Charlotte, NC

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Charlotte, NC
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Best Financial Advisors in Charlotte, NC

The highest-rated Financial Planning & Wealth Management companies out of 156 vetted & reviewed in the Charlotte area.

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TZG Financial - Mike Zaino

TZG Financial - Mike Zaino

(29)
Federal Employees, Executive / Entrepreneur, Life in Transition
“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”
Coupons & Offers
In Business Since 2005
2101 Sardis Rd N Suite 207, Charlotte, NC
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Fisher

Fisher

(26)
Business Advisory Services, Business Accounting Services, Business Improvement Services
“This is a huge help in properly managing my tax liabilities and maximize profitability, thus I consider Emily and her team as an extension to my agency team.”
Licensed, BBB Rating: A+
In Business Since 2017
Accepts All Major Credit Cards
1108 East Blvd, Charlotte, NC
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Todaro & Associates

Todaro & Associates

(6)
Tax Services, Business Services, Services For Quickbooks
“Peter and Ashley are working wonderful people and truly care about the best interest for they're clients!”
Licensed, BBB Rating: A+
Free Initial Consultation
In Business Since 2007
Accepts All Major Credit Cards
17228 Lancaster Hwy Suite 211, Charlotte, NC
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Kohari & Gonzalez

Kohari & Gonzalez

(15)
For Small Businesses, Additional Services, Audit, Review and Compilation Services
“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.”
Licensed, BBB Rating: A+
In Business Since 1992
2740 E W.T. Harris Blvd #200, Charlotte, NC
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Lb&j Certified Public Accountants

Lb&j Certified Public Accountants

(30)
TAX Services, Coronavirus Disaster Assistance, Accounting & Bookkeeping
“Randy immediately he had me laughing and provided me with PROFESSIONAL FREE help, he made me feel safe as a new and scared owner, I am now confident in knowing I will have all my ducks in a row.”
In Business Since 2017
5936 Monroe Rd, Charlotte, NC
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Newtonwealthmanagement

Newtonwealthmanagement

(30)
Investment Management, Financial & Retirement Planning, Life Insurance Planning
“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!”
In Business Since 2016
10800 Sikes Pl #215, Charlotte, NC
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Linden Thomas & Company

Linden Thomas & Company

(30)
  • Financial
  • Goals
  • Individual
“Steve and his staff provide advice and philosophy in line with my financial goals to initiate, manage, and then provide my comfortable retirement income for the last 11 years, while maintaining and actually growing the principal amount.”
Transparent Fees & Pricing
In Business Since 2004
516 N Tryon St, Charlotte, NC
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Viking Mergers & Acquisitions of Charlotte

Viking Mergers & Acquisitions of Charlotte

(29)
  • Professional
  • Buyers
  • Confidentiality
“Leading up to that they were in regular contact with me and offered great advice to help grow the business; so, when it came time to exit, not only did I trust them to handle the transaction, but the price was much higher than it otherwise would have...”
Offers Financing Options
In Business Since 2014
17250 Lancaster Hwy #601, Charlotte, NC
Featured

Buying a business for the first time: See how Viking Mergers helped Shaun Jacobson When it comes to buying a business for the first time, most people realize that there is a lot that goes into it. Shaun Jacobson had a long and successful career in the nuclear power industry. He was looking for a change of pace and he and his wife had always dreamt of buying and running their own business.

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Perry G. Walker Accounting & Tax Service

Perry G. Walker Accounting & Tax Service

(30)
  • Office
  • Quality
  • Family
“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.”
Licensed, BBB Accredited
In Business Since 2014
10223 University City Blvd suite d, Charlotte, NC
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Hobart Wealth

Hobart Wealth

(29)
  • Retirement
  • Team
  • i'm
“Chris is someone I've known for many years and his devotion to continuing growth and improvement, as well as his commitment to establishing a fantastic team around him, never ceases to impress me.”
In Business Since 2019
7733 Ballantyne Commons Pkwy #101, Charlotte, NC
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Ragi Riad, CPA

Ragi Riad, CPA

(30)
Tax Services, Business Services
“After years of confusion as the interpretation of the rules and responsibilities of doing business taxes, we have been able to get our taxes done quickly and consistently with Ragi Riad CPA.”
Transparent Fees & Pricing
In Business Since 2015
13777 Ballantyne Corporate Pl Suite 210, Charlotte, NC
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Greerwalker Cpas & Advisors

