State Farm

Northwestern Mutual Life Insurance, located in Huntersville, NC, offers a comprehensive range of financial services, including financial planning, insurance, and investment solutions tailored to meet individual goals and priorities. With a focus on personalized guidance, their financial advisors aim to uncover opportunities and address gaps in clients' financial strategies, ensuring better outcomes throughout various life stages. Backed by a strong financial foundation and high ratings from major rating agencies, Northwestern Mutual is recognized for its commitment to consumer experience and financial stability. Their offerings include life insurance, disability insurance, long-term care plans, and investment advisory services, all designed to provide clients with the financial flexibility and security they need to navigate life's uncertainties. Generated from the website

The advisor listed is an Ameriprise financial advisor in Cornelius. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisor's clients. I believe that financial planning is an extension of life planning and that you have to address both together. Our approach begins with a detailed goal setting process using our exclusive Confident Retirement approach. This helps you plan for an income stream that covers both essential and lifestyle expenses, reduce vulnerability to unexpected events and plan for the legacy you want to leave. We then create an Investment Policy Statement that carefully considers your goals and financial details. This allows us to help you customize a portfolio for your family and needs. We believe that financial planning can be a stress-reducing process.

Powell Wealth, based in Cornelius, NC, is a reputable Registered Investment Advisor (RIA) dedicated to establishing lifetime relationships with clients through tailored financial advisory services. With over three decades of experience, the firm specializes in investment planning, retirement consulting, estate planning, and tax planning, all grounded in a fiduciary responsibility to maintain high ethical standards. The team at Powell Wealth emphasizes a proactive approach to managing financial opportunities and challenges, ensuring clients can achieve both long-term and short-term financial goals. Their mission is to guide clients towards financial independence and security with integrity and a disciplined investment strategy. Generated from the website