Northwestern Mutual

HUB Charlotte specializes in p&c, employee benefits, and personal insurance. Connect with a broker to learn options for insurance in Charlotte, NC.

Charlotte Financial Group is a team of caring financial professionals who advocate for clients using a wealth of knowledge and over 50 years of experience. We educate families and business owners of innovative, personalized strategies to build trusting and long-term relationships. By using extensive fact-finding and dreams based strategies, CFG looks to impact communities by helping clients think differently about their money in the areas of wealth preservation/distribution, wealth accumulation, and risk management.

Morgan Stanley, established in 1935, offers a wide range of investment and brokerage services to individual investors. The company offers a range of investment products that include stocks, bonds, mutual funds, annuities, futures, insurance policies and closed-ended funds. The company also offers a wide range of structured and alternative investment options. Additionally, it provides a variety of account options for individuals, which include investment, retirement and business accounts. Morgan Stanley also offers investor education and investment research services on stocks. The company also offers a variety of market research reports and information on initial public offerings. Morgan Stanley maintains an individual investors branch in Charlotte, N.C.