Google reviewers rate Tristate Financial Advisors five stars based on 110 reviews, with the owner responding to 66 percent of them. Clients frequently highlight knowledgeable advisors who provide clear communication, flexible meeting times, and personalized guidance for retirement planning and portfolio management. Many note positive investment returns and a professional, non-pushy approach that builds trust. The sole low-star review criticizes the firm for cold-calling a prospect who is registered on the National Do Not Call Registry.
Google rating: 5.0 out of 5 from 110 reviews (99% five-star).
Reviews on this page: 110 Google reviews (105 with written comments).
Owner responses: the business replied to 66% of reviews.
Most recent review: June 24, 2026.
Service: Wealth Management Firm serving Charlotte, North Carolina.
Data from Google, last updated November 9, 2026.
Star ratings
110 Google reviews we collected
5.0of 5
5 stars10999%
4 stars00%
3 stars00%
2 stars00%
1 star11%
Praise vs complaints
Phrases our text analysis found in 105 written reviews
97%praise
Praise17397%
Complaints53%
Topic share
How often each topic comes up in the written reviews
7topics
Would recommend5028%
Staff & attitude4827%
Communication2413%
Quality & results2112%
Honesty & trust1810%
Price & value95%
Speed & response84%
What customers talk about
We read 105 written reviews and marked every phrase about these topics. The same colors are highlighted in the reviews.
“I highly recommend TFA, especially if this is your first time approaching any financial advisor.”
“Would not recommend.”
“Her knowledge and expertise have truly stood out, and she has always given us the space to make our own informed decisions without pressure.”
“…than patient in answering all my many questions, taking the time to explain to ensure i was comfortable as i was really skeptical at first, Never pus…”
“He explained everything well in my initial consultations, and I like the quarterly reviews of my portfolio performance and attention to detail.”
“What sets Sandra apart is her genuine care for her clients.”
“…al debate for years about whether hiring a financial advisor was even worth it.…”
“…airly financially literate before Tristate reached out, but Nicholas quickly helped me realize how much more effectively my money could be working for…”
People customers mention
Donechie9 reviews
Grayson7 reviews
Sean6 reviews
Chester6 reviews
Sturdivant6 reviews
Ryan5 reviews
praise complaint · found by our text analysis, Google review wording unchanged.
I obtained Tristate Financial Advisors' services earlier this year and my retirement portfolio has dramatically increased since then. Benjamin and Lauren are my advisors and they made this process extremely easy, providing step-by-step instructions and following up consistently on any outstanding items. I highly recommend TFA, especially if this is your first time approaching any financial advisor.
Response from the owner · 4 months ago
Thank you for taking the time to share your experience! We're so glad to hear Benjamin and Lauren provided excellent guidance and made the process easy from start to finish.
It looks like your review may have been intended for another TFA office, as Benjamin and Lauren aren't advisors at our location. If that's the case, we'd appreciate it if you could repost your review on the correct office's page so they receive the recognition they deserve :)
Thank you again for your kind words and we're thrilled to hear you've had such a positive experience with TFA!
D
Dori WilsonLocal Guide · 11 reviewsiTotal number of Google reviews Dori has written across all businesses on Google Maps, not just this one.
Tristate Financial has been wonderful to work with, especially Sandra. She has consistently stayed on top of everything and has been a pleasure to collaborate with over the past year. Her knowledge and expertise have truly stood out, and she has always given us the space to make our own informed decisions without pressure.
What sets Sandra apart is her genuine care for her clients. During a difficult time when a family member passed away, she went above and beyond by offering her support and even sending a thoughtful card. That level of compassion meant so much to us.
I highly recommend Sandra and the team at Tristate Financial without hesitation.
Price assessment: Great price
Services: Financial plan
Response from the owner · 4 months ago
Thank you so much for your kind words and for taking the time to share your experience. We are thrilled to hear that Sandra has made such a positive impact over the past year.
Sandra's commitment to providing knowledgeable guidance while empowering clients to make informed decisions is exactly the approach we strive for. We're especially grateful that you recognized the care and compassion she brings to her relationships with clients, particularly during such a difficult time for your family.
Your trust means a great deal to us, we appreciate the opportunity to serve you. Thank you for your recommendation and we look forward to continuing to support you and your family for years to come.
F
Fernando UllateLocal Guide · 24 reviewsiTotal number of Google reviews Fernando has written across all businesses on Google Maps, not just this one.
