Wealth Management in Huntersville, NC

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List of Firms

Huntersville, NC Wealth Management Firms

Merrill Lynch Wealth Management Advisor Tom Francomano
Location 8015 W Kenton Cir Suite 200, Huntersville, NC 28078, USA
Phone (704) 987-4150
Language https://fa.ml.com/north-carolina/huntersville/tom-francomano
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A4 Wealth Advisors
5 out of 5
Location 16140 Northcross Dr, Huntersville, NC 28078, USA
Phone (704) 509-1141
Language http://a4wealth.com/
Directions
CapSouth Wealth Management
SEC File# 801-63509
CRD# 132517
Location 8712 Lindholm Dr Ste. 300, Huntersville, NC 28078, USA
Phone (704) 705-8797
Language http://www.capsouthwm.com/
Directions
Merrill Lynch Wealth Management Advisor Kyle J Thomas
Location 8015 W Kenton Cir Suite 200, Huntersville, NC 28078, USA
Phone (704) 987-4140
Language https://fa.ml.com/north-carolina/huntersville/kyle.j.thomas
Directions
Merrill Lynch Wealth Management Advisor Thaddeus James Sargent
Location 8015 W Kenton Cir Suite 200, Huntersville, NC 28078, USA
Phone (704) 987-4125
Language https://fa.ml.com/north-carolina/huntersville/tad.sargent
Directions
Wealth Management in Huntersville, NC

Where Wealth Management Advisors in Huntersville, NC Serve

Huntersville, NC is a vibrant suburban community located just north of Charlotte. With a population of over 57,000, Huntersville is home to a number of notable landmarks, including the historic Latta Plantation, the North Carolina Music Factory, and the Birkdale Village shopping center. The town boasts a strong economy, with top employers including Novant Health, Atrium Health, and Duke Energy. Major highways and streets in the area include I-77, I-485, and NC-115, making it easy to travel throughout the region. Huntersville is also known for its diverse neighborhoods, each with its own unique character and charm. From the upscale Birkdale community to the quiet, tree-lined streets of Wynfield, there's something for everyone in this bustling town. Whether you're looking for a family-friendly community, a vibrant urban center, or a peaceful retreat, Huntersville has it all.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Huntersville, NC can benefit greatly from the services offered by a bank. One of the most common ways that banks can help the community is by providing financial education and resources to help individuals manage their money more effectively. With a population of over 60,000 people, Huntersville is a rapidly growing town that is home to many families and young professionals. As such, a bank can offer services such as savings accounts, checking accounts, loans, and mortgages to help residents achieve their financial goals. Additionally, banks can provide assistance with retirement planning, investment advice, and estate planning, which are all crucial aspects of financial management that can be overwhelming for many people. By offering these services, banks can help residents of Huntersville build a secure financial future for themselves and their families.

Insurance Broker

Residents of Huntersville, NC could greatly benefit from the expertise of an insurance broker. With the town's close proximity to Lake Norman, many homeowners may require specialized coverage for water damage or boating accidents. Additionally, Huntersville is home to a growing number of small businesses, which may need assistance in selecting the right insurance policies to protect their assets and employees. An insurance broker can also help residents navigate the complexities of healthcare coverage, particularly as the state of North Carolina undergoes changes to its healthcare system. With so many unique insurance needs specific to the Huntersville community, an experienced broker can provide invaluable assistance in selecting and managing the right policies.

Retirement Planning

Residents of Huntersville, NC would greatly benefit from the services of a retirement planner. With a population of over 58,000 people, Huntersville is a rapidly growing community that requires a specialized approach to retirement planning. A retirement planner can help residents navigate the complex world of retirement planning, including investment options, tax implications, and estate planning. They can also provide advice on how to maximize Social Security benefits and create a personalized retirement plan that takes into account the specific needs and goals of each client. Additionally, with Huntersville's proximity to Charlotte, a retirement planner can help residents take advantage of the many financial opportunities available in the city while still maintaining a comfortable lifestyle in their hometown. Overall, a retirement planner can provide invaluable guidance and support to the residents of Huntersville as they plan for their future.

