List of Firms
Brunswick County, NC Fiduciary Financial Advisors
Sound Partners
James Wolfe Financial
Raymond James Financial Services
Stifel
Kiely Wealth Advisory Group
Fairley & McGowan Financial Services
Raymond James Financial Services
Fitzhugh Financial Group
Edward Jones - Financial Advisor: Alister K Chick, CRPC®
Beth A. Nelson; Lohff and Nelson; Ameriprise Financial Services, Inc.
John Ingraham LLC, First Financial Education Center
Royal Alliance Associates Inc
Edward Jones - Financial Advisor: Debra A Vuocolo
Carolina Retirement Planners
Edward Jones - Financial Advisor: Adam L Powell, AAMS™
Beth Nelson - Financial Advisor, Ameriprise Financial Services, LLC
Atlantic Coast Wealth Management, LLC.
Edward Jones - Financial Advisor: John R Query, CRPC®
UC Advisor Group
Edward Jones - Financial Advisor: Mark McLamb, CFP®|AAMS™
Edward Jones - Financial Advisor: Jeff Kimbro
Waddell & Reed Inc
Equitable Advisors
Edward Jones - Financial Advisor: Evan Potts, AAMS™
Edward Jones - Financial Advisor: Garrett Haney
Cathrine Robbins - Financial Advisor, Ameriprise Financial Services, LLC
Edward Jones - Financial Advisor: Randy Trimm
Edward Jones - Financial Advisor: Tucker P Polston, CFP®
Edward Jones
3 M Capital Management LLC
Michelle Renee Alberda - Private Wealth Advisor, Ameriprise Financial Services, LLC
Edward Jones - Financial Advisor: Teresa A Carroll, AAMS™|CRPC®
Edward Jones - Financial Advisor: Barron Winslow
Robert C Allen - Ameriprise Financial Services
Brett McKeithan - Ameriprise Financial Services, Inc.
Edward Jones - Financial Advisor: Kevin M Kramer
Edward Jones
Valic Financial Advisors
Coastal Investment Advisors
Edward Jones - Financial Advisor: Jason W Younts
Wheeler Financial Management Inc
Ics of Delco
Edward Jones - Financial Advisor: Kevin Thompson
Lohff and Nelson - Ameriprise Financial Services, LLC
Signature Wealth Strategies
Edward Jones - Financial Advisor: Angie Diehl
Brunswick Financial LLC
Edward Jones - Financial Advisor: Le K Glick
Charles Savidge - Private Wealth Advisor, Ameriprise Financial Services, LLC
Edward Jones - Financial Advisor: Deb Pickett
Edward Jones - Financial Advisor: Stephen C Batts
Edward Jones - Financial Advisor: Nicholas A Kaplenski, CFP®
Edward Jones - Financial Advisor: Tracy Dean
Edward Jones - Financial Advisor: Curtis Cronemiller
Coastal Living Investments Inc
Edward Jones - Financial Advisor: Kelly Luckhaus, CFP®
Live Oak Private Wealth
Kevin Littlejohn - Thrivent
Berry Financial Group
Where Certified Financial Advisors in Brunswick County, NC Serve
Brunswick County, located in southeastern North Carolina, boasts a plethora of landmarks that draw visitors from far and wide. From the iconic Oak Island Lighthouse to the historic Fort Anderson, there is no shortage of places to explore and learn about the county's rich history. In terms of top employers, Brunswick County is home to several major companies, including Novant Health, Brunswick Electric Membership Corporation, and Brunswick County Schools. These organizations provide ample job opportunities for residents and contribute to the county's strong economy. Navigating through Brunswick County is made easy by its major highways and streets, such as Highway 17 and Ocean Highway. These well-maintained roads connect the county's various neighborhoods and allow for efficient travel throughout the area. Speaking of neighborhoods, Brunswick County has a diverse range of communities, each with its own unique charm and character. From the quaint seaside town of Southport to the bustling city of Leland, there is something for everyone in this vibrant county.
