Perry G. Walker Accounting & Tax Service
“I really appreciated the professionalism, the communication by his office and the timeliness of getting my return completed.”
Best Financial Advisors near Kannapolis, NC
There are no firms listed in Kannapolis itself yet; the 15 below are the closest options, from towns including Concord (3, 6 mi), Cornelius (3, 13 mi) and Huntersville (3, 14 mi).
3 open weekends · 13 rated 4.5+
Data verified October 18, 2026
Beth W. Belk, PA
Younce Accounting & Tax Group
“I highly recommend using Younce & Co for taxes, payroll services, and Quickbooks help.”
Fulcrum Capital Partners
“Robert Higgins breaks the mold on "financial planning" and goes well above and beyond others in the same field...”
A4 Wealth Advisors
“John and his staff are always very helpful in answering questions and provide great advice in the handling of financial portfolio.”
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Two Waters Wealth Management
“They took time to listen to my needs and concerns and made my experience working with them wonderful.”
The 15 firms listed for Kannapolis, 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: Kannapolis, NC
The 15 firms on this page are rated from 4.0 to 5.0 across 211 reviews; 1 has 50 or more reviews and 13 are rated 4.5 or higher. 3 are open on Saturdays. 4 have a BBB rating of A or A+. Domain records put 11 websites of the firms on this page at ten or more years old; the oldest dates from 2006. 1 offers payment plans. We have a website on file for all 15 of the firms on this page; 9 publish a contact page; 10 list a public email and 4 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for Kannapolis take financial planning bookings online?
4 of the 15 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.
H B Financial Resources
Equitable Advisors
Moretz Wealth Management
“Garret Moretz is such an awesome financial planner!”
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Carolina Planning Consultants
“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.”
Value Growth Institute
Tactical Wealth Advisors
“TWA has provided our family the financial security so important to our retirement plans.”
Be About Yours
“I highly recommend Belinda to anyone looking to establish a new business, build business credit, or certify their business!”
RB Wealth Partners
“Rob is a great guy with a wealth of knowledge about the market and really everything financial.”
Victory Wealth Management
Why these companies made our list
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