Huntersville, NC

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Huntersville, NC
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Best Financial Advisors in Huntersville, NC

Handpicked from 177 vetted & reviewed Financial Planning & Wealth Management firms in the Huntersville area, discover the top 5 leading options among the selected group of 24 finalists.

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A4 Wealth Advisors

A4 Wealth Advisors

(3)
Legacy For Loved Ones, Medicare, Long Term Care
“My husband and I have been clients of A4 Wealth Advisors, LLC for so many years and we highly recommend being a client of A4 Wealth because of the Honesty, Integrity and the Trustworthyness of John Balcerzak and his staff.”
In Business Since 2012
Accepts Paypal
16140 Northcross Dr, Huntersville, NC
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Cornerstone Wealth

Cornerstone Wealth

(2)
“Excellent wealth management firm with true focus on the client's needs.”
In Business Since 2017
Licensed, BBB Rating: A+
16810 Kenton Dr #200, Huntersville, NC
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Brumley Robinson & Associates Cpas

Brumley Robinson & Associates Cpas

(14)
“I have used Scott Brumley's services since 2000, with he and his staff preparing my tax returns and have always had incredible service and quick turn around!”
Transparent Fees & Pricing
In Business Since 1988
Accepts All Major Credit Cards
14702 Statesville Rd, Huntersville, NC
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Two Waters Wealth Management

Two Waters Wealth Management

(6)
  • Retirement
“After attending many retirement presentations over the last couple of years and interviewing several retirement specialists my wife and I chose Two Waters Wealth Management to manage our assets.”
In Business Since 2018
9820 Northcross Center Ct #72, Huntersville, NC
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Lesemann Cpas

Lesemann Cpas

(3)
“Jay and the team have been our personal and business tax advisors since 2001 and we couldn't be more satisfied with the friendly, professional services they provide at Lesemann CPA's.”
In Business Since 2003
9525 Birkdale Crossing Dr Ste 206, Huntersville, NC
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Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score
97 (100)
Minimum Reputation Rank
98.2 Percentile
All of our award winners are based on identifiable facts - reviews, performance, and experience - collected by scientific means. We use this data to assess each business’s essential features, weighting them according to their importance to customers.
Read our methodology
Prominent finalists
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Tactical Wealth Advisors

Tactical Wealth Advisors

(1)
“TWA has provided our family the financial security so important to our retirement plans.”
In Business Since 2006
9820 Northcross Center Ct, Huntersville, NC
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FIG Wealth Partners

FIG Wealth Partners

“We are uniquely positioned to provide experienced, holistic advice (no such thing as unbiased advice) on an independent basis that is void of any company mandates. This independence provides you (our clients) with assurance that you are receiving the...”
In Business Since 2021
8712 Lindholm Dr Suite 300, Huntersville, NC
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Tactical Investment Advisors

Tactical Investment Advisors

“Tactical Investment Advisors, LLC is also a Commodity Trading Advisor that recommends investment programs and money managers including other CTA's and Commodity Pool Operators (CPO). There are substantial risks and conflicts of interests associated w...”
In Business Since 2010
9820 Northcross Center Ct, Huntersville, NC
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Broadcreek

Broadcreek

“Whether your goal is to extend your geographic presence, broaden your distribution footprint, enhance your offerings, vertically integrate, or simply build scale, BroadCreek M&A advisory consultants are uniquely qualified to act as your corporate dev...”
In Business Since 2016
8712 Lindholm Dr suite 300, Huntersville, NC
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Trusttree Financial

Trusttree Financial

“At times, investing seems easy: pick an index fund or model portfolio, and it usually just goes up. If you think back to 2008 or the dot com years, you'll recall that wasn't always the case. At TrustTree Financial, we've been through many market cycl...”
In Business Since 2017
8712 Lindholm Dr STE 300, Huntersville, NC
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Robert G. Ricciani Jr. Financial Services

Robert G. Ricciani Jr. Financial Services

““It is my mission to help my clients manage the risks of everyday life by providing them with the best service and the best coverage, at the best possible price.””
In Business Since 2011
15903 Prestwoods Ln, Huntersville, NC
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Castle Wealth Group

Castle Wealth Group

(9)
“Trust and Authenticity are must haves when working with a financial advisor/planner.”
In Business Since 2011
Serving Huntersville Area
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Fisher

