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Blue Trust | Charlotte Financial AdvisorsFinancial advisor in Charlotte, NC

Blue Trust | Charlotte Financial Advisors is a financial advisor at 10706 Sikes Pl #175, Charlotte, NC 28277, ranked #27 of 273 financial advisors in Charlotte and rated 5.0 from 22 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Charlotte, NCUpdated 0 paid placements in any rankingHow we rank

Call (704) 759-9060Website ↗

Key facts

Key facts about Blue Trust | Charlotte Financial Advisors
Address10706 Sikes Pl #175, Charlotte, NC 28277Get directions
Phone(704) 759-9060
Websitebluetrust.com
HoursMonday to Friday: 8:30 AM – 5:30 PM
Google rating5.0 from 22 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Charlotte and 11 towns within 25 miles: Weddington, Matthews, Stallings, Indian Trail, Waxhaw, Mint Hill, Monroe, Harrisburg, Belmont, Mount Holly and Huntersville.

Based in Charlotte, NCView on map

Opening hours

Opening hours for Blue Trust | Charlotte Financial Advisors
DayHours
Monday8:30 AM – 5:30 PM
Tuesday8:30 AM – 5:30 PM
Wednesday8:30 AM – 5:30 PM
Thursday8:30 AM – 5:30 PM
Friday8:30 AM – 5:30 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Blue Trust | Charlotte Financial Advisors

How is Blue Trust | Charlotte Financial Advisors ranked in Charlotte?

Blue Trust | Charlotte Financial Advisors is ranked #27 of 273 financial advisors in Charlotte by RFA Score, with 69 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Blue Trust | Charlotte Financial Advisors’ hours?

Blue Trust | Charlotte Financial Advisors is open Monday to Friday. Its listed hours are Monday to Friday, 8:30 AM – 5:30 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Blue Trust | Charlotte Financial Advisors serve?

Serves Charlotte and 11 towns within 25 miles: Weddington, Matthews, Stallings, Indian Trail, Waxhaw, Mint Hill, Monroe, Harrisburg, Belmont, Mount Holly and Huntersville. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Blue Trust | Charlotte Financial Advisors?

Blue Trust | Charlotte Financial Advisors has a rating of 5.0 from 22 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Blue Trust | Charlotte Financial Advisors?

Call Blue Trust | Charlotte Financial Advisors on (704) 759-9060. The business is at 10706 Sikes Pl #175, Charlotte, NC 28277. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Blue Trust | Charlotte Financial Advisors compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Blue Trust | Charlotte Financial Advisors (this business)—695.0 (22)NoNo
Deneault & Greyard#25705.0 (23)NoNo7.5 mi
Portus Wealth Advisors#26705.0 (23)NoNo11.4 mi
HK Solutions LLC#28695.0 (22)NoNo14.2 mi

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