Wealth Management in Johnston County, NC

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List of Firms

Johnston County, NC Wealth Management Firms

Edward Jones - Financial Advisor: Melanie Marlow, AAMS™|ADPA®
5 out of 5
Location 1540 E Front St Suite 104, Clayton, NC 27527, USA
Phone (919) 359-8444
Directions
Edward Jones - Financial Advisor: Brad Palmer
5 out of 5
Location 11618 US-70 BUS Suite 204, Clayton, NC 27520, USA
Phone (919) 879-8974
Directions
Edward Jones - Financial Advisor: Don Duggin
4 out of 5
Location 1672 Booker Dairy Rd, Smithfield, NC 27577, USA
Phone (919) 934-9457
Directions
Stonegate Wealth Management
1 out of 5
Location 2500 Regency Pkwy, Cary, NC 27518, USA
Phone (919) 659-0388
Directions
Signature Management
2 out of 5
Location 106 S Lombard St, Clayton, NC 27520, USA
Phone (919) 333-3567
Directions
Edward Jones - Financial Advisor: Mike Mullins
Location 545 Venture Dr Suite 101, Smithfield, NC 27577, USA
Phone (919) 934-0200
Directions
Merrill Lynch Wealth Management Advisor Kenneth F Hill
Location 2315 Airport Blvd NW B, Wilson, NC 27896, USA
Phone (252) 399-2509
Directions
The Jones Group, Inc.
Location 40 Shad Boat Ln, Clayton, NC 27520, USA
Phone (919) 872-6110
Directions
Acera Wealth Management
5 out of 5
Location 312 S 3rd St, Smithfield, NC 27577, USA
Phone (919) 300-1241
Directions
Tower Village Investments LLC
Location 27 Annette Dr STE 107, Benson, NC 27504, USA
Phone (919) 934-1900
Directions
Wealth Management in Johnston County, NC

Where Wealth Management Advisors in Johnston County, NC Serve

Johnston County, located in the heart of North Carolina, boasts a rich history and diverse community. From the quaint town of Clayton, known for its charming downtown and popular festivals, to the bustling city of Smithfield, home to the Ava Gardner Museum and the Johnston Health hospital system, there is something for everyone in this vibrant county. Major highways such as I-95 and US-70 connect Johnston County to major cities like Raleigh and Fayetteville, while local roads like NC-42 and US-301 provide easy access to the county's many neighborhoods and communities. Top employers in Johnston County include the pharmaceutical company Novo Nordisk, the food processing giant Smithfield Foods, and the healthcare provider Johnston Health. These companies provide jobs and economic growth for the county's residents. Landmarks in Johnston County include the historic Bentonville Battlefield, where the largest Civil War battle fought in North Carolina took place, and the Neuse River, which offers opportunities for fishing, kayaking, and other outdoor activities.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Johnston County, NC could benefit from a bank in numerous ways. Firstly, a bank can provide financial assistance to individuals and businesses in the area. For instance, small business owners can obtain loans to start or expand their operations. Additionally, residents can access various banking services, such as savings and checking accounts, online banking, and mobile banking. Furthermore, a bank can offer investment advice and opportunities, including stocks, bonds, and mutual funds. Johnston County, NC is a rural area with a growing population, and a bank can help to support this growth by providing financial services that are tailored to the needs of the community. Overall, a bank can be an invaluable resource for residents of Johnston County, NC, helping them to manage their finances, achieve their goals, and build a prosperous future.

Insurance Broker

Residents of Johnston County, NC can benefit greatly from the services of an insurance broker. With the county's growing population, there is a greater need for insurance coverage that fits the unique needs of each individual. An insurance broker can help residents navigate the complex world of insurance policies and find the best coverage for their specific situation. For example, with the county's large agricultural industry, an insurance broker can help farmers find coverage that protects their crops and livestock from unpredictable weather conditions and other risks. Additionally, with the county's proximity to major highways, an insurance broker can help drivers find auto insurance that provides adequate coverage for accidents and other unforeseen events on the road. Overall, an insurance broker can provide invaluable assistance to residents of Johnston County, NC in finding the right insurance coverage to protect their assets and livelihoods.

Retirement Planning

Residents of Johnston County, NC can benefit from a retirement planner in numerous ways. One of the most common ways is by helping them create a personalized retirement plan that aligns with their financial goals and aspirations. With an aging population and a median age of 38.7 years, Johnston County residents need a retirement plan that takes into account their unique financial situation, including their retirement savings, Social Security benefits, and other sources of income. A retirement planner can also help them navigate the complexities of retirement planning, such as tax implications, estate planning, and long-term care options. Additionally, with the county's growing population and economic development, residents may need guidance on how to maximize their retirement savings to keep pace with the rising cost of living. A retirement planner can provide the expertise and resources needed to help residents of Johnston County, NC achieve their retirement goals and secure their financial future.

Financial Advisor

Residents of Johnston County, NC could greatly benefit from the guidance of a financial advisor in a multitude of ways. For instance, with the county's growing population, a financial advisor can help individuals navigate the complex housing market and make informed decisions when purchasing or refinancing a home. Additionally, with the county's strong agricultural industry, a financial advisor can assist farmers and small business owners in managing cash flow, creating a budget, and planning for long-term growth. Furthermore, with the county's proximity to Raleigh and the Research Triangle Park, a financial advisor can provide valuable insight on investment opportunities and retirement planning. Ultimately, a financial advisor can help residents of Johnston County, NC achieve their financial goals and secure a stable financial future.

Mortgage Loan Officer

Residents of Johnston County, NC can benefit from the expertise of a mortgage loan officer in a multitude of ways. With Johnston County being one of the fastest-growing counties in North Carolina, a mortgage loan officer can provide invaluable assistance in navigating the complex housing market. They can help residents secure the best possible mortgage rates, which can be especially beneficial for those looking to purchase a home in the area. Additionally, a mortgage loan officer can help residents understand the various loan options available to them, such as FHA loans or VA loans. With the county's diverse population, including a growing number of military families, having a loan officer who is knowledgeable about these options can make all the difference in securing a home. Furthermore, a mortgage loan officer can assist residents in understanding the local real estate market, which can be especially complex in a county that includes both rural and urban areas.

Tax Services

Residents of Johnston County, NC can benefit greatly from the expertise of a tax advisor. With the county's growing population and diverse economic landscape, navigating the complex tax laws and regulations can be overwhelming. A tax advisor can assist residents with tax planning, preparation, and filing, ensuring compliance with the ever-changing tax codes. Additionally, Johnston County is home to many small businesses and farms, which may require specialized tax knowledge. A tax advisor can provide guidance on deductions, credits, and other tax incentives available to these businesses and individuals. With the recent changes to tax laws at both the federal and state levels, a tax advisor can help residents stay up-to-date and make informed decisions that will maximize their financial well-being.

Estate Planning Lawyer

Residents of Johnston County, NC can greatly benefit from the services of an estate planning lawyer. This is especially true given that Johnston County is one of the fastest-growing counties in North Carolina, with a population that has increased by over 30% since 2000. An experienced estate planning lawyer can help residents of Johnston County navigate the complexities of estate planning, including drafting wills and trusts, creating powers of attorney, and minimizing estate taxes. Additionally, given that Johnston County is home to many small businesses and family farms, an estate planning lawyer can also assist with business succession planning and preserving family assets. With the right guidance, residents of Johnston County can ensure that their assets are protected and their wishes are carried out after they pass away, providing peace of mind for themselves and their loved ones.

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