Financial Advisory Services locations near Cornelius, NC

Showing 1–10 of 10 results

Cornelius, NC has 10 financial advisory services listings across 4 ZIP codes. Details on this page were last refreshed Oct 2026.

AXA Equitable

Financial Advisory Services

📍 19900 W Catawba Ave, Cornelius, NC, 28031

📞 704-895-7475

Kemper Bob

Financial Advisory Services

📍 16930 W Catawba Ave Ste 101b, Cornelius, NC, 28031

📞 704-992-1173

🌐 www.bobkemperfinancial.com

I am a financial adviser that excels in wealth management to include portfolio diversification, asset allocation(employing traditional asset allocation, alternatives asset classes, and new asset classes such as cash valve life insurance), and rebalancing and reviewing the portfolio with the client. As a wealth manager, I also practice diversification among investment plans both qualified and non qualified. I provide life insurance planning, utilizing term and all forms of cash value life insurance to meet the many objectives that indiviguals may have(for instance protecting the family from a premature death to providing estate liquidity to providing a supplemental retirement tax free stream of income). Insurance planning for the business owner is an important component of what I do to include succession planning, buy sell insured plans, key person coverage, and deferred compensation plans.

Updated Aug 2026

Edward Jones - Financial Advisor: David G Hahl

Bonds

📍 19825 N Cove Rd Ste B, Cornelius, NC, 28031

📞 704-892-4680

🌐 edwardjones.com/en_us/fa/index.html&cirn=424811

Updated Oct 2026

Vision Capital

Financial Advisory Services

📍 108 S Main St, Davidson, NC, 28036

📞 704-894-9639

🌐 visioncapital.com

Vision Capital is a financial advisory service located in Davidson, North Carolina, specializing in stocks. The firm provides investment guidance and financial planning to clients in the area. Recent activity indicates an ongoing commitment to serving its clientele.