Wealth Management in Shelby, NC

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List of Firms

Shelby, NC Wealth Management Firms

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Pfeffer Wealth Management Group
Location 130 Harbour Pl Dr, Davidson, NC 28036, USA
Phone (877) 654-0066
Directions
SEC File# 801-69815
CRD# 149018
Location 310 E Graham St Ste 2, Shelby, NC 28150, USA
Phone (704) 481-0101
Directions
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Edward Jones - Financial Advisor: Jamie B Richard, AAMS™
5 out of 5
Location 1427 E Marion St Suite F, Shelby, NC 28150, USA
Phone (704) 481-0388
Directions
SEC File# 801-119435
CRD# 110592
5 out of 5
Location 9 E Marion St, Shelby, NC 28150, USA
Phone (704) 482-2001
Directions
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Edward Jones - Financial Advisor: Scott Sharp
5 out of 5
Location 1235-1 Fallston Rd, Shelby, NC 28150, USA
Phone (704) 466-3876
Directions
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Winn Financial Services
Location 201 S Washington St, Shelby, NC 28150, USA
Phone (704) 481-7044
Directions
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Merrill Lynch Wealth Management Advisor BRYANT TROMBLY
Location 8015 W Kenton Cir Suite 200, Huntersville, NC 28078, USA
Phone (704) 987-4147
Directions
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Leonard Wealth Management, LLC, A Registered Investment Advisor
5 out of 5
Location 312 E Water St, Lincolnton, NC 28092, USA
Phone (704) 735-7427
Directions
Wealth Management in Shelby, NC

Where Wealth Management Advisors in Shelby, NC Serve

Shelby, NC is a charming city located in Cleveland County, North Carolina. It is home to several notable landmarks, including the Earl Scruggs Center, which honors the life and legacy of the bluegrass musician, and the Cleveland County Courthouse, a stunning example of neoclassical architecture. The city is also known for its beautiful parks, such as the Shelby City Park and the Broad River Greenway. Top employers in the area include the Cleveland County School System, the Cleveland County Government, and the Atrium Health Cleveland Hospital. These organizations provide a wide range of employment opportunities for residents of Shelby and the surrounding areas. Major highways and streets in the city include US-74, which runs through the heart of Shelby and connects it to Charlotte and Asheville, and NC-18, which provides access to nearby towns like Boiling Springs and Lawndale.

Services Provided by Wealth Management Companies

Banks and Credit Unions

As a bustling city in North Carolina, Shelby is home to a diverse population with varied financial needs. A bank in Shelby could provide a range of services to help residents manage their finances, such as savings accounts, checking accounts, and loans. Specifically, a bank could offer assistance to small business owners in Shelby, who may need funding to start or expand their operations. Additionally, a bank could provide financial education to the community, helping residents learn about budgeting, saving, and investing. With the help of a bank, residents of Shelby could gain greater financial stability and achieve their long-term goals.

Insurance Broker

Residents of Shelby, NC can benefit greatly from the services of an insurance broker. With the town's population of over 20,000 people, the need for comprehensive insurance coverage is paramount. An insurance broker can help residents navigate the complex world of insurance policies, ensuring that they have the right coverage for their specific needs. For example, with Shelby being located in the southeastern part of the United States, residents may require additional coverage for natural disasters such as hurricanes and flooding. Additionally, an insurance broker can assist residents in finding affordable health insurance options, as well as coverage for their homes, vehicles, and businesses. With the help of an insurance broker, residents can have peace of mind knowing that they are protected in the event of an unexpected event or emergency.

Retirement Planning

Residents of Shelby, NC can greatly benefit from the services of a retirement planner. With the city's population of over 20,000 people, many of whom are approaching retirement age, it's important to have a solid financial plan in place. A retirement planner can help Shelby residents navigate the complexities of retirement savings, social security benefits, and healthcare costs. They can also provide guidance on investment strategies and tax planning. Additionally, Shelby is home to a diverse range of industries, including manufacturing, healthcare, and education. A retirement planner can help individuals in these industries navigate the unique challenges and opportunities that come with their specific career paths. With the help of a retirement planner, Shelby residents can feel confident in their financial future and enjoy their retirement years to the fullest.

Financial Advisor

Residents of Shelby, NC could benefit from the expertise of a financial advisor in various ways. One of the most common ways is by helping them navigate the local economic landscape, which is heavily reliant on the manufacturing industry. A skilled financial advisor could provide guidance on investment opportunities that align with the town's economic trends and help residents diversify their portfolios accordingly. Additionally, with a median household income of $37,000, many Shelby residents may struggle to save for retirement or emergencies. A financial advisor could assist in setting up a savings plan that accounts for their unique financial situation, including any debt or dependents. Furthermore, with the recent influx of retirees to the area, a financial advisor could provide guidance on estate planning and help residents protect their assets for future generations. Overall, a financial advisor could play a crucial role in helping Shelby residents achieve their financial goals and secure their financial futures.

Mortgage Loan Officer

Residents of Shelby, NC can benefit from the assistance of a mortgage loan officer in several ways. Firstly, a mortgage loan officer can help residents navigate the complex and often confusing world of home financing. This is particularly important in Shelby, NC, where the housing market can be volatile and unpredictable. A mortgage loan officer can help residents understand the various types of mortgages available to them, as well as the pros and cons of each option. Additionally, a mortgage loan officer can help residents secure the best possible interest rates and terms for their loans, which can save them thousands of dollars over the life of their mortgage. Finally, a mortgage loan officer can provide residents with valuable advice and guidance throughout the entire home buying process, from pre-approval to closing. Overall, the expertise and assistance of a mortgage loan officer can be invaluable to residents of Shelby, NC looking to purchase a home.

Tax Services

Residents of Shelby, NC can benefit greatly from the guidance of a tax advisor. These professionals can assist individuals in navigating the complexities of tax laws and regulations, ensuring that they are taking advantage of all available deductions and credits. In particular, residents of Shelby, NC may benefit from the expertise of a tax advisor in navigating the state's tax laws, which can be particularly complex and vary significantly from federal laws. Additionally, tax advisors can help residents of Shelby, NC develop strategies for minimizing their tax liability, such as through charitable donations or retirement savings contributions. With the assistance of a skilled tax advisor, residents of Shelby, NC can ensure that they are making the most of their financial resources and avoiding costly mistakes when it comes to taxes.

Estate Planning Lawyer

Residents of Shelby, NC can benefit from the services of an estate planning lawyer in several ways. Firstly, an estate planning lawyer can assist in drafting a will or trust, which is crucial for ensuring that assets are distributed according to the wishes of the deceased. This is particularly important in Shelby, NC, where many residents own property and have significant assets. Secondly, an estate planning lawyer can help with the creation of a power of attorney, which designates someone to make financial or medical decisions on behalf of the individual in the event of incapacitation. This is especially relevant in Shelby, NC, where the population is aging and there is a higher risk of health issues. Lastly, an estate planning lawyer can provide guidance on minimizing estate taxes and protecting assets from creditors. This is crucial for residents of Shelby, NC who want to pass on their wealth to their heirs and protect their legacy.

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