Services at Falcon Investments

Stock Portfolios

Tired of subpar returns using buy-and-hold mutual fund strategies? We offer two different stock portfolios that are designed to improve investment returns while actively managing the risk in your portfolio.

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401(K) Management

Is your 401(ok)? Stop wasting time and resources trying to manage your retirement accounts at work. We offer a unique investment solution where we manage your account at work without having to rollover your assets.

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Online Investing

The convenience of online investing and expert advice from a local financial advisor. Open an account, set investment goals, get customized advice, and a globally diversified portfolio—all in 5 minutes or less.

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Wealth Monitoring

Stop waiting for monthly statements! Clients of Falcon Investments have 24/7 access to our platform to always see how their investments are doing—doesn’t matter if the account is held at Falcon Investments or elsewhere.

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Falcon Investments Offers New Online Investing Service

Hassle-Free Investing Falcon Investments has teamed up with Betterment Institutional to offer a new online investing service in North Carolina. On March 1st, Falcon Investments officially launched eFalcon Advisor–a service that combines the convenience of online investing with expert advice from...

5 Best 401k Plans in North Carolina : Rank Your 401k Against The Best

A great way to save for retirement is through a company retirement plan such as a 401k, 403b, 457, SIMPLE IRA or SEP IRA. Unfortunately, not all retirement plans have been created equal. I wanted to quickly show you a...

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Investment Advisory Services in Salisbury, North Carolina

Financial Planner in Salisbury North Carolina

Falcon Investments is located in the Salisbury Business Center.

Falcon Investments provides investment advice, portfolio management, financial planning, and retirement solutions to clients in Rowan County and throughout North Carolina. A financial advisor with Falcon Investments can assist you with:

  • Investment Advice

  • Portfolio Management

  • Financial Planning

  • Retirement Planning

  • 401(k) Management

  • Financial Consultant

  • Life Insurance

  • Financial Services