Best Financial Advisors in Robeson County, NC

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List of Firms

Robeson County, NC Fiduciary Financial Advisors

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Fair Winds Financial
Location 4828 Fayetteville Rd, Lumberton, NC 28358, USA
Phone (910) 679-4685
Directions
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OneMain Financial
5 out of 5
Location 601 N Elm St, Lumberton, NC 28358, USA
Phone (910) 738-7201
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Edward Jones - Financial Advisor: Becca Hughes
Location 600 S Main St c, Laurinburg, NC 28352, USA
Phone (910) 361-2567
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CLC Financial Services
Location 2565 Ravenhill Dr # 2D, Fayetteville, NC 28303, USA
Phone (910) 738-8226
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Edward Jones - Financial Advisor: Bette G Sellers
Location 213-D E Cronly St, Laurinburg, NC 28352, USA
Phone (910) 276-7799
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Nelson Price & Associates
3 out of 5
Location 4904 Fayetteville Rd, Lumberton, NC 28358, USA
Phone (910) 738-6277
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Edward Jones - Financial Advisor: Joseph A Bowen
Location 915 S Main St Suite E, Laurinburg, NC 28352, USA
Phone (910) 506-2339
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CLC Financial Services Group
5 out of 5
Location 4910 Fayetteville Rd, Lumberton, NC 28358, USA
Phone (910) 738-8226
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Gene Hall Financial Services
4 out of 5
Location 707 N Cedar St, Lumberton, NC 28358, USA
Phone (910) 739-4396
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Edward Jones - Financial Advisor: Bill Drewry
5 out of 5
Location 2715 Breezewood Ave Suite B, Fayetteville, NC 28303, USA
Phone (910) 323-1554
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Linda Goff - Morgan Stanley
Location 1990 Fordham Dr Ste 200, Fayetteville, NC 28304, USA
Phone (910) 481-8565
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First Command Financial Advisor - Dave Hammond
Location 1995 Skibo Rd Suite 201, Fayetteville, NC 28314, USA
Phone (910) 860-7900
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Merrill Lynch Wealth Management Advisor Michael L Best
Location 2550 Ravenhill Dr Suite 201, Fayetteville, NC 28303, USA
Phone (910) 486-0435
Directions
Financial Advisors in Robeson County, NC

Where Certified Financial Advisors in Robeson County, NC Serve

Robeson County, located in southeastern North Carolina, boasts a rich history and diverse community. The county is home to several landmarks, including the Lumbee Tribe Cultural Center, the Carolina Civic Center Historic Theater, and the Robeson County History Museum. As for employment, Robeson County is anchored by several major employers, such as Southeastern Health, The University of North Carolina at Pembroke, and the Public Schools of Robeson County. The county is intersected by several major highways, including Interstate 95, US Route 74, and NC Highway 211. These highways connect Robeson County to nearby cities such as Fayetteville and Wilmington, as well as neighboring states like South Carolina and Virginia. Robeson County is also home to several distinct neighborhoods, each with its own unique character and history. These neighborhoods include Lumberton, the county seat, as well as Red Springs, Pembroke, and Fairmont.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Robeson County, NC could greatly benefit from the guidance of a financial advisor in a number of ways. For example, many individuals in Robeson County struggle with poverty and limited access to financial resources. A financial advisor could help these individuals develop a budget, manage debt, and create a savings plan to improve their financial stability. Additionally, Robeson County has a large population of Native Americans, who may have unique financial needs and challenges. A financial advisor with expertise in serving Native American communities could provide culturally sensitive advice and support. Overall, a financial advisor could help residents of Robeson County navigate the complexities of personal finance and achieve their financial goals.

Insurance Broker

Residents of Robeson County, NC could greatly benefit from the services of an insurance broker. One of the most common ways an insurance broker could help is by finding affordable health insurance options for those who may not have access to employer-sponsored plans. This is particularly important in Robeson County, where the poverty rate is higher than the state average and access to quality healthcare can be a challenge. An insurance broker could also assist residents in finding homeowners or renters insurance, which is important in an area prone to natural disasters such as hurricanes and flooding. By working with an insurance broker, residents of Robeson County can ensure that they have the coverage they need to protect themselves and their families in the face of unexpected events.

Retirement Planning

Residents of Robeson County, NC would benefit greatly from the expertise of a retirement planner. One specific way that a retirement planner could help residents is by providing guidance on how to navigate the unique challenges that come with living in a rural area. Robeson County is one of the poorest counties in North Carolina, and many residents struggle to make ends meet. A retirement planner could help individuals and families in Robeson County create a financial plan that takes into account the high poverty rate and limited job opportunities in the area. Additionally, a retirement planner could provide advice on how to save for retirement, manage debt, and plan for unexpected expenses. By working with a retirement planner, residents of Robeson County can feel more confident about their financial future and have a better chance of achieving their retirement goals.

Wealth Management

Residents of Robeson County, NC could greatly benefit from the services of a wealth manager. With a poverty rate of 28.1%, the second highest in the state, many residents struggle to make ends meet and plan for their financial future. A wealth manager can provide guidance on budgeting, saving, and investing to help residents achieve their financial goals. Additionally, Robeson County has a large Native American population, and a wealth manager can provide culturally sensitive financial advice to this community. Overall, a wealth manager can help residents of Robeson County navigate the complex world of finance and plan for a more secure future.

Mortgage Loan Officer

Residents of Robeson County, NC can greatly benefit from the services of a mortgage loan officer. One of the most common ways a loan officer can help is by providing guidance and support throughout the home buying process. This is especially important in Robeson County, which has a high percentage of low-income residents and a relatively low median income. A loan officer can help residents navigate the complex world of mortgages and provide information on available programs and resources that may be able to assist with down payments and closing costs. Additionally, a loan officer can help residents understand their credit scores and work to improve them, which can lead to better loan terms and lower interest rates. Overall, a mortgage loan officer can be a valuable resource for residents of Robeson County, helping them achieve their dream of homeownership.

Tax Services

Residents of Robeson County, NC can benefit greatly from the services of a tax advisor. With a poverty rate of 28.4%, many residents may be eligible for tax credits and deductions that they are not aware of. A tax advisor can help residents navigate the complex tax system and ensure that they are receiving all of the benefits they are entitled to. Additionally, Robeson County has a large Native American population, and a tax advisor with knowledge of tribal tax laws can provide valuable assistance to these individuals and families. Whether it's helping residents file their taxes, providing advice on tax planning, or assisting with audits and appeals, a tax advisor can make a significant difference in the financial well-being of Robeson County residents.

Estate Planning Lawyer

Residents of Robeson County, NC can benefit greatly from the services of an estate planning lawyer. One of the most common ways an estate planning lawyer can help is by creating a will or trust that outlines how a person's assets should be distributed after their death. This is especially important in Robeson County, where many families have complex and intertwined relationships with their land and property. An estate planning lawyer can help ensure that a person's wishes are carried out and that their property is passed down to the right people. Additionally, an estate planning lawyer can help with other important documents such as power of attorney and healthcare directives, which can provide peace of mind in case of unexpected illness or incapacity. Overall, an estate planning lawyer can help residents of Robeson County protect their assets and provide for their loved ones, both now and in the future.

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