Wealth Management in Wayne County, NC

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List of Firms

Wayne County, NC Wealth Management Firms

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James Hoke - Thrivent
Location 107 S Gardner Ave, Kenly, NC 27542, USA
Phone (919) 284-1400
Directions
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Faber Wealth Management
5 out of 5
Location 102 E 2nd St Suite B, Kenly, NC 27542, USA
Phone (919) 284-3136
Directions
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Acera Wealth Management
5 out of 5
Location 312 S 3rd St, Smithfield, NC 27577, USA
Phone (919) 300-1241
Directions
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Jamie Martin
Location 2600 Medical Office Pl, Goldsboro, NC 27534, USA
Phone (919) 705-2315
Directions
SEC File# 801-63091
CRD# 131393
Location 1706 E Arlington Blvd # A, Greenville, NC 27858, USA
Phone (252) 439-1344
Directions
SEC File# 801-7258
CRD# 463
5 out of 5
Location 204 Malloy St Suite B, Goldsboro, NC 27534, USA
Phone (919) 778-7074
Directions
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Acera Wealth Management
5 out of 5
Location 106 E Main St #105, Benson, NC 27504, USA
Phone (919) 300-1241
Directions
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Tyndall Stroud Wealth Management LLC
Location 154 Beacon Dr STE C, Winterville, NC 28590, USA
Phone (252) 751-0583
Directions
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Edward Jones - Financial Advisor: Grayson B Hussey
SEC File# 801-3297
CRD# 250
5 out of 5
Location 1318 Wayne Memorial Dr Ste C, Goldsboro, NC 27534, USA
Phone (919) 288-1796
Directions
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Jonathan Greeson Financial Planning
Location 100 W Main St, Pikeville, NC 27863, USA
Phone (919) 394-0700
Directions
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Larry K. Tyndall - TTS Wealth Management
Location 1401 N Berkeley Blvd, Goldsboro, NC 27534, USA
Phone (919) 751-2570
Directions
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Collins Wealth Management
SEC File# 801-80184
CRD# 168012
Location 694 N Spence Ave, Goldsboro, NC 27534, USA
Phone (919) 759-9299
Directions
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Solid Rock Group - Climate Changers
Location 208 Malloy St Ste D, Goldsboro, NC 27534, USA
Phone (919) 947-0674
Directions
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Merrill Lynch Wealth Management Advisor Brian Fernander
Location 2315 Airport Blvd NW B, Wilson, NC 27896, USA
Phone (252) 399-2505
Directions
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Edward Jones - Financial Advisor: Grant Webber, CFP®
SEC File# 801-3297
CRD# 250
5 out of 5
Location 2005-A E Ash St, Goldsboro, NC 27530, USA
Phone (919) 734-7171
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 4:00 PM Saturday: Closed Sunday: Closed
Directions
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Banks, Gray & Crumpler, PLLC
Location 2719 Graves Dr #15, Goldsboro, NC 27534, USA
Phone (919) 735-6300
Directions
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Cooke Capital
SEC File# 801-122267
CRD# 313110
4 out of 5
Location 208 N Spence Ave, Goldsboro, NC 27534, USA
Phone (919) 580-3177
Directions
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RBC Wealth Management
Location 106 N Spence Ave, Goldsboro, NC 27534, USA
Phone (919) 705-1007
Directions
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First Command
5 out of 5
Location 2701 Cashwell Dr, Goldsboro, NC 27534, USA
Phone (919) 751-8772
Directions
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Merrill Lynch Wealth Management Advisor Mark Anthony
Location 2315 Airport Blvd NW B, Wilson, NC 27896, USA
Phone (252) 399-2506
Directions
Wealth Management in Wayne County, NC

Where Wealth Management Advisors in Wayne County, NC Serve

Wayne County, located in eastern North Carolina, is a vibrant and bustling community with a rich history and diverse culture. From the charming small towns to the bustling city of Goldsboro, Wayne County is home to a variety of landmarks and attractions that draw visitors from all over the world. Some of the most notable landmarks in Wayne County include the historic Waynesborough House, the Wayne County Courthouse, and the Seymour Johnson Air Force Base. These landmarks serve as a testament to the county's rich history and cultural heritage. In terms of top employers, Wayne County is home to a number of major companies and organizations, including the Wayne County Public Schools, Wayne Memorial Hospital, and the Seymour Johnson Air Force Base. These employers provide a wide range of job opportunities for residents and contribute to the county's thriving economy. When it comes to major highways and streets, Wayne County is intersected by several major thoroughfares, including US Route 70, NC Route 111, and NC Route 581.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Wayne County, NC could benefit from a bank in a multitude of ways. One specific example is through the provision of small business loans to local entrepreneurs. As a largely rural county with a population of around 124,000, Wayne County has a limited job market, and many residents struggle to find employment. By offering loans to individuals looking to start their own businesses, banks can help stimulate the local economy and create new job opportunities. Additionally, banks can provide financial education and resources to help residents better manage their money, which is especially important in a county where the poverty rate is 18.3%. With access to banking services, residents can build credit, save for emergencies, and work towards long-term financial goals. Overall, a bank can play a crucial role in supporting the economic and financial well-being of Wayne County's residents.

