There are many avenues to locate a reliable financial advisor in Charlotte. There are many firms who specialize in certain areas, like retirement planning. Parsec Financial Associates Carroll Financial Associates Colony Family Offices and The Ronald Blue Trust are just some examples. Compare their services and decide which one suits you best. You can trust these firms to do the job for you.
Parsec Financial
Gregory D. James, a certified financial advisor and licensed attorney is part of Parsec Financial's team. He received a Bachelor's degree in accounting from Pennsylvania State University, and continued his professional studies at College for Financial Planning. He worked as an accountant for DuPont Corporation and as a senior adviser at Charles Schwab & Co. before joining Parsec. Apart from managing clients' finances he enjoys sailing the Charleston Harbor and spending time with his family.
Parsec Financial opened an office at the 18th Floor of the Carillon Building, West Trade Street in 1999. In 2015, Parsec Financial was able to employ eight people full-time and had also moved to a new office just next door to its original location. The new space has expansive views of Queen City, the Carolina Panther's Stadium and Romare Beardon park. In addition to providing clients with the financial guidance they need, the company has many other services that are vital to their financial well-being.
Carroll Financial Associates
Carroll Financial Associates' financial advisors can help you reach your investment objectives by creating a personalized investment plan. Carroll Financial Associates' advisors consider the time horizon of clients, their risk tolerance, and their preferred investment strategy before making any investment decisions. Good financial advisors should be able communicate their findings and recommend strategies to clients to help them make informed decisions. Carroll Financial Associates' services may include retirement planning and estate planning.
Carroll Financial Associates is a prominent investment management firm located in Charlotte, North Carolina. Larry Carroll started the business in 1980. They currently have three locations. The firm has 39 financial advisors who can provide comprehensive financial planning and investment management. They can help achieve your retirement goals as well as ensure that your money is getting the best possible returns. The firm's philosophy stands for "Trust MattersTM," and it is a reference to trust matters.
Colony Family Offices
The Colony Family Offices, LLC, an advisory firm for multi-family families, is based out of Charlotte, North Carolina. It manages over $1.62 billion of regulatory assets for more that three hundred fifty clients. It is a veteran firm that offers financial advisory services. In addition to serving Charlotte-area clients, the firm operates in Delaware and California. Colony Family Offices, LLC's team consists of highly experienced professionals who are focused upon client-first financial planning.
The Biltmore Family Office combines quantitative and qualitative analyses to determine a client’s unique positioning. This includes determining how to allocate assets across actively managed accounts, exchange-traded funds, and direct securities. The firm is fee-only and requires a collective account balance of $10 million or more. However, the fee-only model can be a great fit for clients who have substantial assets.
Ronald Blue Trust
A Ronald Blue Trust financial advisor believes in combining biblical wisdom with technical expertise to help clients make sound financial decisions. Clients gain financial clarity and confidence through their guidance. Clients can leave a lasting impression with the help of their team. Here are some of the benefits of partnering with an advisor who has these attributes:
Hunter Pugh serves as the senior partner at Ronald Blue Trust. He specializes in private wealth management, and his team integrates financial planning, asset management, and trust services into a holistic plan for clients. He started his banking career and opened the Charlotte office in 1994. He is a CERTIFIED FINANCIAL PLANNER(R), as well as a Certified Wealth Strategist (CWS).
FAQ
What is retirement planning?
Retirement planning is an important part of financial planning. You can plan your retirement to ensure that you have a comfortable retirement.
Planning for retirement involves considering all options, including saving money, investing in stocks, bonds, life insurance, and tax-advantaged accounts.
What is a financial planner? And how can they help you manage your wealth?
A financial planner can help you make a financial plan. They can help you assess your financial situation, identify your weaknesses, and suggest ways that you can improve it.
Financial planners, who are qualified professionals, can help you to create a sound financial strategy. They can give advice on how much you should save each monthly, which investments will provide you with the highest returns and whether it is worth borrowing against your home equity.
Financial planners usually get paid based on how much advice they provide. Certain criteria may be met to receive free services from planners.
Is it worth using a wealth manager?
A wealth management service will help you make smarter decisions about where to invest your money. The service should advise you on the best investments for you. This way, you'll have all the information you need to make an informed decision.
There are many factors you need to consider before hiring a wealth manger. Consider whether you can trust the person or company that is offering this service. If things go wrong, will they be able and quick to correct them? Can they explain what they're doing in plain English?
What are some of the best strategies to create wealth?
Your most important task is to create an environment in which you can succeed. You don't need to look for the money. If you're not careful, you'll spend all your time looking for ways to make money instead of creating wealth.
Also, you want to avoid falling into debt. Although it is tempting to borrow money you should repay what you owe as soon possible.
If you don't have enough money to cover your living expenses, you're setting yourself up for failure. If you fail, there will be nothing left to save for retirement.
Before you begin saving money, ensure that you have enough money to support your family.
Statistics
- A recent survey of financial advisors finds the median advisory fee (up to $1 million AUM) is just around 1%.1 (investopedia.com)
- These rates generally reside somewhere around 1% of AUM annually, though rates usually drop as you invest more with the firm. (yahoo.com)
- As previously mentioned, according to a 2017 study, stocks were found to be a highly successful investment, with the rate of return averaging around seven percent. (fortunebuilders.com)
- If you are working with a private firm owned by an advisor, any advisory fees (generally around 1%) would go to the advisor. (nerdwallet.com)
External Links
How To
How to save money when you are getting a salary
Saving money from your salary means working hard to save money. If you want to save money from your salary, then you must follow these steps :
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You should get started earlier.
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You should cut back on unnecessary costs.
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Online shopping sites like Flipkart, Amazon, and Flipkart should be used.
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You should do your homework at night.
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You should take care of your health.
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Increase your income.
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Live a frugal existence.
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You should be learning new things.
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You should share your knowledge.
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Regular reading of books is important.
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Make friends with rich people.
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It is important to save money each month.
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You should save money for rainy days.
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Your future should be planned.
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You should not waste time.
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You must think positively.
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Negative thoughts are best avoided.
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God and religion should always be your first priority
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Good relationships are essential for maintaining good relations with people.
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Enjoy your hobbies.
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You should try to become self-reliant.
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You should spend less than what you earn.
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It's important to be busy.
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It is important to be patient.
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Always remember that eventually everything will end. It's better to be prepared.
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You shouldn't ever borrow money from banks.
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Problems should be solved before they arise.
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You should strive to learn more.
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You should manage your finances wisely.
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Everyone should be honest.