Retirement Planning in Iredell County, NC

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List of Firms

Top Retirement Planners in Iredell County, NC

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LPL Financial
SEC File# 801-10970
CRD# 6413
Location 102 S Center St, Statesville, NC 28677, USA
Phone (704) 878-0091
Directions
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Bice Wealth Management
Location 136 Gateway Blvd C, Mooresville, NC 28117, USA
Phone (704) 696-1030
Language http://www.bicewealth.com/
Directions
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First Command
1 out of 5
Location 179 Gasoline Aly Dr Suite 102B, Mooresville, NC 28117, USA
Phone (704) 799-2661
Language https://advisor.firstcommand.com/us/nc/mooresville?utm_source=google_my_business&utm_medium=local_search
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Edward Jones
SEC File# 801-3297
CRD# 250
Location 975 N Main St, Mooresville, NC 28115, USA
Phone (704) 662-3818
Language https://www.edwardjones.com/
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Thompson Financial Services Inc
Location 104 N Center St Suite C, Statesville, NC 28677, USA
Phone (704) 878-6112
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Merrill Lynch Wealth Management
Location 104 S Center St Suite 101, Statesville, NC 28677, USA
Phone (704) 871-5645
Language https://www.local.ml.com/0506WH
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Smith Financial Corp
Location 107 Kilson Dr #102, Mooresville, NC 28117, USA
Phone (704) 663-7040
Language http://www.smithfinancialnc.com/
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Carson Wealth
5 out of 5
Location 104 Welton Way, Mooresville, NC 28117, USA
Phone (704) 508-4949
Language https://www.carsonwealth.com/team/team-locations/mooresville/
Directions
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Capital Management Group
Location 113 N Center St, Statesville, NC 28677, USA
Phone (704) 878-6677
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DFS Advisors, LLC
Location 116 Morlake Dr #102, Mooresville, NC 28117, USA
Phone (980) 444-0330
Language http://www.dfs-advisors.com/
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Woodbury Financial Services
SEC File# 801-54905
CRD# 421
Location 1434 Wilkesboro Hwy, Statesville, NC 28625, USA
Phone (704) 872-7710
Directions
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Brookdale Peachtree
4 out of 5
Location 2806 Peachtree Rd, Statesville, NC 28625, USA
Phone (704) 872-1946
Language https://www.brookdale.com/en/communities/brookdale-peachtree.html?cid=yext
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OPUS Financial Advisors
Location 126 E Water St, Statesville, NC 28677, USA
Phone (704) 872-7671
Language http://www.opusfa.com/
Directions
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Scarlett Chapman - Thrivent
Location 2130 Newton Dr, Statesville, NC 28677, USA
Phone (704) 682-5980
Language https://connect.thrivent.com/scarlett-chapman?utm_source=GMB&utm_medium=Yext
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Thrivent Financial Troutman Office
Location 837 S Main St, Troutman, NC 28166, USA
Phone (980) 276-0088
Language http://www.thrivent.com/
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Consolidated Planning - Troutman
Location 134 N Eastway Dr, Troutman, NC 28166, USA
Phone (704) 437-1299
Directions
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Preferred Financial Strategies
Location 116 Morlake Dr suite 101-a, Mooresville, NC 28117, USA
Phone (704) 658-1040
Language http://www.financialstrategiesforlife.com/
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Professional Wealth Management Services
SEC File# 801-123592
CRD# 150266
Location 211 S Center St # 205B, Statesville, NC 28677, USA
Phone (704) 872-0022
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Integrated Financial Concepts
5 out of 5
Location 132 Joe Knox Ave #100f, Mooresville, NC 28117, USA
Phone (704) 464-2426
Language http://www.retirestronger.net/
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Weaver Wealth Management
5 out of 5
Location 120 Main Channel Dr, Mooresville, NC 28117, USA
Phone (704) 940-0103
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Senior Retirement Solutions of the Carolinas
Location 155 Woodlea Ct, Mooresville, NC 28115, USA
Phone (352) 454-0726
Language https://www.carolinasretirementsolutions.com/contact
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Cordian Wealth - Ameriprise Financial Services, LLC
Location 642 Signal Hill Drive Extension, Statesville, NC 28625, USA
Phone (704) 872-8181
Language https://www.ameripriseadvisors.com/team/cordian-wealth/contact?cid=IP_local_google
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Iredell County Planning and Development
Location 349 N Center St, Statesville, NC 28677, USA
Phone (704) 878-3118
Language https://www.iredellcountync.gov/236/Planning-Development
Directions
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Aspire Private Capital LLC
5 out of 5
Location 19410 Jetton Rd #110, Cornelius, NC 28031, USA
Phone (704) 237-9927
Language http://www.aspireadvisors.com/
Directions
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Edward Jones - Financial Advisor: Deneen Wells
5 out of 5
Location 187 Turnersburg Hwy Suite B1, Statesville, NC 28625, USA
Phone (704) 500-0138
Language https://www.edwardjones.com/us-en/financial-advisor/deneen-wells?y_source=1_OTk3MDc0MC03MTUtbG9jYXRpb24ud2Vic2l0ZQ%3D%3D
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Retirement Planning in Iredell County, NC

