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Your service helped us connect with Brian who had clients similar to our situation.
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Susan, a Retired Executive from New York
There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc. that you could use while searching for the financial advisor that best suits your financial and investment goals.
We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.
Harrisburg
has
4
WiserAdvisor vetted Financial Planners and Advisors for you to
choose from and
5
non-vetted advisors in your local area. These financial advisors in
Harrisburg, North Carolina
have an average of
24
years of experience.
NOTE: The list of financial
advisors in
Harrisburg, North Carolina
mentioned below do not include all the advisors in our network due
to their compliance listing restrictions. More vetted advisors may
be available when you use our free
match service to compare financial advisors near you in
Harrisburg, North Carolina.
| Qualified Financial Advisors in Harrisburg, North Carolina | ||||
|---|---|---|---|---|
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
| Antonio V. Porretta
AAMS®, Accredited Asset Management Specialist (AAMS®) BLACKBRIDGE FINANCIAL *, Harrisburg, NC 28075 |
19 | Not Specified | $250,000 | Not Specified |
| Tony Montanari
CIMA® ACM WEALTH MANAGEMENT 1927 S. Tryon Street, Suite 205, Charlotte, NC 28203 |
24 | $120,000,000 | $500,000 | Fee-Based |
| Jeff McElroy
CFP®, CLU® US FINANCIAL SERVICES 19109 W. Catawba Avenue, Suite 200, Cornelius, NC 28031 |
31 | Not Specified | Not Specified | Fee-Based |
| Alex Calott and Austin Powell
CFP® BLUE FINANCIAL 5970 Fairview Road Suite 712, Charlotte, NC 28210 |
Not Disclosed | Not Specified | Not Specified | Fee-Based |
Qualifications
CRD# 4141550
Firm CRD# 6413
Series 7, 63, 65
Office Location
*,
Harrisburg,
NC
28075
Phone Number
704-960-9646
Antonio V. Porretta, MBA, AAMS® Independent Wealth Manager Blackbridge Financial Antonio is an Independent Wealth Manager who specializes in helping people create, distribute, and preserve their wealth. Mr. Porretta has spent nearly 18 years working with individuals and is currently accepting new clients that can benefit from his services. Antonio currently manages investment portfolios in several states across the country and is devoted to helping local families grow their wealth and focus on making their money last. Services include but are not limited to: *Retirement Income Planning *Portfolio/Investment Management *Asset Allocation *401(k) Distribution Strategies *Insurance/Long Term Care Planning Clients that work with Antonio benefit from a level of personal service, communication, and attention that is often reserved for only the ultra-wealthy. By carefully listening to each person, Antonio is able to construct unique and effective strategies tailored specially for you. Personal Service. Tailored Advice. Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Independent Advisor Alliance, a registered investment advisor. Independent Advisor Alliance and Blackbridge Financial are separate entities from LPL Financial.
Antonio V. Porretta, MBA, AAMS® Independent Wealth Manager Blackbridge Financial Antonio is an Independent Wealth Manager who specializes in helping people create, distribute, and preserve their wealth. Mr. Porretta has spent nearly 18 years working with individuals and is currently accepting new clients that can benefit from his services. Antonio currently manages investment portfolios in several states across the country and is devoted to helping local families grow their wealth and focus on making their money last. Services include but are not limited to: *Retirement Income Planning *Portfolio/Investment Management *Asset Allocation *401(k) Distribution Strategies *Insurance/Long Term Care Planning Clients that work with Antonio benefit from a level of personal service, communication, and attention that is often reserved for only the ultra-wealthy. By carefully listening to each person, Antonio is able to construct unique and effective strategies tailored specially for you. Personal Service. Tailored Advice. Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Independent Advisor Alliance, a registered investment advisor. Independent Advisor Alliance and Blackbridge Financial are separate entities from LPL Financial.
Advisory Services Provided:
Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Estate Planning & Trusts
Qualifications
CRD# 3089483
Firm CRD# 10740
Series 7, 31, 63, 65
Compensation/Fee Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
Office Location
1927 S. Tryon Street,
Suite 205,
Charlotte,
NC
28203
Phone Number
877-707-5429
Tony is the founder of ACM Wealth Management and Vice President of Business Development for Prospera Financial Services, a seven-time Independent Broker Dealer of the year by Investment Advisor Magazine. Tony is a Registered Investment Advisor and currently holds Series 7, 63, 65 and 31 licenses as well as life, health and long-term care insurance licenses. Additionally, he is a Certified Investment Management Analyst (CIMA) professional, a designation that is earned in conjunction with the Wharton School of Business and the Investments & Wealth Institute. Tony has been named a Five Star Wealth Manager seven times by Charlotte Magazine for Best in Client Satisfaction. He has also been interviewed and quoted by local TV and print as well as national publications like The Wall Street Journal, FOX Business, Dow Jones News, Thomson Reuters, Registered Rep Magazine and FUNDfire. Tony is a member of the UNC Rams Club and is a life member of the UNC Alumni Association. He is a former member of Verdict Ridge Country Club, and an active member of the Investments & Wealth Institute and the Financial Services Institute. Tony is also a past board member of Sally's YMCA and East Lincoln Betterment Association. He resides in the Steele Creek/Lake Wylie area of Charlotte with his wife Lesley, and their three children, Evan, Logan and Emma.