Financial Advisor

Residents of Huntersville, NC can benefit from the guidance and expertise of a financial advisor in numerous ways. For instance, a financial advisor can help them navigate the complex world of retirement planning, college savings, and investment management. They can also assist in creating a budget and developing a debt repayment plan that suits their unique financial situation. Furthermore, in a town like Huntersville, which is known for its thriving business community, a financial advisor can provide valuable advice to entrepreneurs and small business owners on how to manage cash flow, expand their operations, and plan for long-term growth. With the help of a skilled financial advisor, residents of Huntersville can achieve their financial goals and secure a stable future for themselves and their families.

Mortgage Loan Officer

Residents of Huntersville, NC can benefit from the expertise of a mortgage loan officer in several ways. For instance, these professionals can help residents navigate the complex and often confusing mortgage application process, ensuring that they secure the best possible terms and interest rates for their home loans. Additionally, mortgage loan officers can provide guidance on the various loan options available to residents in Huntersville, taking into account factors such as their income, credit score, and other financial obligations. This is particularly important in a town like Huntersville, which has a diverse population with varying financial needs and backgrounds. By working with a mortgage loan officer, residents can feel more confident about their financial future and their ability to secure the home of their dreams.

Tax Services

Residents of Huntersville, NC could greatly benefit from the guidance of a tax advisor in several ways. For instance, with the town's rapid growth and development, many residents may be unsure of how to navigate the tax implications of property ownership and investment. Additionally, with the area's proximity to Lake Norman, residents may have unique tax considerations related to watercraft and other recreational vehicles. A tax advisor could also assist residents in understanding the complexities of state and federal tax laws, including deductions and credits that may be specific to North Carolina. With a knowledgeable tax advisor on their side, residents of Huntersville can feel confident in their financial decisions and maximize their tax savings.

Estate Planning Lawyer

Residents of Huntersville, NC can benefit greatly from the services of an estate planning lawyer. With its close proximity to Charlotte and the growing population, Huntersville is a bustling town that requires careful planning to ensure that assets are protected and distributed according to the wishes of the individual. An estate planning lawyer can assist with drafting wills, trusts, and other legal documents that will ensure that a person's assets are distributed in a manner that is in line with their wishes. Additionally, an estate planning lawyer can help with the creation of healthcare directives, which are especially important in a town like Huntersville where there is a large retirement community. With the help of an estate planning lawyer, residents of Huntersville can rest assured that their affairs are in order and their loved ones will be taken care of in the event of their passing.

FREQUENTLY ASKED QUESTIONS

Comprehensive Wealth Management FAQs

Wealth management services offered by a professional wealth manager in Huntersville, NC can be tailored to meet the specific needs of clients. These services may include investment management, tax planning, estate planning, retirement planning, and risk management. The wealth manager may also provide guidance on philanthropic giving and charitable donations. One unique aspect of wealth management services in Huntersville, NC is the emphasis on preserving wealth through the use of trusts and other estate planning strategies. Additionally, the wealth manager may work closely with clients to identify opportunities for growth and diversification within their portfolios, taking into account the unique characteristics of the local economy and investment landscape in Huntersville, NC. Overall, a skilled wealth manager can help clients achieve their financial goals and build a legacy of wealth and prosperity for future generations.

Huntersville, NC is an ideal location to find a top-notch wealth manager due to its thriving economy and affluent community. With a population of over 55,000 people, Huntersville boasts a diverse range of industries, including healthcare, finance, and technology. This economic diversity creates a unique opportunity for wealth managers to tailor their services to meet the specific needs of clients from various industries. Moreover, Huntersville's high-income residents make it a prime location for wealth management services. The town's median household income is over $100,000, making it one of the wealthiest communities in North Carolina. This affluence provides wealth managers with a large pool of potential clients who are in need of expert financial guidance. Overall, Huntersville's thriving economy and affluent community make it the perfect place to find a wealth manager who can help you achieve your financial goals.