Retirement Planning in Pitt County, NC

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Top Retirement Planners in Pitt County, NC

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Keel & Long Financial Management
5 out of 5
Location 925 Conference Dr, Greenville, NC 27858, USA
Phone (252) 295-0772
Directions
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Edward Jones - Financial Advisor: Greg Weigum, AAMS™
Location 1694 E Arlington Blvd Suite D, Greenville, NC 27858, USA
Phone (252) 355-2025
Directions
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Buie Wealth Management Group, Inc.
Location 605 Lynndale Ct a, Greenville, NC 27858, USA
Phone (252) 558-9020
Directions
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Chris Davis
Location 2405 Stantonsburg Rd, Greenville, NC 27834, USA
Phone (252) 321-6433
Directions
SEC File# 801-117021
CRD# 292797
Location 500 Red Banks Rd Suite D, Greenville, NC 27858, USA
Phone (252) 756-7005
Directions
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Pitt County Planning
Location 1717 W 5th St, Greenville, NC 27834, USA
Phone (252) 902-3250
Directions
Retirement Planning in Pitt County, NC

About Pitt County, NC for Those Planning to Retire

Pitt County, located in eastern North Carolina, is a vibrant and bustling community with a rich history and diverse population. From the charming downtown area to the sprawling suburbs, there is something for everyone in this thriving region. Landmarks in Pitt County include the Greenville Museum of Art, which showcases works by local and regional artists, and the East Carolina University campus, which boasts beautiful architecture and a vibrant student community. Other notable landmarks include the Greenville Town Common, a popular park and gathering place, and the Tar River, which provides opportunities for boating, fishing, and other outdoor activities. Top employers in Pitt County include Vidant Health, East Carolina University, and DSM Pharmaceuticals, which all provide jobs and economic stability to the region. Major highways and streets in the area include US-264, NC-11, and Greenville Boulevard, which connect the region to major cities and towns throughout the state.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Pitt County, NC could be helped by a bank in a multitude of ways. One of the most common ways is through providing access to financial products and services that can help them manage their money more effectively. This is particularly important in Pitt County, where the median household income is below the national average, and many residents struggle to make ends meet. A bank can offer a range of services, from checking and savings accounts to loans and credit cards, that can help residents build their financial stability and achieve their goals. Additionally, a bank can provide financial education and resources to help residents make informed decisions about their money, such as budgeting and saving strategies. With the help of a bank, residents of Pitt County can take control of their finances and work towards a brighter future.

Insurance Broker

Residents of Pitt County, NC can benefit greatly from the services of an insurance broker. With the county's growing population and diverse demographics, an insurance broker can help individuals and families navigate the complex world of insurance policies and find the right coverage to fit their specific needs. From auto and home insurance to health and life insurance, an insurance broker can provide expert guidance and help residents make informed decisions about their coverage. In addition, with Pitt County's increasing number of small businesses and entrepreneurs, an insurance broker can assist with finding the right commercial insurance policies to protect their assets and ensure their businesses are adequately covered. With an insurance broker's knowledge and expertise, residents of Pitt County can rest assured that they have the right coverage in place to protect themselves and their families from unexpected events.

Wealth Management

Residents of Pitt County, NC could benefit from the expertise of a wealth manager in a number of ways. For example, a wealth manager could help residents navigate the complex tax laws that are unique to the state of North Carolina. Additionally, a wealth manager could help residents plan for retirement by developing a comprehensive strategy that takes into account their unique financial situation and goals. Furthermore, a wealth manager could provide guidance on how to best invest in local industries, such as agriculture and healthcare, which are major drivers of the Pitt County economy. With their in-depth knowledge of financial planning and investment strategies, a wealth manager could be an invaluable resource for residents of Pitt County looking to secure their financial future.

Financial Advisor

Residents of Pitt County, NC can benefit from the services of a financial advisor in a multitude of ways. One of the most common ways is by creating a personalized financial plan that takes into account the unique economic landscape of the county. With a median household income of $43,000, Pitt County residents may face financial challenges that differ from those in other areas. A financial advisor can help residents navigate these challenges by providing guidance on budgeting, saving, and investing. Additionally, they can assist with retirement planning, college savings, and estate planning. The complex nature of financial planning can be overwhelming for many individuals, but a skilled financial advisor can provide clarity and direction. By working with a financial advisor, residents of Pitt County can improve their financial well-being and achieve their long-term goals.

Mortgage Loan Officer

Residents of Pitt County, NC can benefit from the expertise of a mortgage loan officer in various ways. With a population of over 180,000 people, Pitt County is a vibrant community with a diverse range of housing needs. A mortgage loan officer can help residents secure financing for their dream homes, whether it be a historic property in Greenville's Uptown district or a spacious family home in one of the county's many suburban neighborhoods. These professionals can also guide residents through the complexities of the mortgage process, including navigating the local real estate market and understanding the unique lending requirements in Pitt County. Additionally, a mortgage loan officer can help residents take advantage of the county's growing economy by securing financing for investment properties or commercial real estate ventures. With its thriving healthcare industry, expanding university system, and strong agricultural sector, Pitt County offers a wealth of opportunities for residents looking to invest in the local community.

Tax Services

Residents of Pitt County, NC can benefit from the expertise of a tax advisor in numerous ways. With its diverse economy, ranging from agriculture to healthcare, Pitt County presents unique tax challenges to its residents. A tax advisor can help navigate the complex tax laws and regulations that apply to these industries, ensuring that businesses and individuals are in compliance and taking advantage of all available deductions and credits. Additionally, Pitt County is home to many retirees, who may have specific tax concerns related to their retirement income and estate planning. A tax advisor can provide guidance on tax-efficient retirement planning and help residents navigate the complexities of estate and gift taxes. Overall, a tax advisor can provide invaluable assistance to residents of Pitt County, NC in ensuring that they are maximizing their tax savings and minimizing their tax liabilities.

Estate Planning Lawyer

Residents of Pitt County, NC can benefit from the expertise of an estate planning lawyer in several ways. Firstly, an estate planning lawyer can help residents of Pitt County, NC to draft a comprehensive estate plan that takes into account the unique laws and regulations of the state. This is particularly important because Pitt County, NC has specific laws regarding the distribution of property upon death, which can be complex and difficult to navigate without the assistance of a skilled lawyer. Additionally, an estate planning lawyer can help residents of Pitt County, NC to minimize their tax liabilities and protect their assets from creditors and other potential threats. By working with an estate planning lawyer, residents of Pitt County, NC can ensure that their wishes are respected and their loved ones are provided for in the event of their passing.

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