Top Three Rated

Best Financial services in CHARLOTTE

3 trusted local Financial Services in Charlotte, North Carolina

Linden Thomas & Company

516 N Tryon St, Charlotte, NC
Pincode: 28202
4.8 (56 reviews) Since 2005
Specialties
Portfolio Management Investment Advisory Retirement Planning Asset Allocation Private Client Services & Financial Planning
About Business

Linden Thomas & Company offers personalized wealth management and investment advisory with tailored bond and equity portfolios for high-net-worth clients since 2005.

Working Hours
Open Mon-Fri: 8:30am - 5:15pm Sat & Sun: Closed
Customer Review
I have been a client of Steve Thomas and his organization for 22 years now. Steve and his associates have always been extremely helpful in every way possible, answering questions, responding to any request, and always giving sound advice for investment and retirement strategies. No detail has been too small, and no question has been met with anything but a prompt and knowledgeable response. I feel very fortunate to have worked with them over all these years; I highly recommend Linden Thomas & Company to anyone.
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Totem Wealth Management

301 South McDowell Street, Suite 125, Charlotte, NC
Pincode: 28204
5.0 (96 reviews) Since 2009
Specialties
Financial Planning Portfolio Management Pension Consulting Retirement Planning Risk Management & Insurance Tax Strategies Business & Estate Planning
About Business

Totem Wealth Management provides personalized wealth management and financial planning for individuals and small businesses, offering tailored investment, retirement, and tax strategies

Working Hours
Open Mon-Fri: 8:15am - 4:15pm Sat & Sun: Closed
Customer Review
Salvador and Totem Wealth Management was absolute pleasure to work with. From timely response to an answer to every question I had, I can not speak more highly of Salvador and the work he does. I hope this review and the multiple other Five Star reviews gives him and his company the business he deserves.
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Tristate Financial Advisors

4235 S Stream Blvd #420, Charlotte, NC
Pincode: 28217
4.9 (79 reviews) Since 2018
Specialties
Investment Advisory Retirement Planning Wealth Management Tax Sensitive Investing Estate & Insurance Planning Financial & Business Consulting
About Business

Tristate Financial Advisors offers comprehensive wealth management and retirement/investment planning services tailored for individuals and families in Charlotte since launching its local office in 20...

Tristate Financial Advisors offers comprehensive wealth management and retirement/investment planning services tailored for individuals and families in Charlotte since launching its local office in 2018.

Working Hours
Open Mon-Fri: 8am - 5pm Sat & Sun: Closed
Customer Review
Grayson has been an excellent financial advisor. His attention to detail with my portfolio and deep knowledge of financial strategies have given me a lot of confidence in my investment decisions. He always takes the time to explain things clearly and tailor advice to my goals. Highly recommend his services.
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