Lake Norman Wealth Counsel

11330 Vanstory Dr, Huntersville, NC 28078, USA

About Lake Norman Wealth Counsel

5 / 5

from reviews

Is this your business?

    Rachel Mitchell
    October 05, 2022

    My husband and I had our first child late last year and decided that it was important to establish a will and have a plan for a guardian for our son should something happen to both of us. Andrew was great to work with, he was super responsive from the beginning, and took time to answer all of questions/concerns. He guided us on what he thought would be the best option for us (will vs trust) but ultimately let us make the decision without any pressure. He made us feel confident in all of the decisions we made, and asked really great guiding questions to talk us through various scenarios. These are not fun conversations to have, but are so necessary, and we had a great experience with Andrew and highly recommend.

    Joan Donnellan
    August 23, 2022

    My husband and I met with Andrew Sabourin to discuss creating a family trust and will. He was very knowledgeable, professional, a listened to our personal needs. He walked us through the process step by step, and was patient and responsive to our many questions and phone calls. He created a family trust reflecting our family’s personalized needs. it was a pleasure working with Andrew through this entire process and we highly recommend him for any estate planning needs.

    Dwayne Foster
    January 09, 2023

    My wife and I worked with Andrew to have a full Estate Plan created. This entire process was new to us but Andrew did a great job of breaking down all of our options and walking us through the process step by step. He was also very attentive and responded very quickly to any questions we had no matter how small they may have been. I've already suggested Andrew's services to a few of my friends and will continue to do so in the future.

    December 26, 2022

    Andrew Sabourin provided excellent guidance throughout the entire process of establishing a trust. He patiently explained all the components and process of setting up a trust that meets my needs. Andrew also worked directly with my financial advisor to ensure my accounts were properly prepared for the trust. I found Andrew to be professional, friendly and trust worthy (no pun intended). I have no misgiving in recommending Andrew to my associates and friends.

    Trainer Mystic
    December 27, 2022

    Andrew and his staff went above and beyond helping me execute trust and health documents before an extended trip. His emails are understandable and guide you through the whole process. As a senior citizen I appreciate clarity and a willingness to help if needed.

    Lake Norman Wealth Counsel

    Our Address

    11330 Vanstory Dr, Huntersville, NC 28078, USA

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