Greerwalker Cpas & Advisors

(3)
Tax, Assurance & Accounting, Advisory
“Excellent firm and great group of folks to work with.”
Licensed, BBB Rating: A+
In Business Since 1987
227 W Trade St #1100, Charlotte, NC
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Alliance Credit Counseling

Alliance Credit Counseling

(26)
  • Home
  • Knowledge
  • Financial
“A representative took the initiative to personally reach out to offer any assistance, and was very prompt in providing certification upon course completion.”
HUD Certified
10+ Years Experience
8000 Corporate Center Dr STE 114, Charlotte, NC
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Wealthplan Financial Group

Wealthplan Financial Group

(1)
Financial Advisors & Representatives, Premier Partners, Affiliated Firms
“Thank you Randy for all of you professional advice and the peace of mind I get from partnering with you and Wealthplan Financial Group.”
Licensed, BBB Rating: A+
In Business Since 1980
15720 Brixham Hill Ave #575, Charlotte, NC
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Pro Financial Group

Pro Financial Group

(13)
  • Projects
  • Team
  • Family
“I am very pleased with my experience with Pro Financial Group, very excellent and professional people who guide you through out every process to change your life for the better.”
Licensed, BBB Accredited
In Business Since 2007
3440 Toringdon Way, Charlotte, NC
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Elevated Financial & Tax

Elevated Financial & Tax

(1)
“The best CPA you can find!”
Licensed, BBB Rating: A+
In Business Since 1994
8832 Blakeney Professional Dr STE 301, Charlotte, NC
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Parsons CPA

Parsons CPA

(2)
Consulting Services, Accounting Services, Tax Services
“Huge talent at a small firm, clients get a high level of service with personal attention.”
Transparent Fees & Pricing
In Business Since 1996
Offers Financing Options
Free Initial Consultation
927 East Blvd, Charlotte, NC
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Know My Plan

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.”
Transparent Fees & Pricing
In Business Since 2018
Woodward Building, 11215 N Community House Rd Suite 775, Charlotte, NC
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Calamita Wealth Management

Calamita Wealth Management

(7)
Investment Management, Financial Planning, Bank Employees
“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.”
FEE-ONLY Certified
In Business Since 2010
Transparent Fees & Pricing
6135 Park S Dr Suite 510, Charlotte, NC
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Cannon Advisors

Cannon Advisors

(11)
How We Compare, Markets 'N5, When Can I Retire?
“We've been clients for quite some time now and Ted, Bryan, Barbara, Stacy, and the rest of the team at Cannon Advisors are truly a family and treat their clients like family.”
In Business Since 2009
2108 South Blvd suite 200, Charlotte, NC
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Accounting & Tax Services of Charlotte

Accounting & Tax Services of Charlotte

(7)
“I live outside of the US and simply send him all of my documentation and he prepares and files everything for me.”
Transparent Fees & Pricing
In Business Since 2014
Offers Financing Options
11301 Carmel Commons Blvd STE 116, Charlotte, NC
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Ballantyne Tax & Consulting

Ballantyne Tax & Consulting

(2)
Business Services, Strategic Business Planning, Tax Services
“Excellent Service!”
Transparent Fees & Pricing
In Business Since 2006
Offers Financing Options
16615 Riverstone Way #100, Charlotte, NC
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Moyer, Smith & Roller

Moyer, Smith & Roller

(2)
Audit & Accounting, Non-Profit IRS Reporting, Estate Planning
“Quick, very efficient, and easy to work with accountant firm.”
Transparent Fees & Pricing
In Business Since 2022
Free Initial Consultation
7229 Albemarle Rd, Charlotte, NC
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KKS Audit Financial Services

KKS Audit Financial Services

(14)
  • Business
  • Information
“I had a great experience when you had your event and then afterwards when I needed some advice you reached out to me and it was fantastic thank you KKS Audit financial services is A-plus for all you need!!”
In Business Since 2021
2015 Ayrsley Town Blvd Suite 202, Charlotte, NC
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Retirement Planning and Investment Management Services in Charlotte, NC Cost Estimates

Minimum cost
$1246
Maximum cost
$10587
National Average
$3737
Avg Per Hour Rates
$374
$2491
$6851
Average price range is based on 349 cost profiles
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Average Cost $3737
Minimum cost $1246
Maximum cost $10587
Avg Per Hour Rates $374

Average range $2491 to $6851 is based on 349 cost profiles.

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