Best Financial Advisors in Rowan County, NC

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Rowan County, NC Fiduciary Financial Advisors

SEC File# 801-57434
CRD# 11025
Location 704 N Cannon Blvd, Kannapolis, NC 28083, USA
Phone (704) 939-1020
Directions
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Northwestern Mutual
SEC File# 801-8095
CRD# 2881
Location 100 W Innes St #301h, Salisbury, NC 28144, USA
Phone (704) 633-7262
Directions
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Eric Brady - Thrivent
Location 2507 Jake Alexander Blvd S, Salisbury, NC 28146, USA
Phone (704) 633-0722
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Edward Jones - Financial Advisor: John P McGrail
5 out of 5
Location 1626 W Innes St, Salisbury, NC 28144, USA
Phone (704) 603-4354
Directions
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Thrivent Financial-Piedmont Regional Team
Location 2507 Jake Alexander Blvd S, Salisbury, NC 28146, USA
Phone (704) 633-0722
Directions
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Bryant & Bolick Financial Services
Location 145 E Council St, Salisbury, NC 28144, USA
Phone (704) 630-1096
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Brad Brady - Thrivent
Location 2507 Jake Alexander Blvd S, Salisbury, NC 28146, USA
Phone (704) 633-0722
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Davis Wealth Management, LLC
Location 215 N Main St, Salisbury, NC 28144, USA
Phone (704) 232-1214
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eFalcon Life Insurance
Location 301 S Main St #132, Salisbury, NC 28144, USA
Phone (704) 326-2723
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Gary D. Morgan, CPA, P.A.
5 out of 5
Location 104 Granite Ln, Salisbury, NC 28146, USA
Phone (704) 279-9300
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Falcon Investments
Location 301 S Main St #130, Salisbury, NC 28144, USA
Phone (704) 603-4177
Directions
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Jason Shell - Raymond James
Location 430 Jake Alexander Blvd W, Salisbury, NC 28147, USA
Phone (704) 633-2714
Directions
Financial Advisors in Rowan County, NC

Where Certified Financial Advisors in Rowan County, NC Serve

Nestled in the heart of North Carolina, Rowan County boasts a rich history and vibrant present. From the iconic Salisbury National Cemetery to the awe-inspiring Dan Nicholas Park, this county is home to numerous landmarks that have shaped the region's identity. In terms of employment, Rowan County is home to several top employers, including the renowned Novant Health Rowan Medical Center and the innovative Food Lion LLC. These companies provide countless job opportunities for residents and contribute to the county's thriving economy. When it comes to transportation, Rowan County is well-connected to the rest of the state via major highways such as I-85 and US-52. Additionally, the county is home to several bustling streets, including East Innes Street and Main Street, which are lined with charming shops and restaurants. Finally, Rowan County is comprised of several unique neighborhoods, each with its own character and charm.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Rowan County, NC can benefit greatly from the services of a financial advisor. One of the most common ways a financial advisor can help is by providing guidance on retirement planning. With a large population of retirees in Rowan County, it's important for residents to have a solid plan in place to ensure they can maintain their lifestyle and cover healthcare costs. A financial advisor can help individuals navigate the complexities of Social Security, pensions, and 401(k)s, and create a personalized plan that meets their unique needs. Additionally, with a significant portion of the population living in rural areas, a financial advisor can provide valuable insights into investing in agriculture or other local industries. Overall, a financial advisor can help residents of Rowan County, NC achieve their financial goals and secure a comfortable future.

Insurance Broker

Residents of Rowan County, NC would greatly benefit from the services of an insurance broker. With the county being home to many rural areas and small towns, finding affordable and comprehensive insurance coverage can be a challenge. An insurance broker can help residents navigate the complex world of insurance and find policies that meet their unique needs and budget. Additionally, with Rowan County being prone to severe weather events such as hurricanes and tornadoes, an insurance broker can help residents ensure they have adequate coverage to protect their homes and belongings in the event of a disaster. Overall, an insurance broker can provide valuable assistance to Rowan County residents looking for peace of mind and protection in an unpredictable world.

Retirement Planning

Residents of Rowan County, NC could benefit from the expertise of a retirement planner in several ways. Firstly, a retirement planner can help individuals create a comprehensive retirement plan that takes into account their unique financial situation, retirement goals, and specific needs. This is especially important in Rowan County, where the cost of living is slightly higher than the national average, and many residents may need to carefully manage their retirement savings to ensure a comfortable lifestyle. Additionally, a retirement planner can help residents navigate the complex world of Social Security and Medicare, ensuring they receive all the benefits they are entitled to. Finally, a retirement planner can also help residents with estate planning, including creating a will, trust, or other legal documents to ensure their assets are distributed according to their wishes.

Wealth Management

Residents of Rowan County, NC can greatly benefit from the services of a wealth manager. With a population of over 138,000 people, many individuals in Rowan County may struggle with managing their finances and investments. A wealth manager can provide personalized financial planning and investment strategies to help residents achieve their financial goals, whether it be saving for retirement or paying for their children's education. Additionally, Rowan County is home to many small business owners who may need guidance on managing their finances and investments. A wealth manager can provide valuable advice on growing and protecting their business assets. Overall, a wealth manager can help residents of Rowan County navigate the complex world of finance and investments, providing them with peace of mind and a solid financial future.

Mortgage Loan Officer

Residents of Rowan County, NC would greatly benefit from the services of a mortgage loan officer. With a population of over 142,000 people, many residents are looking to purchase homes or refinance their existing mortgages. A mortgage loan officer can assist with finding the best loan options for each individual's unique financial situation, as well as providing guidance on the home buying process. Additionally, Rowan County is home to several rural areas, where residents may need special assistance with programs such as USDA loans. A mortgage loan officer can help navigate these programs and ensure that residents are able to secure the funding they need to achieve their homeownership goals.

Tax Services

Residents of Rowan County, NC would greatly benefit from the expertise 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 their tax returns. This is particularly important for residents of Rowan County, which has a relatively high property tax rate compared to other counties in the state. A tax advisor can help homeowners navigate the intricacies of property tax deductions and ensure they are taking advantage of all available tax breaks. Additionally, a tax advisor can assist small business owners in Rowan County with tax planning and compliance, helping them stay up-to-date with the latest tax laws and regulations. Overall, a tax advisor can provide invaluable support to residents of Rowan County, helping them save money and avoid costly mistakes on their tax returns.

Estate Planning Lawyer

Residents of Rowan County, NC can benefit greatly from the assistance of an estate planning lawyer. Specifically, with a high percentage of elderly residents in the county, an estate planning lawyer can help ensure that their assets are protected and distributed according to their wishes. Additionally, with many residents owning small businesses or farms, an estate planning lawyer can assist in creating a plan for the future of those businesses or farms. By working with an estate planning lawyer, residents of Rowan County can have peace of mind knowing that their loved ones and assets are taken care of in the event of their passing.

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