Best Financial Advisors in Davidson County, NC

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List of Firms

Davidson County, NC Fiduciary Financial Advisors

William Britt - Financial Advisor, Ameriprise Financial Services, LLC
5 out of 5
Location 200 S State St STE 6, Lexington, NC 27292, USA
Phone (336) 357-7779
Language http://www.ameripriseadvisors.com/bill.britt/?cid=IP_local_google
Directions
Edward Jones - Financial Advisor
SEC File# 801-3297
CRD# 250
Location 108 Randolph St Suite 2, Thomasville, NC 27360, USA
Phone (336) 476-3628
Language http://www.edwardjones.com/
Directions
Blakely Financial, Inc.
Location 1022 Hutton Ln Suite 109, High Point, NC 27262, USA
Phone (336) 885-2530
Language http://blakelyfinancial.com/
Directions
Financial Advisors in Davidson County, NC

Where Certified Financial Advisors in Davidson County, NC Serve

Davidson County, located in the heart of North Carolina, is a vibrant community that boasts a rich history and a promising future. Home to a multitude of landmarks, this county is a true gem of the region. From the majestic Denton Farm Park to the picturesque High Rock Lake, there's something for everyone here. When it comes to top employers, Davidson County is home to some of the biggest names in the business world. Companies like Novant Health, Wake Forest Baptist Health, and Walmart are just a few of the major employers in the area, providing ample opportunities for employment and career growth. As for highways and streets, Davidson County is well-connected to the rest of the state. Major highways like I-85 and US-52 pass through the county, making it easy to travel to nearby cities like Greensboro, Winston-Salem, and Charlotte. Meanwhile, streets like Main Street and Lexington Avenue are bustling with activity, offering plenty of shopping, dining, and entertainment options.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Davidson County, NC can benefit from the guidance of a financial advisor in a variety of ways. One of the most common ways is through retirement planning. With a growing population of retirees in Davidson County, a financial advisor can help individuals navigate the complex world of retirement savings and investments. Additionally, a financial advisor can assist with creating a budget and managing debt, which is particularly important in a county where the median household income is below the national average. By working with a financial advisor, residents of Davidson County can gain a better understanding of their financial situation and make informed decisions about their future.

Insurance Broker

Residents of Davidson County, NC can greatly benefit from the services of an insurance broker. With the county being home to a large number of small businesses, an insurance broker can help these businesses navigate the complex world of insurance and find the best policies to protect their assets. Additionally, with Davidson County being located in the heart of North Carolina, residents may face unique risks such as severe weather and flooding. An insurance broker can help residents find policies that specifically address these risks and provide peace of mind during uncertain times. Furthermore, an insurance broker can provide personalized advice and support to individuals and families looking for health, life, or disability insurance, ensuring that they have the coverage they need to protect themselves and their loved ones.

Retirement Planning

Residents of Davidson County, NC can benefit greatly from the assistance of a retirement planner. A retirement planner can help residents create a personalized plan for their retirement that takes into account their unique financial situation, goals, and lifestyle. This can include creating a budget, identifying potential sources of income, and developing a strategy for managing investments. Additionally, a retirement planner can help residents navigate the complex world of Social Security and Medicare, ensuring that they receive the benefits they are entitled to. With the average life expectancy in Davidson County, NC being 78 years old, it is important for residents to plan for a long and fulfilling retirement. A retirement planner can provide valuable guidance and support to help residents achieve their retirement goals and enjoy their golden years to the fullest.

Wealth Management

Residents of Davidson County, NC can benefit from the expertise of a wealth manager in a number of ways. One of the most common ways is through financial planning and investment management. A wealth manager can help residents create a personalized financial plan that takes into account their unique circumstances and goals. They can also provide guidance on investment strategies and help residents make informed decisions about their portfolios. Additionally, a wealth manager can assist with estate planning, tax planning, and retirement planning, all of which can be particularly important for residents of Davidson County, which has a large retiree population. Overall, a wealth manager can provide valuable support and guidance to help residents of Davidson County achieve their financial goals and secure their financial futures.

Mortgage Loan Officer

Residents of Davidson County, NC can benefit greatly from the services of a mortgage loan officer. Whether they are first-time homebuyers or looking to refinance their current mortgage, a loan officer can guide them through the process and help secure the best possible terms. One specific way that residents of Davidson County can benefit is through the loan officer's knowledge of the local real estate market. With a deep understanding of the area's housing trends and property values, a loan officer can help residents make informed decisions about their home financing options. Additionally, a loan officer can provide personalized advice and support throughout the entire loan process, making it easier and less stressful for residents to achieve their homeownership goals.

Tax Services

Residents of Davidson County, NC can benefit greatly from the expertise of a tax advisor. With the county's diverse economy, including industries such as healthcare, manufacturing, and agriculture, navigating the complex tax laws can be a daunting task. A tax advisor can help residents maximize their deductions and credits, ensure compliance with state and federal tax laws, and provide guidance on tax planning strategies. Additionally, with the recent changes to tax laws, including the Tax Cuts and Jobs Act, a tax advisor can help residents understand the implications of these changes and how they may impact their tax situation. Overall, a tax advisor can provide invaluable assistance to residents of Davidson County, NC in achieving their financial goals and minimizing their tax liability.

Estate Planning Lawyer

Residents of Davidson County, NC can benefit greatly from the expertise of an estate planning lawyer. These professionals can assist individuals in creating a comprehensive plan for the distribution of their assets after they pass away. One specific way an estate planning lawyer can help residents of Davidson County is by ensuring that their estates are structured in a way that minimizes taxes. This is especially important in North Carolina, where the state estate tax threshold is much lower than the federal threshold. Additionally, an estate planning lawyer can help residents create a plan for managing their assets in the event that they become incapacitated. This can include setting up a trust or power of attorney to ensure that their wishes are carried out even if they are unable to make decisions for themselves. Overall, an estate planning lawyer can provide peace of mind and security for residents of Davidson County, NC.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Davidson County, NC

A financial advisor in Davidson County, NC can provide a wide range of financial advising services to their clients. They can help individuals and families create a comprehensive financial plan that takes into account their current financial situation, long-term goals, and risk tolerance. This plan may include investment strategies, retirement planning, estate planning, and tax planning. Additionally, a financial advisor in Davidson County, NC can provide specialized advice for those in the agriculture industry, which is a significant part of the county's economy. They can assist farmers with financial management, crop insurance, and risk management strategies. The advisor can also provide guidance on navigating the unique tax laws and regulations that apply to farmers. With their expertise and knowledge of the local economy, a financial advisor in Davidson County, NC can help their clients achieve financial security and success.

Davidson County, NC is the ultimate destination for anyone seeking top-notch financial advice. The county boasts an array of seasoned financial advisors who are well-versed in the intricacies of the financial world. What sets Davidson County apart from other places is its strong community spirit that permeates every aspect of life. This sense of community translates into a deep understanding of the unique financial needs of residents. The financial advisors in Davidson County are not just experts in their field; they are also intimately familiar with the local economy and the challenges residents face. They take the time to listen to their clients, understand their goals, and tailor their advice to meet individual needs. With their wealth of knowledge and expertise, the financial advisors in Davidson County are equipped to guide clients through even the most complex financial situations.