Retirement Planning in New Hanover County, NC

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Top Retirement Planners in New Hanover County, NC

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Les H. Kern
Location 2306 Wrightsville Ave Suite 201, Wilmington, NC 28403, USA
Phone (910) 763-5050
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Carolina Retirement Planners
Location 620 Market St, Wilmington, NC 28401, USA
Phone (910) 815-3100
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MMC Financial Group
Location 1985 Eastwood Rd Suite 200, Wilmington, NC 28403, USA
Phone (910) 679-4685
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SEC File# 801-69815
CRD# 149018
5 out of 5
Location 5129 Oleander Dr STE 202, Wilmington, NC 28403, USA
Phone (910) 399-7765
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
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Edward Jones - Financial Advisor: JD Swart, CRPC™
Location 3315 Masonboro Loop Rd Ste 120, Wilmington, NC 28409, USA
Phone (910) 452-2898
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Inspire Financial Planning
Location 1213 Culbreth Dr, Wilmington, NC 28405, USA
Phone (910) 448-1450
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First Command Financial Planning
Location 1213 Culbreth Dr, Wilmington, NC 28405, USA
Phone (910) 799-0715
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Thomas Wealth Management Group of Raymond James
Location 1105 Military Cutoff Rd Suite 202, Wilmington, NC 28405, USA
Phone (910) 256-2406
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Haines Financial, LLC | The Wealth Plan Company
Location 398 Carl St #101, Wilmington, NC 28403, USA
Phone (910) 679-4370
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Breit Group - Northwestern Mutual
Location 1111 Military Cutoff Rd #251, Wilmington, NC 28405, USA
Phone (910) 509-5145
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The Pleasants Cole Wealth Management Group - UBS Financial Services Inc.
Location Landfall Park North, 1985 Eastwood Rd Suite 110, Wilmington, NC 28403, USA
Phone (866) 275-4477
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Future First Wealth and Retirement
5 out of 5
Location 322 Disney Dr, Wilmington, NC 28409, USA
Phone (910) 622-8116
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Richard Hobgood - Morgan Stanley
Location 1111 Military Cutoff Rd, Wilmington, NC 28405, USA
Phone (910) 509-1103
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Retirement Planning in New Hanover County, NC

About New Hanover County, NC for Those Planning to Retire

New Hanover County, NC is a bustling and vibrant area with a plethora of landmarks, top employers, major highways and streets, and neighborhoods. From the historic Wilmington Riverwalk to the iconic Wrightsville Beach, there's something for everyone in this diverse county. The top employers in the area include GE Hitachi Nuclear Energy, New Hanover Regional Medical Center, and Corning Incorporated. Major highways and streets include I-40, US-17, and Market Street. Neighborhoods range from the charming historic district of downtown Wilmington to the upscale communities of Landfall and Porter's Neck. With so much to offer, New Hanover County is a prime location for both residents and visitors alike.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of New Hanover County, NC can benefit from a bank in a multitude of ways. For instance, the county is home to several beaches, and a bank can provide financial assistance to those who want to purchase beachfront properties. This can include home loans, refinancing options, and mortgage advice. Additionally, the county is a hub for tourism and small businesses, and banks can provide business loans and financial advice to help these entities grow and thrive. Moreover, New Hanover County is vulnerable to natural disasters such as hurricanes, and banks can offer disaster relief and insurance options to residents. Overall, a bank can provide essential financial services to the diverse and dynamic community of New Hanover County, NC.

Insurance Broker

Residents of New Hanover County, NC can benefit from the expertise of an insurance broker in many ways. Firstly, an insurance broker can help residents navigate the complexities of the healthcare system, which can be particularly challenging in New Hanover County due to its rapidly growing population and limited number of healthcare providers. Additionally, an insurance broker can assist residents in finding the best insurance policies for their specific needs, taking into account factors such as their age, occupation, and lifestyle. This is especially important in New Hanover County, where residents face unique risks such as hurricanes and flooding, which may not be covered under standard insurance policies. By working with an insurance broker, residents can ensure that they are fully protected against these and other potential threats, giving them peace of mind and financial security.

Wealth Management

Residents of New Hanover County, NC could benefit greatly from the services of a wealth manager. The county is home to a diverse population with varying financial needs. A wealth manager can provide guidance on investment strategies, retirement planning, and estate planning. With the county's close proximity to the coast, many residents may have unique financial considerations related to property ownership and insurance. Additionally, New Hanover County has a growing economy with a strong healthcare industry and a significant military presence, which may require specialized financial planning. A wealth manager can help residents navigate these complexities and develop a personalized financial plan that meets their individual goals and needs. Overall, a wealth manager can provide invaluable support and guidance to residents of New Hanover County, helping them achieve financial stability and security for the future.

Financial Advisor

Residents of New Hanover County, NC can greatly benefit from the expertise of a financial advisor. One specific way in which a financial advisor can help is by providing guidance on investing in the local real estate market. New Hanover County is home to popular beach towns such as Wrightsville Beach and Carolina Beach, which attract tourists and retirees alike. A financial advisor can assist residents in navigating the complexities of purchasing and managing rental properties, as well as advising on potential investment opportunities in the area. Additionally, a financial advisor can help residents plan for the future by creating a personalized financial plan that takes into account their unique goals and circumstances. This may include retirement planning, college savings plans, and estate planning. With the guidance of a financial advisor, residents of New Hanover County can feel more confident in their financial future and make informed decisions about their investments and financial goals.

Mortgage Loan Officer

Residents of New Hanover County, NC can benefit from the expertise of a mortgage loan officer in several ways. Firstly, the loan officer can help them navigate the complex process of obtaining a mortgage, which can be particularly daunting for first-time homebuyers. Given that New Hanover County is a popular tourist destination, the housing market can be highly competitive, and a loan officer can help residents secure the best possible interest rates and terms. Additionally, the county is prone to natural disasters such as hurricanes, which can damage homes and lead to costly repairs. A mortgage loan officer can help residents access funds to repair and rebuild their homes in the aftermath of such disasters. Finally, the county is home to several military bases, and a loan officer can help military personnel and their families navigate the unique challenges of obtaining a mortgage while serving in the armed forces.

Tax Services

Residents of New Hanover County, NC can benefit from a tax advisor in numerous ways. One of the most common ways a tax advisor can help is by providing expert advice on tax planning and preparation. This is especially important for residents of New Hanover County, NC, as the county has a complex tax system that can be difficult to navigate without professional help. A tax advisor can help residents understand the various tax laws and regulations that apply to them, and provide guidance on how to minimize their tax liability while maximizing their deductions. Additionally, a tax advisor can help residents with tax audits, tax disputes, and other tax-related issues that may arise. With their expertise and knowledge, tax advisors can help residents of New Hanover County, NC save money and avoid costly mistakes when it comes to their taxes.

Estate Planning Lawyer

Residents of New Hanover County, NC can benefit greatly from the services of an estate planning lawyer. These legal professionals can assist individuals in creating wills, trusts, and other estate planning documents that ensure their assets are distributed according to their wishes after they pass away. In New Hanover County, NC, where the population is growing rapidly, estate planning is especially important. As more people move to the area and property values continue to rise, it becomes increasingly complex to navigate the legal and financial considerations of estate planning. An experienced estate planning lawyer can help residents of New Hanover County, NC to understand the intricacies of the law and ensure that their assets are protected for future generations.

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