Retirement Planning in Albemarle, NC

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Top Retirement Planners in Albemarle, NC

SEC File# 801-10970
CRD# 6413
Location Albemarle, NC 28001, USA
Phone (704) 982-4466
Directions
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Edward Jones
SEC File# 801-3297
CRD# 250
Location 731 N 2nd St B, Albemarle, NC 28001, USA
Phone (704) 983-6103
Directions
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Trinity Place
4 out of 5
Location 24724 US-52, Albemarle, NC 28001, USA
Phone (704) 982-8191
Directions
SEC File# 801-57434
CRD# 11025
Location 200 E Main St, Albemarle, NC 28001, USA
Phone (704) 983-4126
Directions
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Bookman Bright Retirement Planning & Capital Management
Location 209 Delburg St #205, Davidson, NC 28036, USA
Phone (704) 256-6016
Directions
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Carolina Retirement Solutions
Location Suite #105, 4520 Mint Hill Village Ln, Mint Hill, NC 28227, USA
Phone (704) 545-9502
Directions
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Hospice of Stanly County Inc
5 out of 5
Location 960 N 1st St, Albemarle, NC 28001, USA
Phone (704) 983-4216
Directions
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CasaSanta Financial Services
5 out of 5
Location 6913 Beamish Pl #1, Charlotte, NC 28227, USA
Phone (704) 545-2047
Directions
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Breese Financial Group LLC
Location 210 Deal Estate Dr, China Grove, NC 28023, USA
Phone (704) 859-2555
Directions
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Uwharrie Investment Group
5 out of 5
Location 132 N 1st St, Albemarle, NC 28001, USA
Phone (704) 983-5959
Directions
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Bradshaw Financial Planning
5 out of 5
Location 1816 E Innes St # 102, Salisbury, NC 28146, USA
Phone (704) 216-2260
Directions
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Albemarle Planning & Community
Location 144 N 2nd St, Albemarle, NC 28001, USA
Phone (704) 984-9424
Directions
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C F Parks & Co
5 out of 5
Location 1932 S Main St, Salisbury, NC 28144, USA
Phone (704) 637-6011
Directions
Retirement Planning in Albemarle, NC

About Albemarle, NC for Those Planning to Retire

Albemarle, NC is a vibrant city in Stanly County, nestled in the heart of the Piedmont region. The city is home to a plethora of landmarks, including the Stanly County History Center, which showcases the area's rich history, and the Morrow Mountain State Park, which offers stunning views of the surrounding landscape. In terms of top employers, Albemarle is home to the Stanly Regional Medical Center, a leading healthcare provider in the region, and the Walmart Distribution Center, which employs hundreds of local residents. Major highways and streets in the area include US-52, NC-24/27, and NC-73, making it easy to access nearby cities and towns. Neighborhoods in Albemarle range from historic districts like the East End and West Albemarle to newer developments like the Forest Hills and Park Ridge subdivisions. With its diverse array of attractions, thriving business community, and welcoming neighborhoods, Albemarle is a great place to call home.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Albemarle, NC can benefit from a bank in numerous ways. For starters, a bank can offer financial assistance to those looking to start a business or purchase a home. Albemarle, NC is a small town with a population of just over 15,000, and many residents may not have access to the necessary funds to start a business or buy a home outright. A bank can provide loans and other financial resources to help residents achieve their goals. Additionally, banks can offer checking and savings accounts to help residents manage their finances. This is especially important in Albemarle, NC, where the cost of living is relatively low compared to other parts of the country. Having a bank account can help residents save money and plan for their future. Finally, banks can provide financial education and resources to help residents make informed decisions about their money.