Insurance Broker

Residents of Wayne County, NC can greatly benefit from the services of an insurance broker. With the county being home to a diverse array of businesses, ranging from agriculture to healthcare, an insurance broker can help individuals and businesses navigate the complex world of insurance policies and find the coverage that best suits their unique needs. Additionally, Wayne County is prone to natural disasters such as hurricanes and floods, which can cause significant damage to homes and businesses. An insurance broker can help residents in Wayne County understand their coverage options and ensure that they are adequately protected in the event of a natural disaster. Furthermore, with the county's growing population and economy, an insurance broker can help individuals and businesses stay up-to-date on the latest insurance trends and regulations, ensuring that they are always in compliance with local and state laws.

Retirement Planning

Residents of Wayne County, NC can greatly benefit from the services of a retirement planner. With the county's population of over 123,000 people, many individuals may not have the necessary knowledge or resources to properly plan for their retirement. A retirement planner can assist with creating a personalized retirement plan that takes into account specific factors such as the county's high poverty rate of 17.5% and the average life expectancy of 76 years. Additionally, the planner can help navigate the complexities of Social Security and Medicare, as well as provide guidance on investment options and tax strategies. Overall, a retirement planner can provide invaluable assistance to Wayne County residents in ensuring a comfortable and secure retirement.

Financial Advisor

Residents of Wayne County, NC can benefit greatly from the expertise of a financial advisor. With a population of approximately 124,000 people, many individuals in Wayne County may struggle to navigate the complexities of personal finance. A financial advisor can assist with a range of financial issues, including retirement planning, investment management, debt management, and tax planning. Given that Wayne County has a median household income of $46,000, many residents may require assistance with budgeting and saving strategies to help them achieve their financial goals. Moreover, with a poverty rate of 21%, financial advisors can help individuals and families in Wayne County develop strategies to improve their financial situation and build a more secure future. Whether it's helping someone plan for their children's college education or assisting an individual in creating a retirement plan, a financial advisor can provide the guidance and expertise necessary to achieve financial success.

Mortgage Loan Officer

Residents of Wayne County, NC could benefit greatly from the expertise of a mortgage loan officer. With a population of over 123,000, Wayne County is home to a diverse group of individuals with unique financial needs. A mortgage loan officer can help residents secure financing for a new home, refinance an existing mortgage, or even consolidate debt. In a county where the median household income is below the national average, a mortgage loan officer can provide valuable guidance on how to navigate the often complicated world of home financing. From FHA loans to VA loans, there are a plethora of options available to Wayne County residents, and a mortgage loan officer can help them find the best solution for their specific situation. With the help of a mortgage loan officer, residents of Wayne County can achieve their dreams of homeownership and financial stability.

Tax Services

Residents of Wayne County, NC would greatly benefit from the services of a tax advisor. With agriculture being a dominant industry in the county, many residents are involved in farming and may need assistance with navigating tax laws related to their business. Additionally, Wayne County has a large military presence due to the presence of Seymour Johnson Air Force Base. Military families may require specialized tax advice regarding benefits and deductions related to their service. Furthermore, Wayne County has a high poverty rate, with 20.5% of residents living below the poverty line. A tax advisor can help low-income individuals and families take advantage of tax credits and deductions that can improve their financial situation. Overall, a tax advisor can provide valuable assistance to Wayne County residents in a variety of circumstances.

Estate Planning Lawyer

Residents of Wayne County, NC can benefit from the services of an estate planning lawyer in numerous ways. Firstly, an estate planning lawyer can assist individuals in creating a comprehensive plan for their assets and property after they pass away. This is particularly important in Wayne County, NC, where the population is largely rural and many families have significant agricultural holdings that they want to ensure are passed down to future generations. Additionally, an estate planning lawyer can help families navigate the complex legal and tax implications of passing on property and assets, ensuring that they are able to do so in the most efficient and cost-effective manner possible. Finally, an estate planning lawyer can also provide guidance and support to families who are dealing with the aftermath of a loved one's passing, helping them to navigate the probate process and ensuring that their rights and interests are protected throughout.

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