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Fisher

(43)

Financial
Resource
Management

“She has worked hand in hand with my financial advisor (who is down in South Carolina) to make sure that no matter what, we have the answers and the direction we need to protect not only our business finances, but our personal finances as best as poss...”

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Perry G. Walker Accounting & Tax Service

(47)

Office
File
Communication

“Overall, I am extremely satisfied with the services provided by Perry, and I highly recommend them to anyone in need of reliable and proficient tax assistance.”

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Newtonwealthmanagement

(49)

CPA
Documents
Tax Returns

“Their expertise resulted in a timely and efficient tax package filed with confidence that all the "i" s are dotted and "t"s are crossed to the satisfaction of all concerned, especially the IRS!”

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The Zaino Group

(49)

Questions
Government
Future

“I enjoyed meeting with Mike he is very nice and knowledgeable and helpful not pushing and overbearing at all I would recommend him to anyone needing financial advice he is extremely helpful”

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Linden Thomas & Company

(44)

Management
Results
Decisions

“Steve Thomas and Co has helped manage our personal finances for over 18 years and has skillfully guided us through 2 bear markets, helped us finance our kids' college education, and especially managed our fixed income portfolio extremely well.”

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Pro Financial Group

(36)

Company
Attention
Projects

“Excellent service, I really liked the guide they gave me and how they guided me to understand how easy and viable it is to be able to own apartments for rent, I saw it as impossible and for a long time, now I see a great possibility for me and my fam...”

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The 24 firms listed for Charlotte, NC provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.

Area overview: Charlotte, NC

All 24 firms we list here are in Charlotte itself. We have 132 firms in Charlotte on file; this page shows the highest-rated 24. The firms on this page are rated from 4.2 to 5.0 across 723 reviews; 6 have 50 or more reviews and 23 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (97%), quality (77%) and responsiveness (74%). The topics that come up most in reviews of the firms on this page are "knowledge", "communication" and "expertise". 1 is open around the clock; 4 are open on Saturdays and 1 on Sundays. The services the firms on this page list most often on their websites are estate planning (2), financial planning (2), investment management (2), tax planning (2) and tax services (2). 1 shows a license on its website and 5 have a BBB rating of A or A+. 15 have ten or more years of experience, the longest 47 years. 1 offers urgent consultations; 1 offers payment plans; 3 offer a free initial consultation and 1 lists coupons or special offers. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.

Do firms listed for Charlotte take financial planning bookings online?

6 of the 24 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.

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Kohari Gonzalez Oneyear & Brown

(29)

Questions
Knows
Needs

“My favorite part is how Sara doesn't miss anything and is very responsive to clients and was able to help me in so many ways that I would not have known, nor have gotten from any other CPA firms with my businesses.”

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Lb&j Certified Public Accountants

(48)

Small Business
Laws
Communication

“Not only did he take the time to ensure that he had everything that he needed to provide me the most accurate return but then he educated me on the "do's and don'ts" of being a small business owner.”

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Elevated Financial & Tax

(6)

Team

“They've been a big help with our family business and have helped keep us on track.”

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Wealthplan Financial Group

(1)

“Thank you Randy for all of you professional advice and the peace of mind I get from partnering with you and Wealthplan Financial Group.”

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Alloy Wealth Management

(17)

Future
Team
Retirement

“They're very thorough in explaining why the decisions they make are being made and aren't just throwing a dart at the wall and picking whatever it lands on.”

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Blue Financial

(16)

Retirement
Presentation
Zoom

“They are honest because they told me, If they cannot do better than what I already had in order for my retirement and health care then they would leave it as it is.”

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The Wealth Guardians

(11)

Retirement

“These are caring people, who listened to our goals, made excellent suggestions to help us attain them in keeping our retirement money safe.”

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Flat Fee Financial Planning

(14)

Financial Advisor
Goals
Tax

“If you are looking for someone to help you invest more intelligently, reduce tax liability strategically and ethically, or thoughtfully help you plan for retirement, look no further.”

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Parsons CPA

(2)

“Huge talent at a small firm, clients get a high level of service with personal attention.”

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Remedy Tax & Financial Services

(14)

Information
Dollars
Documents

“When I sent them my tax information and 1099's, based on previous years, I fully expected to owe the government thousands of dollars.”

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Moyer, Smith & Roller

(2)

“Quick, very efficient, and easy to work with accountant firm.”

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Know My Plan

(13)

Understand
Team

“They work hard to get to know clients on a deep personal level, understanding their needs and concerns and develop comprehensive long term plans to help solve problems.”

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Clear

(10)

Retirement
Team

“We are so fortunate in our eyes to have been able to meet Dolph and now truly feel our retirement income will be there forever and we do not have to worry about the market anymore.”

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Farrar Financial Group

(1)

“I definitely recommend Farrar Financial Group for your credit and financial needs!”

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Calamita Wealth Management

(7)

Knowing
Future
Team

“Knowing that someone who is an expert is doing their best to provide me a financially sound future has been one of the best parts of working with Todd.”

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Andrew King, AIF , Ricp , BFA , Lutcf

(7)

Financial Advisor

“He has always been responsive to my questions and provides custom solutions based on my personal risk tolerance.”

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Centerpoint Wealth Strategies

(3)

“If you are looking for non biased advice and someone to review your entire financial picture, this is where to go”

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Emerald Financial Group

(2)

“They cater to your needs and your financial wellness and I would trust any friends or relative to work with them.”

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Average Cost	$3737
Minimum cost	$1246
Maximum cost	$10587
Avg Per Hour Rates	$374

Best Financial Advisors in Charlotte, NC

Fisher

Perry G. Walker Accounting & Tax Service

Newtonwealthmanagement

The Zaino Group

Linden Thomas & Company

Pro Financial Group

Area overview: Charlotte, NC

Kohari Gonzalez Oneyear & Brown

Lb&j Certified Public Accountants

Elevated Financial & Tax

Wealthplan Financial Group

Alloy Wealth Management

Blue Financial

The Wealth Guardians

Flat Fee Financial Planning

Parsons CPA

Remedy Tax & Financial Services

Moyer, Smith & Roller

Know My Plan

Clear

Farrar Financial Group

Calamita Wealth Management

Andrew King, AIF , Ricp , BFA , Lutcf

Centerpoint Wealth Strategies

Emerald Financial Group

Retirement Planning and Investment Management Services in Charlotte, NC Cost Estimates

Why these companies made our list

Financial Advisors near Charlotte

Popular in Charlotte