Retirement Planning in Rocky Mount, NC

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List of Firms

Top Retirement Planners in Rocky Mount, NC

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Oettinger & Company, CPA, P.A.
Location 101 Candlewood Rd, Rocky Mount, NC 27804, USA
Phone (252) 451-1900
Language http://www.docpa.com/
Directions
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Landmark Financial Services, LLC
4 out of 5
Location 3901 Crosswinds Dr, Rocky Mount, NC 27803, USA
Phone (252) 451-0381
Language http://www.lmfs.org/
Directions
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Haney, Vann, Bruton, & Crawford, LLP Certified Public Accountants
5 out of 5
Location 220 N Winstead Ave, Rocky Mount, NC 27804, USA
Phone (252) 443-0515
Language http://cpasnc.com/
Directions
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Jonathan Greeson Financial Planning
Location 100 W Main St, Pikeville, NC 27863, USA
Phone (919) 394-0700
Language http://jonathangreeson.com/
Directions
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Edward Jones - Financial Advisor: C B Bunting III, AAMS™
Location 1061 N Winstead Ave Suite 100, Rocky Mount, NC 27804, USA
Phone (252) 443-2377
Language https://www.edwardjones.com/us-en/financial-advisor/cb-bunting
Directions
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Allstate Personal Financial Representative: Thomas Alexander
Location 1233 Cobb Corners Dr, Rocky Mount, NC 27804, USA
Phone (252) 207-2773
Language https://agents.allstate.com/thomas-alexander-rocky-mount-nc.html?utm_source=GMB&utm_medium=Website
Directions
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Edward Jones - Financial Advisor: Cathy G Porter, AAMS™
Location 212 N Winstead Ave, Rocky Mount, NC 27804, USA
Phone (252) 443-0011
Language https://www.edwardjones.com/us-en/financial-advisor/cathy-porter
Directions
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Rocky Mount Area Chamber of Commerce
5 out of 5
Location 100 Coastline St #200, Rocky Mount, NC 27804, USA
Phone (252) 446-0323
Language https://www.rockymountchamber.org/
Directions
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Carolina Capital Advisors - Ameriprise Financial Services, LLC
Location 108 Zebulon Ct, Rocky Mount, NC 27804, USA
Phone (252) 937-6200
Language https://www.ameripriseadvisors.com/team/carolina-capital-advisors/?cid=IP_local_google
Directions
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Jonathan Colston - Financial Advisor, Ameriprise Financial Services, LLC
Location 108 Zebulon Ct, Rocky Mount, NC 27804, USA
Phone (252) 937-6200
Language https://www.ameripriseadvisors.com/jonathan.d.colston/?cid=IP_local_google
Directions
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Brookdale Rocky Mount
4 out of 5
Location 650 Goldrock Rd, Rocky Mount, NC 27804, USA
Phone (252) 446-6005
Language https://www.brookdale.com/en/communities/brookdale-rocky-mount.html?cid=yext
Directions
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Edward Jones - Financial Advisor: Christy T Warrick, CRPC™
Location 3709 Westridge Cir Dr Suite B, Rocky Mount, NC 27804, USA
Phone (252) 544-5003
Language https://www.edwardjones.com/us-en/financial-advisor/christy-warrick
Directions
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Lendmark Financial Services LLC
4 out of 5
Location 1569 Benvenue Rd, Rocky Mount, NC 27804, USA
Phone (252) 977-3541
Language https://www.lendmarkfinancial.com/branches/NC/Rocky%20Mount/27804?utm_source=Synup&utm_medium=GoogleMaps&utm_campaign=NC033
Directions
Retirement Planning in Rocky Mount, NC

About Rocky Mount, NC for Those Planning to Retire

Rocky Mount, NC is a bustling city in eastern North Carolina that boasts a rich history and a vibrant community. The city is home to several notable landmarks, including the historic Imperial Centre for the Arts and Sciences, the Rocky Mount Mills, and the Tar River. These landmarks serve as a testament to the city's past and present, and are a testament to the community's dedication to preserving its heritage. In terms of top employers, Rocky Mount is home to several major companies, including Pfizer, Cummins, and Honeywell. These companies provide a significant number of jobs to the local community and contribute to the city's overall economic growth. Major highways and streets in Rocky Mount include I-95, US-64, and US-301. These highways provide easy access to other parts of the state and the country, making Rocky Mount an ideal location for businesses and travelers alike. Rocky Mount is also home to several unique neighborhoods, each with its own distinct character and charm.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Rocky Mount, NC can benefit from a bank in several ways. Firstly, a bank can provide financial assistance to those who are struggling to make ends meet, especially in a town with a poverty rate of 25.3%. Secondly, a bank can offer loans to small businesses, which can help to stimulate the local economy. Additionally, a bank can provide financial education to residents, which is particularly important in a town where the high school graduation rate is only 79%. Moreover, a bank can offer investment opportunities to residents who are looking to grow their wealth. Lastly, a bank can provide a sense of security to residents by offering safe and secure storage for their money and valuables. Overall, a bank can play a vital role in improving the financial wellbeing and stability of residents in Rocky Mount, NC.

Insurance Broker

Residents of Rocky Mount, NC can benefit from the services of an insurance broker in several ways. Firstly, an insurance broker can help residents navigate the complex and often confusing world of insurance policies. This is especially important in Rocky Mount, NC, where the population is largely made up of working-class families who may not have the time or resources to research and compare insurance policies on their own. Additionally, an insurance broker can help residents find policies that are tailored to their specific needs, taking into account factors such as their age, occupation, and health status. This level of personalized service can be invaluable in a city like Rocky Mount, which has a diverse population with a wide range of insurance needs. Finally, an insurance broker can help residents save money by finding policies with lower premiums or negotiating better rates with insurance providers. In a city where many families struggle to make ends meet, this can make a significant difference in their quality of life.

