04/05/2026
Happy Easter!🐰🌷 Warm wishes from all of us at Lake Norman Financial Group!
Founded by Cristen Morgan, Lake Norman Financial Group is a full-service financial and investment services firm located in Cornelius, NC.
Lake Norman Financial Group was founded by Cristen K. Morgan, who has been serving the Lake Norman area since 2001. As an Independent Financial Services Firm, we have the experience, knowledge and objectivity to help you and your families create a personalized financial plan. One that is tailored for your current circumstances helps to meet your future goals and is flexible enough to adapt to your
04/05/2026
Happy Easter!🐰🌷 Warm wishes from all of us at Lake Norman Financial Group!
Analysts predict the stock market will rise 5000% tomorrow. 📈...Or maybe not. Happy April Fools' Day from Lake Norman Financial Group!
03/17/2026
Feeling lucky?🍀Make every financial decision a pot of gold! Happy St. Patrick’s Day! 🌈💼
02/14/2026
Roses are red, violets are blue, let's make your portfolio work as hard as you do!💵💘
01/24/2026
🎉🐾 Happy Birthday, Tucker! 🐾🎉
Today we’re celebrating our favorite four-legged team member. Many of our clients know Tucker as the friendly face who greets them at Lake Norman Financial Group and helps make our office feel like home. We’re grateful for the joy (and tail wags) he brings every day!
01/13/2026
A look back at 2025, a year defined by growth, collaboration, and meaningful moments here at Lake Norman Financial Group. As we move into 2026, we’re already building on that momentum with exciting projects underway. We’re grateful for the clients who made 2025 possible and continue to inspire the work we do.
01/01/2026
Cheers to 2026!🎆Wishing you a New Year full of success, happiness, and confidence in every step of your financial journey. Happy New Year from all of us at Lake Norman Financial Group! 🥂
12/25/2025
From all of us at Lake Norman Financial Group, we wish you a Merry Christmas and a joyful holiday season! 🎄✨ Thank you for trusting us to help guide your financial journey. Here’s to a bright and successful new year! 🎁💫
12/19/2025
Tax season doesn’t have to be stressful. As year-end approaches, a little preparation can go a long way. Review these tips to get tax-ready now and set yourself up for a smoother filing season ahead.✅
11/26/2025
Thank you to everyone who joined us for our annual pre-Thanksgiving Pie Day. We were thrilled to give away over 100 pies and even more thrilled to see so many of you in person. Wishing you all a wonderful holiday season!🥧
| Monday | 9am - 5pm |
| Tuesday | 9am - 5pm |
| Wednesday | 9am - 5pm |
| Thursday | 9am - 5pm |
| Friday | 9am - 5pm |