TOP 10 Investment firm services in Charlotte, North Carolina

Newton & Associates Inc is a leading financial consulting firm located at 1806 Rocky River Road in Charlotte, North Carolina. Our team of experienced professionals specializes in providing personalized financial services to individuals and businesses. Whether you need help with tax planning, investment management, or retirement planning, we are here to help you achieve your financial goals. Contact us today to schedule a consultation and see how we can help you secure your financial future.

Jessica M Garcia MBA CDFA CDC is a finance institution located in Cary, North Carolina, United States. Specializing in providing tailored financial planning services exclusively for women going through divorce, BrainstormingWomen understands that every situation is unique and requires a personalized approach. As a Certified Divorce Financial Analyst (CDFA), Jessica Garcia offers a unique blend of financial expertise and emotional understanding to help clients make informed decisions during this challenging time. The firm is dedicated to empowering women to navigate through the complexities of divorce with confidence and ease. With a focus on transparency and open communication, BrainstormingWomen educates clients about their options and provides the support needed to rebuild their financial future on a solid foundation. Services are available in North Carolina and beyond, with locations in Cary and Charlotte.

Edward Jones - Financial Advisor: Joseph Hahn is a reputable financial institution located at 7510 Pineville-Matthews Road in Charlotte, North Carolina. As a trusted financial advisor, Joseph Hahn provides personalized financial planning services to help clients achieve their financial goals. Whether you are looking to invest, save for retirement, or plan for your children's education, Joseph Hahn offers expert advice and guidance to help you make informed decisions. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Joseph Hahn is committed to helping clients secure their financial future.

Merrill Lynch Financial Advisor Brian J O'Regan is a finance institution located at 620 South Tryon Street in Charlotte, North Carolina, United States. Brawley O’Regan and Associates of Merrill Lynch Wealth Management was founded with the goal of providing the resources of a prestigious wealth management firm with the personal service of a boutique firm. Their experienced team takes a holistic approach to wealth management, assisting clients with every aspect of their financial lives. They emphasize a long-term approach to investing based on individual needs and goals. The institution offers personalized financial plans tailored to each client's unique situation, with a focus on helping them achieve their goals. Investment insights, tips, and strategies are provided to help clients make informed decisions. The institution is committed to building strong client relationships based on trust and personalized service. The team includes talented individuals dedicated to helping clients reach their financial goals. Consultations with Merrill Lynch Wealth Management Advisors can help clients navigate the complexities of their financial lives and develop customized investment strategies. The institution also offers access to comprehensive financial solutions from Bank of America. With a focus on understanding clients' priorities and financial situations, the team works to design approaches that meet their unique needs. Certified Financial Planner and Chartered Financial Analyst certifications ensure that clients receive expert advice and guidance. Clients are encouraged to consult with legal and tax advisors before making financial decisions. The team at Merrill Lynch Financial Advisor Brian J O'Regan is dedicated to helping clients achieve their financial goals and live their best financial lives.

Merrill Lynch Financial Advisor Jack T Brawley, located at 620 South Tryon Street in Charlotte, North Carolina, is a finance institution dedicated to providing personalized wealth management services. Brawley O’Regan and Associates of Merrill Lynch Wealth Management was founded with the goal of combining the resources of a prestigious wealth management firm with the personal touch of a boutique firm. Their experienced team takes a holistic approach to financial guidance, helping clients with every aspect of their financial lives. Through in-depth conversations, they identify and prioritize each client's goals, whether it's transferring wealth to the next generation, planning for retirement, or funding a child's education. The team at Merrill Lynch believes in a disciplined, long-term approach to investing based on each client's specific needs and risk tolerance. By utilizing the Investment Personality Assessment, they customize financial approaches to help clients pursue their goals. With access to the investment insights of Merrill and banking solutions from Bank of America, the team at Merrill Lynch is committed to building strong client relationships based on trust and personalized service. They believe in helping clients make informed decisions to achieve their financial goals, and offer ongoing support to ensure clients stay on track. With a focus on personalized service and a deep understanding of each client's unique needs, Merrill Lynch Financial Advisor Jack T Brawley aims to help clients achieve their financial dreams.

Merrill Lynch Private Wealth Advisor Lisa Ray Premo, located at 620 South Tryon Street in Charlotte, North Carolina, offers industry-leading research and expert analysis to help clients stay ahead in their financial goals. With a focus on personalized service and trust, the private wealth advisors at Merrill Private Wealth Management are dedicated to meeting the specialized needs of individuals, families, business owners, and executives. Founded in 1994 as BCG Private Wealth Management, the institution has served wealthy families exclusively for over twenty-five years. The team of experienced partners and client service associates work within Merrill Private Wealth Management to provide a boutique-like experience with the resources of a global financial institution. By developing personalized strategies based on client goals, BCG Private Wealth Management aims to help clients manage, grow, and preserve their wealth for future generations.

