Cannon Advisors

Finance · North Carolina, United States · 11-50 Employees

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Overview

Headquarters

2108 South Blvd Ste 200, Charlotte, Nort...

Phone Number

(704) 849-2199

Revenue

$5.7 Million

Industry

Finance Securities Trading Lending & Brokerage
ZI Rank: 2
Signal Type
Jan
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ZI Rank
1
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2

About Cannon Advisors

At Cannon Tax & Accounting and Cannon Advisors, they believe they are uniquely qualified to help make your money work for customer with the best tax outcome possible. Each firm's clients have the opportunity, if they choose, to benefit from the strength of two unified yet separate teams of advisors in tax, accounting and consulting services offered through Cannon Tax & Accounting, Inc. and private wealth management, financial & retirement planning and risk management offered through Cannon Advisors, Inc. Drawing on the wisdom of our combined experiences, each will work diligently to keep you informed of new opportunities and risks. Operating without the conflicts and hierarchies present in many larger firms ensures customer receive responsive issue resolution and a nimble adaptation to changing needs. They create financial strategies tailored to customer goals. Years of experience have prepared them to guide through life's transitions. Partner with a team of advisors who know customer,Read more
Cannon Advisors's Social MediaPopular SearchesCannon Advisors IncCannon AdvisorsCannon Accounting & Financial ServicesCannon Accounting Service IncCannon Tax & Accounting IncSIC Code 62,628NAICS Code 52,523Show more

Cannon Advisors Org Chart

PhoneEmail
LC
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Vice President, Operations

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Cannon Advisors

$5.7M
11-50
Private
-
2001
LC
Lisa CannonVice President, Operations
<$5M
11-50
Private
<$5M
2005
AG
Aleen GordonFinancial Planning Assistant
<$5M
11-50
Private
-
1989
SF
Sean FitzPatrickManaging Director
<$5M
11-50
Private
-
1985
RB
Ronald BerkowitzCertified Financial Planner
<$5M
11-50
Private
-
2006
WM
Wanda McLevisManager, Operations
<$5M
1-10
Private
-
-
OP
Olivia PapaFinancial Professional
<$5M
1-10
Private
-
2003
SM
Stefanie MorganManager, Wealth
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Cannon Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Cannon Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Cannon Advisors.

Cannon Advisors Tech Stack

A closer look at the technologies used by Cannon Advisors

Top Finance Companies

Frequently Asked Questions Regarding Cannon Advisors

What is Cannon Advisors's official website?
Cannon Advisors's official website is www.cannonadvisors.com
What is Cannon Advisors's Revenue?
Cannon Advisors's revenue is $5.7 Million
What is Cannon Advisors's SIC code?
Cannon Advisors's SIC: 62,628
What is Cannon Advisors's NAICS code?
Cannon Advisors's NAICS: 52,523
How many employees does Cannon Advisors have?
Cannon Advisors has 11-50 employees
What industry does Cannon Advisors belong to?
Cannon Advisors is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is Cannon Advisors competition?
Cannon Advisors top competitors include: Fountainhead Wealth, Navigation Retirement Group, Westchester Financial Advisors, H Papa & Associates
What technology does Cannon Advisors use?
Some of the popular technologies that Cannon Advisors uses are: Cloudflare Website Optimization, Smarsh, Google Font API, YouTube
How do I contact Cannon Advisors?
Cannon Advisors contact info: Phone number: (704) 849-2199 Website: www.cannonadvisors.com
What does Cannon Advisors do?

At Cannon Tax & Accounting and Cannon Advisors, they believe they are uniquely qualified to help make your money work for customer with the best tax outcome possible. Each firm's clients have the opportunity, if they choose, to benefit from the strength of two unified yet separate teams of advisors in tax, accounting and consulting services offered... through Cannon Tax & Accounting, Inc. and private wealth management, financial & retirement planning and risk management offered through Cannon Advisors, Inc. Drawing on the wisdom of our combined experiences, each will work diligently to keep you informed of new opportunities and risks. Operating without the conflicts and hierarchies present in many larger firms ensures customer receive responsive issue resolution and a nimble adaptation to changing needs. They create financial strategies tailored to customer goals. Years of experience have prepared them to guide through life's transitions. Partner with a team of advisors who know customer, care about customer and want to see customer succeed. Markets 'N5 is a bi-weekly show bringing customer everything customer need to know in the current market. Founded over 3 decades ago, Cannon Tax & Accounting has evolved into a second generation full service tax and accounting firm. Cannon Tax & Accounting founder, Edward H. Cannon, long ago envisioned an independent firm which would provide truly custom, needs based solutions for his clients. As an early pioneer, Ed Cannon identified the need and benefit of clients obtaining both tax consulting and independent financial advice thus helping to coordinate most aspects of his clients financial lives. His firm has progressed over the years to include additional family members and other dedicated team members who add personal experience, specialized talents, unique perspectives and additional services. As separate family based firms, Cannon Tax & Accounting and Cannon Advisors are renowned for their straight forward advice and close personal touch. For nearly 35 years, Cannon ...Read More

What are Cannon Advisors social media links?
Cannon Advisors Linkedin page Cannon Advisors Twitter page Cannon Advisors Facebook page
Is Cannon Advisors a public company?
Cannon Advisors is private company therefore does not currently have an official ticker symbol
See more information about Cannon Advisors

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