3 Best Financial Services in Charlotte, NC

“Linden Thomas & Company's mission is to provide clients with the most effective path to accumulating, retaining, and transferring wealth. They do this by creating and implementing strategies tailored to the unique financial goals of each client. Stephen L. Thomas is the founder of the firm. He began his career in Washington, DC with EF Hutton in 1987. They are driven to provide clients with uncluttered, clear, professional advice to enhance their quality of life and lead them to a sustained accountable investment solution. Their team consists of financial planners, portfolio managers, analysts, fixed-income and equity traders, and retirement experts with over 100 years of combined experience working with clients to help them plan and aim to maximize results with investable assets. Each of their team members is here to add a layer of expertize and support by helping each client meet their needs before and during retirement.”

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“Hobart Wealth Financial Group takes pride in developing long-term client relationships built on trust, shared values, and mutual respect. Chris Hobart is the CEO of the firm. He established the firm in 2004 with the belief that true wealth means sharing your life with the people you love, free from financial anxiety. Hobart Financial Group’s mission is to assist individuals and families in achieving a financially secure future. The team believes in opening with integrity, honesty, and transparency. Their commitment to these three promises allows them to develop straightforward financial planning with a personal touch. After designing your plan, they begin putting it into action. From helping you open new accounts to helping you transfer funds, their team handles the coordination of all implementation steps. They believe your financial strategy is a living and breathing plan. Their team regularly reviews your portfolio’s performance and makes necessary adjustments based on major life events or industry trends. The firm is dedicated to personalized service with uncompromising integrity. They focus on building customized portfolios that help you reach your goals.”

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“Tristate Financial Advisors is a full-service comprehensive financial and wealth management firm focusing on helping their clients. Jason Mickool is the president of the firm. He has been in finance for 25 years and knows all the ins and outs of managing investments, planning for retirement, and dealing with taxes. He's also great at protecting people's assets and ensuring they're financially secure. And he doesn't just give advice, he coaches people personally to help them reach their financial goals. He started his career at American Express Financial Advisors, where he demonstrated his integrity and servitude to grow to a Field Vice President. Although enjoying his career as an executive, he always had a passion for helping clients. He and his team are highly trained professionals committed to helping you achieve your needs and goals in life. They look forward to truly getting to know you so they can work together with you to develop a financial plan that fits your path in life. They understand how intimidating it can be to work with a large financial group, so they take a personalized approach and work together with you to navigate your financial strategy.”

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