I am a new client of LPL, and have loved getting the opportunity to work with the advisors here!…read moreThey are super friendly, and make investing and planning for the future simple and pain free. Highly recommend this office!!

From the owner: Your financial success is our number one goal!read more

Eric Williford of Williford Financial Services has been a pleasure to work with over the last…read moreseveral months. He brings extraordinary knowledge and passion to his clients and his community. If you are searching for a trusted local financial advisor that services Gaston County, then look no further than Williford Financial Services and Eric Williford.

Sold and serviced my hospitality investment trust reit. Twice suggested that I not cash out after…read moreits value had dropped to sixty seven cents on the dollar. Against my own best judgment I listen to their advice. Mistake as it turns out: HIT went bankrupt. $10,000 investment lost.

Knowledgable, helpful and accommodating. Very happy with the service they provide, I have…read morerecommended them to my friends and family and have moved my assets over to them recently.

Allan Gregory is a great advisor who gives helpful advice while keeping his client's best interest…read moreas a central focus. He has lots of suggestions and is always ready to assist with questions.

From the owner: At K.A. Gregory Wealth Management, we work hard to guarantee your satisfaction with our Lake Wylie,…read moreSC Financial Services. It is the attention to detail and proactive attitude that sets us apart.

Today Lori and I turn the corner on our journey together. Much of this time we have created,…read morenurtured, loved, and relied upon Zoë Wealth Management--my dream of owning my own firm in a profession I chose 22 years ago. Now it is time to say goodbye. Last month I sold the assets of Zoë to another firm. Within the pages of my website (www.zoewealth.com) I've laid bare my POV in areas pertaining to life and how to use finances to enjoy it more fully. Life's for Living, afterall! Within hours the website will expire. I encourage you to go there and ponder if by adjusting here or there things might brighten for you, too. People ask, "What's next, Peter?" I don't know. However, I discovered when one dares to dream sometimes dreams come true--you go over the rainbow. And that's where you'll find me, high above the chimney tops where troubles melt like lemon drops. I say Live Now--while it's called Today--and be prudent about the future. Life's for Living! Give it a whirl--Peter PS: the site is now closed.

I can honestly say that working with Zac Macfarland has made a significant difference in my…read morefinancial journey. From day one (around 7 months ago), he took the time to understand my goals and provided clear, thoughtful advice tailored to my situation. Whether it was navigating complex investment strategies or providing me with peace of mind around some of the personal investment choices I was making, Zac has always been incredibly attentive and patient. I've seen real growth in my portfolio and feel much more confident about my financial future and the choices I continue to make with him by my side. I highly recommend him to anyone looking for a trustworthy, dedicated & insightful advisor. Working with him has been & will continue to be an amazing experience & I highly recommend him as an advisor.

From the owner: A comprehensive financial planning & wealth management firm with a keen focus on helping our…read moreclients realize their dreams -- customized services designed for the financial needs of Charlotte, NC residents. We take a personalized approach, working together with you to grow and protect your assets.

Excellent wealth management firm that provides attentive detail to client's needs.read more

From the owner: Cornerstone Wealth is a wealth management firm that offers comprehensive advice to individuals,…read morefamilies, and businesses using a team-based approach. Our advisors and professional staff share a passion for helping others pursue their goals. Our unwavering commitment to independent advice, transparency, and accountability fosters client relationships which last for generations.