Best Financial Advisors in Charlotte, NC

“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...”

“Not only is she quick but she is amazing and we have always gotten back the most in our refund here.”

“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!”

“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”

“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.”

“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...”

“Excellent Service!”

“Excellent firm and great group of folks to work with.”

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

“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.”

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

“We underwrite the continuing education of every employee, encouraging them to grow both technically and personally – well beyond the minimum annual requirements for licensed CPAs.”

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

“Kks is very knowledgeable, kisha and her team go out of their way to work around your schedule, kisha has put together a very knowledgeable and likewise team of individuals to assist w all your trucking and financial needs.”

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

“I live outside of the US and simply send him all of my documentation and he prepares and files everything for me.”