Cannon Advisors

Cannon Advisors is a financial planner in Charlotte, NC. The firm provides a variety of specialized services, including wealth management, investment strategies, retirement planning, estate planning, and asset protection. They also offer tax and accounting services, such as tax planning, preparation, and business consulting. The firm serves clients by offering two separate and independent teams that work to coordinate tax and accounting needs with investments and financial planning.

The firm utilizes an internal machine learning algorithm called Cannon AIQ to guide investment buy and sell decisions. Their approach to investment management involves asset allocating among various long-term domestic, global, and business sector equity trending strategies, as well as conservative hedging, non-correlated alternative asset, and fixed income strategies. This method is designed to help guard and grow investments by stepping outside of a traditional style box. Additionally, the team provides corporate accounting services, including bookkeeping, general ledger preparation, and business entity selection.

Located on South Boulevard, the office is a short distance from Atrium Health Urgent Care and the South End neighborhood.

The firm is recognized for its high level of service, maintaining a 4.80 rating from 30 reviews. Clients benefit from the expertise of professionals who specialize in connecting the dots between tax coordination and wealth management to increase the odds of financial success.

Cannon Advisors provides tailored financial strategies and comprehensive wealth management to help individuals and businesses in Charlotte, NC, reach their long-term goals.

Services:

• Accounting Services
• Investment Strategy
• Retirement Planning
• Tax Coordination
• Wealth Management