the first SAP Sovereign Cloud Partner.

  • business technology transformation
  • financial services leveraging AI

Carolina Surveillance

Financial Advising

Charlotte, NC

Carolina Surveillance conducts thousands of investigations and offers affordable surveillance investigation prices tailored to client needs.

  • domestic investigations
  • adultery cases
  • child custody disputes

Other categories in Mecklenburg

Financial Advising in nearby counties

FAQ

What should I look for in a financial advisor?

Consider their specialties, experience, and whether they hold relevant certifications like CFP or CPA.

How do I know if a financial advisor is a fiduciary?

Fiduciaries are obligated to act in your best interest, so look for advisors who openly state their fiduciary status.

How much do financial advising services typically cost?

Costs can vary widely, but many advisors charge a percentage of assets under management, which often ranges from 0.5% to 1%.

What type of clients do financial advisors typically work with?

Many advisors focus on high-net-worth individuals, business owners, or those needing specialized services like estate planning.