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BEST RATED CHARLOTTE, NC FINANCIAL SERVICES

3 Best Financial Services in Charlotte, NC

Expert-recommended Top 3 Financial Services in Charlotte, North Carolina. All of our financial services actually face a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve only the best!

Tristate Financial Advisors - Charlotte, NC Financial Services
Tristate Financial Advisors - Charlotte, NC Financial Services
Tristate Financial Advisors - Charlotte, NC Financial Services
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TRISTATE FINANCIAL ADVISORS

(4.8 Score)
4235 South Stream Boulevard, Suite 420,
Charlotte, NC 28217 Directions

Since 2018

Specialty:

✓ 401(k) Strategies ✓ Education Planning ✓ Tax and Insurance Strategies ✓ Employer Benefits Optimization ✓ Estate Planning ✓ Investment Advisory Services ✓ Retirement Planning ✓ Asset Allocation ✓ Tax Sensitive Investment Management ✓ Investment Income and Alternate Income Strategies ✓ Business Continuity Planning and Business Succession Planning

“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.”

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License CRD #288811

Contact:

(704) 644-7866

Mon-Fri: 8am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

Totem Wealth Management - Charlotte, NC Financial Services
Totem Wealth Management - Charlotte, NC Financial Services
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TOTEM WEALTH MANAGEMENT

(4.8 Score)
301 South McDowell Street, Suite 125,
Charlotte, NC 28204 Directions

Since 2009

Specialty:

✓ Financial Planning ✓ Investment Management ✓ 401k/Employer Plan Creation ✓ Charitable Giving ✓ Tax Strategies ✓ Legacy Planning ✓ Business Planning ✓ Risk Management ✓ Insurance Planning

“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. ”

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License #2665172

Contact:

(803) 681-5152

Mon-Fri: 8am - 4pm
Sat & Sun: Closed

TBR® Inspection Report:

Linden Thomas & Company - Charlotte, NC Financial Services
Linden Thomas & Company - Charlotte, NC Financial Services
Linden Thomas & Company - Charlotte, NC Financial Services
Best Financial Services in Charlotte NC - Linden Thomas & Company video
7+ YEARS IN TBR
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LINDEN THOMAS & COMPANY

(4.6 Score)
516 North Tryon Street,
Charlotte, NC 28202 Directions

Since 2005

Specialty:

✓ Educational Planning ✓ Financial Planning ✓ Fixed Income and Portfolio Management ✓ Wealth Management ✓ Retirement Planning ✓ 401(k) Profit Sharing Consulting ✓ Portfolio Efficiency Reviews ✓ Financial Investment Services ✓ Financial Consulting ✓ Asset and Investment Management

"Linden Thomas & Company is one of the nation's premier independent firms helping clients navigate today's continually evolving and volatile global markets, achieving their goals and enriching 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.

2026 Update: Linden Thomas & Company received 34 National Recognitions as Top Private Wealth Manager."

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FT 400-Top Financial Advisors from 2016 and 2017
Forbes America's Top Wealth Advisors in 2016
Barron's Top 100 independent Advisors ranked #54 in 2025
License #1620764

Contact:

(704) 554-8150 (877) 554-8150

Mon-Sun: 8:30am - 5:15pm

TBR® Inspection Report:

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TRISTATE FINANCIAL ADVISORS REVIEWS

I can't say enough good things about Sean McCabe at Tristate Financial Advisors. Sean has not only improved my investment portfolio but also taken the time to understand my personal financial goals and tailor his advice accordingly. His friendly demeanor and genuine interest in my financial well-being make working with him a pleasure. If you're looking for a financial advisor who truly cares and delivers results, Sean is your go-to person!

Grayson has been an absolute pleasure to work with. He took the time to really understand my financial goals and has significantly improved my investment portfolio over the past year. On top of delivering great results, Grayson has been extremely professional, knowledgeable, communicative and friendly. I would highly recommend his services to anyone wanting to optimize their financial plan and investment strategy.

I have been working with Nick Chester at Tristate Financial for a year now. He has done an outstanding job creating a strategy for my retirement, providing guidance, and making me aware of the options that are out there. Nick is excellent at what he does, and I'm glad that I made the decision to work with him.

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TOTEM WEALTH MANAGEMENT REVIEWS

We recently retired and after interviewing several financial advisors decided to engage the services of Totem wealth. Sal prepared a budget for us according to our financial needs with an outlook for our future . We set our plan into motion and we have been doing very well. Sal is very Knowledable of the markets and where we can get the best returns on our investments. Although our knowledge of investing was that of novice investors he has walked us step by step in our journey to financial freedom. We highly recommend Totem wealth if you are considering any financial planning!

I have had the pleasure of working with Sal and I couldn't be more satisfied with the experience. He took the time to understand my financial situation, goals, and concerns and provided tailored advice that was both practical and easy to understand. Sal is the THE BEST!

Great service and even better people. Sal has been very effective and informative with every step of the way.

LINDEN THOMAS & COMPANY REVIEWS

My husband and I have trusted Linden Thomas & Company to manage our investment portfolios, both retirement and retail, for over 20 years. Both the service and the results have consistently exceeded our expectations! They have helped us understand and adhere to the principles that underlie good investment decisions. We have worked the most closely with Steve Thomas and Brian Krakker. Both have been very responsive and helpful with everything from our income needs in retirement to tax and estate planning and maintenance. We can recommend this company without any reservations and plan to continue using their services in the future.

In the late 1990's my husband and I were fortunate to connect with Steve Thomas to manage our retirement accounts. We had limited financial background knowledge at the time. Steve and his team have guided and educated us with their expertise for the past 25+ years. Even with an unplanned early retirement due to a medical condition, our financial well being has improved beyond our wildest expectations. Thank you Linden Thomas & Company for giving both of us "peace of mind" as we continue to plan for the future. .

Linden Thomas is the best thing we have done financially. Our investments have grown substantially in our nearly 20 year relationship. Mr. Thomas and company are always within arms reach, as they reach out to us at least once a month and usually more to check on our needs and concerns. We have utmost trust in their advice and fidelity.

TBR® Inspection Score Report

TRISTATE FINANCIAL ADVISORS Total Inspection Points: 116/120
Complete Info: 8
Experience: 8
Business Images: 10
Contact Info: 10
License: 10
Exact Services: 10
Location Proximity: 10
Online Appointment: 10
Review Analysis: 10
Reviews Accuracy of : 10
Reviews Study: 10
Website Standard: 10

TBR® Inspection Score Report

TOTEM WEALTH MANAGEMENT Total Inspection Points: 114/120
Acknowledgments: 8
Complete Info: 8
Business Images: 9
Experience: 9
Contact Info: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Online Appointment: 10
Review Analysis: 10
Reviews Accuracy of : 10
Website Standard: 10

TBR® Inspection Score Report

LINDEN THOMAS & COMPANY Total Inspection Points: 111/120
Acknowledgments: 8
Responsiveness: 8
Review Analysis: 8
Reviews Study: 8
Experience: 9
Business Hours: 10
Business Images: 10
Contact Info: 10
License: 10
Exact Services: 10
Location Proximity: 10
Online Appointment: 10