TOP 30 Financial advisor reviews in Charlotte, North Carolina

38 results found

MetLife: Dines John is an insurance agency located at 14120 Ballantyne Corporate Place in Charlotte, North Carolina, United States. At MetLife, protecting your information is a top priority, as they aim to provide everything you need to protect yourself and your family in one place. They offer a variety of dental network options, including preferred dental programs and Dental Health Maintenance Organizations (HMOs). Additionally, MetLife emphasizes the importance of Health Savings Accounts (HSAs) in promoting financial health and employee retention. By offering disability insurance, paid leave, and other wellness benefits, employers can show they care about their employees' well-being. MetLife also provides insights on longevity risk and retirement savings, as well as access to legal plans with average monthly rates and attorney hourly rates. Join the global community of individuals at MetLife who are dedicated to helping build a more confident future for all.

Calamita Wealth Management, located in Charlotte, North Carolina, is dedicated to providing effective comprehensive financial planning for individuals over the age of 50. Our mission is to help you achieve a successful retirement based on your unique goals and desires. As a CERTIFIED FINANCIAL PLANNER™ Professional, we adhere to the highest standards of excellence in financial planning, ensuring that your interests always come first. Working with a CFP® professional means operating under a fiduciary duty, with full transparency and no hidden commissions. With only 25% of U.S. financial advisors holding this prestigious certification, you can trust that you are in capable hands with Calamita Wealth Management.

BGW Wealth is a finance institution located at 1616 Camden Road in Charlotte, North Carolina, United States. With a deep understanding that there is no one-size-fits-all approach to wealth management, BGW Wealth offers a comprehensive range of services tailored to the unique needs of each individual and business owner. Led by Owner & CEO, Ben McDonald, the team at BGW Wealth brings decades of business ownership experience to the table, offering expertise in areas such as business valuation, operational agreements, succession planning, estate planning, and tax strategies. In partnership with BGW CPA, the institution provides a holistic wealth management process that goes beyond simply picking investments, encompassing tax strategies, investment management, financial planning, estate strategies, and more.

Baird Private Wealth Management is a finance institution located at 4350 Congress Street in Charlotte, North Carolina, United States. As a leading wealth management firm, Baird offers personalized financial solutions and investment strategies to help clients achieve their financial goals. With a team of experienced financial advisors, Baird provides comprehensive wealth management services, including investment management, retirement planning, estate planning, and more. Clients can trust Baird to provide expert guidance and tailored solutions to help them grow and protect their wealth for the future.

Eastover Capital Management is a finance institution located at 509 Fenton Place in Charlotte, North Carolina, United States. Since 1988, we have been providing investment management services for individuals and institutions. Our team can be reached at (704) 336-6818. As a fee-only, fiduciary, independent firm manager, we prioritize transparent pricing and minimizing costs, turnover, and taxes for our clients. We take a customized approach to investment management, taking the time to understand each client's unique circumstances and values. Eastover Capital is regulated by the U.S. Securities and Exchange Commission (SEC). Founded by Donn Toney and Robert Pharr, Eastover Capital was one of the first fee-only investment firms in the Charlotte area. Over the years, the institution has evolved and now operates as an Owner Operated firm under the leadership of President & CEO, Will Mackey. Our office, located in the historic Eastover neighborhood, provides a comfortable and inviting space for client meetings.

H&R Block is a trusted accounting and finance institution located at 8943 South Tryon Street in Charlotte, North Carolina. With a reputation for providing expert tax preparation services, financial planning, and investment advice, H&R Block is a go-to destination for individuals and businesses seeking professional guidance in managing their finances. Whether you need help with tax filing, budgeting, retirement planning, or investment strategies, the experienced team at H&R Block is dedicated to helping you achieve your financial goals. Visit their office in Charlotte today for personalized financial solutions tailored to your specific needs.

Sharpe Patel, PLLC is a full service accounting firm with offices in Raleigh, Charlotte and Wilmington, North Carolina. Founded by Jay Sharpe, CPA, CFE and Aaron Patel, CPA, the firm offers almost 40 years of combined experience in public accounting. Specializing in both Attest and Tax services, the expert staff at Sharpe Patel, PLLC can assist with a wide range of financial needs. The Attest Services Group provides assistance with Compiled, Reviewed and Audited Financial Statements to meet reporting requirements. The Tax, Accounting and Consulting Team offers support for small to medium sized businesses, including accounting software support, bookkeeping, payroll and tax compliance. Certified QuickBooks Pro Advisors are available for software setup, implementation and training.

King Cynthia J is a reputable accounting and finance institution located at 1000 Blythe Boulevard in Charlotte, North Carolina. With a strong focus on providing top-notch financial services, our team of experts is dedicated to helping individuals and businesses manage their finances effectively. Whether you need assistance with tax preparation, budgeting, or investment planning, King Cynthia J is here to provide personalized solutions tailored to your specific needs. Trust us to help you achieve your financial goals and secure a stable financial future.