3 Best Financial Services in Charlotte, NC

“Linden Thomas & Company is one of the nation's premier independent firms helping clients navigate today's continually evolving and volatile global markets to help them achieve their goals and enrich their financial futures. Stephen Thomas is the founder of Linden Thomas & Company who is an award-winning leader with over 36 years of experience and widely recognized by Barron's, Forbes, Financial Times, and other trusted sources as one of America's top wealth managers and advisors. Thomas' vision was to create a firm committed to delivering the best results by building efficient portfolios focusing on investment results and delivering independent investment advice to avoid the conflicts of interest of traditional large investment firms. Linden Thomas & Company clients have access to world-class advice and consulting. They typically charge a fee and then invest in third-party investment funds like mutual funds and ETFs. Each investor's portfolio is managed directly through individual securities.”

Read more

“Totem Wealth Management boasts a team of highly skilled and experienced financial professionals who specialize in managing the wealth of individuals and businesses alike. They collect specific information regarding your goals and current financial situation to assess your financial standing. Salvador Perez is the founder of Totem Wealth Management. He graduated from Winthrop University’s Financial Planning Program in 2018 with a Bachelor’s degree in Finance. He became a partner of a small Registered Investment Advisory out of Indianapolis while expanding the business out in Charlotte, North Carolina, where he currently resides. Salvador Perez has extensive experience in both creating financial plans, setting achievable goals, and managing the investments within the accounts his clients entrust to him. It is with his forward-looking approach that he has been able to successfully manage the volatility of markets while serving his clients to his fullest ability.”

Read more

“Tristate Financial Advisors understand that your financial goals are unique. Their firm is committed to understanding your individual circumstances and guiding you through complex financial decisions, providing support and insights to help you make choices with confidence and clarity. They take the time to listen to your concerns, answer your questions, and create strategies that align with your specific needs and goals. They build a customized strategy tailored to your ambitions and unique needs, supporting you as you work toward a secure and prosperous financial future. Tristate Financial Advisors know that planning for the future requires attention to detail, with a special emphasis on your career as a cornerstone of your financial life. Their approach considers all aspects of your finances, including your company’s benefits package, to help you build a secure and prosperous future.”

Read more