Top Financial Consultants in Charlotte
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$1,000+$100 - $149 / hr2 - 9Charlotte, NC
Services provided
See all 14 projectsLucrum Consulting, Inc. is a financial consulting firm offering accounting, bookkeeping, and fractional CFO services, specializing in using QuickBooks and other financial tools to assist businesses in organizing and interpreting financial data. Reviews indicate an overwhelmingly positive feedback with themes of reliability, responsiveness, and expertise in financial management, with no notable areas for improvement mentioned. Notably, 100% of reviewers highlighted their exceptional project management and communication skills.
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$1,000+$200 - $300 / hr2 - 9Matthews, NC
Services provided
See all 2 projectsTurner Business Appraisers, a finance consultancy specializing in financial consulting services, consistently receives positive feedback for their expertise in business valuation and sale negotiations. Clients commend their integrity and transparent communication, with 100% satisfaction reported in reviews. Notably, 100% of reviewers highlight their ethical standards and impressive negotiation skills.
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UndisclosedUndisclosed10 - 49Charlotte, NC
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Located in Burlington, Vermont and Charlotte, North Carolina, Reconciled is an Accounting company. They offer Accounting and Business Consulting and were launched in 2015.
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$5,000+Undisclosed2 - 9Charlotte, NC
Services provided
Deal Process Partners is a Financial Advising & Planning company. Their team is in Charlotte, North Carolina and provides Financial Advising & Planning and Business Consulting.
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UndisclosedUndisclosed10 - 49Charlotte, NC
Services provided
PMA Nonprofit Leadership is a small Financial Consulting company. They focus on Financial Consulting and Corporate Training & Coaching and were launched in 2009.
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UndisclosedUndisclosed50 - 249Charlotte, NC
Services provided
Globalfaces Direct is a call center launched in 2012. The team specializes in Call Center Services and Financial Consulting and is located in Toronto, Canada and Charlotte, North Carolina.
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UndisclosedUndisclosed2 - 9Charlotte, NC
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Canterbury Consulting, LLC, a Financial Consulting company, was founded in 2018. The company offers Financial Consulting, and is small.
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UndisclosedUndisclosed10 - 49Charlotte, NC
Services provided
Financial Advising & Planning and Financial Consulting company Great American Credit Repair was founded in 2008. The team offers Financial Advising & Planning and Financial Consulting.
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$5,000+$100 - $149 / hrFreelancerHuntersville, NC
Services provided
Marketing Strategy company MJ Bratton Consulting was established in 2019. The small team specializes in Marketing Strategy and Business Consulting.
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UndisclosedUndisclosed50 - 249Charlotte, NC
Services provided
BlackArch Partners, a Commercial Financing company, was launched in 2010. The agency provides Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed50 - 249Charlotte, NC
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Launched in 1993, Raftelis is a midsize Natick, Massachusetts-based Business Consulting company. Their team specializes in Business Consulting and Executive Search.
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$250,000+Undisclosed2 - 9Charlotte, NC
Services provided
Business Consulting company Auxo Capital Advisors is headquartered in Charlotte, North Carolina. The team provides Business Consulting and Financial Advising & Planning.
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UndisclosedUndisclosed1,000 - 9,999Fort Mill, SC
Services provided
See all 1 projectsLPL Financial offers comprehensive financial oversight services, ensuring accurate alignment of expenses and revenues while effectively planning for events. Reviews highlight their meticulous attention to detail, proactive financial management, and excellent communication, demonstrating strong client satisfaction and confidence in their services.
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UndisclosedUndisclosed10 - 49Davidson, NC
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Launched in 2015, Quest - Advisory, Business Succession & M&A is a Business Consulting company. The small team provides Business Consulting and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Fort Mill, SC
Services provided
Launched in 2017, Carolina Tax Consulting is an Accounting company. The company provides Accounting and Financial Advising & Planning, and is small.
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$1,000+$100 - $149 / hr10 - 49Monroe, NC
Services provided
Established in 2012, Certum Solutions is a small Business Consulting company in Monroe, North Carolina. Their team focuses on Business Consulting and Accounting.
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UndisclosedUndisclosed50 - 249Charlotte, NC
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Founded in 1995, Horizon Investments is a midsize Commercial Financing company in Charlotte, North Carolina. Their team specializes in Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed10 - 49Charlotte, NC
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Launched in 2006, Aqueduct Capital Group is a Commercial Financing company. The team offers Commercial Financing and Funding & Investment and is in New York, New York and Charlotte, North Carolina.
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UndisclosedUndisclosed10 - 49Charlotte, NC
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WEDGE Capital Management is a Commercial Financing company. Established in 1984, the team specializes in Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed10 - 49Charlotte, NC
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North Inlet Advisors is a small Charlotte, North Carolina-based Commercial Financing company. Their services include Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed10 - 49Charlotte, NC
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Based in Charlotte, North Carolina, Tobin & Company Investment Banking Group is an Insurance Services & Brokers company. The team offers Insurance Services & Brokers and Commercial Financing.