Fisher

(26)
Business Improvement Services, Tax Compliance & Financial Planning, Business Accounting Services
“First she gave me great advice to reduce my tax burden in the future and corrected my return from last year (my situation with multiple rentals is a bit complicated) and she got me 5x my return from last year.”
Accepts All Major Credit Cards
In Business Since 2019
Licensed, BBB Rating: A+
1108 East Blvd, Charlotte, NC
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Kohari & Gonzalez

Kohari & Gonzalez

(15)
College Financial Planning, Tools and Resources, Additional Services
“Since that time K&G has been the only CPA firm we've used for our personal and business tax preparation and we've been extremely happy with their services.”
In Business Since 1992
Licensed, BBB Rating: A+
2740 E W.T. Harris Blvd #200, Charlotte, NC
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Linden Thomas & Company

Linden Thomas & Company

(30)
  • Decisions
  • Knowledge
  • Individual
“It is a pleasure to work with someone where the whole firm is dedicated to listening and helping plan what is best for me and my family for the long run, not the hot topic of the moment.”
In Business Since 2004
Transparent Fees & Pricing
516 N Tryon St, Charlotte, NC
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Perry G. Walker Accounting & Tax Service

Perry G. Walker Accounting & Tax Service

(30)
  • Information
  • Company
  • Quality
“He's not only professional but very knowledgeable in regards to solving tax problems I would definitely be utilizing his services in the future and recommending him to friends.”
In Business Since 2014
Licensed, BBB Accredited
10223 University City Blvd suite d, Charlotte, NC
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Belmont Capital Advisors

Belmont Capital Advisors

(29)
Legacy & Estate Planning, Tax Planning Strategies, Financial Services
“They've always been there when I needed them shows great concern and sincerity I started working with them back in 2010 and I am still here today 2022.”
Remote Consultations Available
In Business Since 2005
Licensed
Serving Huntersville Area
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Greerwalker Cpas & Advisors

Greerwalker Cpas & Advisors

(3)
Advisory, Assurance & Accounting, Tax
“Wonderful people, very knowledgeable”
In Business Since 1987
Licensed, BBB Rating: A+
227 W Trade St #1100, Charlotte, NC
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Aspire Private Capital

Aspire Private Capital

(5)
Aspire Services
“Since Fed Ex had failed to deliver the documents overnight to our home it was already middle of the afternoon before the lawyer emailed the documents to me to print at home”
In Business Since 2007
Licensed, BBB Rating: A+
Serving Huntersville Area
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Gargano Financial Group

Gargano Financial Group

(4)
“What he also does is educates his clients on options and choices available to them so that they are making the best decisions for their personal needs.”
In Business Since 2003
Licensed, BBB Rating: A+
Serving Huntersville Area
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Parsons CPA

Parsons CPA

(2)
Technology Services, Tax Services, Assurance Services
“Denita in particular is the person we talk to the most and she is kind and wonderful to work with.”
Offers Financing Options
Free Initial Consultation
In Business Since 1996
Transparent Fees & Pricing
927 East Blvd, Charlotte, NC
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Cannon Advisors

Cannon Advisors

(11)
High Net Worth Investors, Get A Second Opinion, When Can I Retire?
“I don't know how they have this kind of time/attention to detail in the middle of tax season, but they were so PATIENT and THOROUGH that it felt as though we were their only clients!”
In Business Since 2009
2108 South Blvd suite 200, Charlotte, NC
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Moyer, Smith & Roller

Moyer, Smith & Roller

(2)
Tax Planning, Tax Preparation, Estate Planning
“Marti De Voe's quick response time was greatly appreciated, as was her overall assistance with our accounting needs.”
Free Initial Consultation
In Business Since 2022
Transparent Fees & Pricing
7229 Albemarle Rd, Charlotte, NC
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SKM Pros

SKM Pros

(2)
Industries, Tax Services, Services For Quickbooks
“Professional organization that prepared my tax return for the first time, and staff was always available when I called.”
Free Initial Consultation
In Business Since 2015
Transparent Fees & Pricing
227 W 4th St, Charlotte, NC
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Retirement Planning and Investment Management Services in Huntersville, NC Cost Estimates

Minimum cost
$1061
Maximum cost
$9013
National Average
$3181
Avg Per Hour Rates
$319
$2121
$5832
Typical price range is based on 343 cost profiles
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Average Cost $3181
Minimum cost $1061
Maximum cost $9013
Avg Per Hour Rates $319

Typical range $2121 to $5832 is based on 343 cost profiles.

Why these companies made our list

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