Belmont Capital Advisors, Inc. - Belmont, North Carolina

Address: 123 N Main St, Belmont, NC 28012.
Phone: 048251560.
Website: belmont-capital.com
Specialties: Financial consultant, Financial planner, Investment company.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointment required, Appointments recommended.
Opinions: This company has 188 reviews on Google My Business.
Average opinion: 4.9/5.

📌 Location of Belmont Capital Advisors, Inc.

Belmont Capital Advisors, Inc. 123 N Main St, Belmont, NC 28012

☎️048251560

⏰ Open Hours of Belmont Capital Advisors, Inc.

Monday: 9 AM–5 PM
Tuesday: 9 AM–5 PM
Wednesday: 9 AM–5 PM
Thursday: 9 AM–5 PM
Friday: 9 AM–5 PM
Saturday: Closed
Sunday: Closed

Belmont Capital Advisors, Inc.

Belmont Capital Advisors, Inc. is a highly respected financial services firm located at 123 N Main St, Belmont, NC 28012. This company has been a trusted partner for individuals and businesses seeking expert guidance in financial planning, investment management, and wealth preservation.

The firm's dedicated team of financial advisors, led by experienced CEO Joe Pat, is committed to delivering personalized solutions tailored to each client's unique financial goals and circumstances. With a strong focus on building long-term relationships, Belmont Capital Advisors takes the time to understand their clients' needs and work collaboratively to develop comprehensive strategies for financial success.

Specializing in areas such as financial planning, investment management, and estate planning, Belmont Capital Advisors offers a wide range of services to meet the diverse needs of their clients. The company's expertise and commitment to excellence have earned them a stellar reputation in the industry.

In addition to their exceptional service, Belmont Capital Advisors is dedicated to providing a welcoming and accessible environment for all clients. The firm offers wheelchair accessible entrances, parking lots, and restrooms, ensuring that everyone can receive the high-quality financial advice they deserve.

To schedule an appointment with one of Belmont Capital Advisors' knowledgeable financial professionals, it is recommended to call ahead at 048251560 or visit their website at belmont-capital.com.

With an impressive average rating of 4.9 out of 5 stars based on 188 reviews on Google My Business, Belmont Capital Advisors, Inc. is widely regarded as one of the top financial advisory firms in Belmont, NC. Their dedication to client satisfaction, combined with their expertise and personalized approach, sets them apart in the industry.

For those seeking a reliable and knowledgeable partner in achieving their financial goals, Belmont Capital Advisors, Inc. is an excellent choice. With their commitment to excellence and client-centric service, they continue to be a trusted name in the world of financial planning and investment management.

👍 Reviews of Belmont Capital Advisors, Inc.

Belmont Capital Advisors, Inc. - Belmont, North Carolina

Zarria P.

5/5

I’ve been listening to Joe Pat on the radio for many years. Enjoy his Sunday morning money report that we see on TV. We decided to come in and do the complementary evaluation. We couldn’t be happier. He and his team were really awesome. They took the time to listen and help us understand our complete financial situation. They build down their one page financial plan so thankful we come by to meet Joe Pat and his team.

Richard P.

5/5

I have been working with Belmont Capital for over 10 years it has been an outstanding experience. Unlike large firms the boutique setting at Belmont and the wonderful folks there to help me when I call are great! JoePat and his team offer a truly personalized approach to financial planning the One Page plan is easy to understand and help us know where are income is coming from. We have always felt welcome here Kim usually greets us,but we also appreciate Ashley and Lauren for daily service needs. JoePat has always taken the time to understand my financial goals and help us with periodic reviews. I really appreciate the clear and transparent communication from all the team. If your looking for a team to walk you through retirement give JoePat or one of his team a call to get started.

Amy M.

5/5

Belmont Capital impresses me with their commitment to the community. They actively support local initiatives, charities, and events, demonstrating their belief in giving back and investing in the future of the area. It’s rare to find a financial advisory firm that combines professional excellence with such a strong sense of social responsibility. JoePat and his team are deeply invested not only in their clients' financial success but also in the well-being of the broader community

Laura T.

5/5

JoePat has been taking care of me for a long time over 10 years. When my husband passed he and his team really were there to for me in that time of need. And has been making sure I get paid every month. The main thing is I know I can trust him and his team. Carla has always been there as well. I know he has grown since we started but they always find time for me. If you are considering retirement Belmont Capital acting as a fiduciary I trust them and glad my husband found them before he passed. Now my daughters and sister in law are also happy clients.

zack C.

5/5

The team at Belmont is very helpful. We love the team approach. Also, it’s refreshing that whenever we call in with questions we get a prompt answer from a real person. Every other financial company we’ve worked with, an automated answering service answers the phone. Taylor Lee, CFP is also a pleasure to work with!

Donna K.

5/5

Belmont Capital Advisors truly embodies the charm and warmth of a small-town business, seamlessly blending into the historic feel of downtown. From the moment you walk in, you're greeted with a welcoming atmosphere and a staff that feels like part of the community. The team is incredibly friendly and takes the time to get to know you, making you feel right at home. The coffee bar is a great touch!

Leah A.

5/5

Belmont Capital Advisors is an exceptional firm for anyone seeking retirement planning services. Whether you’re just beginning to save for retirement or already nearing your retirement years, Belmont Capital Advisors offers expert guidance tailored to your unique financial situation.

It’s clear that their team takes a personalized approach to financial planning. They take the time to understand not just your financial goals, but also your personal values and aspirations. This approach makes the retirement planning process feel more like a partnership than a transaction. Highly recommend!

Camey W.

5/5

Taylor Lee was very professional and knowledgeable about retirement needs and investment opportunities. We felt heard and that our needs will be met for future expectations. We would recommend Belmont Capital for those needing guidance for their retirement needs.