Kannapolis, NC

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Kannapolis, NC
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Best Financial Advisors in Kannapolis, NC

The highest-rated Financial Planning & Wealth Management companies out of 148 vetted & reviewed in the Kannapolis area.

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Rick Meeks - Raymond James

Rick Meeks - Raymond James

“At Meeks Financial Group, Rick Meeks selects the investment approach most appropriate for your life from the full suite of discretionary model portfolios he personally creates and manages. It's financial guidance purposely designed to help you live c...”
In Business Since 2002
313 S Main St Suite 100, Kannapolis, NC
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A4 Wealth Advisors

A4 Wealth Advisors

(3)
Income Planning, Generational Vault, Long Term Care
“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.”
Accepts Paypal
In Business Since 2012
16140 Northcross Dr, Huntersville, NC
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Castle Wealth Group

Castle Wealth Group

(9)
“Michael and Jonathan have both been very helpful in assisting us manage our portfolio.”
In Business Since 2011
Serving Kannapolis Area
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Kohari & Gonzalez

Kohari & Gonzalez

(15)
IRS Representation For You, For Small Businesses, Additional Services
“We worked through the details of my paperwork, including the sale of a house, a couple different W2s, different states, etc that makes taxes a bit more complicated.”
Licensed, BBB Rating: A+
In Business Since 1990
2740 E W.T. Harris Blvd #200, Charlotte, NC
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Perry G. Walker Accounting & Tax Service

Perry G. Walker Accounting & Tax Service

(30)
  • Questions
  • Office
  • Quality
“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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Aspire Private Capital

Aspire Private Capital

(5)
Aspire Services
“Since Fed Ex had failed to deliver the documents overnight to our home it was already middle of the afternoon before the lawyer emailed the documents to me to print at home”
Licensed, BBB Rating: A+
In Business Since 2007
Serving Kannapolis Area
Featured

As we kick off 2023, here are some financial checklist to-dos: ✅Review your employer-sponsored retirement plan. Understand the role your employer-sponsored plan plays in your overall retirement strategy. ✅If you had to tap into your emergency account in 2022, it may be time to top it up. ✅Review your monthly expenses.

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Cornerstone Wealth

Cornerstone Wealth

(2)
“Excellent, well driven team that goes above and beyond.”
Licensed, BBB Rating: A+
In Business Since 2017
16810 Kenton Dr #200, Huntersville, NC
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Beth W. Belk, PA

Beth W. Belk, PA

(2)
Bookkeeping
“Beth Belk has been preparing annual taxes for our family since 2000, before she launched the accounting firm.”
Transparent Fees & Pricing
Licensed, BBB Rating: A+
Accepts All Major Credit Cards
In Business Since 2011
845 Church St N Suite 308A, Concord, NC
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Brumley Robinson & Associates Cpas

Brumley Robinson & Associates Cpas

(14)
“This CPA did my business taxes and my personal taxes and by far are the most proficient and efficient I have found during my 38 years years involving tax returns.”
Accepts All Major Credit Cards
Transparent Fees & Pricing
In Business Since 1988
14702 Statesville Rd, Huntersville, NC
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Shah & Trivedi CPA

Shah & Trivedi CPA

(20)
New Business Set-up, Bookkeeping, Project Finance
“They are the best for Accounting & Tax Services, the firm is very attentive to our needs, very kind on details which is evident in the delivery of service.”
Accepts All Major Credit Cards
In Business Since 2016
3230 Prosperity Church Rd #202, Charlotte, NC
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JMC Legacy Group Accounting and Tax

JMC Legacy Group Accounting and Tax

(6)
Corporation Tax Preparation, Accounting Services For Small Business, Corporation Formation
“I highly recommend this company to all consumers that are looking for help with their finances and also businesses that are also looking for A multi service financial company to help with organizing their business structure and finances.”
Free Initial Consultation
In Business Since 2018
Serving Kannapolis Area
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Carolina Planning Consultants

Carolina Planning Consultants

(2)
Videos, Wealth Vision Demo, Recent News
“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.”
Remote Consultations Available
In Business Since 2008
323 Coddle Market Dr NW #130, Concord, NC
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Two Waters Wealth Management

Two Waters Wealth Management

(6)
  • Retirement
“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.”
In Business Since 2018
9820 Northcross Center Ct #72, Huntersville, NC
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Prior Wealth Planning

Prior Wealth Planning

(2)
Ann Carson, Heath Prior, Tell A Friend
“Heath and Ed have taken wonderful care of my in-laws and now us.”
Free Initial Consultation
In Business Since 2018
Serving Kannapolis Area
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Kristin Gravitt

Kristin Gravitt

(10)
Tax Planning, For Small Businesses, Packages
“She has ALWAYS without fail responded to my questions with prompt (and easily understood!”
In Business Since 2021
Serving Kannapolis Area
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H B Financial Resources

H B Financial Resources

Licensed, BBB Rating: A+
Accepts All Major Credit Cards
In Business Since 1982
Serving Kannapolis Area
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Eddie Gutierrez @ Tax Plus

Eddie Gutierrez @ Tax Plus

(18)
  • Tax Preparer
  • Professional
“He is very knowledgeable and even goes as far as helping with a plan to get the best results for the next year's tax season.”
Accepts All Major Credit Cards
In Business Since 2012
8410 Pit Stop Ct NW Suite 125, Concord, NC
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Lesemann Cpas

Lesemann Cpas

(3)
“Jay and the team have been our personal and business tax advisors since 2001 and we couldn't be more satisfied with the friendly, professional services they provide at Lesemann CPA's.”
In Business Since 2003
9525 Birkdale Crossing Dr Ste 206, Huntersville, NC
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Tactical Wealth Advisors

Tactical Wealth Advisors

(1)
“TWA has provided our family the financial security so important to our retirement plans.”
In Business Since 2006
9820 Northcross Center Ct, Huntersville, NC
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Lendingbliss@work

Lendingbliss@work

(1)
“I have the highest level of trust and confidence in her work ethics, professionalism and ability to execute communicated objectives effectively and efficiently.”
In Business Since 1997
8738 Arbor Creek Dr, Charlotte, NC
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Integrated Financial Concepts

Integrated Financial Concepts

(17)
  • College
  • Plan
  • Knowledge
“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.”
In Business Since 2019
Serving Kannapolis Area
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Rise Up Financial Freedom Solutions

Rise Up Financial Freedom Solutions

(1)
“If you need help with preparing for owning your house they can teach you how to budget and bring down your debt-to-income as well as give you pointers with credit score improvement.”
In Business Since 2020
10130 Perimeter Pkwy Suite 200, Charlotte, NC
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Moretz Wealth Management

Moretz Wealth Management

(2)
“Garret Moretz is such an awesome financial planner!”
Accepts Check
Offers Financing Options
In Business Since 2009
Serving Kannapolis Area
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Seven Two Advisors

Seven Two Advisors

(1)
“Has been very helpful with steps to help hit short term and long term financial goals including budgeting, insurance and real estate.”
Transparent Fees & Pricing
In Business Since 2021
Serving Kannapolis Area
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Retirement Planning and Investment Management Services in Kannapolis, NC Cost Estimates

Minimum cost
$1028
Maximum cost
$8734
National Average
$3083
Avg Per Hour Rates
$309
$2056
$5652
Average price range is based on 294 cost profiles
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Average Cost $3083
Minimum cost $1028
Maximum cost $8734
Avg Per Hour Rates $309

Average range $2056 to $5652 is based on 294 cost profiles.

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Wealth Management Advisors near Kannapolis

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