Crown Advisors, LLC - Mooresville, North Carolina

Margie D.

Working with Bill Kearney to build a financial and retirement plan has been an excellent experience! He took considerable time to learn about us and understand our values. He provided a preliminary assessment of our financial status, without cost, and clearly outlined how he could help. I particularly like that Bill is an excellent and organized teacher; he wants us to understand the concepts and be involved. His transparency and style are refreshing! We look forward to many more years of working with Bill.

Analisa M.

We started working with Bill Kearney (Integrated Financial Concepts) to help us navigate the complexities of college planning and were so impressed with his knowledge and approach that we began discussions about our retirement.

Working with Bill to build our retirement plan has been a very educational experience. He took considerable time to put together our plan, answering every question in great detail so we had all of the information we needed to make this very important decision about our financial future. Throughout the entire process Bill was very personable, patient, and professional. We are extremely confident that we have found the right financial partner to lead us to a prosperous retirement - turning our retirement dream into a reality!

Sean N.

Bill Kearney is an extremely talented, knowledgeable fiduciary who I've really enjoyed working with to organize and plan for my family's financial future. Beyond his knowledge and experience - which of course are key when evaluating and choosing a financial advisor - Bill is also a man of incredible integrity. He's someone I implicitly trust with the personal details of my family's finances. I highly recommend the services of Integrated Financial Concepts.

Robert M.

We've been working with Bill for a while now. He's a seasoned, extremely knowledgeable financial professional who looks at retirement planning solutions holistically and creatively. he has taken the time to get to know us personally and has our best interests at the core of everything he does. He's been very impactful in building and illustrating our retirement go forward path. Highly recommended!

Mike R.

We starting talking to Bill about College when my oldest daughter Sydney was a Junior in High School. Since things had changed so much regarding the complexities of college vs. 25 years ago.....we needed some guidance and help to put our mind at ease.

Bill did such a great job guiding us through this uncertain and expensive process, we trusted him with more of our retirement money. We now use him him exclusively for all investments and advice on financial Adlerian even and have a plan that is well documented to guide us through this process. Bill has become a family friend and trusted advisor on all topics related to finance and family. We feel blessed to know him and would suggest anyone thinking about investing, make sure Bill is part of that process!

Bill C.

Bill Kearney has been a trusted advisor and friend for many years. I cannot say enough about about Bill's knowledge, professionalism, thoroughness and follow-up. I highly recommend Bill to all of my friends and clients! I would be happy to discuss my experience with Bill.

Keith B.

Bill Kearney (Integrated Financial Concepts) has that rare combination of being both professional and personable. Of the financial advisors with whom I have worked over the decades of my career, he is clearly the best -- obviously knowledgeable, energetic about growing and protecting my investment portfolio, friendly and patient. I have come to depend on him; and happily, I have found him completely dependable. Highly recommended.

Lisa G.

Bill Kearney and his team have been invaluable to our family - both as college advisors to both our girls and as financial advisors to us. We always leave his meetings with new ideas and creative approaches to our financial concerns. He cares not only about our financial health, but our family as a whole too.