Worth Financial Advisory Group

  • Financial & Investment Services
  • Accounting
  • Tax Preparations
5605 77 Center Dr
Suite 101
Charlotte, NC 28217
(704) 731-0121
Worth Financial Advisory Group
Hours:
Monday- Friday 9AM- 5PM

  • About

    Worth Financial Advisory Group is a privately held financial and registered investment advisory firm, offering independent, unbiased financial counsel focused on client’s unique needs and priorities.

  • Whom to Contact

    • Nicolas Deboeuf
      Paraplanner
      Phone: (704) 731-0121
    • Greg Goodlett
      Senior Wealth Advisor
      Phone: (704) 731-0121
      Send an Email
    • Tonya Hernandez
      Client Services Advisor
      5605 77 Center Dr
      Suite 101
      Charlotte, NC 28217
      Send an Email
    • Charles Horton
      Family Office Director
      Phone: (704) 731-0121
      Send an Email
    • Sherise Jones
      CPA
      Phone: (704) 731-0121
      Send an Email
    • Sy Pugh
      Chief Operating Officer
      5605 77 Center Blvd
      Suite 101
      Charlotte, NC 28217
      Phone: (704) 731-0121
      Fax: (704) 731-0119
      Send an Email
    • Glen Wright, II
      CEO
      Phone: (704) 731-0121
      Send an Email

  • Directions

    I-77 at Arrowood Rd/ Oak Hill Business Park behind Ruby Tuesday/ Water Oak Building