What Clients Are Saying
When my husband and I retired, we began our search for a Certified Financial Planner in the Charlotte area. We both interviewed Todd separately and chose him. We trust him with our life savings just like we trust our health to our family doctor.
He answers our questions honestly and frankly. He communicates with us during good times, and he's always there when financial conditions get tough. He's helped us maneuver through recessions, financial collapses, a pandemic, and even buying a second home. His professionalism and knowledge always impress me. We've referred him to several friends and have heard nothing but excellent feedback.
He answers our questions honestly and frankly. He communicates with us during good times, and he's always there when financial conditions get tough. He's helped us maneuver through recessions, financial collapses, a pandemic, and even buying a second home. His professionalism and knowledge always impress me. We've referred him to several friends and have heard nothing but excellent feedback.
Ann P.
This testimonial is from a current client and may not be representative of all client experiences. No cash or non-cash compensation was provided by Calamita Wealth Management for this testimonial.
When we first started with Todd, most of our investments were tied up in my husband's stock options. Todd suggested we diversify, so we did. A few months later my husband's company in Charlotte was sold. We could have lost everything, but with Todd's suggestions and guidance we did not suffer a loss.
Todd is so easy to talk to. He acts like you are his only client and I never feel rushed. He has lots of great programs that help forecast where our finances will be if we continue down the path we're on.
I know Todd has our best interests in mind. I trust him to lead us in the right direction, as best he can. He has helped us think through our goals and choose investments that will help us achieve them. If you're looking for a Certified Financial Planner in Charlotte, NC, Todd is your guy.
Todd is so easy to talk to. He acts like you are his only client and I never feel rushed. He has lots of great programs that help forecast where our finances will be if we continue down the path we're on.
I know Todd has our best interests in mind. I trust him to lead us in the right direction, as best he can. He has helped us think through our goals and choose investments that will help us achieve them. If you're looking for a Certified Financial Planner in Charlotte, NC, Todd is your guy.
Gale S.
This testimonial is from a current client and may not be representative of all client experiences. No cash or non-cash compensation was provided by Calamita Wealth Management for this testimonial.
I chose Todd as my financial advisor because my father had been working with him for some time. When he came to our house to review our financial picture, we immediately felt comfortable talking to him about our money and hopes for the future. He was kind and genuine. He was thorough and thoughtful, which made us feel important because we didn't have a large amount of money to invest at the time. I tell everyone that the Calamita team listens. They go above and beyond without question. There are few companies that reach out to customers the way they do. And they're also interested in you, your lifestyle and your family. I feel safe knowing that Todd is involved in my financial future.
Mary J.
This testimonial is from a current client and may not be representative of all client experiences. No cash or non-cash compensation was provided by Calamita Wealth Management for this testimonial.
My husband and I started working with Todd Calamita and his team about six months ago as we began to plan for retirement and could not be more pleased. One thing that sets Todd apart from other wealth management groups we "interviewed" is the time he and his team took to really listen and learn about our lives and our family - to what is most important to us now, and what we envision for the future. Aside from expertly managing our investments, he has helped us establish a trust for our estate and has advised us on insurance and real estate planning. Thanks to Todd, we are heading towards retirement with confidence.
Ann G.
This testimonial is from a current client and may not be representative of all client experiences. No cash or non-cash compensation was provided by Calamita Wealth Management for this testimonial.
Todd has been our financial planner for over 20 years. We met him when my husband's job transferred us to Charlotte, NC, and I took on a temp role at the wealth management firm where Todd worked. It didn't take me long to realize what an ethical, intelligent, and honest person he is. One things I liked most about Todd is that he understood my fear about my financial future - specifically my fear of losing our savings. I'm not comfortable taking risks, so the stock market scared me. Todd helped me overcome this fear by patiently, thoughtfully, and thoroughly explaining ways to invest safely. It's been over 20 years and I'm still glad we chose him as our financial planner.
Sharyn E.
This testimonial is from a current client and may not be representative of all client experiences. No cash or non-cash compensation was provided by Calamita Wealth Management for this testimonial.
I started looking for a financial advisor after I moved to Charlotte, NC from Ohio. Todd and I went to the same college, and I immediately knew he was someone I could trust after meeting with him. I’ve recently gone through a long, drawn-out divorce and Todd has been able to advise me on a variety of issues and things I should consider. Knowing that someone who is an expert is doing their best to provide me a financially sound future has been one of the best parts of working with Todd.
Valerie C.
This testimonial is from a current client and may not be representative of all client experiences. No cash or non-cash compensation was provided by Calamita Wealth Management for this testimonial.
In our no-cost introductory phone call, we’ll discuss:
- Which financial questions do you have?
- What worries you about your financial future?
- What are your concerns or goals when it comes to investing?
- What does your vision of retirement look like?
A brief introductory phone call will give us both a chance to make sure your situation matches our expertise.
-
6135 Park South Drive
Suite 510
Charlotte NC 28210 - Office: (704) 276-7325
- myretirement@calamitawealth.com
