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Centerpoint Wealth StrategiesFinancial advisor in Charlotte, NC

Centerpoint Wealth Strategies is a financial advisor at 6115 Park S Dr #200, Charlotte, NC 28210, rated 5.0 from 3 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, NC0 paid placements in any rankingHow we rank

Call (980) 235-7819Website ↗

Key facts

Key facts about Centerpoint Wealth Strategies
Address6115 Park S Dr #200, Charlotte, NC 28210Get directions
Phone(980) 235-7819
Websitecenterpointwealthstrategies.com
HoursMonday to Thursday: 8 AM – 5 PM; Friday: 8 AM – 4 PM
Google rating5.0 from 3 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

  • Financial Advisorsmain specialtyGoogle main category
  • Financial PlannersGoogle main category
  • Wealth Managementbusiness name

Service area

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

Based in Charlotte, NCView on map

Opening hours

Opening hours for Centerpoint Wealth Strategies
DayHours
Monday8 AM – 5 PM
Tuesday8 AM – 5 PM
Wednesday8 AM – 5 PM
Thursday8 AM – 5 PM
Friday8 AM – 4 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Centerpoint Wealth Strategies

What are Centerpoint Wealth Strategies’ hours?

Centerpoint Wealth Strategies is open Monday to Friday. Its listed hours are Monday to Thursday, 8 AM – 5 PM; Friday, 8 AM – 4 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Centerpoint Wealth Strategies serve?

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

Centerpoint Wealth Strategies has a rating of 5.0 from 3 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 Centerpoint Wealth Strategies?

Call Centerpoint Wealth Strategies on (980) 235-7819. The business is at 6115 Park S Dr #200, Charlotte, NC 28210. 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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