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Hobart Wealth photo
Hobart Wealth photo
Hobart Wealth photo

Hobart Wealth

4.9 39 reviews
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Address: 7733 Ballantyne Commons Pkwy #101, Charlotte, NC 28277, USA Get Directions
Financial Consultant Best Financial Consultants in US Best Financial Consultants in NC

Services & pricing

Average price range
ServiceDetailsPrice
Wealth Management Comprehensive Financial Planning $200 - $500
Investment Management $100 - $300
Retirement Planning $150 - $400
Tax Services Tax Preparation $100 - $300
Tax Planning $150 - $350
Tax Strategy Consultation $200 - $500
Financial Review Initial Financial Assessment $100 - $200
Ongoing Financial Checkups $75 - $150
Customized Financial Reporting $150 - $300
Investment Strategy Asset Allocation Planning $150 - $400
Diversification Strategies $100 - $300
Performance Monitoring $50 - $150

What people love

From reviews
Professionalism(3) Expertise in market conditions(3) Helping money grow(2) Dedication to clients(2) Trustworthy team(2) Customized financial plans(2) Communication(2) Wealth management expertise(1) Attention to detail(1) Proactive approach(1)

About 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.

Location & directions

Charlotte, North Carolina
Hobart Wealth
Financial Consultant
Address
7733 Ballantyne Commons Pkwy #101, Charlotte, NC 28277, USA
Hours
Open 8:30 AM - 5:00 PM
Get Directions
Hobart Wealth Reviews · 4.9 average
2 Reviews
G Google 37
M
Mike
on Trustanalytica
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.
L
Loretta
on Trustanalytica
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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