List of Firms
Robeson County, NC Fiduciary Financial Advisors
Fair Winds Financial
OneMain Financial
Edward Jones - Financial Advisor: Becca Hughes
CLC Financial Services
Edward Jones - Financial Advisor: Bette G Sellers
Nelson Price & Associates
Edward Jones - Financial Advisor: Joseph A Bowen
CLC Financial Services Group
Gene Hall Financial Services
Edward Jones - Financial Advisor: Bill Drewry
Linda Goff - Morgan Stanley
First Command Financial Advisor - Dave Hammond
Merrill Lynch Wealth Management Advisor Michael L Best
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
Insurance Broker
Retirement Planning
Wealth Management
Mortgage Loan Officer
Tax Services
Estate Planning Lawyer
FREQUENTLY ASKED QUESTIONS
FAQs About Personal Financial Advisors in Robeson County, NC
A financial advisor in Robeson County, NC can provide a range of services to help clients achieve their financial goals. One specific area of focus for financial advisors in Robeson County is retirement planning. With a large population of aging baby boomers in the area, it is crucial for individuals to have a solid retirement plan in place. Financial advisors can help clients navigate the complexities of Social Security, pension plans, and 401(k) accounts to ensure they have enough savings to retire comfortably. Additionally, financial advisors in Robeson County can assist with estate planning, tax planning, and investment management. With their expertise and knowledge of the local market, financial advisors can help clients make informed decisions about their finances and plan for a secure financial future.
Robeson County, NC is undoubtedly the best place to get financial advising. The county boasts a rich cultural heritage and is home to the Lumbee Tribe, the largest Native American tribe east of the Mississippi River. This unique cultural blend provides a diverse and inclusive community that is reflected in the financial advising services available in the area. The financial advisors in Robeson County are well-versed in the intricacies of managing finances for people from different backgrounds and can provide tailored advice to meet their clients' specific needs. With a deep understanding of the local economy and a commitment to helping their clients achieve financial success, the financial advisors in Robeson County are unparalleled in their expertise and dedication. Whether you are a member of the Lumbee Tribe or a newcomer to the area, the financial advisors in Robeson County have the knowledge and experience to help you navigate the complex world of finance and achieve your financial goals.
A financial planner in Robeson County, NC is a professional who provides comprehensive financial advice and guidance to individuals, families, and businesses. They help their clients to create a financial plan that aligns with their goals and objectives, and to make informed decisions about their investments, insurance, taxes, retirement, and estate planning. In Robeson County, NC, a financial planner must also be familiar with the unique economic and social challenges faced by the local community, such as the high poverty rate, the limited job opportunities, and the impact of natural disasters on the local economy. They must also be knowledgeable about the various financial resources available to their clients, such as the Lumbee Guaranty Bank, the Robeson County Housing Authority, and the Robeson County Department of Social Services. A financial planner in Robeson County, NC must be able to navigate these complexities with skill and empathy, and to provide their clients with the guidance and support they need to achieve financial stability and success.
Robeson County, NC residents should consider reaching out to a financial advisor when they are looking to make important financial decisions, such as buying a home or starting a business. With a population of over 130,000 people, Robeson County is a diverse community with unique financial needs. Factors such as the county's high poverty rate and susceptibility to natural disasters make financial planning even more crucial for its residents. A financial advisor can provide guidance on budgeting, saving, investing, and retirement planning, tailoring their advice to the specific needs of each individual or family. Additionally, in a county with a significant Native American population, a financial advisor can offer culturally sensitive advice that takes into account the unique financial challenges faced by indigenous communities. Overall, reaching out to a financial advisor can help Robeson County residents achieve their financial goals and secure their future.
A financial advisor in Robeson County, NC must possess a variety of important qualities to successfully serve their clients. Firstly, a deep understanding of the local economy and financial landscape is critical. Robeson County is unique in that it is home to the Lumbee Tribe, the largest Native American tribe east of the Mississippi River. As such, a financial advisor must be well-versed in the intricacies of tribal law and the unique financial challenges that come with it. Additionally, strong communication skills are essential to effectively communicate complex financial concepts to clients of varying backgrounds and education levels. The ability to listen actively and empathetically is also crucial in order to truly understand a client's financial goals and concerns. Finally, a financial advisor in Robeson County must be committed to ongoing education and staying up-to-date on the latest financial trends and regulations. This ensures they are able to provide the best possible advice and guidance to their clients, regardless of their financial situation or goals.
Robeson County, NC is home to several top financial advising firms that offer a range of services to their clients. These firms provide personalized financial solutions to individuals, families, and businesses in the area. One unique aspect of Robeson County is its rich cultural heritage, which is reflected in the way these firms approach financial planning. They take into account the unique needs and goals of each client, drawing on their extensive knowledge of the local economy and financial landscape. These firms understand the challenges and opportunities that come with living and working in Robeson County, and they are committed to helping their clients navigate the complex financial world with confidence and ease. Whether you are planning for retirement, saving for college, or looking to grow your business, these top financial advising firms in Robeson County have the expertise and experience to help you achieve your goals.
Financial advisors in Robeson County, NC typically get compensated in a variety of ways. One common method is through commissions earned on the sale of financial products, such as mutual funds or insurance policies. Another way is through fees charged for services provided, such as financial planning or investment management. A specific aspect of Robeson County that affects financial advisor compensation is the high poverty rate, which is over 27%. This means that many potential clients may not have a lot of money to invest, which could impact the amount of compensation financial advisors are able to earn. Additionally, cultural and language barriers may exist for some clients in the county, which could require financial advisors to provide additional services or resources to effectively communicate and serve their clients.