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Read verified customer reviews of the most reliable financial planners in Charlotte, NC. Save time and money by comparing prices, getting expert recommendations, and finding the perfect fit for your needs.

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Know My Plan

Know My Plan

knowmyplan.com
We help high-achieving professionals retire to a life they love. We provide advice and guidance to help you achieve the confidence, financial freedom, and future lifestyle you're looking for. Our services include mitigating taxes in retirement, finding the most suitable investments for your situation, creating a tax-efficient income, and insuring your family from the "ifs" in life. We believe you should know exactly where your money is and the reason behind every decision. Our approach is centered around YOU, with a focus on your entire financial picture, not just investments or insurance. We work WITH you to execute your plan so you know where you are, where you're going, and what to do next. We're here for you whenever you need us, and we won't leave you on your own with an overwhelming plan.
The financial advisors have been praised for their exceptional communication skills, personalized approach, responsiveness, professionalism, and caring nature.
5.0
Based on 16 reviews
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Calamita Wealth Management

Calamita Wealth Management

calamitawealth.com
Calamita Wealth Management is a Charlotte, North Carolina-based wealth management firm that provides comprehensive financial planning services to individuals over 50. Our team of CERTIFIED FINANCIAL PLANNER professionals offers personalized guidance on retirement planning, social security timing, investment management, and tax planning. We're committed to ensuring a successful retirement by providing effective and transparent financial planning that meets the unique needs of each client. With offices in Charlotte, NC, we serve clients locally and beyond through virtual and in-person meetings. Our team offers a fiduciary service approach, ensuring that our clients' best interests are always prioritized. Schedule a Brief Introductory Conversation to discover how we can help you achieve your financial goals.
The reviewers praised Todd Calamita and his team for their trustworthiness, personalized service, expertise, and guidance, resulting in positive outcomes for their financial futures.
5.0
Based on 7 reviews
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Keystone Group

Keystone Group

keystonegp.com
Keystone Global Partners is a progressive wealth management firm dedicated to serving founders, entrepreneurs, and their families. We provide proactive and ongoing tax minimization, sophisticated investment management, and advanced financial planning strategies to protect and grow wealth. With expertise in navigating complex financial situations, we equip our clients with confidence to pursue their goals and future.
The group's professionalism and expertise in the tax code have earned them a reputation as a respected authority in the field, with exceptional customer service.
5.0
Based on 4 reviews
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Keith Richardson Consulting

Keith Richardson Consulting

krichardsonconsulting.com
KRC Wealth Management is a comprehensive financial planning firm that provides investment, insurance, and tax services to individuals, families, businesses, trusts, and estates. Our team of certified professionals utilize tax strategies to enhance our clients' financial positions in investments, insurance, and estate planning.
Keith provides exceptional client service and tailors his approach to each individual's needs.
5.0
Based on 1 review
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Clearview Wealth Management

Clearview Wealth Management

clearviewwealthmgmt.com
Clearview Wealth Management is a privately owned financial planning and investment management firm in Charlotte, NC. Founded in 2013 with a vision of providing exceptional care and ongoing financial guidance to help clients reach their goals. We build deep, long-lasting relationships with busy professionals, pre and post retirees, small business owners, and those aging alone. In addition to helping clients through life's important moments, we're honored to guide the financial lives of many of their children, grandchildren, siblings, and other family members.
5.0
Based on 1 review
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Lockwood Luther

Lockwood Luther

mbl-advisors.com
MBL Advisors is a boutique advisory firm providing objective advice and personalized service in Wealth Management, Private Client Insurance Solutions, Business Exit Planning, and Executive and Corporate Retirement Benefits. We help our clients accumulate, manage, and preserve their wealth, providing innovative strategies tailored to their unique financial goals and objectives.
5.0
Based on 1 review
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Carolinas Investment Consulting

Carolinas Investment Consulting

carolinasinvest.com
Carolinas Investment Consulting is a financial advisory firm that provides personalized attention to individuals, families, businesses, and executives. With over 20 professionals, the firm offers comprehensive planning and investment management services, delivering exceptional client service. As an independent firm, Carolinas Investment Consulting is free to pursue the best interests of its clients, without the conflicts of interest found in large financial conglomerates.
4.0
Based on 1 review
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Alpha Financial Advisors

