Wealth Management in Robeson County, NC

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Robeson County, NC Wealth Management Firms

SEC File# 801-10970
CRD# 6413
2 out of 5
Location 4260 Fayetteville Rd, Lumberton, NC 28358, USA
Phone (910) 671-0856
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
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AAFMAA Wealth Management & Trust LLC
5 out of 5
Location 639 Executive Pl STE 200, Fayetteville, NC 28305, USA
Phone (910) 307-3500
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SEC File# 801-63091
CRD# 131393
5 out of 5
Location 244 Olmsted Blvd suite d, Pinehurst, NC 28374, USA
Phone (910) 215-0162
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Fisher Wealth Management
5 out of 5
Location 3120 S Church St #101, Burlington, NC 27215, USA
Phone (336) 532-4396
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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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Dominion Wealth Management, LLC
Location 1626 S Madison St, Whiteville, NC 28472, USA
Phone (910) 444-2266
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Fair Winds Financial
Location 4828 Fayetteville Rd, Lumberton, NC 28358, USA
Phone (910) 679-4685
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Wrightsville Wealth Management - UBS Financial Services Inc.
Location 1985 Eastwood Rd #110, Wilmington, NC 28403, USA
Phone (866) 275-4477
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Berry Financial Group Inc
5 out of 5
Location 306 W Harrison St, Dillon, SC 29536, USA
Phone (888) 774-6181
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OneMain Financial
5 out of 5
Location 601 N Elm St, Lumberton, NC 28358, USA
Phone (910) 738-7201
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Highland Financial Management
Location 210 Fairway Dr, Fayetteville, NC 28305, USA
Phone (910) 423-2020
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Hatteras Wealth Management Group - UBS Financial Services Inc.
Location 6100 Fairview Rd, Charlotte, NC 28210, USA
Phone (704) 362-8270
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SEC File# 801-69815
CRD# 149018
Location 4145 Fayetteville Rd, Lumberton, NC 28358, USA
Phone (910) 739-8930
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Atlantic Coast Wealth Management, LLC.
Location 321 N Front St #305, Wilmington, NC 28401, USA
Phone (910) 338-2875
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Wealth Management in Robeson County, NC

Where Wealth Management Advisors in Robeson County, NC Serve

Nestled in the heart of North Carolina lies Robeson County, a vibrant and diverse community with a rich history and a promising future. From the majestic Lumber River to the bustling city of Lumberton, this county is a treasure trove of landmarks, top employers, major highways and streets, and neighborhoods. One of the most iconic landmarks in Robeson County is the historic Carolina Civic Center, which has been entertaining audiences for over 80 years with its world-class performances and events. Another must-see is the beautiful Luther Britt Park, a sprawling natural oasis that offers hiking, fishing, and picnicking opportunities. When it comes to top employers, Robeson County boasts a diverse array of businesses and industries, including healthcare, education, and manufacturing. Some of the biggest employers in the area include Southeastern Health, Robeson Community College, and Campbell Soup Company. As for major highways and streets, Robeson County is well-connected to the rest of the state and beyond.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Robeson County, NC would greatly benefit from a bank's services. With a population of over 130,000 people, many individuals and families in the area struggle with financial insecurity. The county has a poverty rate of 29.5%, which is significantly higher than the national average. A bank can provide essential resources to help alleviate this issue, such as offering low-interest loans to small business owners, providing financial education to individuals and families, and offering savings and checking accounts with minimal fees. Additionally, many residents of Robeson County are members of the Lumbee Tribe, the largest Native American tribe east of the Mississippi River. A bank that is sensitive to the unique cultural and historical experiences of the Lumbee people can help build trust and establish a stronger relationship with the community. Overall, a bank can play a vital role in improving the financial well-being of Robeson County residents and help build a stronger, more resilient community.

