Best Financial Advisors in Charlotte, NC

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List of Firms

Charlotte, NC Fiduciary Financial Advisors

Bragg Financial Advisors Inc
SEC File# 801-56890
CRD# 108780
Location 1031 S Caldwell St #200, Charlotte, NC 28203, USA
Phone (704) 377-0261
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 5:00 PM Saturday: Closed Sunday: Closed
Morgan Stanley Financial Advisors

1 out of 5

Location 6805 Carnegie Blvd Ste 400, Charlotte, NC 28211, USA
Phone (704) 442-3400
Parsec Financial - Charlotte
SEC File# 801-16359
CRD# 104919

5 out of 5

Location 227 W Trade St # 1840, Charlotte, NC 28202, USA
Phone (704) 334-0894
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 5:00 PM Saturday: Closed Sunday: Closed
McShane Partners Wealth & Investment Advisory
Location 2150 Park Dr, Charlotte, NC 28204, USA
Phone (980) 585-3390
Front Porch Financial Advisory
Location 211 East Blvd, Charlotte, NC 28203, USA
Phone (980) 428-2297
Clearview Wealth Management
SEC File# 801-121594
CRD# 288978

5 out of 5

Location 6836 Carnegie Blvd #200, Charlotte, NC 28211, USA
Phone (704) 837-4317
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 5:00 PM Saturday: Closed Sunday: Closed
Calamita Wealth Management

5 out of 5

Location 6135 Park S Dr Suite 510, Charlotte, NC 28210, USA
Phone (704) 276-7325
Baird Private Wealth Management
SEC File# 801-7571
CRD# 8158
Location 4350 Congress St Suite 400, Charlotte, NC 28209, USA
Phone (877) 792-9131
Modera Financial Advisors & Financial Planners
SEC File# 801-71973
CRD# 155649
Location 6101 Carnegie Blvd, Charlotte, NC 28209, USA
Phone (704) 540-5535
Carolina Wealth Advisors
SEC File# 801-119040
CRD# 288837
Location 4064 Colony Rd STE 450, Charlotte, NC 28211, USA
Phone (704) 367-9700
Alpha Financial Advisors
SEC File# 801-109007
CRD# 116291

4 out of 5

Location 11325 N Community House Rd #410, Charlotte, NC 28277, USA
Phone (704) 716-1100
JHG Financial Advisors
SEC File# 801-110755
CRD# 288792
Location 1370 Briar Creek Rd, Charlotte, NC 28205, USA
Phone (704) 536-3423
Sycamore Financial Planning, LLC

5 out of 5

Location 525 N Tryon St #1600, Charlotte, NC 28202, USA
Phone (980) 272-7676
Hobart Wealth
SEC File# 801-107338
CRD# 168494

5 out of 5

Location 7733 Ballantyne Commons Pkwy #101, Charlotte, NC 28277, USA
Phone (888) 553-0122
Worth Advisors
SEC File# 801-120877
CRD# 156564

5 out of 5

Location 5605 77 Center Dr #101, Charlotte, NC 28217, USA
Phone (704) 731-0121
Charlotte Wealth Advisors

5 out of 5

Location 3530 Toringdon Way #108, Charlotte, NC 28277, USA
Phone (704) 849-1001
MAI Capital Management
SEC File# 801-58104
CRD# 109807
Location 6101 Carnegie Blvd Suite 360, Charlotte, NC 28209, USA
Phone (704) 547-3100
Wealth Enhancement Group
SEC File# 801-60749
CRD# 116407
Location 4521 Sharon Rd Suite 400, Charlotte, NC 28211, USA
Phone (704) 553-8006
Linden Thomas & Company
SEC File# 801-110683
CRD# 288557

5 out of 5

Location 516 N Tryon St, Charlotte, NC 28202, USA
Phone (704) 554-8150
Laurel Wealth Advisors LLC
SEC File# 801-69151
CRD# 118469
Location 309 S Laurel Ave, Charlotte, NC 28207, USA
Phone (704) 927-4379
NorthStar Capital Advisors
Location 521 East Blvd, Charlotte, NC 28203, USA
Phone (704) 350-5028
Mark Walker - Private Wealth Advisor, Ameriprise Financial Services, LLC
Location 3125 Springbank Ln h, Charlotte, NC 28226, USA
Phone (704) 540-9996
Blue Financial

5 out of 5

Location 5970 Fairview Rd Suite 712, Charlotte, NC 28210, USA
Phone (704) 302-1141
ACM Wealth Management
Location 1927 S Tryon St STE 205, Charlotte, NC 28203, USA
Phone (877) 707-5429
Ameriprise Financial
Location 214 N Tryon St, Charlotte, NC 28202, USA
Phone (704) 332-9639
Cary Street Partners
Location 2820 Selwyn Ave Suite 525, Charlotte, NC 28209, USA
Phone (704) 512-0160
Carolinas Investment Consulting

