Best Financial Advisors in Chapel Hill, NC

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List of Firms

Chapel Hill, NC Fiduciary Financial Advisors

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Woodward Financial Advisors
5 out of 5
Location 1504 E Franklin St #105, Chapel Hill, NC 27514, USA
Phone (919) 929-2495
Directions
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Sherman Financial
5 out of 5
Location 902 Crestwood Ln, Chapel Hill, NC 27517, USA
Phone (919) 923-2337
Directions
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Edward Jones - Financial Advisor: Chris Richards, AAMS™
Location 100 Westgreen Dr, Chapel Hill, NC 27516, USA
Phone (919) 929-1275
Directions
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Merrill Lynch Wealth Management Advisor Leigh McAdoo Kempf
Location The Exchange, 1414 Raleigh Rd Suite 100, Chapel Hill, NC 27517, USA
Phone (919) 428-2154
Directions
Financial Advisors in Chapel Hill, NC

Where Certified Financial Advisors in Chapel Hill, NC Serve

Chapel Hill, North Carolina is a vibrant town located in the heart of the Research Triangle. Home to the University of North Carolina at Chapel Hill, this town boasts a rich history and a thriving cultural scene. Some of the most notable landmarks in Chapel Hill include the Morehead Planetarium and Science Center, the Ackland Art Museum, and the Carolina Basketball Museum. In terms of top employers, Chapel Hill is home to a diverse range of businesses, including UNC Health Care, the University of North Carolina at Chapel Hill, and the Chapel Hill-Carrboro City Schools. Major highways and streets in the area include Interstate 40, US Route 15-501, and Franklin Street. Chapel Hill is also known for its unique neighborhoods, each with its own distinct character. From the historic homes of Cameron-McCauley and Gimghoul to the modern developments of Meadowmont and Southern Village, there is something for everyone in this charming town.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Chapel Hill, NC can benefit from the guidance of a financial advisor in many ways. One of the most common ways is through retirement planning. Chapel Hill is home to many retirees, and a financial advisor can help them navigate the complex landscape of retirement income sources such as social security, pensions, and 401(k)s. Additionally, a financial advisor can assist residents in creating a budget and managing debt. Chapel Hill is a college town, and many residents may have student loans or other debts that need to be addressed. A financial advisor can help them develop a plan to pay off debt while still saving for the future. Overall, a financial advisor can provide valuable guidance to Chapel Hill residents in achieving their financial goals and securing their financial future.

Insurance Broker

Residents of Chapel Hill, NC can benefit greatly from the services of an insurance broker. With the town's high population density and proximity to UNC-Chapel Hill, many residents may require specialized insurance coverage for their homes, cars, and health. An insurance broker can help Chapel Hill residents navigate the complex world of insurance policies and find the coverage that fits their unique needs and budget. For instance, Chapel Hill is known for its high number of cyclists and pedestrian traffic, making it important for residents to have comprehensive auto insurance that covers accidents involving non-motorized vehicles. Additionally, with the town's large student population, many residents may need assistance finding affordable health insurance options. An insurance broker can help Chapel Hill residents understand their options and choose the best coverage for their individual circumstances.

Retirement Planning

Residents of Chapel Hill, NC would greatly benefit from the guidance of a retirement planner. Chapel Hill is home to a diverse community, including many retirees who have worked hard throughout their lives to build their nest egg. A retirement planner can help these individuals navigate the complexities of retirement planning, from maximizing their social security benefits to creating a comprehensive investment strategy. Additionally, Chapel Hill is known for its high cost of living, which can make it difficult for retirees to make their savings last. A retirement planner can help residents of Chapel Hill create a budget and a plan to ensure that they can maintain their standard of living throughout their retirement years. Overall, a retirement planner can be an invaluable resource for Chapel Hill residents, helping them to achieve financial security and peace of mind.

Wealth Management

Residents of Chapel Hill, NC can benefit from the expertise and guidance of a wealth manager in many ways. One of the most common ways is through retirement planning. Chapel Hill is home to a large number of retirees, and a wealth manager can help these individuals create a plan to ensure they have enough money to last throughout their retirement years. Additionally, a wealth manager can assist with investment strategies, tax planning, and estate planning. With the help of a wealth manager, Chapel Hill residents can feel confident about their financial future and make informed decisions about their money.

Mortgage Loan Officer

Residents of Chapel Hill, NC would greatly benefit from the services of a mortgage loan officer. With the high cost of living in this college town, many individuals and families may struggle to afford the upfront costs of purchasing a home. A mortgage loan officer can help these residents navigate the complex process of obtaining a mortgage, including finding the best interest rates and loan terms. Additionally, Chapel Hill is home to many first-time homebuyers who may be unfamiliar with the process of buying a home. A mortgage loan officer can provide guidance and support throughout the entire process, making it a much smoother and less stressful experience. Overall, the services of a mortgage loan officer can greatly benefit the residents of Chapel Hill, NC by helping them achieve their dream of homeownership.

Tax Services

Residents of Chapel Hill, NC can benefit greatly from the expertise of a tax advisor. One of the most common ways a tax advisor can help Chapel Hill residents is by providing guidance on how to navigate the unique tax laws and regulations in North Carolina. For example, Chapel Hill is home to many small businesses and entrepreneurs who may need assistance with tax planning and compliance. Additionally, the area has a large student population, which can lead to confusion around tax deductions and credits related to education expenses. A tax advisor can help residents in Chapel Hill understand these nuances and make informed decisions about their finances. Overall, working with a tax advisor can provide peace of mind and potentially save Chapel Hill residents money in the long run.

Estate Planning Lawyer

Residents of Chapel Hill, NC can benefit greatly from the services of an estate planning lawyer. One of the most common ways that an estate planning lawyer can help Chapel Hill residents is by assisting them in creating a comprehensive estate plan. This is especially important for residents of Chapel Hill, which is home to many retirees and elderly individuals. An estate planning lawyer can help these individuals create a plan that ensures their assets are distributed according to their wishes and that their loved ones are taken care of after their passing. Additionally, an estate planning lawyer can help Chapel Hill residents navigate the complex legal landscape surrounding estate planning, including tax laws and probate procedures. Overall, the expertise of an estate planning lawyer can provide peace of mind and security for Chapel Hill residents and their families.

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