Best Financial Advisors in Johnston County, NC

We did the hard work of finding trustworthy partners in Johnston County, NC. Fill out the form to get connected.

Connect With a Financial Planner

AS SEEN IN

Entrepreneur
MSN Money
Business Insider
Investopedia
Nasdaq
Yahoo Finance
Market Watch

List of Firms

Johnston County, NC Fiduciary Financial Advisors

SEC File# 801-120736
CRD# 121258
4 out of 5
Location 127 Pony Farm Rd, Clayton, NC 27520, USA
Directions
generic_business-71
Premier Financial Services of NC, LLC
5 out of 5
Location Hwy, 9951 US-70 BUS, Clayton, NC 27520, USA
Phone (919) 550-0215
Directions
generic_business-71
Edward Jones - Financial Advisor: Lesia McKenzie, CFP®
5 out of 5
Location 22 N Main St, Wendell, NC 27591, USA
Phone (919) 365-3545
Directions
generic_business-71
Security Finance
1 out of 5
Location 1267 N Brightleaf Blvd B, Smithfield, NC 27577, USA
Phone (919) 938-0777
Directions
generic_business-71
Coastal Finance Co
4 out of 5
Location 130 E Peedin Rd, Smithfield, NC 27577, USA
Phone (919) 989-3114
Directions
generic_business-71
Acumen Wealth Solutions
Location 105 Nicole Dr, Benson, NC 27504, USA
Phone (919) 427-3642
Directions
Financial Advisors in Johnston County, NC

Where Certified Financial Advisors in Johnston County, NC Serve

Johnston County, located in the heart of North Carolina, is a bustling county with a rich history and a bright future. The county is home to a number of landmarks, including the Ava Gardner Museum, which celebrates the life and career of the legendary Hollywood actress, and the Bentonville Battlefield State Historic Site, which commemorates the largest Civil War battle fought in North Carolina. In terms of top employers, Johnston County boasts a diverse economy, with major employers including Novo Nordisk, Caterpillar, and Grifols. The county is also home to a number of small businesses and entrepreneurs, making it a great place to start and grow a business. Major highways and streets in Johnston County include Interstate 95, which runs north-south through the county, and US Highway 70, which runs east-west. Other important roads in the county include NC Highway 42, NC Highway 50, and NC Highway 210.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Johnston County, NC can benefit greatly from the guidance of a financial advisor. In a county where agriculture is a major industry, many residents may have unique financial needs and goals that require specialized knowledge. A financial advisor can help individuals and families in Johnston County create a budget, manage debt, save for retirement or college, and plan for unexpected expenses. Additionally, with the county's growing population and economy, residents may need help navigating the local real estate market or starting a small business. A financial advisor can provide valuable insight and expertise to help residents make informed decisions and achieve their financial goals.

Insurance Broker

Residents of Johnston County, NC can benefit greatly from the services of an insurance broker. These professionals can help individuals and families navigate the complex world of insurance policies and coverage options, ensuring that they get the protection they need at a price they can afford. For those living in Johnston County, NC, an insurance broker can be especially helpful in finding policies that cover the unique risks associated with living in a rural area, such as damage from severe weather or accidents on country roads. Additionally, brokers can help residents of Johnston County, NC find policies that cover specific needs, such as farm or livestock insurance for those who work in agriculture. With the help of an insurance broker, residents of Johnston County, NC can have peace of mind knowing that they are protected against the unexpected.

Retirement Planning

Residents of Johnston County, NC can greatly benefit from the services of a retirement planner. Retirement planners can help individuals plan for their future and ensure that they have enough money to live comfortably during their retirement years. Specifically, for residents of Johnston County, NC, a retirement planner can help navigate the local economy and tax laws. Johnston County is home to many retirees, and a retirement planner can help them understand how to maximize their retirement income while minimizing their tax burden. Additionally, a retirement planner can help residents of Johnston County, NC navigate the complex world of Medicare and Social Security, ensuring that they receive the benefits they are entitled to. Overall, a retirement planner can be an invaluable resource for residents of Johnston County, NC as they plan for their golden years.

Wealth Management

Residents of Johnston County, NC could benefit from a wealth manager in several ways, particularly in planning for retirement, managing investments, and creating a comprehensive financial plan. With a growing population of over 200,000 people, Johnston County is a diverse community with varying financial needs. A wealth manager can help residents navigate the local economy and make informed decisions about their finances. For example, Johnston County is home to several large employers, including Novo Nordisk and Caterpillar, which could provide unique investment opportunities for residents. Additionally, a wealth manager can assist with estate planning and tax strategies, which can be especially important for residents with significant assets or business interests in the area. Overall, a wealth manager can provide personalized guidance and support to help Johnston County residents achieve their financial goals and secure their future.

Mortgage Loan Officer

Residents of Johnston County, NC would greatly benefit from the services of a mortgage loan officer. With the county's population steadily increasing, many individuals and families are looking to purchase or refinance their homes. A mortgage loan officer can assist with navigating the complex process of obtaining a mortgage, including determining the best loan options and helping with paperwork and documentation. Additionally, Johnston County is home to many rural areas, and a mortgage loan officer can provide guidance on loans specific to rural properties. With the help of a mortgage loan officer, residents of Johnston County can achieve their dreams of homeownership and secure their financial futures.

Tax Services

Residents of Johnston County, NC can benefit greatly from the services of a tax advisor. One of the most common ways a tax advisor can help is by providing guidance on how to maximize tax deductions and credits. With Johnston County being home to many small businesses and farms, a tax advisor can help navigate the complex tax regulations specific to these industries. Additionally, with the county's growing population and housing market, a tax advisor can provide valuable advice on how to minimize taxes when buying or selling property. Overall, a tax advisor can provide valuable expertise and support to residents of Johnston County, helping them to make informed decisions and optimize their financial outcomes.

Estate Planning Lawyer

Residents of Johnston County, NC can benefit from the services of an estate planning lawyer in a number of ways. Firstly, an estate planning lawyer can help residents of the county to ensure that their assets are distributed according to their wishes after they pass away. This is particularly important in a county like Johnston County, which has a growing population and a thriving economy, as residents may have a wide range of assets that need to be accounted for. Additionally, an estate planning lawyer can help residents of Johnston County to plan for their future care needs, such as long-term care or nursing home care, which can be expensive and difficult to navigate without the proper legal guidance. Overall, an estate planning lawyer can provide invaluable support to residents of Johnston County, helping them to protect their assets and ensure their future needs are met.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Johnston County, NC