Livingston Financial & Wealth Management - Mooresville, North Carolina

Introduction to Livingston Financial & Wealth Management

Livingston Financial & Wealth Management stands as a dedicated financial advisory firm, committed to serving clients in Mooresville, North Carolina, and potentially surrounding areas, through personalized financial guidance. Operating from a professional and accessible location, the firm aims to provide comprehensive financial solutions tailored to individual client needs and objectives. As a financial institution focused on long-term wealth management, Livingston Financial positions itself as a valuable partner for those seeking expert advice on navigating the complexities of personal finance and investment strategies.

Core Services and Expertise

At the heart of Livingston Financial & Wealth Management's offerings lies their expertise in financial planning and investment management. The firm provides services under key categories such as Financial Advisor, Financial Consultant, Financial Planner, and Investment Services. These roles are central to their mission, helping clients structure their finances, plan for the future, and achieve their specific financial goals, whether they involve retirement planning, estate management, or capital preservation. As an Investment Company, they manage portfolios with a view towards growth and security, utilizing their knowledge of the market to guide client assets effectively. Their approach emphasizes building lasting wealth, making them a relevant financial institution for individuals and families looking for stability and expert oversight in their financial journey.

Financial Advisory and Planning

As a Financial Advisor and Financial Planner, Livingston Financial & Wealth Management offers bespoke strategies designed around the unique circumstances of each client. This involves a thorough assessment of the client's current financial status, risk tolerance, and future aspirations. The firm's planners work closely with individuals to create comprehensive financial roadmaps, addressing areas like budgeting, saving, investing, insurance, and tax planning. This personalized attention is key to their service model, ensuring that advice is not generic but specifically tailored. The Financial Consultant role further extends this support, providing ongoing guidance and adjustments to the financial plan as life changes or market conditions evolve. This comprehensive advisory service forms the foundation of their value proposition for clients seeking reliable financial stewardship.

Investment Management and Services

Investment Services represent another critical pillar of Livingston Financial & Wealth Management's portfolio. They manage client investments with a disciplined and strategic approach, aiming to optimize returns while managing risk according to the client's profile. As an Investment Company, they likely employ a range of investment vehicles, potentially including stocks, bonds, mutual funds, and other alternative assets, curated to meet specific objectives. Their investment philosophy likely incorporates diversification principles to mitigate risk and seeks alignment with client values where applicable. This professional management is particularly appealing to individuals who lack the time, expertise, or inclination to manage their investments directly. The firm's Investment Service is thus a crucial element for clients looking to grow their wealth systematically and efficiently.

Location and Accessibility

Livingston Financial & Wealth Management is physically located at 736 Brawley School Road, Suite H, Mooresville, NC 28117. This strategic placement within Mooresville suggests they serve clients in this community and potentially nearby areas. The office location offers the convenience of Onsite services, allowing clients to engage in face-to-face meetings and consultations. Furthermore, the firm demonstrates a commitment to inclusivity by ensuring accessibility for all potential clients. Key features include a Wheelchair accessible entrance and a Wheelchair accessible parking lot. These amenities make the physical space welcoming and accommodating, reflecting a consideration for clients with diverse mobility needs. This focus on accessibility enhances the overall service experience, making it easier for individuals from the local community to connect with the financial experts at Livingston Financial.

Contact Information and Digital Presence

For those seeking to connect with Livingston Financial & Wealth Management, direct contact details are readily available. The telephone number, 046589190, provides a primary line for inquiries, consultations, or scheduling appointments. Alternatively, clients can explore the firm's online presence through its official website, accessible at www.peterlivingston.com. This website likely serves as a central hub, offering information about the firm's services, team members, and potentially educational resources. It represents an essential tool for prospective clients looking to learn more about Livingston Financial before making initial contact. While specific hours might be inferred from the website or prior contact, the provided contact methods facilitate reaching out to the firm at their Mooresville location or through digital channels.

Reputation and Client Feedback

Regarding the public perception of Livingston Financial & Wealth Management, the available data indicates a lack of recent feedback. Specifically, the company has 0 reviews listed on Google My Business. This absence of reviews could stem from various factors, including a relatively newer presence in the market, a focus on building long-term client relationships rather than soliciting immediate reviews, or simply having a less prominent online footprint. Without direct client testimonials or ratings, potential customers must rely more heavily on the firm's stated expertise, professionalism, and service descriptions when evaluating their suitability. The absence of reviews does not necessarily detract from the firm's quality or service; it simply reflects a gap in publicly available feedback. Prospective clients are advised to engage directly with Livingston Financial through their phone or website to gauge their experience and service quality firsthand.

Conclusion and Recommendation

For individuals based in or near Mooresville, North Carolina, seeking professional financial guidance and wealth management services, Livingston Financial & Wealth Management presents itself as a formal and structured option. The firm's focus on Financial Advisor, Financial Consultant, Financial Planner, and Investment Services suggests a comprehensive approach to managing client finances. Their physical location in Suite H on Brawley School Road offers accessibility, complemented by wheelchair-friendly features, ensuring the facility is welcoming to all. While direct client reviews are currently unavailable, the firm's credentials and the professionalism associated with its designation as a financial institution and investment company warrant consideration. We recommend that potential clients interested in establishing a relationship with Livingston Financial & Wealth Management initiate contact via telephone or the provided website to discuss their specific financial needs, understand the advisory process, and determine if this financial partner aligns with their long-term goals for security and wealth accumulation.