About Iredell County, NC for Those Planning to Retire

Iredell County, NC is a bustling and vibrant community nestled in the heart of the Piedmont region. With a rich history dating back to the Revolutionary War, this county boasts a plethora of landmarks and attractions that draw visitors from far and wide. From the historic Fort Dobbs to the beautiful Lake Norman, there is no shortage of things to see and do in Iredell County. But it's not just the history and natural beauty that make this county so special - it's also the thriving business community. With top employers like Lowe's Companies Inc., Duke Energy, and Wal-Mart Stores Inc., Iredell County is a major player in the regional economy. And with easy access to major highways like I-77 and I-40, it's no wonder that so many businesses choose to call this county home. Of course, no discussion of Iredell County would be complete without mentioning the many neighborhoods that make up this diverse and dynamic community.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Iredell County, NC could benefit from a bank in various ways. For instance, banks can provide loans to individuals and businesses in the county to help them achieve their financial goals. Additionally, banks can offer savings accounts and other financial products to help residents save money and plan for the future. Moreover, banks can provide financial education and resources to help residents make informed decisions about their money. In Iredell County specifically, many residents work in the manufacturing industry, which can be volatile and unpredictable. A bank can help these workers by providing stability and financial security through savings accounts and other financial products. Furthermore, Iredell County is home to a growing number of retirees who may need assistance with managing their finances during their golden years. A bank can offer retirement planning services and other resources to help these residents navigate their financial futures.

Insurance Broker

Residents of Iredell County, NC can benefit from the services of an insurance broker in various ways. Firstly, an insurance broker can help residents of Iredell County, NC navigate the complex healthcare system and find the most suitable health insurance plan that meets their unique needs. With the county's population of over 180,000 people, it can be challenging for residents to find the right healthcare plan that covers their medical needs. Secondly, an insurance broker can help residents of Iredell County, NC find affordable and comprehensive auto insurance policies that provide adequate coverage for their vehicles. With the county's extensive road network and high traffic volume, having car insurance is essential for residents to protect themselves and their vehicles from accidents and damages. Lastly, an insurance broker can help residents of Iredell County, NC find the right home insurance policies that provide comprehensive coverage for their homes and properties.

Wealth Management

Residents of Iredell County, NC could greatly benefit from the services of a wealth manager. With its diverse economy and growing population, Iredell County presents both opportunities and challenges to its residents. A wealth manager can help navigate these complexities by providing personalized financial planning and investment strategies. For example, with the county's strong presence in the manufacturing industry, a wealth manager could advise clients on how to invest in local companies and take advantage of potential growth opportunities. Additionally, with Iredell County's proximity to Charlotte, a wealth manager could help clients navigate the complexities of the city's real estate market and make informed decisions on purchasing property. Overall, a wealth manager can provide invaluable guidance to residents of Iredell County as they navigate the complexities of their financial lives.

