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LAKE NORMAN FINANCIAL GROUP

Lake Norman Financial Group is driven to educate and empower clients to achieve their definition of wealth.

Our vision is to understand that with each client this is unique and personal.

Our definition of wealth is living the life we want, taking care of the ones we love and helping others do the same.

Our core values are present in every aspect of our firm:

Integrity, Loyalty, Trust, Compassion.

MEET THE TEAM

Financial Planning

Understanding your financial goals is the starting point of your financial plan. We then assess your current situation and provide specific written recommendations.

Investment Advisement

We assist you in selecting and investing from a full range of investments to help you meet your financial objectives. As Independent Investment Advisors & Fiduciaries, we have access to institutional managers for our clients as well as all retail investments without any proprietary bias.

CONTACT US

20615 N Main St | Cornelius, NC 28031| Tel: 704-439-1370

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