List of Firms
Harnett County, NC Fiduciary Financial Advisors
Edward Jones - Financial Advisor: David A Hernandez Jr
Edward Jones - Financial Advisor: Angela J Brown, AAMS™
Where Certified Financial Advisors in Harnett County, NC Serve
Harnett County, NC is a vibrant and dynamic area that boasts a plethora of landmarks, top employers, major highways and streets, and neighborhoods. From the majestic Cape Fear River to the historic Averasboro Battlefield and Museum, Harnett County is home to an array of iconic landmarks that showcase the rich history and culture of the region. Top employers in the area include Campbell University, Cape Fear Valley Health System, and Novo Nordisk, which provide a diverse range of job opportunities for residents. The county is also home to major highways and streets such as Interstate 95, US Route 421, and NC Route 27, which offer convenient access to neighboring cities and towns. Harnett County is comprised of several distinct neighborhoods, each with its own unique character and charm. From the quaint and charming town of Angier to the bustling city of Dunn, there is something for everyone in Harnett 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 Harnett County, NC
As a financial advisor in Harnett County, NC, there are a variety of services that can be provided to clients. One specific area of focus may be retirement planning, as Harnett County has a higher-than-average population of older adults. This may involve analyzing current retirement savings, creating a plan for future savings and investments, and determining the best age to begin taking Social Security benefits. Additionally, a financial advisor may assist with estate planning, tax planning, and investment management. With the complexity of the financial world, it is essential to have a knowledgeable and experienced advisor who can navigate the unique challenges and opportunities present in Harnett County and beyond.
Located in the heart of North Carolina, Harnett County is an ideal destination for those seeking top-notch financial advising services. The county boasts a thriving economy and a diverse community, making it the perfect place for individuals and businesses alike to receive expert financial advice. With a strong focus on innovation and growth, Harnett County offers a unique blend of traditional values and modern thinking, ensuring that clients receive the most up-to-date and effective financial strategies. From retirement planning to investment management, Harnett County's financial advisors are equipped with the knowledge and expertise needed to help clients achieve their financial goals. With a wealth of resources and a commitment to excellence, Harnett County is undoubtedly the best place to get financial advising in North Carolina.
A financial planner in Harnett County, NC is responsible for providing comprehensive financial advice to individuals and businesses in the area. They help their clients to manage their finances, plan for retirement, save for their children's education, and invest wisely. One specific challenge that financial planners in Harnett County face is the high poverty rate in the area. According to recent data, the poverty rate in Harnett County is 18.5%, which is higher than the state average. This means that many of the financial planner's clients may be struggling to make ends meet and may need assistance with budgeting and debt management. Additionally, Harnett County is home to a large military population, which presents unique financial challenges. Financial planners in the area must be well-versed in military benefits and regulations in order to provide effective financial advice to service members and their families.
As a Harnett County, NC resident, it can be challenging to navigate the complex world of personal finance. With so many investment options, tax laws, and market fluctuations, it can be overwhelming to make informed decisions about your money. That's why it's important to reach out to a financial advisor when you're feeling uncertain or confused about your financial situation. Whether you're a recent college graduate looking to start investing, a small business owner trying to manage cash flow, or a retiree planning for the future, a financial advisor can help you make sense of it all. With their expertise and guidance, you can develop a personalized financial plan that aligns with your goals and values. Plus, with Harnett County's diverse economy and growing population, there are unique opportunities and challenges that require a local touch. A financial advisor who knows the ins and outs of Harnett County can provide valuable insight and support to help you achieve financial success.
A financial advisor in Harnett County, NC must possess a unique set of qualities to be successful in their profession. Firstly, they must have a deep understanding of the local economy, which is predominantly driven by agriculture and manufacturing. This understanding allows them to provide tailored financial advice to their clients that takes into account the specific challenges and opportunities of the region. Additionally, they must possess excellent communication skills to effectively convey complex financial concepts to their clients in a way that is easy to understand. This is particularly important in Harnett County, where many residents may not have a strong background in finance. Furthermore, a successful financial advisor in Harnett County must be able to adapt to the rapidly changing financial landscape, particularly in the wake of the COVID-19 pandemic. They must be able to provide innovative solutions to help their clients navigate these uncertain times and emerge financially stable.
Harnett County, NC is home to several top-notch financial advising firms, each of which offers unique services to its clients. These firms are staffed by experienced and knowledgeable financial advisors who are committed to helping their clients achieve their financial goals. One thing that sets these firms apart is the breadth of their expertise, which ranges from retirement planning and investment management to tax planning and estate planning. Additionally, these firms are deeply rooted in the local community, and they understand the financial challenges and opportunities that are unique to Harnett County. Whether you are a young professional just starting out or a retiree looking to maximize your savings, these firms have the skills and expertise to help you achieve your financial objectives.
Financial advisors in Harnett County, NC are compensated in several ways. One of the most common ways is through commissions earned from the sale of financial products such as mutual funds, insurance policies, and annuities. Another way is through fees charged for financial planning and investment management services. Additionally, some financial advisors may receive a combination of both commissions and fees. It is worth noting that in Harnett County, NC, financial advisors may face unique challenges due to the rural nature of the area. Clients may have different financial needs and goals compared to those in more urban areas, and financial advisors may need to tailor their services accordingly. Furthermore, the presence of military bases in the county may also impact the types of financial products and services that are in demand.