Insurance Broker

Residents of Robeson County, NC can benefit from the services of an insurance broker in numerous ways. Due to the county's high poverty rate, many residents may not have access to quality health insurance. An insurance broker can help them navigate the complexities of the healthcare system and find affordable plans that meet their needs. Additionally, Robeson County is home to a large Native American population, who may require specialized insurance coverage. An insurance broker can assist them in finding insurance plans that are tailored to their cultural and medical needs. Moreover, with the county being prone to natural disasters, such as hurricanes and floods, an insurance broker can help residents protect their homes and belongings with appropriate insurance coverage. In summary, an insurance broker can provide invaluable assistance to the residents of Robeson County in navigating the complexities of insurance and finding coverage that meets their unique needs.

Retirement Planning

Residents of Robeson County, NC would greatly benefit from the services of a retirement planner. With a population of over 130,000 people, the county is home to a diverse range of individuals who are at different stages of their lives. A retirement planner can help these residents create a comprehensive plan that takes into account their unique financial situation, goals, and aspirations. For example, many residents of Robeson County work in agriculture, manufacturing, and healthcare, which can present unique challenges when it comes to saving for retirement. A retirement planner can help these individuals navigate the complexities of retirement planning, including understanding Social Security benefits, creating a diversified investment portfolio, and developing a plan for long-term care. Additionally, with a poverty rate of over 30%, many residents of Robeson County may not have access to the same financial resources as those in more affluent areas. A retirement planner can help these individuals make the most of their limited resources, ensuring that they are able to achieve financial security in their golden years.

Financial Advisor

Residents of Robeson County, NC can benefit from the services of a financial advisor in several ways. With a poverty rate of 28.3%, which is nearly double the national average, financial advisors can help residents create a budget and manage their finances effectively. Additionally, with a high unemployment rate of 7.7%, financial advisors can provide guidance on finding employment opportunities or starting a business. Furthermore, with a significant portion of the population being Native American, financial advisors can offer specialized knowledge on managing finances within Native American communities, such as navigating tribal regulations and accessing financial resources. Overall, a financial advisor can be an invaluable resource for residents of Robeson County, NC in achieving financial stability and success.

Mortgage Loan Officer

Residents of Robeson County, NC would greatly benefit from the expertise of a mortgage loan officer. With a poverty rate of almost 30%, many residents struggle to secure affordable housing. A mortgage loan officer could assist by providing guidance on available loan options, interest rates, and down payment assistance programs. Additionally, Robeson County has a significant Native American population, and a loan officer with knowledge of the unique financial challenges faced by this community could be especially helpful. Furthermore, with the county's history of natural disasters, such as Hurricane Matthew in 2016, a mortgage loan officer could provide guidance on disaster relief loans and other resources available to homeowners. Overall, a mortgage loan officer could be a valuable resource for residents of Robeson County, helping them achieve their dream of homeownership and financial stability.

Tax Services

Residents of Robeson County, NC could benefit from the assistance of a tax advisor in several ways. One specific issue that is unique to Robeson County is the prevalence of natural disasters, such as hurricanes and flooding. A tax advisor could help residents navigate the tax implications of receiving disaster relief funds or making repairs to their homes. Additionally, the county has a large Native American population, and a tax advisor could provide guidance on tax laws that apply specifically to tribal members. Furthermore, Robeson County has a high poverty rate, and a tax advisor could help low-income residents access tax credits and deductions that they may not be aware of. Overall, a tax advisor could provide valuable assistance to residents of Robeson County in navigating the complex and ever-changing world of taxes.

Estate Planning Lawyer

Residents of Robeson County, NC can benefit greatly from the services of an estate planning lawyer. These professionals can help individuals and families create a comprehensive plan for the distribution of their assets after they pass away. This is especially important in Robeson County, which has a high poverty rate and a large Native American population. An estate planning lawyer can help ensure that assets are distributed fairly and that any special needs or cultural considerations are taken into account. Additionally, an estate planning lawyer can help families avoid costly and time-consuming legal battles over inheritance. By working with an estate planning lawyer, residents of Robeson County can have peace of mind knowing that their loved ones will be taken care of after they are gone.

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