Office information5200 77 Center Dr.
Charlotte, NC 28217
|Monday||9:00 am - 5:00 pm|
|Tuesday||9:00 am - 5:00 pm|
|Wednesday||9:00 am - 5:00 pm|
|Thursday||9:00 am - 5:00 pm|
|Friday||9:00 am - 5:00 pm|
Charlotte, North Carolina Branch
Branch Address5200 77 Center Dr.
Charlotte, NC 28217
Charlotte, North Carolina Branch
Fanci WorthingtonBranch Manager
The Charlotte, North Carolina branch of Cetera® Investors is managed by Vice President and Branch Manager, Fanci Worthington, CFP® AIF®. At Cetera Investors, we believe that our clients deserve more than a financial solutions provider—they deserve a partner who will help them prosper and improve their community. Schedule an appointment today to discover the Cetera Investors difference.
Services offered at this branch:
Ongoing education and training:
Our team stays up to date on the latest industry information and trends through on-demand training and live workshops and events—all designed to help us serve your needs better.
Your financial professional is backed by teams who can offer specialized guidance on complex financial scenarios, like tax and estate planning, insurance options, and more.
Support for retirement plans:
Cetera's experienced team of retirement specialists and technology tools can support small business owners and the retirement plan benefits they offer employees.
Technology that keeps you in sync:
Our proprietary platform, AdviceWorks™, ensures you're always connected with your professional—view your account information at any time, from any device and keep track of reports, statements, and other important financial information.
Our in-house research team, Cetera Investment Management, supports your financial manager with a wealth of independent, objective research and advice designed to make sense out of the complex, often-changing economic landscape.
About Cetera® Financial ManagementCetera Investment Management LLC is an SEC registered investment adviser owned by Cetera Financial Group®. Cetera Investment Management provides market perspectives, portfolio guidance, model management, and other investment advice to its affiliated broker-dealers, dually registered broker-dealers and registered investment advisers.
Financial Manager in Charlotte, NC
If you’re on a quest towards financial success, there’s no better place to start than the Queen City. With great job opportunities and a low cost of living, you have the chance to maximize your savings and grow your wealth. Whatever you want to do with your money—save it, invest it, budget it—Cetera® Investors can help. We’re a team of experienced financial managers in Charlotte, NC, and we’re here to help you work towards growing your wealth.Our financial managers can aid you in:
- Financial Solutions
- Wealth Management
- Small Business Solutions
Charlotte is quickly becoming one of America’s most exciting cities. Both the job market and the population are growing, so now’s a great time to get a tighter grip on your finances—and start moving toward your financial goals before living costs begin to rise.
Some may feel uncertain about enlisting the help of a financial manager because they don’t want to be pressured into investments or savings contributions that have little personal value. You don’t have to worry about that at Cetera Investors. We understand that what works for someone else might not be the best decision for you. We opt for a relationship-driven approach, and we’ll only give you advice that’s going to move you closer to your financial goals, and no one else’s. We’re only successful if you’re satisfied.
Contact Cetera Investors today and learn why we’re a well-respected financial manager in Charlotte, or learn more about our services below.
Cetera Investors Frequently Asked Questions
With Cetera Investors, you have access to:
- AdviceWorks™: This proprietary platform ensures you’re always connected with your manager—view your account information at any time from any device and keep track of reports, statements, and the info you need to keep an eye on your finances.
- Independent research: Our in-house research team, Cetera® Investment Management, supports your financial manager with a wealth of independent research and advice designed to make sense out of the complex economic landscape. They offer insights that promote your financial well-being.
- Ongoing education and training: Our team of professionals stays on the cutting edge of industry information and trends through on-demand training, live workshops, and educational events—all designed to help our managers meet your needs.
- Experienced specialists: Your financial manager is backed by teams who can offer specialized guidance on complex financial scenarios, like tax and estate preparation, insurance options, and more.*
- Support for retirement plans: Cetera's experienced team of retirement specialists and technology tools can support small business owners and the retirement plan benefits they offer employees.
Want to build a better budget? No problem—we’ll help you allocate your funds so you can pay down your debt and avoid becoming house poor. There’s no better time or place to work towards your financial freedom, so contact our Charlotte financial managers to get started.
When it comes to managing your finances, you don't just want to survive—you want to thrive. With a wealth management plan, you can develop a passive income that can place extra money in your pockets for saving or spending. Wealth management isn't only for the super-rich; there are many ways you can grow your wealth and earn extra money over time.
Are you interested in investing in the stock market, but not sure where to get started? Then turn to Cetera Investors wealth management service in Charlotte, NC. Our wealth managers will walk you through the process of purchasing your first stocks, and our Cetera brokerage firm can facilitate trades on your behalf. We'll help you plan an investment strategy so you can build a diverse portfolio and reinvest your earnings for greater possible gains.**
Investing isn't the only way you can manage your wealth. If you own a house, you might want to boost your home's value so you can potentially earn more money if you decide to sell. You might also consider purchasing a second property so you can earn passive rental income from tenants. Our wealth managers can inform you on those types of decisions so you can make your wealth exceed your primary income.
Charlotte is the perfect city to open a business and a great financial plan can improve your odds of success. Cetera Investors can help you develop a strong financial plan for your company, whether you're a startup or an established business.
Enlist our financial solutions service to:
- Keep your business on a budget
- Manage your operating costs
- Confidently reinvest your profits
- Develop a scalable growth plan
- Boost your tax savings*
Small businesses are the heart of every city, and we want to help you keep your doors open and grow your company. Contact us today and learn more about our small business financial solutions.
How Do I Get Started with Cetera Investors?
Ready to get started with Cetera Investors? Just visit our office at 5200 77 Center Drive, or call us at
704.717.8900. We’re all about southern hospitality. Get started by telling us about yourself and your financial
goals, and we’ll go from there. Not sure what your goals are? That’s okay, our friendly professionals can help you
think of some.
Come see why we’re a trusted wealth management service in Charlotte, NC.
*For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Investors nor any of its representatives may give legal or tax advice.
**A diversified portfolio does not assure a profit or protect against loss in a declining market.