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NewtonWealthManagement
10800 Sikes Place, Charlotte, North Carolina 28277
About the NewtonWealthManagement
NewtonWealthManagement is a premier finance institution located at 10800 Sikes Place in Charlotte, North Carolina, United States. Our team of experienced financial professionals is dedicated to helping our clients achieve their financial goals through personalized wealth management strategies. We offer a wide range of services including investment planning, retirement planning, estate planning, and more. At NewtonWealthManagement, we prioritize building long-term relationships with our clients based on trust and transparency. Contact us today to learn how we can help you secure your financial future.
Photos of NewtonWealthManagement
10800 Sikes Pl #215, Charlotte, NC 28277, United States
Opening hours of NewtonWealthManagement
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Closed
Sunday:
Closed
Reviews of NewtonWealthManagement
"My husband and I have used Newton Financial for our tax returns and investment services for over 15 years. Ed Newton is ethical, knowledgeable and stays on top of the financial markets. I especially like that Ed returns phone calls and emails promptly and is always available to meet one on one when asked. I've never felt like "just another client" with Newton Financial. Ed gives us his attention as if we were his only client."
"I have known Ed Newton for the better part of 8 years. He and his staff have provided nothing short of exemplary service to me every tax season over the years. Always available to educate and answer any questions no matter the simplicity or complexity of what you throw their way. Ed and his staff are knowledgeable, proficient and efficient in their execution. I do not hesitate to recommend their services."
"I knew Ed professionally at first, and now have been his client for 8+ years. I have been very pleased with his expertise and knowledge as a CPA, and it's always a pleasure to speak with him or his staff. I would highly recommend Ed to anyone requiring his services. And as of April '13, another fine job of taking care of my taxes, Ed and his staff are prompt, professional and very good to work with."
"My family and I have used Ed Newton for tax advice and tax prep for years now and have always found him to be very knowledgable, personable, with top notch integrity and credentials. My tax situation was complicated by the type of work I do and by a couple of financial challenges that happened to our family. Ed was able to work us through those challenges and advise us accordingly. We continue to use his services and without reservation recommend him to others."
"Ed and his staff are great to work with! He is personable, responsive and efficient. As a business owner, I was constantly dealing with tax forms, tax payments and payroll, and Ed streamlined and automated the entire process for me. He makes my accounting a turnkey process, and my business much more efficient! Ed also handles our personal taxes as well as business accounting needs. The filing process is painless, business and personal reporting is handled seamlessly, and documents are managed efficiently and accurately. Ed has been invaluable in providing guidance to ensure that tax and accounting issues are set up to enable us to manage our money effectively, both on a personal and business level. I can't recommend him highly enough!"
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