Alpha Financial Advisors's cover image

This profile has not been claimed by the business owner or representative.

to update business information, get appointment requests, engage visitors with web chat, and more!

Alpha Financial Advisors

4.0

About this business

Location details

11325 N Community House Rd #410, Ste 280, Charlotte, NC, 28277, United States

Get directions
WeekdayScheduleStatus
Mon9:00 a.m. to 6:00 p.m.
Tue9:00 a.m. to 6:00 p.m.
Wed9:00 a.m. to 6:00 p.m.
Thu9:00 a.m. to 6:00 p.m.
Fri9:00 a.m. to 6:00 p.m.
SatClosed
SunClosed
4.013 reviews
Select a rating
Em Wright's profile image
Em Wright 
a month ago

I truly cannot say enough good things about Ann Reilley. She is one of those people you feel incredibly lucky to have in your corner. Ann is extremely knowledgeable and professional, but what has always stood out to me most is how much she genuinely cares. There have been several times when I’ve gone to her feeling overwhelmed or unsure about a decision, and she has taken the time to talk it through with me, explain things in a way that actually makes sense, and help me look at the bigger picture. I always leave those conver... read more

Alex Samuel's profile image
Alex Samuel 
a month ago

Ann is such a wonderful person that I consider a friend more than anything! 

Susan Berland's profile image
Susan Berland 
8 months ago

My husband and I have been working with Andrei for over 15 years. We started with financial planning and had someone else managing our investments. We grew to like and trust Andrei and so after not too much time, we asked him to manage our investments as well. He always takes care of us, helps us manage our finances and hadles all our investments. We have been very happy with the results. He's helped us purchase cars, take vacations and plan for a long life. We trust him implicitely and are grateful for the services he provi... read more

Polly Edwards's profile image
Polly Edwards 
2 years ago

I simply cannot rate this business highly enough. I've been using financial advisors in one form or another for over 45 years, and this is the very first time I actually felt my advisors had my best interests at heart. A fee-based advisor is the way to go. Completely sharing your life goals and financial picture is the way to go. Working with Alpha allowed me to retire when I wanted to retire, with complete clarity into my financial picture. I especially want to give a shout out to Janice McGunnigle and Megan Lokitis. They t... read more

Anonymous's profile image
Anonymous 
2 years ago

I simply cannot rate this business highly enough. I've been using financial advisors in one form or another for over 45 years, and this is the very first time I actually felt my advisors had my best interests at heart. A fee-based advisor is the way to go. Completely sharing your life goals and financial picture is the way to go. Working with Alpha allowed me to retire when I wanted to retire, with complete clarity into my financial picture. I especially want to give a shout out to Janice McGunnigle and Megan Lokitis. They t... read more

Frequently asked questions about Alpha Financial Advisors

How is Alpha Financial Advisors rated?

Alpha Financial Advisors has a 4 star rating with 13 reviews. 

When is Alpha Financial Advisors open?

Alpha Financial Advisors is closed now. It will open on Monday at 9:00 a.m. 

Need help? Contact us.

Speak with a specialist to learn how you can grow with Birdeye. We are reachable at profiles@birdeye.com