TOP 30 Financial wellness counselor in Charlotte, North Carolina

Merrill Lynch Financial Advisor Zachary A. Lewer, located at 620 South Tryon Street in Charlotte, North Carolina, United States, is dedicated to understanding each client's unique financial goals and aspirations. With a focus on personalized planning and risk management, the institution aims to help clients pursue their financial objectives while considering long-term wealth preservation. The team at Merrill Lynch believes in starting every relationship with a conversation to prioritize individual goals. By utilizing the Investment Personality Assessment, they tailor financial approaches to align with clients' preferences and aspirations. Through the Merrill Personal Wealth Analysis™, a personalized plan centered on goals is developed to help clients achieve what matters most to them.

Common Counseling is a health institution located at 6845 Fairview Road in Charlotte, North Carolina, United States. We specialize in helping individuals navigate major life transitions, address childhood trauma affecting their relationships, and heal from identity-based trauma and injustice. At Common Counseling, we view our clients as humans who have endured difficult experiences and believe in their capacity to heal. We offer complimentary consultations to determine if our services are a good fit for you because we believe that therapy should be a common and accessible resource for everyone. We strive to create a world where therapy is free of stigma and financial barriers.