5 Best Financial Services in Charlotte, NC

5 Best Financial Services in Charlotte

Below is a list of the top and leading Financial Services in Charlotte. To help you find the best Financial Services located near you in Charlotte, we put together our own list based on this rating points list.

Charlotte’s Best Financial Services:

The top rated Financial Services in Charlotte, NC are:

  • Pro Financial Group – offers the chance to earn passive income
  • WealthPlan Financial Group – seeks to strengthen the quality of life
  • Forth Financial Group – helps you plan and preserve your financial future
  • Farrar Financial Group – strives for debt excellence
  • Legacy First Financial Group, LLC – wants to discover more about your personal situation

Pro Financial GroupSource - Pexels

Pro Financial Group offers the chance to earn passive income as a rental apartment unit owner, regardless of your current financial status. They are real estate investors with a special opportunity no other company offers. Pro Financial Group is starting apartment complexes. With your investment, you can have your portion in ownership within one of the many planned properties.

The rate of return that is visible on your investment is almost unreal. After you have collected your full investment, you will continue to receive a monthly payment for good! Pro Financial Group feels that it is their mission as individuals to help one another. Do good and good will come to you.

Products/Services:

Investing, Resources, Credit Repair

LOCATION:

Address: 3440 Toringdon Way, Charlotte, NC 28277
Phone: 
(800) 624-1962
Website:
www.profinancialgroup.com

REVIEWS:

“They offered me great information that really opened my family’s eyes. The staff was very knowledgeable and friendly. I loved their apartment projects and their goals.” – Pedro M.

WealthPlan Financial GroupSource - Pixabay

WealthPlan Financial Group helps families, individuals, businesses, corporations, and family offices attain financial success through a variety of services. They help financial advisors achieve independence by giving the support, infrastructure, and oversight needed to run their practices. WealthPlan Financial is an advocate of independence. They know that long-term success depends on their connections and reputation.

Their financial professionals have the liberty and motivation to always move in the best interests of their clients. Successful advisors know how to obtain the trust of their clients and their communities. Their financial advisors, not only seek financial gain for themselves but seek to strengthen the quality of life for those whom they serve.

Products/Services:

Financial Planning, Wealth Management, Risk Management, Corporate & Business Solutions

LOCATION:

Address: 15720 Brixham Hill Ave #575, Charlotte, NC 28277
Phone: 
(704) 357-1099
Website:
www.wealthplanfinancial.com

REVIEWS:

“Such a professional experience here. I trust them completely with my portfolio and securing my financial freedom. Thank you Randy for all of your professional advice and the peace of mind I get from partnering with you and Wealthplan Financial Group.” – Luis & Christopher N.

Forth Financial GroupSource - Pixabay

Forth Financial Group helps you plan and preserve your financial future. It was founded over 31 years ago to serve professionals, individuals, business owners, and families who need advanced planning needs for the complexities of modern life. They focus on the relationships they establish because everyone deserves professional advice to prepare for their family’s financial future.

Their success is driven by the success of their clients. As an inclusive financial services firm, their wellbeing is tied to yours. They help you meet your aims and more with financial planning strategies unique to each client. Their team has almost 100 years of merged experience in the financial services industry.

Products/Services:

For Businesses, For Individuals, Cash Balance Plans

LOCATION:

Address: 11430 N Community House Rd, Charlotte, NC 28277
Phone: 
(704) 552-2900
Website:
www.forthfinancial.com

REVIEWS:

“Bruce and Z are a joy to work with and take great care of my investments. I trust them completely and value their judgment. My 90-year-old mother was so impressed that she moved her portfolio to Forth Financial.” – Rachel D.

Farrar Financial GroupFarrar Financial Group

Farrar Financial Group‘s credit clinic is where your credit score can receive exceptional treatment. They want each of their clients to understand the importance of being credit healthy. With years of experience and industry knowledge, they assist their clients with qualifying for financing opportunities.

At Farrar Financial Group at the Financial Health Center, they strive for debt excellence, meaning a well-balanced debt-to-income ratio, which always may not mean “debt-free.” Their debt recovery approach is holistic, they provide well-rounded care to treat the whole person, not just bad credit habits and addiction.

Products/Services:

Credit Clinic, Tax Therapy, Debt Rehab, Benefit Coverage, Survival Kit, Physical Therapy

LOCATION:

Address: 4801 E Independence Blvd Suite 616, Charlotte, NC 28212
Phone: 
(704) 537-6500
Website:
www.farrarfinancialcenter.com

REVIEWS:

“Farrar credit services were fantastic! Monique helped us through the entire process and was as pleasant as could be. We ended up only needing them for a month and they made credit scores jump tremendously! Thank you all for the great work!” – Andrew J.

Legacy First Financial Group, LLCSource - Pixabay

Legacy First Financial Group, LLC wants to discover more about your personal situation, recognize your dreams and goals, and understand your tolerance for risk. Long-term relationships that persuade open and honest communication have been the cornerstone of my foundation of success.

Whether you are facing retirement or looking to better understand certain investment ideas, they can help you address your most pressing money questions. Their goal is to get to know and understand your needs, wants, and long-term goals. They want to help you implement, develop, and monitor a strategy that is designed to address your individual situation.

Products/Services:

Investments, Financial Planning, Insurance, Debt

LOCATION:

Address: 8514 McAlpine Park Dr #280, Charlotte, NC 28211
Phone: 
(704) 845-9030
Website:
www.yourlegacyfirst.com

REVIEWS:

“I can’t recommend Legacy highly enough since we invested several years ago! Jeremy conducts himself like the true professional he is and has been instrumental in helping my husband and I plan for our financial future as well as making himself available to us to answer any and all questions we may throw his way; even helped us to plan our healthcare decisions. Legacy First is #1 in our book!” – Karen O.