Solid financial advice. Since I started with Tristate, my 401(k) has grown significantly and has been able to withstand some of the headwinds we’ve experienced, including tariffs and other market-shaking events.
Treyton is my financial advisor, and I couldn’t ask for a better person to help guide me in improving my finances.
Price assessment: Reasonable price
Services: Financial plan
Response from the owner · 5 months ago
Thank you for your kind words! We’re glad to hear you’ve had a great experience with Treyton and that your financial plan has stayed strong through market volatility. We appreciate your trust in TFA!
Z
Zach Barsala7 reviewsiTotal number of Google reviews Zach has written across all businesses on Google Maps, not just this one.
Kaeley Fox and Ryan Smith are awesome!!!! I might have a net worth of $250 billion by the time I retire thanks to them
Response from the owner · 5 months ago
Haha we’re aiming high! 😄 We really appreciate the kind words and the trust you place in Kaeley and me. It’s been great working with you and we’re looking forward to helping you keep building toward those big retirement goals!
I
idlehands731421 reviewiTotal number of Google reviews idlehands73142 has written across all businesses on Google Maps, not just this one.
Nick is knowledgeable, flexible with meeting times and has done great with growing my 401k. He’s answers questions and gives advice beyond my company retirement account.
Price assessment: Great price
Services: Financial plan
Response from the owner · 5 months ago
Thank you for the kind words! We’re glad to hear Nick has been able to provide flexible service, helpful guidance, and support beyond just your company retirement plan. Building long-term financial confidence is important to us and we truly value your feedback!
S
Steve Jones2 reviewsiTotal number of Google reviews Steve has written across all businesses on Google Maps, not just this one.
Sean Mccabe is amazing and helped us organize our financial situation and we have better returns now. Thank you!!
Response from the owner · 6 months ago
Thank you so much for the kind words! We’re thrilled to hear that Sean was able to help you get your financial situation organized and that you’re seeing stronger results.
We appreciate your trust and look forward to continuing to support you!
O
Oliver Schuti2 reviewsiTotal number of Google reviews Oliver has written across all businesses on Google Maps, not just this one.
It's been 2 years since I've started with Tristate and have to say, so far very successful work. Great Team to work with and very professional appearance. Treyton is great to work with.
Services: Financial plan
Response from the owner · 6 months ago
Thanks for taking the time to share this! We’re really glad to hear your experience over the past two years has been so positive. Our team takes a lot of pride in maintaining professionalism and delivering solid results and it means a lot to hear that reflected in your feedback.
We’ll also make sure Treyton sees your shoutout, he’ll appreciate it. We look forward to continuing to work with you!
A
Allen Montana4 reviewsiTotal number of Google reviews Allen has written across all businesses on Google Maps, not just this one.
I have been working with Sean McCabe and Ryan McCallister(Charlotte office)on my portfolio, targeting best investment based on my age. Cant say enough about these two gentleman, they have been more than patient in answering all my many questions, taking the time to explain to ensure i was comfortable as i was really skeptical at first, Never pushy, Polite and professional.
I highly recommend Sean and Ryan of TriState.
Response from the owner · 7 months ago
Thank you for the kind words, we really appreciate it. We know starting out can feel uncertain, so we’re grateful you trusted us and gave us the opportunity to help. Don’t hesitate to reach out anytime!
S
Shannon Keys1 reviewiTotal number of Google reviews Shannon has written across all businesses on Google Maps, not just this one.
Connor is great! I have worked with him for almost a year, and he has been such an asset to me. I was ignoring my investments and had some truly terrible selections before he came along. He makes things easy to understand and execute. Since trusting him with my investments, I have seen positive results. Thanks Connor!
Price assessment: Great price
Services: Financial plan
Response from the owner · 7 months ago
Thank you for sharing your experience! Helping clients bring clarity, confidence and structure to their investments is exactly what we aim for. It’s great to know Connor has made things easier to understand and act on. We truly appreciate your trust and look forward to continuing to support your progress!
W
Wade Prater8 reviewsiTotal number of Google reviews Wade has written across all businesses on Google Maps, not just this one.
I have worked with Treyton over the last couple of years. He has provided me with great financial advice and is always willing to help.
Price assessment: Great price
Services: Financial plan
Response from the owner · 7 months ago
Thank you so much for your kind words and for trusting Treyton over the past few years. We’re grateful for the opportunity to support you and are glad to hear the guidance has been helpful. Providing thoughtful advice and being available when it matters most is exactly what we strive for. We look forward to continuing to serve you!