4 out of 5

Location 5605 Carnegie Blvd # 400, Charlotte, NC 28209, USA
Phone (704) 643-2455
Jonathan Randall - Financial Advisor, Ameriprise Financial Services, LLC
Location 3125 Springbank Ln h, Charlotte, NC 28226, USA
Phone (252) 495-0815
D. Christopher Teague - RBC Wealth Management Financial Advisor
Location 6000 Fairview Rd Suite 500, Charlotte, NC 28210, USA
Phone (704) 264-2766
First Command Financial Advisor - Eileen Perrin
Location 5821 Fairview Rd Ste 207, Charlotte, NC 28209, USA
Phone (704) 248-8799
Beacon Capital Advisory Group

5 out of 5

Location 11325 N Community House Rd Suite 635, Charlotte, NC 28277, USA
Phone (704) 980-0949
Vintage Wealth Management Group
Location 129 W Trade St Ste. 1640, Charlotte, NC 28202, USA
Phone (704) 719-2225
Wolff Bryson Wealth Advisory Group
Location 4064 Colony Rd STE 450, Charlotte, NC 28211, USA
Phone (800) 567-8044
Image of Charlotte, NC

About Charlotte, NC

Charlotte is the largest city in North Carolina and the 17th largest city in the United States. The city is home to many Fortune 500 companies including Bank of America, Lowe's, Duke Energy, and American Airlines. Charlotte is also home to the NASCAR Hall of Fame. Major highways and streets in Charlotte include I-85, I-77, US-29, NC-49, and NC-24. Some popular neighborhoods in Charlotte include Myers Park, Dilworth, Plaza Midwood, and NoDa.

Where Certified Financial Advisors in Charlotte, NC Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Banks provide a wide range of services to their customers, and Charlotte, NC residents are no exception. In addition to offering traditional banking products such as checking and savings accounts, banks can also help their customers with mortgages, car loans, and other types of lending. They can also offer investment advice, and many banks have in-house brokerage firms that can help customers make the most of their money. Finally, banks can offer a variety of insurance products, from home and auto insurance to life insurance.

Insurance Broker

Most people in Charlotte, NC don't have time to research and compare insurance rates themselves. That's where insurance brokers come in. They are experts on the industry, and can help residents find the best rates for their needs. Brokers can also help residents understand what is covered by their policies, and recommend changes or additions to coverage based on individual needs.

Retirement Planning

Most Charlotte, NC residents are unaware of the importance of retirement planning and the role that financial advisors can play in helping them achieve their retirement goals. Financial advisors can help Charlotte residents plan for retirement by providing guidance on saving for retirement, investing for retirement, and creating a retirement budget. Financial advisors can also help Charlotte residents avoid common mistakes made during retirement planning.

Wealth Management

Charlotte, NC residents can benefit from wealth management in a number of ways. One such way is through effective estate planning. A good wealth management firm will work with you to create a plan that ensures your assets are passed on to your heirs in the most tax-efficient way possible. This can save your family a significant amount of money in the long run. Another way Charlotte, NC residents can benefit from wealth management is by taking advantage of investment opportunities. A well-diversified portfolio can provide stability and growth during times of market volatility. Finally, a good wealth management firm can help you stay on top of your financial affairs, ensuring that you are making wise decisions with your money. This peace of mind can be invaluable, especially during difficult times.

Estate Planning Lawyer

If you're a Charlotte, NC resident, then you likely know that it's important to have an estate plan in place. But did you know that there are estate planning lawyers who can help you put one together? These lawyers can help you make sure that your assets are distributed according to your wishes after you die, and they can also help you protect your loved ones in case something happens to you. So if you're interested in getting an estate plan started, or if you just want more information about what these lawyers can do for you, contact an estate planning lawyer today.

Mortgage Loan Officer

Mortgage loan officers in Charlotte, NC can help residents with a variety of services, including finding the best mortgage rates and helping them through the loan application process. They can also provide advice on choosing the right type of mortgage for a particular situation and assist with refinancing options. In addition, mortgage loan officers can help homeowners avoid foreclosure by working out payment plans or finding other solutions.

Tax Services

Residents of Charlotte, NC can benefit from the help of tax accountants in order to ensure that they are getting the most out of their tax returns. Tax accountants can help residents save money and maximize their deductions, making sure that they are taking advantage of all the benefits to which they are entitled. In addition, tax accountants can also help residents prepare for future years, ensuring that they stay on top of changes in the tax code and make the most advantageous decisions when it comes to their taxes.

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FAQs About Personal Financial Advisors in Charlotte, NC