Insurance Broker

Residents of Albemarle, NC can benefit from the services of an insurance broker in various ways. One specific instance is when they are looking for coverage for their homes or properties. An insurance broker can help them navigate the complexities of the insurance industry and find the best policies that suit their needs and budget. For example, Albemarle is located in Stanly County, which is prone to natural disasters such as hurricanes and tornadoes. A knowledgeable insurance broker can help residents secure policies that cover damages caused by these disasters and protect them from financial loss. Additionally, an insurance broker can provide guidance on health insurance options, auto insurance, and life insurance, among others. With their expertise, residents can make informed decisions on insurance coverage and avoid costly mistakes. Overall, an insurance broker can be a valuable resource for residents of Albemarle, NC in securing their financial future.

Wealth Management

Residents of Albemarle, NC would benefit greatly from the services of a wealth manager. With a population of just over 15,000, Albemarle is a small town that is home to many hardworking individuals and families. A wealth manager can help these residents with a variety of financial needs, such as retirement planning, investment management, and tax planning. In addition, a wealth manager can assist with estate planning and philanthropic giving. With its rich history and close-knit community, Albemarle is a unique place to live, and a skilled wealth manager can help residents navigate the complexities of their financial lives with confidence and ease.

Financial Advisor

Residents of Albemarle, NC can benefit from the expertise of a financial advisor in several ways. For instance, a financial advisor can help individuals in Albemarle, NC to create a comprehensive financial plan that aligns with their short-term and long-term goals. This plan may include strategies for saving for retirement, college education, or purchasing a home. Moreover, a financial advisor can assist residents in Albemarle, NC to develop a budget that prioritizes their expenses and helps them to save money. Additionally, a financial advisor can provide guidance on investment options that are suitable for their risk tolerance and financial objectives. This is particularly important for residents of Albemarle, NC who may have unique financial challenges due to the area's economic conditions and demographics. For example, the city has a higher than average poverty rate, which means that residents may need specialized advice on how to manage their finances and build wealth.

Mortgage Loan Officer

Residents of Albemarle, NC can greatly benefit from the services of a mortgage loan officer. With the city being home to a diverse population, ranging from young professionals to retirees, there is a wide range of mortgage needs that must be met. A skilled loan officer can help these residents navigate the complexities of the mortgage process, including finding the right loan product, securing the best interest rates, and ensuring that all necessary documentation is in order. Additionally, with Albemarle being located in the heart of North Carolina's Piedmont region, there are unique considerations that must be taken into account when applying for a mortgage. A knowledgeable loan officer can help residents understand these factors, such as property values and local zoning laws, and make informed decisions about their home financing options.

Tax Services

Residents of Albemarle, NC can benefit greatly from the assistance of a tax advisor in a variety of ways. One specific area where a tax advisor can be particularly helpful is in navigating the complex tax laws and regulations that apply to small businesses in the area. Albemarle is home to a number of small businesses, ranging from local shops and restaurants to professional services firms and manufacturing companies. A tax advisor can help these businesses understand the tax implications of their operations, including how to properly classify income and expenses, take advantage of available deductions and credits, and comply with local, state, and federal tax laws. Additionally, a tax advisor can provide guidance on tax planning strategies, such as how to minimize tax liability and maximize tax savings over the long term. With the help of a skilled tax advisor, residents of Albemarle can ensure that they are meeting their tax obligations while also taking advantage of all available opportunities to reduce their tax burden.

Estate Planning Lawyer

Residents of Albemarle, NC can benefit greatly from the services of an estate planning lawyer. These professionals can help residents with a variety of legal matters related to estate planning, including creating wills, trusts, and other important documents. One specific way that an estate planning lawyer can assist residents of Albemarle is by helping them navigate the state's complex probate laws. North Carolina has specific rules and regulations regarding the distribution of assets after someone passes away, and an estate planning lawyer can help ensure that a person's wishes are carried out in accordance with these laws. Additionally, Albemarle residents may need help with estate tax planning, which can be a complicated process. An experienced estate planning lawyer can provide guidance and advice on how to minimize tax liability and protect assets for future generations. Overall, working with an estate planning lawyer can provide peace of mind and ensure that a person's wishes are carried out after they pass away.

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