A financial planner that is required to give objective, professional advice will be able to guide you rather than simply focusing on “selling” whatever products will get them a commission. Not all “financial advisors” are the same!!!
In the Charlotte area, my absolute #1 financial planner and advisor recommendation is Mel Miller with Ameriprise Financial. She genuinely cares about her clients and is extraordinarily passionate about getting to know their unique needs, goals and concerns – she takes the fear out of finances and comprehensive financial planning.
Whether you’re looking for a local Charlotte financial planner, or would just like an objective, personalized review of your current situation, contact Mel. If everything is perfect as is, she’ll tell you and it won’t cost you a thing!
Really can’t say enough great things about her, she’s simply the BEST financial planner in the Charlotte and Lake Norman region!!!
What other local resources are you in search of? Contact me and I’ll be happy to connect you with the very best!
Copyright©2013 by Diane McDermott, All Rights Reserved, “The BEST Financial Planner and Advisor in the Charlotte Area”
The content of this blog is the original content of Diane McDermott, NC Residential Real Estate Broker in south Charlotte NC
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