49 Financial - Charlotte Office
1213 West Morehead Street, Charlotte, NC 28208
Location & Phone number
1213 W Morehead St Suite 508, Charlotte, NC 28208, United States
About the Business
49 Financial - Charlotte Office is a values-based financial planning firm located at 1213 West Morehead Street in Charlotte, North Carolina. Our team of knowledgeable advisors is dedicated to helping you build a comprehensive financial plan tailored to your unique goals. We believe that financial success is about more than just numbers, which is why we start by getting to know you and your aspirations. Partner with us to simplify the complex so you can focus on what matters most to you and your loved ones.
Our team-oriented approach allows us to leverage our collective expertise to deliver solutions and strategies you can feel confident in. We provide you with the tools and knowledge you need to make informed decisions, whether you're planning for your children's education, your dream vacation, unexpected expenses, or retirement. As your partners, we are here to guide you through the process and ensure that you are always making informed decisions about your finances.
49 Financial has selected Charles Schwab & Co., Inc. as the primary custodian for our clients' accounts, giving us access to a wide range of products and services to better serve you. Certain appropriately licensed individuals are registered to offer Investment Advisory Services through 49 Wealth Management, LLC, an SEC Registered Investment Adviser. Please note that 49WM does not provide tax or legal advice, and any decisions on implementing ideas should be made in consultation with professional financial, tax, and legal counsel. Let us help you simplify your financial planning and work towards achieving your goals.
Photos
Hours open
Monday:
8:00 AM - 5:00 PM
Tuesday:
8:00 AM - 5:00 PM
Wednesday:
8:00 AM - 5:00 PM
Thursday:
8:00 AM - 5:00 PM
Friday:
8:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
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