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Prior Wealth PlanningFinancial advisor in Cornelius, NC

Prior Wealth Planning is a financial advisor at 17505 W Catawba Ave Ste 100, Cornelius, NC 28031, rated 5.0 from 2 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.

Cornelius, NC0 paid placements in any rankingHow we rank

Call (704) 536-9900Website ↗

Key facts

Key facts about Prior Wealth Planning
Address17505 W Catawba Ave Ste 100, Cornelius, NC 28031Get directions
Phone(704) 536-9900
Websitepriorwealthplanning.com
HoursMonday to Friday: 8 AM – 5:30 PM
Google rating5.0 from 2 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 Cornelius and 11 towns within 25 miles: Huntersville, Davidson, Mooresville, Mount Holly, Kannapolis, Charlotte, Harrisburg, Belmont, Concord, Lincolnton and Gastonia.

Based in Cornelius, NCView on map

Opening hours

Opening hours for Prior Wealth Planning
DayHours
Monday8 AM – 5:30 PM
Tuesday8 AM – 5:30 PM
Wednesday8 AM – 5:30 PM
Thursday8 AM – 5:30 PM
Friday8 AM – 5:30 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Prior Wealth Planning

What are Prior Wealth Planning’s hours?

Prior Wealth Planning is open Monday to Friday. Its listed hours are Monday to Friday, 8 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 Prior Wealth Planning serve?

Serves Cornelius and 11 towns within 25 miles: Huntersville, Davidson, Mooresville, Mount Holly, Kannapolis, Charlotte, Harrisburg, Belmont, Concord, Lincolnton and Gastonia. 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 Prior Wealth Planning?

Prior Wealth Planning 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 Prior Wealth Planning?

Call Prior Wealth Planning on (704) 536-9900. The business is at 17505 W Catawba Ave Ste 100, Cornelius, NC 28031. 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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