Alpha Financial Advisors

alphafa.com
At Alpha Financial Advisors, we take the burden of managing the financial details so you can focus on living a vibrant life. We help identify how your wealth will serve you in pursuing your unique purpose and passions. Every financial plan we design is predicated on the discovery of individual goals and identifying what you value most. Our team of experts combines expertise and experience to implement innovative strategies that are tailored for your success.
Reviewers praise Alpha's comprehensive services, personalized attention, and expertise of specific advisors.
Some reviewers have experienced discrepancies and issues with Alpha's services, including minimum investment requirements and document management.
3.9
Based on 8 reviews
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Golden Capital Management

Golden Capital Management

allspringglobal.com
At Allspring Global Investments, we're reimagining investment management to create a more personalized and impactful experience for our clients. With a focus on thoughtful investment strategies and a commitment to making a positive impact, we're dedicated to delivering results and driving positive outcomes for our clients. Our team of experts works tirelessly to provide insightful commentary and market analysis, helping investors navigate the ever-changing global financial landscape. With a presence in multiple markets around the world, we offer a diverse range of investment products and services designed to help our clients achieve their financial goals.
3.4
Based on 5 reviews
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Blueprint Wealth Management

Blueprint Wealth Management

blueprintwealthbuilder.com
Blueprint Wealth Management is a financial services company providing a range of services to help individuals prepare for retirement and create a solid financial foundation. Their team of professionals offer personalized guidance on investing, insurance, and retirement planning.
The company was unprofessional, rude, and disregarded people's time, leading to frustration and disappointment.
1.0
Based on 3 reviews
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MMCL Wealth Advisors

MMCL Wealth Advisors

mmclwealth.com
MMCL Wealth Advisors LLC, located in Charlotte, NC, is dedicated to helping clients manage their finances effectively. We offer a variety of services including annuity, long-term care insurance, group health, life insurance, individual health, disability income insurance, and 401(k) information request. Our team is committed to maintaining the highest standards of integrity and professionalism, providing personalized financial solutions to meet each client's unique needs.
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Gaskin Asset Management

Gaskin Asset Management

gaskinasset.com
Gaskin Asset Management, LLC is a veteran and family-owned boutique investment management and consulting business extending over two generations. Our team of seven professionals provides unbiased guidance and independent investment management through our relationship with Raymond James, offering access to resources, support, and oversight. We prioritize service and stewardship, building trust-based advisory relationships that go beyond investment accounts. Our goal is to empower investors in their financial decisions, creating security, comfort, and freedom for a joyful and meaningful life. We provide portfolio management, planning, and advisory services to individuals, business owners, and students, helping them make informed decisions about their financial futures.
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Greenway Wealth Advisors

Greenway Wealth Advisors

greenwaywealth.com
We help generous people increase their margin so they have more time and more money to pursue what's most important to them. Greenway Wealth integrates the science of modern investing and smart financial planning to provide our clients the best chance of success. Meet the team.
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NorthStar Capital Advisors

NorthStar Capital Advisors

nstarcapital.com
NorthStar Capital Advisors is a fee-only, independent fiduciary advisor specializing in retirement planning and wealth management. With 18 years of experience, our team provides personalized guidance and expert advice to help our clients achieve financial freedom in retirement. Our comprehensive services include income planning, tax planning, investments, estate planning, and risk management.
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JHG Financial Advisors

JHG Financial Advisors

jhgfinancial.com
JHG Financial Advisors is a premier financial advisory firm that provides comprehensive wealth management and investment advice to individuals and families in Charlotte, NC. Our team of experienced financial advisors works closely with clients to understand their unique goals and objectives, and develops tailored investment strategies to help them achieve their financial objectives. We believe that understanding our clients' financial blind spots is crucial to helping them make informed decisions about their financial future. Our firm is committed to providing unbiased financial advice and helping our clients achieve their short-term and long-term financial goals. We offer a range of services, including financial planning, investment management, estate planning, and retirement planning.
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Jarrod Adams Investing

