Best Financial Advisors in New Hanover County, NC

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List of Firms

New Hanover County, NC Fiduciary Financial Advisors

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Ameriprise Financial
SEC File# 801-28543
CRD# 6363
Location 1213 Culbreth Dr, Wilmington, NC 28405, USA
Phone (910) 509-7146
Directions
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Lumina Wealth Management
SEC File# 801-112277
CRD# 291548
Location 1508 Military Cutoff Rd STE 302, Wilmington, NC 28403, USA
Phone (910) 599-9409
Directions
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Inspire Financial Planning
Location 1213 Culbreth Dr, Wilmington, NC 28405, USA
Phone (910) 448-1450
Directions
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Edward Jones - Financial Advisor: Bud Wawner, AAMS™
5 out of 5
Location 1051 Military Cutoff Rd Suite 102 B, Wilmington, NC 28405, USA
Phone (910) 945-0160
Directions
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Pathfinder Wealth Consulting
5 out of 5
Location 4018 Oleander Dr #102, Wilmington, NC 28403, USA
Phone (910) 793-0616
Directions
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AdvicePoint, LLC
Location 398 Carl St Unit 201, Wilmington, NC 28403, USA
Phone (910) 795-2711
Directions
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Masonboro Advisors
5 out of 5
Location 5815 Oleander Dr Suite 105, Wilmington, NC 28403, USA
Phone (910) 742-0509
Directions
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Raymond James & Associates
SEC File# 801-10418
CRD# 705
Location 1105 Military Cutoff Rd STE 202, Wilmington, NC 28405, USA
Phone (910) 256-2406
Directions
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Wealth Coach of North Carolina
Location 1015 Ashes Dr #200, Wilmington, NC 28405, USA
Phone (910) 398-6405
Directions
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Live Oak Private Wealth
SEC File# 801-113818
CRD# 297904
Location 1741 Tiburon Dr #28403, Wilmington, NC 28403, USA
Phone (844) 469-5679
Directions
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Sean Frelke - RBC Wealth Management Financial Advisor
Location 1055 Military Cutoff Rd Suite 200, Wilmington, NC 28405, USA
Phone (910) 509-0822
Directions
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Merrill Lynch Wealth Management
2 out of 5
Location 1123 Military Cutoff Rd Suite A, Wilmington, NC 28405, USA
Phone (910) 256-7700
Directions
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Merrill Lynch Wealth Management Advisor Nicholas Reschly
Location 1123 Military Cutoff Rd Suite A, Wilmington, NC 28405, USA
Phone (910) 256-7719
Directions
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Edward Jones - Financial Advisor: Denis Ingalls
SEC File# 801-3297
CRD# 250
4 out of 5
Location 575 Military Cutoff Rd Ste 201, Wilmington, NC 28405, USA
Phone (910) 399-6930
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
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Capital Financial Advisory Group
5 out of 5
Location 1213 Culbreth Dr #117, Wilmington, NC 28405, USA
Phone (910) 509-7128
Directions
Financial Advisors in New Hanover County, NC

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

Residents of New Hanover County, NC can benefit from the guidance of a financial advisor in numerous ways. One of the most common ways is through retirement planning. With a large retired population in the county, a financial advisor can help individuals create a plan to ensure they have enough money saved to last through their retirement years. Additionally, with the county being home to many small businesses, a financial advisor can assist in creating a financial plan for business owners, including budgeting, tax planning, and investment strategies. Overall, a financial advisor can provide valuable insight and expertise to help residents of New Hanover County, NC achieve their financial goals and secure their financial future.

Insurance Broker

Residents of New Hanover County, NC can benefit greatly from the services of an insurance broker. An insurance broker can help residents navigate the complex world of insurance and find coverage that is tailored to their specific needs. In New Hanover County, where hurricanes and flooding are common occurrences, an insurance broker can help residents understand their options for flood and windstorm insurance. They can also help residents find affordable health insurance options, which is especially important in a county where the poverty rate is higher than the state average. Additionally, an insurance broker can assist residents in finding the best coverage for their homes and vehicles, protecting them from potential financial losses in the event of an accident or natural disaster.

Retirement Planning

Residents of New Hanover County, NC can benefit greatly from the services of a retirement planner. One of the most common ways a retirement planner can help is by creating a personalized retirement plan that takes into account the unique needs and goals of each individual. For example, many residents of New Hanover County may have worked for the local government or in the healthcare industry, which may impact their retirement benefits and options. A retirement planner can help navigate these complexities and ensure that individuals are maximizing their retirement savings. Additionally, with the county's proximity to the coast, many residents may have specific goals related to travel or second homes, which can also be incorporated into a retirement plan. Overall, a retirement planner can provide invaluable guidance and peace of mind for New Hanover County residents as they prepare for their future.

Wealth Management

Residents of New Hanover County, NC could benefit greatly from the services of a wealth manager. With the county being home to numerous retirees and a growing population, a wealth manager could help individuals plan for their financial future and ensure they are on track to meet their goals. Additionally, with the county's proximity to the coast and susceptibility to natural disasters such as hurricanes, a wealth manager could help residents prepare financially for potential emergencies. By assessing their current financial situation and creating a customized plan, a wealth manager could provide peace of mind and help residents achieve their long-term financial objectives.

Mortgage Loan Officer

Residents of New Hanover County, NC can benefit greatly from the expertise of a mortgage loan officer. One specific way they can be helped is by navigating the unique housing market in the area. New Hanover County has a diverse range of neighborhoods, from historic downtown Wilmington to the beach communities of Wrightsville and Carolina Beach. A knowledgeable mortgage loan officer can help residents understand the different types of loans available and find the best fit for their specific needs and financial situation. Additionally, with the growth of the area and influx of new residents, a mortgage loan officer can provide guidance on the latest trends and developments in the local housing market. Overall, working with a mortgage loan officer can make the home buying process smoother and more manageable for residents of New Hanover County.

Tax Services

Residents of New Hanover 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 deductions and credits on tax returns. With the county being home to several major employers, including the University of North Carolina Wilmington and New Hanover Regional Medical Center, many residents may have complex tax situations that require expert advice. Additionally, the county has a thriving tourism industry, with attractions like Wrightsville Beach and the USS North Carolina Battleship Memorial drawing visitors from around the world. A tax advisor can help those who earn income from short-term rentals or other tourism-related activities navigate the tax implications of their earnings. Overall, a tax advisor can help residents of New Hanover County, NC save money and avoid costly mistakes when it comes to their taxes.

Estate Planning Lawyer

Residents of New Hanover County, NC can benefit greatly from the services of an estate planning lawyer. One of the most common ways they can be helped is by creating a will or trust to ensure their assets are distributed according to their wishes. In a county like New Hanover, which has a large retiree population, estate planning can be especially important as individuals may have accumulated significant assets over their lifetime. Additionally, an estate planning lawyer can assist with healthcare directives and powers of attorney, which can be crucial in the event of an unexpected illness or injury. Overall, working with an estate planning lawyer can provide peace of mind and help ensure that one's wishes are carried out in the event of their passing.

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FAQs About Personal Financial Advisors in New Hanover County, NC