Welcome To Lake Norman Financial Group, Inc.
Lake Norman Financial Group was founded by Cristen Morgan, an Investment Advisor Representative of Cambridge Investment Research, Inc. serving the Lake Norman area since 2001. As part of an Independent Financial Services Firm, we have the experience, knowledge and objectivity to help you and your families create a personalized financial plan; one that is tailored for your current circumstances helps to meet your future goals and is flexible enough to adapt to your evolving needs along the way. We carefully construct a written financial plan that reviews each aspect of your financial situation and provides specific advice to help you attain your goals and objectives. The professionals at our firm are committed to your financial success and our hands-on approach helps ensure that each client builds a strong financial foundation. Working with strategic alliances, our specialties include:
- Comprehensive Financial Planning
- Wealth Management
- Divorce Planning
- Asset Management
- Risk Management
- Financial Transition Strategies
We believe in comprehensive financial planning and ongoing education to help develop successful, long-term relationships with our clients. Our financial planning and investment advice is delivered through an adherence to time-honored investment traditions, a research-driven process, and an ongoing commitment to serving in your best interests – and with a level of personalized service we believe is second to none.
We are always available to provide feedback and offer advice to any questions you may have regarding your financial well-being.