Skip to content

Wealthy FinancialFinancial advisor in Charlotte, NC

Wealthy Financial is a financial advisor at 9516 Loblolly Ln, Charlotte, NC 28210, rated 5.0 from 2 Google reviews. Open Monday to Saturday.

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) 272-7531

Key facts

Key facts about Wealthy Financial
Address9516 Loblolly Ln, Charlotte, NC 28210Get directions
Phone(980) 272-7531
HoursMonday to Friday: 10 AM – 4 PM; Saturday: 12 PM – 4 PM
Google rating5.0 from 2 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

  • Financial Advisorsmain specialtybusiness name
  • Wealth Managementbusiness name

Service area

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

Based in Charlotte, NCView on map

Opening hours

Opening hours for Wealthy Financial
DayHours
Monday10 AM – 4 PM
Tuesday10 AM – 4 PM
Wednesday10 AM – 4 PM
Thursday10 AM – 4 PM
Friday10 AM – 4 PM
Saturday12 PM – 4 PM
SundayClosed
  • Open evenings — no
  • Open Saturdays
  • Open Sundays — no

Questions about Wealthy Financial

What are Wealthy Financial’s hours?

Wealthy Financial is open Monday to Saturday. Its listed hours are Monday to Friday, 10 AM – 4 PM; Saturday, 12 PM – 4 PM. On Saturdays it is open 12 PM to 4 PM and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Wealthy Financial serve?

Serves Charlotte and 11 towns within 25 miles: Matthews, Weddington, Stallings, Indian Trail, Belmont, Mint Hill, Waxhaw, Mount Holly, Harrisburg, Gastonia 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 Wealthy Financial?

Wealthy Financial has a rating of 5.0 from 2 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 Wealthy Financial?

Call Wealthy Financial on (980) 272-7531. The business is at 9516 Loblolly Ln, Charlotte, NC 28210. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

Own Wealthy Financial? Claim this profile.

Claiming is free. Correct your hours, specialties and service area. The RFA Score is recalculated from corrected data; payment never changes it.

Claim this profile