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Tristate Financial Advisors
207 Regency Executive Park Drive, Charlotte, North Carolina, United States
About the Tristate Financial Advisors
Tristate Financial Advisors is a leading finance institution located at 207 Regency Executive Park Drive in Charlotte, North Carolina. Our team of experienced financial advisors is dedicated to providing personalized financial planning and investment strategies to help clients achieve their financial goals. Whether you are looking to build wealth, plan for retirement, or protect your assets, our team is here to help. Contact us today to schedule a consultation and take the first step towards securing your financial future.
Photos of Tristate Financial Advisors
207 Regency Executive Park Dr Suite #170, Charlotte, NC 28217, United States
Opening hours of Tristate 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:
08:00 - 17:00
Sunday:
08:00 - 17:00
Reviews of Tristate Financial Advisors
"I am a very skeptical and suspicious person. Dillon Donechie originally approached me via my work phone. I didn't know how he'd acquired my work number, and so I was VERY skeptical. He provided a clear explanation of how his company obtained corporate numbers, and then weathered a barrage of questions and continued suspicion. Eventually, I agreed to utilize his services for one year, on the condition that he definitively compare my financial gains through him versus if I had maintained my existing workplace-managed 401k. After my first year, he did NOT disappoint. Again, he patiently worked with me, explained complicated concepts, and respected my decisions. At the end of the year I came out substantially ahead of where I would have been without his management. While obtaining and using my work number to contact me had initially been a source of concern, I honestly don't know if I would ever have motivated myself to look for financial management outside of my lackluster workplace-managed one. I am appreciative that he pursued the opportunity and that he was able to survive my skepticism long enough that it paid off for both of us. I don't regret it and have renewed services for the next year."
"I spent the last several years hemming and hawing about hiring a financial adviser to manage my 401K and do some retirement planning. About a month ago, I was contacted by Niren Johal at Tristate Financial in Charlotte. I was skeptical at first, but after a meeting or two with Niren and Dillon Donechie, I now feel very comfortable with them and look forward to many more years working with them. We're just getting started, but I feel so much more confident that my wife and I will be able to enjoy our retirement."
"Working with TFA has definitely helped me feel more financially prepared for my future. Eric and Jared have provided me with excellent education and advice. Even in a struggling economy, my portfolio has minimized losses. I can't wait to see how their 401k tactics playout during an economic boom. They are very professional and easy to work with. I have absolutely no complaints about hiring TFA Charlotte to assist me in financial planning."
"I have been working with TFA for about 4 months now. Jerid Mei with support from Dillon Donchie has been fantastic. Jerid has helped me improve my 401k performance so much that in 90 days I’ve already earned enough over what I would have earned to pay Jerid’s fee and then some and there’s still 9 months to go in the year. Also, I have learned so much from Jerid and Dillon patiently explaining everything to me. The financial education I’ve received in a few short calls from these guys is incredible. I wish I had met these guys sooner! I couldn’t be more pleased. I am recommending Jerid to all my friends and family now!"
"Our investment strategy was always set it and forget it. We have been working Dillon Donechie for the past year now and boy, do we regret that approach! Dillon has helped us establish a strong plan for excellent returns! He is a great partner to work through all of our various accounts to devise the most sound investment strategy."
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