Services Provided by Fee Based and Fee Only Financial Advisors
Banks and Credit Unions
Insurance Broker
Retirement Planning
Wealth Management
Mortgage Loan Officer
Tax Services
Estate Planning Lawyer
FREQUENTLY ASKED QUESTIONS
FAQs About Personal Financial Advisors in Brunswick County, NC
Financial advisors in Brunswick County, NC offer a wide range of services to help individuals and businesses manage their finances and plan for the future. These services include investment advice, retirement planning, estate planning, tax planning, and more. One specific area of expertise for financial advisors in Brunswick County is navigating the unique challenges of the local economy. With its mix of tourist-driven businesses, agriculture, and growing retirement communities, Brunswick County presents a complex financial landscape that requires careful analysis and planning. Advisors in this area are skilled at identifying opportunities for growth and managing risk in this dynamic environment. Whether you are looking to build wealth, protect your assets, or plan for a comfortable retirement, a financial advisor in Brunswick County can provide the expertise and guidance you need to achieve your goals.
Brunswick County, NC is an ideal destination for individuals seeking top-notch financial advising services. The county boasts of a diverse and thriving economy, which is supported by a well-educated and skilled workforce. The region is home to a wide range of financial institutions and consulting firms that offer expert advice on investment, retirement planning, tax management, and wealth management. Additionally, Brunswick County's strategic location in the southeastern part of North Carolina provides easy access to major financial centers, such as Wilmington and Raleigh. The county's rich history, cultural diversity, and natural beauty make it an attractive destination for both residents and visitors alike. With its vibrant economy, highly skilled professionals, and excellent financial services, Brunswick County, NC is undoubtedly the best place to get financial advising.
A financial planner in Brunswick County, NC is responsible for providing comprehensive financial advice and guidance to clients in the region. They help clients to manage their finances, plan for retirement, invest in stocks and bonds, and make wise financial decisions. One specific aspect of Brunswick County that a financial planner must take into account is the region's rapidly growing population of retirees. With a large number of seniors moving to the area, financial planners must be well-versed in retirement planning and knowledgeable about the unique challenges and opportunities that come with retirement in Brunswick County. Additionally, the financial planner must be familiar with the local tax laws and regulations, as well as the various financial institutions and investment opportunities available in the region. With their bursty and complex approach to financial planning, they can help clients navigate the complexities of the financial world and make informed decisions that will set them up for success in the years to come.
Residents of Brunswick County, NC should consider reaching out to a financial advisor when they are facing a significant life event that may impact their financial situation. This could include anything from retirement planning to saving for a child's education or purchasing a new home. Brunswick County is a unique area with a diverse population, including retirees, families, and young professionals. With its proximity to the beach and growing economy, it is important for residents to have a solid financial plan in place to ensure their long-term financial stability. A financial advisor can help residents navigate the complexities of the financial world and provide personalized advice tailored to their unique needs and goals. Whether it's investing in the stock market or creating a budget, a financial advisor can help residents make informed decisions and achieve their financial objectives.
A financial advisor in Brunswick County, NC should possess several essential qualities to be effective in their role. Firstly, they must have a deep understanding of the local economic landscape, which is heavily influenced by the county's thriving tourism industry. Secondly, they must have exceptional communication skills to effectively communicate complex financial concepts to their clients. Additionally, they must be highly analytical and detail-oriented, able to analyze financial data and develop customized strategies that align with their clients' goals. Brunswick County is known for its beautiful beaches and golf courses, which attract affluent retirees and second-home buyers. As a result, financial advisors must be well-versed in retirement planning and investment strategies that cater to this demographic. Lastly, they must have a strong ethical compass and be committed to acting in their clients' best interests at all times, which is particularly important given the high levels of trust placed in financial advisors by their clients.
Brunswick County, NC is home to several top-notch financial advising firms that cater to the unique needs of its residents. With its sprawling coastline, Brunswick County is a popular destination for retirees and second-home owners, making retirement planning and wealth management a top priority for many. These firms offer a wide range of services, from investment management to tax planning, and are staffed by experienced professionals who are well-versed in the intricacies of the local market. Whether you're a long-time resident or a newcomer to the area, these firms can help you navigate the often-complex world of finance and set you on a path to long-term financial success.
Financial advisors in Brunswick County, NC are compensated in a variety of ways. Some advisors charge a fee based on a percentage of the assets they manage for their clients, while others charge a flat fee or an hourly rate for their services. Commission-based compensation is also common, where advisors earn a percentage of the products they sell, such as mutual funds or insurance policies. In Brunswick County, NC, financial advisors must adhere to strict regulations set forth by the North Carolina Department of Insurance and the Securities and Exchange Commission. These regulations ensure that advisors act in their clients' best interests and disclose any potential conflicts of interest. Additionally, many financial advisors in Brunswick County, NC specialize in retirement planning, given the area's large retiree population. As a result, their compensation may be influenced by the complexity of retirement planning and the need for specialized knowledge in this area.
