Tax advisor/Financial advisor (Charlotte, Hickory: retirement, area, places)

[joag1969]

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.

Thanks!

[alise007]

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.