Jarrod Adams Investing

adamsinvesting.com
Jarrod Adams Investing, LLC is a financial services company that provides portfolio management, 401(k) rollovers, and retirement planning services to individuals and families. Our team is dedicated to helping clients achieve their financial goals and retire comfortably. With years of experience in the financial industry, we offer personalized investment advice and strategy to help you manage your wealth. We believe that financial planning is not just about making money, but also about preserving and growing your wealth to achieve long-term financial security. Whether you're looking to grow your wealth, plan for retirement, or simply take control of your financial future, we're here to help you achieve your financial goals.
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Derby Jennie Agt

Derby Jennie Agt

lifeworthfinancial.com
LifeWorth Financial is a financial services firm that provides comprehensive financial planning, investment management, and wealth management services to individuals, families, and businesses. Our team of licensed financial advisors is committed to helping our clients achieve their financial goals and live a life of purpose. We believe that everyone has a unique story that drives them, and we work closely with our clients to understand their values, goals, and aspirations, and develop customized financial plans that align with their unique story.
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Labworks

Labworks

riadatabase.com
RIA Channel is a comprehensive data provider for the financial services industry, offering a proprietary, web-based software that allows users to sort, search, save, and download targeted leads for sales and marketing efforts. With access to detailed data, analytics, and insights on every financial advisor across the country, RIA Channel provides a platform for distribution, in-depth data, data integrations, and software solutions for all advisor channels.
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Roper Financial Services

Roper Financial Services

rfstax.com
Roper Financial Services, LLC is a small firm comprised of highly qualified, experienced accountants. We offer a full range of accounting, tax, and small business consulting services. Our firm focuses on your unique tax and accounting needs. For expert, affordable service from accountants who care about you, choose us. We provide a range of services including accounting services, bookkeeping, QuickBooks setup and training, cash flow and budgeting analysis, and tax services.
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Reid Culp

Reid Culp

tagstonecapital.com
TAGStone Capital, Inc. is a fee-only registered investment advisor that provides private wealth management solutions to private clients, companies, and their owners. The firm offers goals-based wealth management, investment management, wealth preservation, and 401(k) and retirement services. With a focus on what you can control, TAGStone helps you create a plan and focus on actions that add value, leading to a better investment experience.
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CG Finanical Services

CG Finanical Services

mycgfinancial.com
CG Financial Services is a financial services company that offers a range of services, including personal financial planning, retirement and lifestyle planning, minimizing tax impact, and insurance. The company serves individuals, business owners, and employers, providing expert advice and solutions to help clients achieve their financial goals. With a team of experienced professionals and $3.1 billion in assets under management, CG Financial Services is a trusted provider of comprehensive financial services. For individuals, they offer investment solutions for the future, planning for retirement and beyond. For business owners, they provide guidance on growth and protection, attracting and retaining employees. The company is comprised of fiduciaries who serve clients' best interests, and its advisors hold various designations, such as CFP, CFA, and AIF.
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Defender Capital

Defender Capital

defendercapital.us
Defender Capital is a private family-run firm that manages investment accounts for individuals, families, and corporations. We take a research-driven, long-term approach, investing in U.S. equities. We keep skin in the game by investing in the same holdings as our clients. We offer fair and transparent fees. We focus on delivering after-tax returns.
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Cornerstone Investment Services

Cornerstone Investment Services

cornerstoneinvestment.com
Cornerstone Investment Services is a fee-only registered investment advisor (RIA) providing unbiased, sound consulting and investment management to help individuals and retirement plan fiduciaries reach their goals. We offer customized wealth management, professional retirement plan management, and educational resources. Our experienced team is dedicated to helping individuals and businesses achieve financial security and independence.
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The Finance Couple

The Finance Couple

thefinancecouple.com
TWC Wealth Management is a full-service financial planning and asset management company, led by husband and wife team, Tim and Wynne Curran. With over 40 years of combined experience, they focus on serving individuals over the age of 50, providing a common-sense approach to retirement planning. Their services include wealth management, financial planning, estate and tax planning strategies, and retirement planning, all tailored to meet the unique needs of their clients.
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Cornercap Investment Counsel

