List of Firms
New Hanover County, NC Fiduciary Financial Advisors
Ameriprise Financial
Lumina Wealth Management
Inspire Financial Planning
Edward Jones - Financial Advisor: Bud Wawner, AAMS™
Pathfinder Wealth Consulting
AdvicePoint, LLC
Masonboro Advisors
Raymond James & Associates
Wealth Coach of North Carolina
Live Oak Private Wealth
Sean Frelke - RBC Wealth Management Financial Advisor
Merrill Lynch Wealth Management
Merrill Lynch Wealth Management Advisor Nicholas Reschly
Edward Jones - Financial Advisor: Denis Ingalls
Capital Financial Advisory Group
Where Certified Financial Advisors in New Hanover County, NC Serve
New Hanover County, NC is a bustling area with a variety of landmarks, top employers, major highways and streets, and neighborhoods. From the historic downtown area to the beautiful beaches, the county has something for everyone. The USS North Carolina Battleship Memorial is a must-see landmark, showcasing the state's military history. The county is also home to top employers such as New Hanover Regional Medical Center, Corning Incorporated, and PPD. Major highways and streets include I-40, US-17, and Market Street, which is home to many restaurants and shops. The neighborhoods in New Hanover County range from historic downtown neighborhoods like Carolina Place and Forest Hills to newer developments like Porters Neck and Ogden. With so much to offer, New Hanover County is a great place to live, work, and play.
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 New Hanover County, NC
A financial advisor in New Hanover County, NC can provide a wide range of financial advising services to clients. They can offer investment advice, retirement planning, tax planning, and estate planning services. Specifically, in New Hanover County, NC, a financial advisor can provide advice on how to invest in the local real estate market. With the county being home to Wilmington, a rapidly growing city, there are numerous opportunities for investment in the real estate market. A financial advisor can help clients navigate this market and make informed decisions about their investments. Additionally, they can provide advice on how to take advantage of tax incentives for investing in the local economy, such as the NC Department of Commerce's Job Development Investment Grant program. Overall, a financial advisor in New Hanover County, NC can provide valuable expertise and guidance to help clients achieve their financial goals.
New Hanover County, NC is an exceptional place to receive financial advising due to its diverse and thriving economy. The county is home to several large corporations, including PPD, Corning, and GE Hitachi, which provide ample job opportunities and financial stability for its residents. Additionally, the county is a hub for tourism, with its beautiful beaches and historic downtown Wilmington, attracting millions of visitors each year. This influx of tourism creates a robust small business community, further contributing to the county's economic growth. With such a dynamic and varied economy, financial advisors in New Hanover County have a wealth of experience and knowledge to draw upon when helping clients navigate their financial goals. Furthermore, the county is home to several reputable financial institutions, including Live Oak Bank and Coastal Carolina National Bank, offering a plethora of financial services to its residents. Overall, New Hanover County, NC's thriving economy and diverse financial landscape make it an ideal place to seek financial advising.
A financial planner in New Hanover County, NC is responsible for providing comprehensive financial advice and guidance to individuals and businesses in the area. They help clients manage their investments, plan for retirement, and create strategies for achieving their financial goals. In New Hanover County specifically, financial planners must be well-versed in the unique economic landscape of the region. With its thriving tourism industry, growing population, and proximity to major cities like Raleigh and Charlotte, New Hanover County presents a complex financial landscape that requires a deep understanding of local markets and trends. Moreover, financial planners in the area must be adept at navigating the challenges posed by natural disasters, such as hurricanes, which have been known to have a significant impact on the local economy. As such, financial planners in New Hanover County must possess a combination of technical expertise, strategic thinking, and adaptability to help their clients succeed in this dynamic and challenging environment.
New Hanover County, NC residents should consider reaching out to a financial advisor when they are experiencing significant life events, such as marriage, divorce, or the birth of a child. Additionally, if they have recently inherited a large sum of money or are planning for retirement, it may be wise to consult with a financial advisor. The unique landscape of New Hanover County, with its thriving tourism industry and growing technology sector, can present both opportunities and challenges for individuals seeking to manage their finances. A skilled financial advisor can help navigate this complex financial landscape and provide personalized guidance to help residents achieve their financial goals. By working with a financial advisor, New Hanover County residents can gain peace of mind knowing that their financial future is in good hands.
A financial advisor in New Hanover County, NC must possess several important qualities to excel in their profession. Firstly, they must have a deep understanding of the local financial landscape, which is characterized by a diverse mix of industries, including healthcare, education, tourism, and manufacturing. Additionally, they must possess strong analytical skills to evaluate complex financial data and provide sound investment advice to their clients. Moreover, they must possess excellent communication skills to explain complex financial concepts to their clients in a clear and concise manner. Furthermore, they must be proactive in keeping up with the latest financial trends and regulations to ensure that their clients are always ahead of the curve. Finally, they must possess a high degree of integrity and professionalism to build trust with their clients and maintain their reputation as a reliable and trustworthy financial advisor in New Hanover County, NC.
Located in New Hanover County, NC are some of the top financial advising firms in the region. With its bustling economy and diverse population, this county is a hub for finance and investment. One of the most notable firms in the area is known for its expertise in retirement planning and wealth management. This firm has a team of highly skilled advisors who work closely with clients to develop personalized financial plans that align with their goals and objectives. Another prominent firm in the area specializes in tax planning and preparation, providing invaluable guidance to individuals and businesses alike. With its dynamic business environment and thriving community, New Hanover County is an ideal location for those seeking top-tier financial advising services.
Financial advisors in New Hanover County, NC typically get compensated in several ways. One common method is through commissions earned from the sale of financial products, such as insurance policies or mutual funds. Another way is through fees charged for financial planning services, which may include retirement planning, investment management, or tax planning. Additionally, some advisors may receive a percentage of assets under management as a fee. It is worth noting that in New Hanover County, NC, financial advisors are subject to state regulations and licensing requirements, such as obtaining a North Carolina Securities License. This ensures that advisors are qualified to provide financial advice and that they operate within the legal framework of the state. Overall, financial advisors in New Hanover County, NC have various compensation options and must adhere to strict regulations to operate in the area.