U.S. CitiesCity-Data Forum Index
Go Back   City-Data Forum > U.S. Forums > North Carolina > Charlotte
Please register to participate in our discussions with 2 million other members - it's free and quick! Some forums can only be seen by registered members. After you create your account, you'll be able to customize options and access all our 15,000 new posts/day with fewer ads.
View detailed profile (Advanced) or search
site with Google Custom Search

Search Forums  (Advanced)
Old 10-19-2010, 08:51 PM
8 posts, read 17,921 times
Reputation: 12


We moved from Michigan to the Charlotte area a little over a year ago. We are looking for a local financial advisor as well as a tax advisor. Any recommendations are greatly appreciated.

Reply With Quote Quick reply to this message

Old 10-20-2010, 07:36 AM
Location: Rochester Hills, Mi
812 posts, read 1,652,475 times
Reputation: 416
we use Fidelity Investment services but saw that Vanguard has recently upped them on some level. We have been pleased with our retirement returns especially in our managed fund. My employer uses a a lady that was quite nice and will come to you--but I wasn't as happy with their choice of investment funds.

We are always told to find a separate cpa/tax person at all of the financial places we have used.

good luck! I have noticed at least in Hickory--there are a lot of Thrivent branded advisors.
Reply With Quote Quick reply to this message
Please update this thread with any new information or opinions. This open thread is still read by thousands of people, so we encourage all additional points of view.

Quick Reply

Over $104,000 in prizes was already given out to active posters on our forum and additional giveaways are planned!

Go Back   City-Data Forum > U.S. Forums > North Carolina > Charlotte
Similar Threads
Follow City-Data.com founder on our Forum or

All times are GMT -6.

2005-2019, Advameg, Inc. · Please obey Forum Rules · Terms of Use and Privacy Policy · Bug Bounty

City-Data.com - Archive 1, 2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15, 16, 17, 18, 19, 20, 21, 22, 23, 24, 25, 26, 27, 28, 29, 30, 31, 32, 33, 34, 35 - Top