Norkum Wealth Management is a comprehensive financial services firm located in Charlotte, North Carolina. Our team of experienced professionals specializes in accounting, finance, insurance, and legal services to help individuals and businesses achieve their financial goals. With a focus on personalized and strategic wealth management, we provide tailored solutions to meet the unique needs of each client. Whether you are looking to grow your investments, protect your assets, or plan for the future, Norkum Wealth Management is here to help. Visit us at 15720 Brixham Hill Avenue to learn more about how we can assist you in reaching your financial objectives.

Merrill Lynch Private Wealth Advisor David K Finby, located at 13510 Ballantyne Corporate Place in Charlotte, North Carolina, offers industry-leading research and expert analysis to help clients stay ahead in their financial goals. The CBC Group team is committed to providing personalized service and care, placing clients at the center of the wealth management process. With access to global resources from Merrill, clients can work with rigorously trained private wealth advisors to meet their specialized needs. The institution offers insights and strategies to help clients achieve their financial goals, with a focus on personalized service and trust-based relationships. Advisors at Merrill Private Wealth Management are dedicated to providing highly personalized one-on-one service, helping clients develop multigenerational wealth strategies. Clients have access to investment insights from Merrill and banking solutions from Bank of America, with a focus on developing approaches to address their financial needs. Whether you are a professional athlete, a multi-generational family, a woman managing finances, or a business owner, Merrill Private Wealth Management is committed to helping you achieve the financial future you desire. With a focus on personalized wealth transfer strategies, family wealth education, and philanthropic visions, the institution offers services tailored to individual needs and goals. Merrill Private Wealth Management aims to create financial strategies specifically designed for each client's life and needs, offering boutique-like services with the resources of a global firm. Whether you are looking to invest in your company's growth, secure your family's legacy, or balance your personal financial life with your business, Merrill Private Wealth Management is dedicated to providing the experience and resources to support your ongoing success.

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.

Wells Fargo Advisors is a finance institution located at 15801 Brixham Hill Avenue in Charlotte, North Carolina, United States. As one of the leading financial advisory firms in the country, Wells Fargo Advisors offers a wide range of investment services and solutions to help clients achieve their financial goals. With a team of experienced financial advisors and wealth management professionals, they provide personalized advice and guidance to help individuals and businesses make informed decisions about their investments. Whether you are planning for retirement, saving for college, or looking to grow your wealth, Wells Fargo Advisors can help you navigate the complexities of the financial markets and create a customized investment strategy that aligns with your unique needs and objectives.

Light Bridge Capital Management, LLC is a finance institution located at 13850 Ballantyne Corporate Place in Charlotte, North Carolina, United States. Specializing in investment management and financial advisory services, Light Bridge Capital Management, LLC offers personalized solutions to help clients achieve their financial goals. With a team of experienced professionals and a commitment to excellence, this institution provides top-notch expertise in asset management, risk assessment, and strategic financial planning. Whether you are an individual investor or a corporate entity, Light Bridge Capital Management, LLC is dedicated to helping you navigate the complex world of finance with confidence and success.

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.

Merrill Lynch Private Wealth Advisor William Van Smith Jr. is a finance institution located at 620 South Tryon Street, Charlotte, North Carolina, United States. The institution offers industry-leading research and expert analysis to help clients stay ahead in their financial goals. The private wealth advisors at Merrill Private Wealth Management are rigorously trained to meet specialized needs with personalized service based on trust. The institution, originally founded as BCG Private Wealth Management in 1994 by Suzanne Bledsoe and Dave Cathcart, has been serving wealthy families exclusively for over twenty-five years. The partners at BCG Private Wealth Management work with individuals, families, business owners, and executives to provide personalized strategies designed to help achieve financial goals.

Foard and Company, PA is a reputable accounting and finance institution located at 1347 Harding Place in Charlotte, North Carolina. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses in the area. Whether you need help with tax preparation, financial planning, or investment management, Foard and Company, PA is dedicated to helping you achieve your financial goals. Their commitment to excellence and personalized service sets them apart from other accounting firms in the region. Visit them today to see how they can assist you with all your financial needs.

RSM US LLP, located at 300 South Tryon Street in Charlotte, North Carolina, is a leading institution offering assurance, tax, and consulting services for middle market leaders. With a dedicated economic team and robust research program, they provide perspectives to support confident decision-making aligned with global industry trends. Their experienced advisors offer a wide range of services and global technical resources to help drive businesses forward. Embracing digital tools, RSM invests in innovative solutions to enhance client experiences and enable business growth. Committed to understanding their clients' needs, their team of experts leans into uncertainty to help make informed decisions. As a member of RSM International, a global network of independent firms, RSM US LLP celebrates diversity, encourages ownership, and strives to make a meaningful impact on careers, clients, teams, and communities. Stay updated on their latest news and insights from thought leaders in the media. For more information, visit rsmus.com/about.

SMS Advisors is a leading financial consulting firm located at 212 South Tryon Street in the heart of Charlotte, North Carolina. Our team of experienced advisors provides personalized financial planning and investment strategies to help clients achieve their goals. With a focus on customer service and a commitment to excellence, SMS Advisors is dedicated to helping individuals and businesses navigate the complexities of the financial world. Contact us today to learn more about how we can help you secure your financial future.

