Lake Norman Financial Group was founded by Cristen K. Morgan, an Independent Financial Advisor, serving the Lake Norman area since 2001. Working with strategic alliances, Cristen specializes in comprehensive Financial Planning, Wealth Management, Divorce Planning, Asset Management and Financial Transition Strategies to help you and your families reach your financial dreams.
Our firm is committed to your financial success and our hands-on approach helps ensure that each client builds a strong financial foundation. We believe in comprehensive financial planning and ongoing education to help develop successful, long-term relationships with our clients. Client involvement and understanding is critical in constructing a comprehensive financial plan.
We are always available to provide feedback and offer advice to any questions you may have regarding your financial wellbeing.
Contact us today to start planning the future of your dreams!
Cristen Morgan is an Investment Advisor Representative of Transamerica Financial Advisors, Inc (TFA).
Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we are currently required to limit access of the following pages to individuals residing in states where we are currently registered. In order to comply with this requirement, we can only allow access to this website if you are a resident of the following states: Illinois, Maryland, North Carolina, South Carolina and Virginia.
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