As a fee-based independent advisor, ACM Wealth Management creates unbiased, customized investment strategies to help build, protect and transfer client's wealth. We take a comprehensive and customized approach to your financial situation. Understanding what is most important to you, we then develop a clear long term plan that considers your needs, your goals, and your priorities. After the initial plan is developed we take an active role in your pursuit of these goals.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Insurance Products & Annuities
Qualifications
CRD# 2237589
Firm CRD# 42046
Series 7, 24, 63, 65
Compensation/Fee Fee-Based
Office Location
19109 W. Catawba Avenue,
Suite 200,
Cornelius,
NC
28031
Phone Number
704-458-1174
Jeff was destined for a career in finance. His grandmother, whom he describes as an independent thinker, is credited with piquing his interest in investments during his time in high school. After earning his degree in business law & finance from the University of North Carolina at Charlotte, he devoted himself to helping people with their financial plans and investments. He co-founded BMH Investment Group in 1998 and later merged with U.S. Financial Services. Even after completing his formal education and earning one of the most respected designations in the industry, Jeff continues to devote himself to personal development and continuing education. It is a priority for him to be knowledgeable about financial planning strategies and solutions for his clients, staying at the forefront of his field. Jeff's clients love his energetic and personal approach. While relatively young by comparison to many advisors in the industry, he is both relevant and highly experienced after three decades as a finance professional. Born in Alaska, Jeff has spent the majority of his life in the Charlotte area and remains heavily involved in his community. He gives back by partnering with local charities like Habitat for Humanity and Angels & Sparrows. Jeff has always loved sports and stays active by completing CrossFit workouts, playing volleyball and doing yoga. He is a fierce supporter of his own teenage daughters in their college, beach volleyball and other activities.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities
Qualifications
CRD# 6604736 6911348
Firm CRD# 124583
Series 65
Compensation/Fee Fee-Based, Commissions, Based on Assets
Office Location
5970 Fairview Road Suite 712,
Charlotte,
NC
28210
Phone Number
704-302-1141
The Blue Financial team believes you deserve a financial plan built on a foundation of smart simplicity. Our 5-step proprietary "Retirement Blueprint Process" starts with a dream, followed by a plan to make it happen. Our methods are focused on achieving your goals because that's the only benchmark that matters.
We work for our CLIENTS not a company. Blue Financial is built upon developing a stable, independent retirement for you. It's not just our job--it's our passion. Putting clients first and setting ourselves apart from industry norms is our number one priority. We take a look at one aspect most advisors rarely do: taxes. At Blue, we take a distinctly unique approach to investment management and financial planning centered on strategies for creating potentially tax-free investments and efficient distribution of income in retirement. This specialized focus puts us in the position to work with and advise individuals, even those who already have an advisor without affecting their current relationship. If a majority of your money is in retirement plans like 401(k)s or IRAs then your income at retirement is taxable. Our attention to critical tax strategies helps our clients prepare to have tax free assets at retirement thus further protecting their life's work and savings. Our methods are focused on achieving your goals because that's the only benchmark that matters!
* Additional advisors listing is provided in partnership with Yext
| Financial Advisor | Office Location | Phone Number |
| Goosehead Insurance Inquire with Goosehead |
6495 Morehead Rd., Harrisburg, NC 28075 | 980-819-4441 |
| Edward Jones Inquire with Edward |
5500 Hwy 49 S., Suite 200, Harrisburg, NC 28075 | 704-455-5060 |
| Edward Jones Inquire with Edward |
4351 Main St, Ste 103, Harrisburg, NC 28075 | 704-455-0065 |
| Edward Jones Inquire with Edward |
5500 Hwy 49 S., Suite 200, Harrisburg, NC 28075 | 704-455-5060 |
| Edward Jones Inquire with Edward |
4351 Main St, Ste 103, Harrisburg, NC 28075 | 704-455-0065 |
Grow your AUM with pre-qualified leads!
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