Best Financial Advisors in Kannapolis, NC

“Castle Wealth Group has trustworthy people who are knowledgable and genuinely looking out for your best interest.”

“We have recommended John to many people and all have had a similar experience - high quality, personal touch, above reproach - a pleasure to do business with.”

“From what I gather these are very professional, reliable and hard working people.”

“She stated that is not the norm for the company, and she worked with me to make sure my application received the utmost attention necessary to earn my business.”

“Beth Belk has been preparing annual taxes for our family since 2000, before she launched the accounting firm.”

“Beyond his knowledge and experience - which of course are key when evaluating and choosing a financial advisor - Bill is also a man of incredible integrity.”

“Robert Higgins breaks the mold on "financial planning" and goes well above and beyond others in the same field...”

“An example of this is when she runs into some information she does not just run it thru, but she makes sure the details are vetted before she proceeds with your tax return.”

“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.”

“Rich is client first, ensuring I always have my questions answered and readily available for any changes.”

“Scott Hastings, the best”

“They were able to quickly navigate our financials and bring clarity and offer solutions to improve our business workflow helping position us for future growth.”

“We understand that financial guidance is about more than just money. It's about appreciating who you are and what you want in life. Then working with you to design a comprehensive, personalized financial strategy that fits your goals today and your v...”

“If you need an accountant there for you, i would suggest using his services”

“Garret Moretz is such an awesome financial planner!”

“I find Alan very trustworthy and would recommend him to anyone wanting to establish retirement accounts, 401K, trust accounts, Let Alan review your present situation to see he he can help you.”

“Besides great financial advice, Shawn and his staff make you feel comfortable and part of their family.”