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UndisclosedUndisclosed10 - 49Charlotte, NC
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Financial Advising & Planning company Linden Thomas & Company specializes in Financial Advising & Planning and Commercial Financing. They were founded in 2004.
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UndisclosedUndisclosed2 - 9Charlotte, NC
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Cardinal Real Estate Partners, LLC is a small Commercial Brokerage Services company based in Charlotte, North Carolina. The team specializes in Commercial Brokerage Services and Commercial
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UndisclosedUndisclosed2 - 9Matthews, NC
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Sanear Consulting Solutions is a small Business Consulting company in Matthews, North Carolina. The team focuses on Business Consulting and Financial Consulting.
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UndisclosedUndisclosed2 - 9Charlotte, NC
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Freeman Capital is a Commercial Financing company established in 2015. The team offers Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed2 - 9Rock Hill, SC
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Established in 2023, Old Mill Capital Partners is a Financial Advising & Planning company. The team focuses on Financial Advising & Planning and Financial Consulting.
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UndisclosedUndisclosed2 - 9Charlotte, NC
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Allied Tax & Accounting Consultants, LLC is an Accounting company. Their small team is headquartered in Charlotte, North Carolina. Their team focuses on Accounting and Business Consulting.
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UndisclosedUndisclosed2 - 9Chester, SC
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Accounting company Data Just Data, Inc. Provides Accounting and Business Consulting. They were established in 2006.
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UndisclosedUndisclosed10 - 49Winston-Salem, NC
Services provided
Linville Team Partners is a Commercial Brokerage Services company. Established in 2012, the team focuses on Commercial Brokerage Services and Commercial Property Management.
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UndisclosedUndisclosed2 - 9Winston-Salem, NC
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A2B Apps is a Business Consulting company. They were launched in 2010, and their services include Business Consulting and Finance & Accounting Outsourcing (FAO).
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UndisclosedUndisclosed50 - 249Matthews, NC
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Richey May is a cloud consulting & SI company launched in 1985. The team offers cloud consulting & SI and Cybersecurity.
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List of the Top 2 Charlotte Financial Consulting Firms
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$1,000+$100 - $149 / hr2 - 9Charlotte, NC
Ability to deliver
30.8/40.016.2/20 Reviews9.2/10 Clients & Experience5.3/10 Market PresenceService focus
10% Financial Consulting90% Other -
$1,000+$200 - $300 / hr2 - 9Matthews, NC
Ability to deliver
21.7/40.016.8/20 Reviews0/10 Clients & Experience4.9/10 Market PresenceService focus
20% Financial Consulting80% Other -
UndisclosedUndisclosed10 - 49Charlotte, NC
Ability to deliver
10.4/40.00/20 Reviews3.6/10 Clients & Experience6.9/10 Market PresenceService focus
10% Financial Consulting90% Other -
$5,000+Undisclosed2 - 9Charlotte, NC
Ability to deliver
4/40.00/20 Reviews0/10 Clients & Experience4/10 Market PresenceService focus
20% Financial Consulting80% Other -
UndisclosedUndisclosed10 - 49Charlotte, NC
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
75% Financial Consulting25% Other -
UndisclosedUndisclosed50 - 249Charlotte, NC
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
40% Financial Consulting60% Other -
UndisclosedUndisclosed2 - 9Charlotte, NC
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
100% Financial Consulting -
UndisclosedUndisclosed10 - 49Charlotte, NC
Ability to deliver
4.6/40.00/20 Reviews0/10 Clients & Experience4.6/10 Market PresenceService focus
50% Financial Consulting50% Other -
$5,000+$100 - $149 / hrFreelancerHuntersville, NC
Ability to deliver
7.6/40.00/20 Reviews3.6/10 Clients & Experience4/10 Market PresenceService focus
10% Financial Consulting90% Other -
UndisclosedUndisclosed50 - 249Charlotte, NC
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
20% Financial Consulting80% Other -
UndisclosedUndisclosed50 - 249Charlotte, NC
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
20% Financial Consulting80% Other -
$250,000+Undisclosed2 - 9Charlotte, NC
Ability to deliver
4.6/40.00/20 Reviews0/10 Clients & Experience4.6/10 Market PresenceService focus
20% Financial Consulting80% Other -
UndisclosedUndisclosed1,000 - 9,999Fort Mill, SC
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
20% Financial Consulting80% Other -
UndisclosedUndisclosed10 - 49Davidson, NC
Ability to deliver
7.1/40.00/20 Reviews1.8/10 Clients & Experience5.3/10 Market PresenceService focus
10% Financial Consulting90% Other -
UndisclosedUndisclosed2 - 9Fort Mill, SC
Ability to deliver
5.2/40.00/20 Reviews0/10 Clients & Experience5.2/10 Market PresenceService focus
25% Financial Consulting75% Other -
$1,000+$100 - $149 / hr10 - 49Monroe, NC
Ability to deliver
5.2/40.00/20 Reviews0/10 Clients & Experience5.2/10 Market PresenceService focus
20% Financial Consulting80% Other -
UndisclosedUndisclosed50 - 249Charlotte, NC
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
10% Financial Consulting90% Other