Benjamin Horn - Morgan Stanley is a finance institution located at 6805 Carnegie Boulevard in Charlotte, North Carolina, United States. As a branch of the renowned Morgan Stanley financial services firm, Benjamin Horn offers a wide range of financial services and expertise to clients in the Charlotte area. With a focus on personalized wealth management, investment strategies, and financial planning, Benjamin Horn - Morgan Stanley is dedicated to helping individuals and businesses achieve their financial goals. Their team of experienced professionals provides tailored solutions and guidance to help clients navigate the complexities of the financial world and make informed decisions. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Benjamin Horn - Morgan Stanley is committed to providing top-notch service and support.

Stuart Pfeifer - Morgan Stanley is a finance institution located at 6805 Carnegie Boulevard in Charlotte, North Carolina, United States. As a branch of the renowned Morgan Stanley firm, Stuart Pfeifer offers a wide range of financial services to individuals, businesses, and institutions. With a team of experienced professionals, Stuart Pfeifer - Morgan Stanley is dedicated to providing expert advice and tailored solutions to help clients achieve their financial goals. Whether you are looking for investment guidance, retirement planning, or wealth management services, Stuart Pfeifer is committed to delivering personalized and comprehensive financial strategies to meet your needs.

Francis Moise - Morgan Stanley is a prominent finance institution located at 6805 Carnegie Boulevard in Charlotte, North Carolina, United States. As a branch of the esteemed Morgan Stanley financial services firm, they offer a wide range of investment and wealth management services to clients in the area. With a team of experienced financial advisors and analysts, Francis Moise - Morgan Stanley is dedicated to helping clients achieve their financial goals and secure their financial futures. Whether you are looking to grow your investments, plan for retirement, or manage your wealth, this institution provides personalized solutions and expert guidance to meet your needs. Visit Francis Moise - Morgan Stanley today to start planning for a more secure financial future.

Blair, Bohle & Whitsitt is a renowned accounting and finance institution located at 10815 Sikes Place in Charlotte, North Carolina, United States. Recently merged with Prager Metis CPAs, the firm is dedicated to providing excellent client service, offering assurance, tax, and advisory services to individuals, businesses, nonprofit, and government organizations in the Greater Charlotte area and throughout the Carolinas. The team of experienced professionals at Blair, Bohle & Whitsitt, led by Partners George Bohle, Steven Johnston, Andy Spittle, and Bryant Whitsitt, along with Independent Consultant John Blair, are known for their proactive approach and commitment to maximizing the return on their clients' CPA investment. As part of the Prager Metis family, the institution continues to uphold its mission of serving as accountants first and advisors foremost. With a growing reputation and expertise, Prager Metis is a top international advisory and accounting firm with offices across North America, Europe, and Asia, offering a full range of services including advisory, accounting, assurance, tax, and international services. Congratulations to Lori A. Roth, CPA/ABV, CFF, Global Managing Partner, for being named to the Schneps Media Power Women 30 List. Don't miss the opportunity to attend presentations by experts from Prager Metis, such as Brittany Besler, Nicole Bononi-Wilson, E. Martin Davidoff, and Simon Winters, on various topics including the Paycheck Protection Program (PPP), IRS Offers In Compromise, and navigating international issues for high-profile clients. Join the Prager Metis team in expanding their network and expertise, and stay tuned for more exciting developments from this leading advisory and accounting firm.

Aprio LLP, located at 212 West Matthews Street in Matthews, North Carolina, is a trusted accounting and finance institution that has been serving clients since 1989. Formerly known as LBA Haynes Strand, Aprio offers a wide range of services including advisory, assurance, tax, cloud accounting solutions, and private client services. As a premier full-service business advisory and certified public accounting firm, Aprio's associates work together to provide the best thinking and personal commitment to each client. Named a Top Workplace by the Charlotte Observer, Aprio's reputation as a leading CPA firm extends beyond Charlotte, reaching clients across the United States and internationally. With expertise in industries such as Dental, Healthcare, Manufacturing and Distribution, Nonprofit and Education, Professional Services, Real Estate and Construction, Restaurant, Franchise, and Hospitality, and Technology and Blockchain, Aprio brings strategic foresight and deep understanding to every client engagement.

The Addison - Office Building is a historic landmark located at 831 East Morehead Street in Charlotte, North Carolina. As a full-service commercial real estate firm, we specialize in developing, acquiring, leasing, and managing quality industrial, office, and mixed-use properties. Our passion for creating new projects and revitalizing existing properties drives us to serve our community by reinvesting our resources into the future. With over 17.5 million square feet of investment property under our ownership and management, we are actively expanding our presence throughout the Carolinas. The Addison, a nine-story office building with 76,801 square feet of space, offers abundant parking, excellent visibility at a signalized intersection, and convenient access to major highways.