What are the opening hours?

Monday 9am - 5pm Tuesday 9am - 5pm Wednesday 9am - 5pm Thursday 9am - 5pm Friday 9am - 5pm

Lake Norman Financial Group, Inc.

Home
United States
Charlotte, NC
Lake Norman Financial Group, Inc.

Founded by Cristen Morgan, Lake Norman Financial Group is a full-service financial and investment services firm located in Cornelius, NC.

Lake Norman Financial Group was founded by Cristen K. Morgan, who has been serving the Lake Norman area since 2001. As 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. Contact Us Today For A Complimentary Consultation. We are licensed to sell Insurance Products in the following States: Illinois, Maryland, North Carolina, South Carolina & Virginia

We are licensed to sell securities in the following States: Illinois, Maryland, North Carolina, South Carolina & Virginia

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Lake Norman Financial Group are not affiliated. Content provided via links to third party sites should not be considered an endorsement of third party content. We make no representation as to the completeness or accuracy of information provided at these websites.

04/05/2026

Happy Easter!🐰🌷 Warm wishes from all of us at Lake Norman Financial Group!

04/01/2026

Analysts predict the stock market will rise 5000% tomorrow. 📈...Or maybe not. Happy April Fools' Day from Lake Norman Financial Group!

03/17/2026

Feeling lucky?🍀Make every financial decision a pot of gold! Happy St. Patrick’s Day! 🌈💼

02/14/2026

Roses are red, violets are blue, let's make your portfolio work as hard as you do!💵💘

01/24/2026

🎉🐾 Happy Birthday, Tucker! 🐾🎉
Today we’re celebrating our favorite four-legged team member. Many of our clients know Tucker as the friendly face who greets them at Lake Norman Financial Group and helps make our office feel like home. We’re grateful for the joy (and tail wags) he brings every day!

01/13/2026

A look back at 2025, a year defined by growth, collaboration, and meaningful moments here at Lake Norman Financial Group. As we move into 2026, we’re already building on that momentum with exciting projects underway. We’re grateful for the clients who made 2025 possible and continue to inspire the work we do.

01/01/2026

Cheers to 2026!🎆Wishing you a New Year full of success, happiness, and confidence in every step of your financial journey. Happy New Year from all of us at Lake Norman Financial Group! 🥂

12/25/2025

From all of us at Lake Norman Financial Group, we wish you a Merry Christmas and a joyful holiday season! 🎄✨ Thank you for trusting us to help guide your financial journey. Here’s to a bright and successful new year! 🎁💫

12/19/2025

Tax season doesn’t have to be stressful. As year-end approaches, a little preparation can go a long way. Review these tips to get tax-ready now and set yourself up for a smoother filing season ahead.✅

11/26/2025

Thank you to everyone who joined us for our annual pre-Thanksgiving Pie Day. We were thrilled to give away over 100 pies and even more thrilled to see so many of you in person. Wishing you all a wonderful holiday season!🥧

11/24/2025

We decorated the office a little early this year at Lake Norman Financial Group, and the holiday energy has us excited to finish the year strong.
🎄

Address

20615 N. Main Street
Charlotte, NC

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Telephone

+17044391370

Website

http://www.lakenormanfinancialgroup.com/

Alerts

Be the first to know and let us send you an email when Lake Norman Financial Group, Inc. posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Address
Telephone
Opening Hours
Alerts
Contact The Business
Claim ownership or report listing

Want your business to be the top-listed Accountant in Charlotte?