Retirement Planning in Robeson County, NC

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Top Retirement Planners in Robeson County, NC

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The Stanfield McCarthy Group - Morgan Stanley
Location 1990 Fordham Dr Ste 200, Fayetteville, NC 28304, USA
Phone (910) 481-8570
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Lendmark Financial Services LLC
5 out of 5
Location 4315 Fayetteville Rd, Lumberton, NC 28358, USA
Phone (910) 816-4100
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First Command Financial Advisor - Catina Ruiz
Location 1995 Skibo Rd Suite 201, Fayetteville, NC 28314, USA
Phone (910) 860-7900
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Senior Financial Advisors
Location 2529 Raeford Rd, Fayetteville, NC 28305, USA
Phone (910) 323-8686
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Merrill Lynch Wealth Management Advisor Laura Pope
Location 2550 Ravenhill Dr Suite 201, Fayetteville, NC 28303, USA
Phone (910) 486-0436
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Nurse-Family Partnership
Location 460 Country Club Rd, Lumberton, NC 28360, USA
Phone (910) 671-3200
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Edward Jones - Financial Advisor: Josh Jackson
Location 4246 Fayetteville Rd, Lumberton, NC 28358, USA
Phone (910) 738-5053
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CLC Financial Services Group
5 out of 5
Location 4910 Fayetteville Rd, Lumberton, NC 28358, USA
Phone (910) 738-8226
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MHM Credit Cleaners LLC
Location 303 Atkinson St Unit C, Laurinburg, NC 28352, USA
Phone (888) 316-3471
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Retirement Planning in Robeson County, NC

About Robeson County, NC for Those Planning to Retire

Robeson County, located in southeastern North Carolina, is a diverse and vibrant community with a rich history and a plethora of landmarks. From the historic Lumber River to the iconic Lumbee Tribe, this county is bursting with culture and heritage. The top employers in the area include Southeastern Health, the Public Schools of Robeson County, and The University of North Carolina at Pembroke. Major highways such as I-95 and US-74 run through the county, providing easy access to neighboring cities. The streets of downtown Lumberton are lined with charming shops and restaurants, while neighborhoods like West Lumberton and Pembroke offer a variety of housing options. Whether you're a local or a visitor, Robeson County is a must-see destination with something for everyone.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Robeson County, NC would greatly benefit from the services offered by a bank. With a population of over 130,000 people, the county is home to a diverse range of individuals who have varying financial needs. A bank could provide assistance to those who are looking to purchase a home in the area, as well as those who need to take out loans for education or business ventures. Additionally, many residents of Robeson County rely on agriculture as a source of income, and a bank could offer financial services specifically tailored to this industry. With the recent devastation caused by Hurricane Florence, a bank could also provide much-needed assistance to those who are struggling to recover and rebuild their homes and businesses. Overall, a bank would be a valuable resource for the residents of Robeson County, offering a wide range of financial services to meet their individual needs.

Insurance Broker

Residents of Robeson County, NC can benefit from the services of an insurance broker in a multitude of ways. With a population of over 130,000, this county is home to a diverse group of individuals, many of whom may struggle to navigate the complex world of insurance. An experienced broker can help residents find the right coverage for their unique needs, whether they are seeking health insurance, auto insurance, or something else entirely. Given the county's location in the southeastern part of the state, residents may also be particularly vulnerable to natural disasters such as hurricanes and flooding. An insurance broker can help ensure that residents have adequate coverage in the event of such a catastrophic event, which can provide peace of mind and financial security during a difficult time. Additionally, as Robeson County is home to a significant Native American population, brokers with experience in working with tribal communities may be particularly valuable in helping these residents navigate the insurance landscape.

Wealth Management

Residents of Robeson County, NC can benefit from the services of a wealth manager in a variety of ways. One specific issue that is unique to this area is the high poverty rate. According to recent data, over 27% of the population in Robeson County lives below the poverty line. A wealth manager can help these individuals and families by providing financial planning and investment advice that can help them build wealth and improve their financial situation. This may include creating a budget, setting financial goals, and investing in stocks, bonds, and other assets. In addition, a wealth manager can also provide guidance on tax planning, estate planning, and retirement planning, which can help residents of Robeson County achieve long-term financial security. Overall, a wealth manager can be a valuable resource for anyone looking to improve their financial situation, and can be especially helpful for those living in areas with high poverty rates like Robeson County.

Financial Advisor

Residents of Robeson County, NC could greatly benefit from the assistance of a financial advisor in a variety of ways. Given that the county has a poverty rate of 30.4%, which is significantly higher than the national average, a financial advisor could help residents develop strategies for saving money, creating and sticking to budgets, and investing wisely. Additionally, the county has a large Native American population, and a financial advisor could offer culturally sensitive advice that takes into account the unique financial challenges faced by this community. For example, a financial advisor could help Native American residents navigate complex issues related to tribal membership, land ownership, and inheritance. Furthermore, given that Robeson County is located in a rural area, a financial advisor could help residents access financial services that might not be available locally, such as online banking and investment platforms. Overall, a financial advisor could play a vital role in helping Robeson County residents achieve financial stability and security.

Mortgage Loan Officer

Residents of Robeson County, NC can greatly benefit from the services of a mortgage loan officer. Specifically, due to the county's high poverty rate, many individuals may struggle to secure financing for a home. A mortgage loan officer can assist in navigating the complex process of obtaining a mortgage, ensuring that residents are able to secure a loan that fits their unique financial situation. Additionally, Robeson County has a large Native American population, and a mortgage loan officer can provide culturally sensitive assistance to these individuals. With their expertise in the mortgage industry, a loan officer can help residents of Robeson County achieve their dream of homeownership, providing stability and security for themselves and their families.

Tax Services

Residents of Robeson County, NC can benefit greatly from the services of a tax advisor. One specific way a tax advisor can help is by assisting residents with navigating the complex tax laws surrounding farming and agriculture in the county. Robeson County is home to a significant number of farms and agricultural businesses, and tax laws related to this industry can be intricate and convoluted. A tax advisor can help farmers and agricultural businesses maximize their deductions and credits, ensuring they are not leaving any money on the table. Additionally, a tax advisor can help residents of Robeson County who are self-employed or small business owners, as they may have unique tax situations that require specialized knowledge and attention. By working with a tax advisor, residents of Robeson County can ensure they are in compliance with all tax laws and regulations while minimizing their tax liability.

Estate Planning Lawyer

Residents of Robeson County, NC could greatly benefit from the expertise of an estate planning lawyer. With its diverse population and unique cultural heritage, Robeson County presents a complex set of legal challenges that an experienced estate planning lawyer can help navigate. For example, the county has a large Native American population, which means that many residents may be subject to tribal laws and regulations in addition to state and federal laws. Furthermore, Robeson County has a high poverty rate, which can make estate planning even more important for families who may not have access to other resources. An estate planning lawyer can help residents of Robeson County create wills, trusts, and other legal documents that will ensure that their assets are distributed according to their wishes and that their loved ones are taken care of after they pass away.

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