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Financial Planners in Charlotte, North Carolina

There are 10 recommended Financial Planners in Charlotte, NC. Read reviews from people you know to find the best Financial Planner.

Review by Nicole Johnson

Hilary is a great person inside and out of the business world as well as a hard worker. She understands what is expected of her duties and constantly goes above and beyond to fulfill her clients inquires. Working with Hilary at the bank gave me experience with what kind of person she was as a whole. She has a lot of industry knowledge and is someone I enjoyed learning what she had to share. She is kind hearted and determined to put the needs of others first but at the same time going that extra mile for the client. I truly miss working with such a great person.See MoreRead Less

Review by Elaine Haraway

I have known Jarrett Meadors and his family
for a long time. But it was eight years ago that
I came to know Jarrett, the Financial Advisor.
I had been going back and forth on whether to
purchase long-term care insurance. Jarrett sat
down with me and explained the advantages of
having LTC and the peace of mind it gives one in
the event it is needed in the future.

Jarrett has also advised me on other aspects of
financial management. I am impressed with
his knowledge of product, his maturity, his integrity, and his sensitivity to his client's needs.
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Review by Brian Mcneill

no one understands the inns and outs of the mortgage business like Canty. She has been there, done that, and got the tshirt and the hat. Trust Canty to guide you in all your mortgage situations.See MoreRead Less

Review by Evelyn Stone

A very trustworthy, honest insurance agent! Can depend on him even if I were to get stuck on the side of the road, that the type man he is!

Review by David Thomas

I have worked with David many time's over the years and each and every experience has been great from the beginning to the end. David has always went above and beyond my expectations.See MoreRead Less

Review by Wesley Dail

I've known Jason since high school and also attended college with him. In college, while the rest of us were often goofing off, Jason was always very diligent with his schoolwork and various other responsibilities. Over the many years that I have known Jason, he has always been a great friend, who has been there for his friends whenever in need. Jason is an extremely intelligent and is an excellent communicator, who works very well with others. When I have personally had any financial questions, i have always gone to Jason, and each time he has been able to break things down for me, fully explaining things to me in a manner that is easy for me to understand (which is crucial, considering that I have nowhere near the financial and business acumen that he has acquired over the course of his academic and professional career).See MoreRead Less

Review by Clara Martin

I had the wonderful experience of working with Julie at Wachovia Bank in the Trust Investments-Real Estate Dept. She was always pleasant and very professional.
She handled all our secretarial needs including answering the phones, typing our letters, doing anything needed in a quick time and with great accuracy.
Julie not only dressed as a professional, she showed it in every way and was an outstanding employee, always eager to do her work in a very timely manner. I would recommend her to anyone.
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Review by Jessi Rutkowski

Duane is the man! He is so passionate about everything in life...so inspiring!