Charlotte Wealth Management

Legacy First Financial Group is a financial services firm based in Charlotte, NC, specializing in wealth management and retirement planning. With a focus on personalized solutions and long-term financial strategies, the company assists clients in achieving their financial goals and securing their financial future. Generated from their business information

Edward Jones offers a personal approach to investing with 18,000 financial advisors ready to support your retirement, education savings and insurance needs. Schedule an appointment today.

Kemble Financial, located in Matthews, NC, is a trusted name in financial services with 25 years of experience. As expert financial planners and advisors, we offer comprehensive investment services tailored to meet your unique financial goals. Our team specializes in financial planning, wealth management, tax solutions, and life insurance, providing a holistic approach to your financial well-being. With a quarter-century of industry expertise, Kemble Financial has established itself as a leading investment service provider in the Matthews area. We understand that each client's financial situation is unique, which is why we offer personalized strategies to help you achieve your short-term and long-term financial objectives.