Cornercap Investment Counsel

cornercap.com
CornerCap is a multi-billion-dollar wealth management team that has spent nearly 35 years building deeply personal financial plans based on Your Defining Story. We aim to secure the capital you need to help your assets and life appreciate together. As a multi-billion-dollar wealth management team, we've spent nearly 35 years building deeply personal financial plans based on Your Defining Story. As a multi-billion-dollar wealth management team, we've spent nearly 35 years building deeply personal financial plans based on Your Defining Story. You want the financial peace to enjoy business and life. Right now, which one best describes you? We'll Get You Ready Get the Support You Need We'll Be There for You
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Milestone Investments

Milestone Investments

milestoneinvestmentsinc.com
Milestone Investments is a boutique advisory firm providing expert financial guidance to corporate and individual clients. With decades of experience, we specialize in 401k plan services and individual wealth management, leading to retirement income and distribution planning. Our comprehensive approach focuses on objective analysis, unbiased recommendations, and superior service. By acting as a trusted advisor, we help our clients achieve their financial milestones. Our team of experienced professionals is committed to independent, personalized service.
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Epic Capital

Epic Capital

epiccapital.com
At Epic Capital Wealth Management, we offer experienced and actionable wealth-building strategies that are aimed directly at assisting our clients in achieving their ultimate financial goals. Our team of experts provides plan driven concierge-level wealth management services to a limited number of families through a formal planning process, education, proactive communication, and unparalleled service. Our clients invest with a purpose, make an impact, and leave legacies. Our clients lead A Good Life Well Lived. With a mission to positively impact our community, we offer comprehensive financial planning and investment management services, including financial planning, investment management, retirement planning, estate planning, tax planning, income planning, philanthropic planning, and risk management.
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Camelot Computers

Camelot Computers

3plsoftware.com
Camelot 3PL Software offers a comprehensive Warehouse Management System (WMS) designed exclusively for the needs of 3PLs. With Cloud (SaaS) or On-Premise options, our system provides flexibility and scalability to manage your warehouse operations efficiently. It includes features like inventory management, shipping and receiving, reporting, billing, and more.
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Novare Capital Management

Novare Capital Management

novarecapital.com
Novare Capital Management is a client-focused financial services firm providing personalized investment and wealth management solutions to individuals, business owners, foundations, and trusts. With over 25 years of experience, the firm's team of 23 professionals provides customized strategies, personalized service, and commitment to client satisfaction and peace of mind.
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Serenity Speech Therapy

Serenity Speech Therapy

serenityspeechtherapy.com
Serenity Speech Therapy provides convenient speech therapy services from the comfort of your home, utilizing teletherapy technology to connect with clients of all ages. Our experienced speech-language pathologist, Dr. Kelli, offers specialized services in speech and language, swallowing/stroke rehabilitation, dementia accent modification, and more. With a passion for improving communication abilities, Dr. Kelli tailors programs to individual goals, helping clients achieve fluidity in their speech and overcome concerns such as lisp, stuttering, or memory loss.
The overwhelming number of positive reviews highlights the excellent service and results that Dr. Kelli provides to her clients.
A few negative reviews highlight concerns about Dr. Kelli's professionalism and business practices, but it's essential to consider the source and context of these reviews.
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Adhesion Wealth Advisor Solutions

Adhesion Wealth Advisor Solutions

adhesionwealth.com
Adhesion Wealth is a financial services company that provides a platform for independent advisors to manage their clients' investments. The company offers a range of services including portfolio and practice management software, as well as outsourcing solutions for RIAs and asset managers. With its comprehensive platform, Adhesion Wealth helps advisors streamline their investment operations and improve practice efficiencies, allowing them to focus on client relationships and growing their business.
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F R Owen & Associates

F R Owen & Associates

frowen.com
We provide our clients with dependable solutions on financial matters through guidance, genuine caring and steadfast service, helping them achieve their retirement goals. About Us A successful financial strategy depends on sound information, planning, execution and adjustment to change. We help educators and their families with their retirement, investment and insurance needs.
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Sockwell Partners

