Wealth Management in Cornelius, NC

We did the hard work of finding trustworthy partners in Cornelius, NC. Fill out the form to get connected.

Connect With a Wealth Manager

As Seen In

List of Firms

Cornelius, NC Wealth Management Firms

Passport Wealth Management
Location 17505 W Catawba Ave Suite 200, Cornelius, NC 28031, USA
Phone (704) 457-0060
Ahern Wealth Management
Location 18642 Bonham Ln, Cornelius, NC 28031, USA
Phone (980) 253-8787
Powell Wealth
SEC File# 801-88185
CRD# 144230
Location 17818 Statesville Rd # 221, Cornelius, NC 28031, USA
Phone (704) 439-0027
Lake Norman Advisors
Location 20915 Catawba Ave, Cornelius, NC 28031, USA
Phone (704) 295-6629
Aventus Investment Advisors
Location 19810 W Catawba Ave Ste G, Cornelius, NC 28031, USA
Phone (704) 237-4207
Ahern Wealth Management, Inc.
Location 19810 W Catawba Ave, Cornelius, NC 28031, USA
Phone (980) 253-8787
Fifth Third Private Bank - Kimberly Lawrence
Location 20301 W Catawba Ave, Cornelius, NC 28031, USA
Phone (704) 808-5185
Merrill Lynch Wealth Management Advisor Scott Stimson
Location 8015 W Kenton Cir Suite 200, Huntersville, NC 28078, USA
Phone (704) 987-4155
Pfeffer Wealth Management Group
Location 130 Harbour Pl Dr, Davidson, NC 28036, USA
Phone (877) 654-0066
Glen Archer - Raymond James
Location 18141 W Catawba Ave, Cornelius, NC 28031, USA
Phone (704) 655-0179
Steven Johnson - Raymond James
Location 18141 W Catawba Ave, Cornelius, NC 28031, USA
Phone (704) 655-0179
Wealth Management in Cornelius, NC

Where Wealth Management Advisors in Cornelius, NC Serve

Cornelius, North Carolina is located in Mecklenburg County and is considered a suburb of Charlotte. Some of the landmarks in Cornelius include The Jetton Park, The Birkdale Village, and the Davidson College Campus. Some of the top employers in Cornelius are Walmart, Lowe's, and Bank of America. Major highways and streets in Cornelius include Interstate 77 and Highway 21. Some of the neighborhoods in Cornelius include The Point, Birkdale Village, and Davidson.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Banks in Cornelius, NC offer a variety of different services to their customers. Some banks have ATMs where you can withdraw money or deposit checks without having to go inside the bank. Many banks also offer online banking, which allows you to check your account balance, make transfers, and pay bills online. Some banks also have mobile apps that allow you to do the same things as online banking but on your phone. Banks may also offer credit cards, home mortgages, car loans, and other types of loans.

Retirement Planning

Cornelius, NC is a town in the Charlotte metropolitan area in North Carolina. It's located about 25 miles north of Uptown Charlotte. The town has a population of just over 26,000 people and is considered a suburb of Charlotte. retirees might consider Cornelius as a retirement destination because it offers easy access to all that Charlotte has to offer, including cultural events, fine dining, and world-class healthcare facilities. In addition, the cost of living in Cornelius is lower than in most other parts of the Charlotte metro area.

Tax Services

A tax accountant in Cornelius, NC helps individuals and businesses file their taxes. They can also help you plan your taxes ahead of time, so that you know exactly how much you will owe each year. Tax accountants can also help you find deductions and credits that you may be eligible for, which can save you a lot of money.

Financial Advisor

A financial advisor in Cornelius, NC provides individuals and businesses with guidance and advice on financial planning and investment options. They work with clients to create a plan that fits their needs, helps them save money and reach their financial goals. Some services a financial advisor may offer include retirement planning, tax advice, investment portfolio management and insurance consultation.

Insurance Broker

An insurance broker in Cornelius, NC helps people find and purchase insurance policies. They work with a variety of clients, including businesses and individuals, to find the best rates and coverage for their needs. Brokers are licensed professionals who have a great deal of knowledge about the insurance industry. They can help you compare policies from different companies, and they can also assist you with filing claims if you ever need to use your policy.

Mortgage Loan Officer

A mortgage loan officer in Cornelius, NC is responsible for helping people get mortgages. They work with borrowers to find the best mortgage products available, and help them through the application process. They also work with lenders to get the best rates for borrowers. Mortgage loan officers typically have a lot of experience in the banking industry, and are knowledgeable about the various types of mortgages available.

Estate Planning Lawyer

An estate planning lawyer in Cornelius, NC helps people create wills and trusts. They can also help with more complex estate planning needs, such as setting up a living trust or gifting property. A good estate planning lawyer will work with you to make sure your wishes are carried out after you die.


Comprehensive Wealth Management FAQs