Belmont Capital Advisors, Inc. - Belmont, North Carolina

Belmont Capital Advisors, Inc.: A Comprehensive Overview

Belmont Capital Advisors, Inc. is a respected financial consultancy and investment company dedicated to providing comprehensive financial planning and advisory services to individuals and families. Located at 123 N Main St, Belmont, NC 28012, and reachable at Phone: 048251560, the firm operates with a commitment to building long-term relationships based on trust and understanding. Their website, Website: belmont-capital.com, serves as a valuable resource for potential clients seeking detailed information about their services and approach.

Specialties encompass a wide range of financial expertise, including acting as a financial consultant, offering personalized financial planning strategies, and functioning as an investment company. Belmont Capital Advisors distinguishes itself through a client-centric philosophy, prioritizing the unique needs and goals of each individual. The company’s focus extends beyond simply managing investments; they strive to empower clients with the knowledge and tools necessary to achieve their financial aspirations. A key aspect of their operation is a dedication to accessibility, demonstrated by several features designed to accommodate a diverse clientele.

Accessibility and Logistics

The firm maintains a wheelchair accessible entrance, ensuring ease of access for all visitors. A dedicated wheelchair accessible parking lot is also available, facilitating convenient arrival. Furthermore, a wheelchair accessible restroom is provided on-site. These infrastructural considerations reflect Belmont Capital Advisors’ commitment to inclusivity and their desire to serve a broad range of clients effectively. The firm also requires an appointment for consultations, suggesting a structured and dedicated approach to client engagement. Appointments recommended underscores the value they place on thorough preparation and personalized attention.

Client Experience and Services

Based on client feedback, Belmont Capital Advisors excels in providing individualized attention and a deep understanding of clients’ financial situations. The firm’s approach seems to center around a collaborative process, where clients are actively involved in shaping their financial plans. The detailed, one-page financial plan developed by the team is frequently cited as a testament to their ability to distill complex financial information into an easily digestible format. This demonstrates a significant effort to simplify and clarify financial strategies for clients. It’s evident that the team takes the time to truly listen to clients’ concerns and goals, fostering a sense of trust and rapport.

Key Characteristics and Philosophy

The firm’s philosophy appears rooted in a holistic view of financial planning, considering not just investments but also retirement planning, estate planning, tax optimization, and risk management. They don’t just offer products; they offer solutions tailored to the client’s specific circumstances. The emphasis on building long-term relationships suggests a commitment to ongoing support and guidance. The positive feedback regarding Joe Pat, a prominent figure within the firm, highlights the value of experienced leadership and a clear communication style. He consistently demonstrates a dedication to providing insightful advice and educating clients about investment options.

Community and Reputation

The company’s strong reputation is further evidenced by its impressive online presence. This company has 188 reviews on Google My Business, with an average opinion of 4.9/5. This remarkable rating speaks volumes about the quality of service and the satisfaction of their clientele. The consistent positive feedback indicates a dedication to exceeding client expectations and building a loyal customer base. The firm’s ability to garner such a high level of positive reviews suggests a genuine commitment to client service and operational excellence. Potential clients can explore these reviews to gain a deeper understanding of the experiences of others.

Contact Information and Resources

For further information or to schedule an appointment, individuals are encouraged to contact Belmont Capital Advisors directly. The Phone: 048251560 number provides a direct line to the firm’s representatives. The Website: belmont-capital.com offers a wealth of resources, including detailed information about their services, team members, and investment philosophy. The firm’s physical address at 123 N Main St, Belmont, NC 28012 allows for in-person consultations, where clients can discuss their financial goals in detail.

👍 Reviews of Belmont Capital Advisors, Inc.

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.