Wealth Management

Residents of Rocky Mount, NC can benefit from the services of a wealth manager in a variety of ways. One of the most common ways is through investment management. A wealth manager can help residents of Rocky Mount, NC invest their money in a way that aligns with their financial goals and risk tolerance. This is particularly important in Rocky Mount, NC, where the economy is heavily reliant on manufacturing and agriculture, which can be volatile industries. Additionally, a wealth manager can provide financial planning services to help residents of Rocky Mount, NC achieve their long-term financial goals, such as saving for retirement or paying for their children's education. They can also assist with estate planning, tax planning, and risk management, which are all critical components of a comprehensive financial plan. With their expertise and guidance, residents of Rocky Mount, NC can feel confident that their financial future is in good hands.

Financial Advisor

Residents of Rocky Mount, NC can greatly benefit from the services of a financial advisor. With its diverse economy that includes healthcare, manufacturing, and agriculture, Rocky Mount presents unique financial challenges that require the expertise of a professional. A financial advisor can help residents navigate complex financial situations such as managing multiple income streams, planning for retirement, and investing in the stock market. Additionally, a financial advisor can provide guidance on how to best manage debt, including student loans and mortgages. With the cost of living in Rocky Mount being slightly lower than the national average, a financial advisor can also help residents create a budget that allows them to save for their future while still enjoying the amenities the city has to offer. Overall, a financial advisor can be an invaluable resource for residents of Rocky Mount looking to secure their financial future.

Mortgage Loan Officer

Residents of Rocky Mount, NC would greatly benefit from the expertise of a mortgage loan officer in several ways. Firstly, with the city's population of over 50,000 people, there is a high demand for affordable housing options. A knowledgeable loan officer can assist residents in navigating the complicated process of securing a mortgage and finding the right home within their budget. Additionally, Rocky Mount is located in Nash and Edgecombe counties, which have a median household income lower than the national average. For residents with lower incomes, a loan officer can provide guidance on government-backed loan programs and other financial assistance options to make homeownership more accessible. Lastly, with the city's proximity to several major highways, including I-95 and US-64, a loan officer can help residents take advantage of the area's growing job market and invest in their future by purchasing a home in Rocky Mount.

Tax Services

Residents of Rocky Mount, NC can benefit greatly from the expertise of a tax advisor. With the city's economy heavily reliant on manufacturing and healthcare, tax advisors can provide guidance on deductions and credits related to these industries. Additionally, Rocky Mount is home to a large number of retirees, who may require assistance with tax planning for their retirement income. The tax laws in North Carolina can be complex and ever-changing, and a tax advisor can help residents navigate these intricacies to ensure compliance and maximize savings. Furthermore, with the recent influx of new businesses to the area, a tax advisor can provide valuable advice on tax implications related to starting and running a business in Rocky Mount. Overall, a tax advisor can provide invaluable assistance to residents of Rocky Mount, NC in navigating the complex and ever-changing tax landscape.

Estate Planning Lawyer

Residents of Rocky Mount, NC can benefit from the expertise of an estate planning lawyer in a variety of ways. One of the most common ways an estate planning lawyer can help is by creating a comprehensive estate plan that outlines the distribution of assets and property after the individual passes away. This is particularly important in Rocky Mount, NC, where the population is rapidly aging and many residents own property and assets that they want to ensure are passed down to their loved ones. Additionally, an estate planning lawyer can help residents navigate the complex legal system and ensure that their wishes are carried out according to their wishes. They can also assist with tax planning, healthcare directives, and other legal matters related to end-of-life planning. Overall, an estate planning lawyer can provide invaluable guidance and support to Rocky Mount, NC residents who want to protect their assets and ensure their legacy lives on.

FREQUENTLY ASKED QUESTIONS

Retirement Income Planning FAQs

Retirement planning services offered by a retirement planner in Rocky Mount, NC can help individuals prepare for their golden years with ease and confidence. These services can include comprehensive financial planning, investment management, tax planning, estate planning, and more. The retirement planner can also provide guidance on Social Security benefits and Medicare options. One unique aspect of Rocky Mount, NC is its rich history as a railroad town. The planner can incorporate this history into retirement planning by considering the potential impact of the rail industry on the local economy and how it may affect retirement income sources. Additionally, the planner can help clients explore local volunteer opportunities and leisure activities that align with their retirement goals and values, such as volunteering at the Rocky Mount Railroad Museum or enjoying the scenic beauty of the Tar River. With the help of a retirement planner in Rocky Mount, NC, individuals can retire with peace of mind and a clear plan for their future.

Rocky Mount, NC is the ideal place to get a retirement planner because of its thriving financial industry. With a diverse range of financial institutions and investment firms, retirees can rest assured that they will receive comprehensive and reliable advice from experienced professionals. Moreover, the city's strategic location between Raleigh and the coast provides access to a wide range of investment opportunities, including real estate, stocks, and bonds. Additionally, Rocky Mount's vibrant community offers a wealth of resources and support for retirees, including social clubs, recreational activities, and healthcare services. Overall, Rocky Mount, NC is a prime destination for retirees seeking expert guidance and a fulfilling retirement experience.