Sockwell Partners

sockwell.com
Sockwell Partners is a renowned retained executive search firm that helps companies and organizations identify and attract exceptional leadership talent. With over four decades of experience, the firm has built a strong track record of delivering "A-list" candidates who make a lasting impact. Sockwell Partners takes the time to understand each client's unique culture, goals, and opportunities, and commits to delivering personalized and transparent search services. Our talented team of search professionals has the proven ability to access and recruit top-level talent, forging deep and lasting relationships with both clients and candidates.
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Brolen Davis

Brolen Davis

brolendavis.com
Brolen Davis Integrative Wealth Management is a wealth management company that helps its clients design and implement successful financial strategies to reach their goals. We believe that every individual deserves to live the retirement of their dreams. Our team is committed to helping our clients at every step of their retirement journey. We offer a range of services, including retirement income strategies, wealth management, annuities, investments, IRA/401(k) rollovers, asset preservation, and tax-efficient strategies. We also provide life insurance and long-term care strategies. Our mission is to help our clients take control of their financial future and live the life they've always dreamed of.
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Valta

Valta

valtainc.co
VALTA focuses on helping clients improve their quality of life and achieve greater satisfaction and success by aligning their financial choices with their core values. Our values-based approach is ideal for those who are motivated to implement an inspired, compelling financial strategy in alignment with living a Life of Significance. The principles, tools, and exercises that comprise our methodology help clarify the unique set of fundamental values that each of our clients hold most dear. As a client, you will find our Financial Road Map process to be invaluable in defining your life of purpose and making it a reality. We are committed to helping you self-actualize your life.
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Redwood Wealth Management

Redwood Wealth Management

redwoodwealth.com
Redwood Wealth Management is an employee-owned, boutique wealth management firm providing comprehensive financial services to professional athletes, high net worth individuals, and their families. Our team of experts offers customized financial planning, investment management, and wealth management services designed to help our clients achieve their financial goals.
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Abiding Wealth Advisors

Abiding Wealth Advisors

abidingwealthadvisors.com
Abiding Wealth Advisors, LLC is a financial planning and wealth management firm that helps individuals and families navigate life with purpose. Our team of experts provides comprehensive financial planning, investment management, and wealth management services to help individuals achieve their financial goals and create long-term wealth. Our services include financial planning, business planning, investment management, life insurance, risk management, and strategic planning. We take a holistic approach to financial planning, considering our clients' values, goals, and aspirations to create a personalized plan tailored to their needs. Our experienced advisors work closely with clients to understand their unique circumstances and develop a customized strategy to achieve their desired outcome.
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Carolina Business Coach

Carolina Business Coach

carolinabusinesscoach.com
Carolina Business Coach is a business coaching and consulting service that helps entrepreneurs, executives, and leaders achieve success by providing personalized coaching, workshops, and training programs. Our team of experienced coaches and trainers use a Success Equation to help clients improve their leadership, communication, and business skills, and develop strategies for growth and innovation. With over 20 years of experience, we have a proven track record of delivering results and helping our clients achieve their goals.
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Bragg Financial Advisors

Bragg Financial Advisors

braggfinancial.com
Bragg Financial Advisors is an independent, fee-based wealth advisory firm serving high-net-worth families, business owners, foundations, and endowments. We help our clients make good decisions by providing planning advice and portfolio management. With over 50 years of combined experience, our team of experts offers unbiased, transparent, and committed service to our clients.
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Byron Financial

Byron Financial

byronfin.com
Byron Financial is a private, independently managed asset management firm delivering comprehensive financial services to a select number of ultra-high net worth clients across the country. Our veteran team creates innovative financial planning solutions tailored to help achieve each client's asset accumulation and preservation goals, while navigating families through the financial cycles of their lives. With over 30 years of experience in the financial industry, our team holds designations such as CFP, CPA, and Personal Financial Specialist, and all of whom have tenure in this industry. We are committed to understanding our client's entire financial picture as well as their goals and working to these goals as if they were our own.
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Bluewaters Financial Group

Bluewaters Financial Group

bluewatersfinancial.com
Blue Waters Financial Group is a financial services firm that helps individuals and families create retirement strategies using a variety of insurance products to suit their needs and objectives. Our team of professionals guides clients toward their ideal retirements, providing expert advice on income strategy, estate planning, and wealth preservation. With a focus on personalized service and comprehensive planning, we help our clients achieve their financial goals and enjoy a secure retirement.
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