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Alpha Financial Advisors
11325 North Community House Road, Charlotte, North Carolina, United States
About the Alpha Financial Advisors
Alpha Financial Advisors is a reputable finance institution located at 11325 North Community House Road in Charlotte, North Carolina. Our team of experienced financial advisors is dedicated to providing personalized and comprehensive financial planning services to help our clients achieve their financial goals. Whether you are looking to invest, save for retirement, or plan for your children's education, Alpha Financial Advisors is here to provide expert guidance and support every step of the way. With a commitment to excellence and a focus on client satisfaction, we strive to be the premier choice for financial planning in the United States.
Photos of Alpha Financial Advisors
11325 N Community House Rd #410, Charlotte, NC 28277, United States
Opening hours of Alpha Financial Advisors
Monday:
08:00 - 17:00
Tuesday:
08:00 - 17:00
Wednesday:
08:00 - 17:00
Thursday:
08:00 - 17:00
Friday:
08:00 - 17:00
Saturday:
Day off
Sunday:
Day off
Reviews of Alpha Financial Advisors
"I simply cannot rate this business highly enough. I've been using financial advisors in one form or another for over 45 years, and this is the very first time I actually felt my advisors had my best interests at heart. A fee-based advisor is the way to go. Completely sharing your life goals and financial picture is the way to go. Working with Alpha allowed me to retire when I wanted to retire, with complete clarity into my financial picture. I especially want to give a shout out to Janice McGunnigle and Megan Lokitis. They take their fiduciary responsibility very seriously, and always keep our best interests at the forefront. Thank you, ladies!"
"We’ve been with Alpha for almost 9 years and have been overwhelmingly impressed with their comprehensive services and attention to detail. They’ve consistently helped us to achieve investment goals, manage tax burdens, and set us up for long term financial freedom."
"I was a previous client of this organization. I decided to fire them after I found some major discrepancies that could not be ignored. I have some recommendations for current and prospective clients. If you work or intend on working with this group, I'd suggest a revision of all agreements entered into with this organization, especially those relating to how and what accounts fees are based on. Regulations and guidelines for financial/ investment advisors are always changing, so I recommend having those documents reviewed by a knowledgeable third party for correctness and validity. Confirm access to your financial documents, and review those documents to make sure they reflect the right time frame and include accounts managed and calculations if how they arrived at their fees. This group uses a shared drive method with timestamps to house important client documents, so clients should be able to find most or all of their important documents there. As in my case I had access however documents that suppose to be there weren't. I connected with this group through a proprietor of the business that has now exited the organization. At the time I was impressed with his professionality and how close knit his team was. The tag line for this organization at the time revolves around being your financial CFO, but 19 months later my impression of this group has significantly deteriorated. I can't speak to their Work with other clients, but in my case I was very disappointed after I reviewed everything."
"I spoke with John Gugle today and found him to be not only incredibly helpful but also personable and highly engaging. John helped me decide that I may need services that Alpha cannot provide me at this time, and in so doing gave me specific recommendations and contacts for people and businesses who could assist me. (I would be remiss if I didn't say, in response to the review below, the minimum investment needed for my specific circumstance was not $1 million or anything close to that figure). I look forward to working with John and Alpha in the future when my needs and their services do better align."
"I had to respond to the other feedback. Been with Alpha as a client for over 2 years and started out with a small investment and they have done a great job in helping us in our journey to retirement. There most likely a minimum investment but it was never brought to our attention but ours was under $1m to start out."
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