MB Wealth Advisors
MB Wealth Advisors
Financial planning & wealth - Huntersville, NC
Our reviews
What locals are saying.
Reviews from Google
These reviews are sourced from Google to give you a sense of customer satisfaction as we build our own LKN Life review platform.
5.0
★★★★★
From 39 Google reviews
Showing 5 detailed reviews
LC
Lorrie C
For almost 25 years, Mike has been a trusted partner in helping me navigate every stage of financial life with confidence and clarity. From long-term planning and investment strategy to timely, personalized guidance through market changes, his expertise has been invaluable.
What stands out most is his availability, integrity, knowledge, and genuine commitment to his clients' financial success. He takes the time to understand my financial needs and goals. His communications are always clear, thoughtful, and grounded in sound judgment.
After more than two decades of this trusted relationship, I can confidently say that my financial security and peace of mind are direct results of Mike's exceptional guidance. I wholeheartedly recommend his services to anyone seeking an experienced, ethical, and client-focused advisor who genuinely cares about helping people achieve their financial goals.
JP
Janice Powell
Michael is top notch. I switched to Michael after not being satisfied with my past financial advisor. Michael is very proactive, works to ensure I understand everything and am comfortable with all that we are doing. I highly recommend Michael to anyone who is needing a financial advisor. You will be very glad you chose him!!
CS
Chad Shook
MB Wealth Advisors is an exceptional financial advisor who combines deep industry experience with a genuinely client-focused approach. They are personable and patient, making complex financial matters easy to understand. A key differentiator is their advisory method; you will receive expert, well-reasoned recommendations without ever feeling like you are being subjected to a sales pitch. Their seasoned expertise is a significant asset, and I confidently recommend their services to anyone seeking a trustworthy and knowledgeable advisor.
DR
D Rock n Roll
I am so grateful for Mike. Life is busy, and constantly changing. Mike has been through it all with me. He is honest, extremely knowledgeable, stays in touch, keeps it simple, and above all he is trustworthy. Actually Mike is like a member of my family, like family we would have over for dinner, not family you try to avoid. That family member would be like the large institutions. Large companies are not genuine. After a discussion with MB I always feel awesome because I know were in this together, and If I have any questions or concerns I don't have to jump through hoops to have them addressed. Thank you Mike for your hard work and dedication to me, and my families future. 6 stars. Derek
MI
Maria Ivashinnikova
I’ve been working with Mike as my financial supervisor for my IRA account, and I couldn’t be more impressed with his professionalism and dedication. He consistently demonstrates full responsibility in managing my investments, always keeping my financial goals in mind. Mike is excellent at explaining complex financial concepts in a way that’s easy to understand, which has greatly increased my confidence in the process. His attention to detail and commitment to ensuring my portfolio is on track have been invaluable. I highly recommend Mike to anyone looking for a reliable and knowledgeable financial supervisor!