Financial Advisor

Residents of Iredell County, NC can benefit from the expertise of a financial advisor in many ways. One specific example is navigating the complexities of the local economy, which is heavily dependent on the manufacturing industry. A financial advisor can help residents make informed investment decisions that take into account the fluctuations of this industry. Additionally, Iredell County has a growing population of retirees, and a financial advisor can provide guidance on retirement planning, including strategies for maximizing social security benefits and creating a sustainable income stream. Furthermore, a financial advisor can assist with tax planning, particularly in light of the state's tax laws, which can be confusing and burdensome for many residents. Overall, a financial advisor can provide valuable support and guidance to residents of Iredell County, helping them achieve their financial goals and navigate the unique challenges of the local economy.

Mortgage Loan Officer

A mortgage loan officer can assist residents of Iredell County, NC in a multitude of ways. One specific way is by providing guidance on the various mortgage programs available in the area. Iredell County is home to a diverse population, including both urban and rural areas, which means that there are different loan options available depending on the location of the property. A loan officer can help residents understand the eligibility requirements for each program and assist them in choosing the best option for their specific situation. Additionally, a loan officer can help residents navigate the complex application process, which can be overwhelming and confusing. They can provide guidance on necessary paperwork and documentation, as well as answer any questions or concerns throughout the process. Ultimately, a mortgage loan officer can help residents of Iredell County achieve their dream of homeownership, providing them with the necessary resources and support to make the process as smooth and stress-free as possible.

Tax Services

Residents of Iredell County, NC can benefit from the expertise of a tax advisor in several ways. One of the most common ways is by helping them navigate the complex tax laws and regulations that are specific to North Carolina. This includes understanding the state's tax rates, exemptions, and deductions, which can vary significantly from federal tax laws. Additionally, a tax advisor can assist residents in Iredell County with tax planning strategies that can help reduce their tax liability and maximize their refund. This could involve identifying deductions and credits that are unique to the county, such as the property tax relief program for senior citizens. Furthermore, a tax advisor can provide guidance on how to properly file taxes, avoid penalties, and deal with any tax-related issues that may arise. In a county with a growing population and diverse economy, the knowledge and expertise of a tax advisor can be invaluable to residents seeking to navigate the often complex and confusing world of taxes.

Estate Planning Lawyer

Residents of Iredell County, NC could greatly benefit from the services of an estate planning lawyer. With a population of over 180,000, Iredell County is one of the fastest-growing counties in North Carolina. As such, many residents may have complex financial situations that require careful planning to ensure their assets are distributed according to their wishes. An estate planning lawyer can help residents create wills, trusts, and other legal documents that outline their wishes for their estate. Additionally, an estate planning lawyer can assist with tax planning, which can be especially important in Iredell County, where property taxes are among the highest in the state. By working with an estate planning lawyer, residents of Iredell County can ensure that their assets are protected and their wishes are honored, even after they are gone.

FREQUENTLY ASKED QUESTIONS

Retirement Income Planning FAQs

Retirement planning services offered by a retirement planner in Iredell County, NC can help individuals plan for a financially secure future. The planner can assist with creating a comprehensive retirement plan that takes into account specific factors unique to Iredell County, such as the county's growing population of retirees and the increasing cost of healthcare. The planner can also provide guidance on investment options, tax strategies, and Social Security benefits. With their expertise in retirement planning, the planner can help clients navigate the complexities of retirement planning and ensure they are on track to meet their financial goals. By working with a retirement planner in Iredell County, individuals can feel confident about their financial future and enjoy a comfortable retirement.

Iredell County, NC is the ideal destination to secure a retirement planner due to its thriving economy and diverse population. The county's strategic location along the I-77 corridor makes it an attractive hub for business and commerce, providing ample opportunities for retirees to invest in lucrative ventures. Additionally, the county boasts of a highly-educated workforce, which is a key factor in ensuring the success of any retirement plan. The county's rich cultural heritage and vibrant community also offer retirees a plethora of activities to engage in, from arts and culture to outdoor recreation. Therefore, with its robust economic and social infrastructure, Iredell County, NC is an excellent choice for anyone seeking a reliable retirement planner to help them navigate the complexities of planning for their golden years.