Hobart Wealth
Hours:
Closed Now
Monday 8:30 AM - 5:00 PM
Tuesday 8:30 AM - 5:00 PM
Wednesday 8:30 AM - 5:00 PM
Thursday 8:30 AM - 5:00 PM
Friday 8:30 AM - 5:00 PM
Saturday Closed
Sunday Closed
Tuesday 8:30 AM - 5:00 PM
Wednesday 8:30 AM - 5:00 PM
Thursday 8:30 AM - 5:00 PM
Friday 8:30 AM - 5:00 PM
Saturday Closed
Sunday Closed
Address: 7733 Ballantyne Commons Pkwy #101, Charlotte, NC 28277, USA Get Directions
Services & pricing
Average price rangeWhat people love
From reviewsAbout this business
Our mission at Hobart Wealth is to help you create a retirement plan as individual as you are.
Each person has a unique vision of the ideal retirement. The "right" approach to creating your own is similarly subjective. We acknowledge that financial planning is not universal or solely money-based. It is about pursuing your hobbies, dreams, and goals. It is about envisioning your ideal life now and in retirement.
Reviews Summary
Most of the over 10 reviews from clients show their satisfaction in Hobart Wealth in handling their retiring plans. They mention that Chris Hobart and his entire team are experienced in advising them, so they are confident that they are to retire. Their personalized plans have enabled them to invest in many areas pushing the client’s wealth. This indicates the company's competency in advising on many financial dilemmas. One of the clients mentioned that other clients’ recommendations are what pushed them to Hobart Wealth after they saw their financial breakthrough. The firm is so ethical when it comes to client’s money, and some have improved in investments. This high level of performance has the client trust the team and the long-term relationship, which has finally helped them to know their finances better.
Frequently asked questions
7 questionsWhat do Hobart Wealth clients say about the work?
Clients frequently praise the team's professionalism, attention to detail, and dedication to achieving financial goals. Many highlight the exceptional communication and customized financial planning that addresses their unique situations, contributing to their overall satisfaction.
Does Hobart Wealth provide tax planning services, and what do clients say about them?
Yes, they offer tax preparation, tax planning, and tax strategy consultation. Clients have consistently noted their expertise in managing taxes effectively, with many expressing appreciation for the clarity and thoroughness of their tax-related services.
Can I get a financial review from Hobart Wealth, and what does it include?
Yes, they provide an initial financial assessment, ongoing financial checkups, and customized financial reporting. Clients have found these reviews valuable for gaining insights into their financial strategies and identifying areas for improvement.
How does Hobart Wealth assist with retirement planning?
They specialize in retirement planning as part of their wealth management services, including comprehensive financial planning and investment management. Clients have reported feeling more secure and confident in their retirement strategies after working with the team.
What investment strategies does Hobart Wealth offer?
Hobart Wealth provides asset allocation planning, diversification strategies, and performance monitoring as part of their investment strategy services. Clients appreciate the personalized approach to managing their investment portfolios.
Who leads Hobart Wealth, and what is their approach to client relationships?
Chris Hobart leads the team, emphasizing a client-centered approach that focuses on building strong relationships. Reviewers commend the team's commitment to understanding individual client needs and providing tailored financial solutions.
Where is Hobart Wealth located?
7733 Ballantyne Commons Pkwy #101, Charlotte, NC 28277, USA
Location & directions
Charlotte, North CarolinaHobart Wealth
Financial Consultant
Address
7733 Ballantyne Commons Pkwy #101, Charlotte, NC 28277, USA
Hours
Closed Now
Hobart Wealth Reviews · 4.9 average
2 Reviews
G Google 37
Mike
Team Corey, Michaela, and Doris are doing a great job helping us reach our financial goals. With Corey and his team’s expertise in the current market conditions and attention to detail; they have helped us create great results, confidence and clarity.
Loretta
The service that we have gotten from Hobart has been beyond helpful in many ways and so much appreciated. The group has just been outstanding with frequent updates and recommendations- Thank you, to Corey and Doris. We realize that it takes everyone on a team to be successful. Hey, the cookies were great!!!
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