Sign in
Trusted Financial Advisors
recommended on social media
Tell us where you need a financial advisor. We'll do the rest.
Relevancy Ranking
1.
2.
3.
4. 
5.
?
Perfect Fit Solutions, Inc.
- Financial Advisor, Bookkeeper, Accountant
- 6025 Blakeney Park Dr Charlotte, NC 28277
- Closed ⋅ Opens at 10:00AM
Referral from
Feb 10, 2014
Tashya G.:
I need a financial advisor in Charlotte_ any recommendations?
Peter R.:
Richard Cooney 704-904-1733 JHG Financial
- Financial Advisor
- 1370 Briar Creek Rd, Charlotte, NC 28205, USA Charlotte, NC 28205
- Closed ⋅ Opens at 8:00AM
Referral from
Feb 07, 2014
Scott L.:
Referral for a good local financial advisor? Looking on behalf of a client.
Judson G.:
Judson.gee@jhgfinancial.com 704-301-4080 cell 704-536-3425 office www.jhgfinancial.com A Special Needs Plan
- Financial Advisor
- 101 N McDowell St Suite 120, Charlotte, NC 28204, USA Charlotte, NC 28204
- Closed ⋅ Opens at 8:00AM
Referral from
Feb 07, 2014
Scott L.:
Referral for a good local financial advisor? Looking on behalf of a client.
Liz P.:
Ryan platt 704 557 9630 The Granzow Consulting Group of Wells Fargo Adviso...
- Financial Advisor, Investment Advisor
- 6000 Fairview Road Suite 800 Charlotte, NC 28210
Charlotte Financial Planner Pros
Referral from February 7, 2014
Scott L. asked:
Referral for a good local financial advisor? Looking on behalf of a client.
Billy S. replied:
Nicole Pilo with consolidated planning is wonderful! She increased our net worth dramatically in just 1 year! (704) 968-8177
Caro H. replied:
Bob Long!
Phil G. replied:
Scott Lindsley we work with quite a few local advisors. Would like to know more about the situation to make sure i point you in the best direction for your client.
Catherine R. replied:
Judson Gee
Chasing T. replied:
Claudie Johnson lives here in noda
Referral from August 21, 2014
Shawnda K. asked:
Hey Family....I have some intelligent and talented folks on my page.
If you own your own business, independent contractor, independent agent, etc., let the Family know....
Shakeema B. replied:
Charlotte, NC Founding publicist of The Queen's English PR www.queensenglishpr.com Beauty, Fashion & Lifestyle PR
Brotha W. replied:
Uprising Entertainment. Promotions, Event Planning, Spoken Word Performance, Motivational Speaking, Pro Emcee. Augusta, GA
Gina J. replied:
St. Louis, Missouri Sistah's Catering Food for the soul... will travel!
Shawnda K. replied:
Kamisha Winfield....follow directions. You got to list the city you are from in at least one or 3 of them, name of business,.....lol
Princess G. replied:
A Elite Vacation, Travel Agent. Specializing in Cruises, Destination Weddings, All Inclusive Vacations etc. www.aelitevacation@gmail.com. Website coming soon. I have upcoming cruises for the this year and next year. Great ideal Shawnda Strongfaith Kettles!
Referral from February 10, 2014
Tashya G. asked:
I need a financial advisor in Charlotte_ any recommendations?
Pepper T. replied:
Becky Loftin Johnson, Ameriprise Financial 704-892-7575
James C. replied:
Randy Morris, Summit wealth Group, Colorado
Referral from April 22, 2013
Viv B. asked:
Favor to ask of my facebook friends: I am looking for a financial advisor/planner, someone you use or know and trust and would recommend without reservation. Would...
Carla B. replied:
Here's an excellent piece on finding a financial planner. (I know, that doesn't exactly answer your question but there are links in the piece to directories of fee-based financial planners.) http://www.nextavenue.org/...
Patricia M. replied:
My guy is with wealth management at Wells Fargo in DC and serves me well!!!!!!! I've worked with him for about 15 years......no big fees ..... Who do you bank with????
Referral from October 3, 2016
Trackh3ad asked:
wait really tho does anyone know or have a financial advisor bc i need one
Ignite F. replied:
check this website: http://snip.ly/qnb9v :)
Referral from June 25, 2014
KungFuHamster asked:
Looking for info on HF Financial and Adam Taff, financial advisor. My Google Fu has not been very successful in finding information about HF Financial and the rep we've...
wiggitywack replied:
FINRA's [BrokerCheck](http://brokercheck.finra.org/) is a great place to start.
Anonymous replied:
HF only deals in proprietary products from mass mutual. i would avoid dealing with anyone that is required to sell only certain products.
rustyshakelford replied:
Head over to /r/personalfinance and don't let a sales guy disguised as a financial advisor steal your money. If you do decide a FA is your best path then make sure they have a fiduciary responsibility to you.
Referral from January 30, 2014
Herb D. asked:
Does anyone know a really good financial advisor? Please send me a message directly. Thanks
Jennifer O. replied:
Wish I could help you out Dr. D
Referral from April 6, 2014
Dyme B. asked:
Psychologist, nutritionist, motivational speaker, personal trainer, financial advisor...
Referral from May 30, 2014
Cionna F. asked:
I need a financial advisor!!!!
Referral from August 18, 2014
Goldie E. asked:
I know of a Financial Advisor who is looking for an Administrative Assistant who has financial planning knowledge. If you know of anyone who may be interested, please...
New Review
Please wait....
Please wait...
