Best Financial Advisors in Albemarle, NC

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Albemarle, NC Fiduciary Financial Advisors

Edward Jones - Financial Advisor: Patrick M Foley, CPWA®
SEC File# 801-3297
CRD# 250

5 out of 5

Location 37938 US-52, New London, NC 28127, USA
Phone (704) 983-6103
Sparger Investments
Location 122 E Main St, Albemarle, NC 28001, USA
Phone (704) 550-5135
Edward Jones - Financial Advisor: Tracey L Hayes, AAMS™
SEC File# 801-3297
CRD# 250

5 out of 5

Location 112 Charter St Suite B, Albemarle, NC 28001, USA
Phone (704) 986-1423
Black Economics Power Group
Location 2311 Badin Rd, Albemarle, NC 28001, USA
Phone (704) 305-3151
Brafford, Odom & Co., LLP

5 out of 5

Location 330 S 2nd St, Albemarle, NC 28001, USA
Phone (704) 982-8119
Money Matters Bookkeeping, LLC

5 out of 5

Location 32515 NC-740, Albemarle, NC 28001, USA
Phone (704) 259-5820
Security Financial Services
Location 720 NC-24 Ste 16, Albemarle, NC 28001, USA
Phone (704) 982-9501
Truist

4 out of 5

Location 185 N 1st St, Albemarle, NC 28001, USA
Phone (704) 244-8017
Uwharrie Bank, East Office

4 out of 5

Location 800 NC 24-27 Hwy, Albemarle, NC 28001, USA
Phone (704) 983-6181
Uwharrie Bank, Albemarle Office

5 out of 5

Location 167 N 2nd St, Albemarle, NC 28001, USA
Phone (704) 983-6181
Uwharrie Bank, Village Office

5 out of 5

Location 710 N 1st St, Albemarle, NC 28001, USA
Phone (704) 983-6181
Edward Jones

5 out of 5

Location 429 N Main St Suite A, Troy, NC 27371, USA
Phone (910) 576-7000
Stanly Community College Small Business Center

5 out of 5

Location 143 N 2nd St, Albemarle, NC 28001, USA
Phone (704) 991-0182
First Bank - Albemarle Hwy. 52, NC

3 out of 5

Location 2317 US-52 N, Albemarle, NC 28001, USA
Phone (704) 982-6060
Edward Jones - Financial Advisor: Bruce J Lau, AAMS™

5 out of 5

Location 8366 W Franklin St, Mt Pleasant, NC 28124, USA
Phone (704) 436-9455
Clif Robinson & Associates

4 out of 5

Location 232 N 2nd St, Albemarle, NC 28001, USA
Phone (704) 982-6700
Bradshaw Financial Planning
SEC File# 801-57198
CRD# 20804

5 out of 5

Location 1816 E Innes St # 102, Salisbury, NC 28146, USA
Phone (704) 216-2260
Edward Jones - Financial Advisor: Jennifer L Schoonmaker-Dasch, CFP®|AAMS™
SEC File# 801-3297
CRD# 250
Location 503 E Center St, Lexington, NC 27292, USA
Phone (336) 237-0348
Fifth Third Preferred - Sean Bruce
Location 7116 Matthews-Mint Hill Rd, Mint Hill, NC 28227, USA
Phone (704) 688-1553
MBL Advisors Inc.

5 out of 5

Location 1017 E Morehead St #100, Charlotte, NC 28204, USA
Phone (704) 333-8461
William Britt - Financial Advisor, Ameriprise Financial Services, LLC

5 out of 5

Location 200 S State St STE 6, Lexington, NC 27292, USA
Phone (336) 357-7779
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About Albemarle, NC

Albemarle is a town in Stanly County, North Carolina. The town was incorporated in 1881 and is home to approximately 12,000 residents. Some of the town's landmarks include the Stanly County Courthouse and Jail, the Albemarle Sports Complex, St. Luke's Episcopal Church, and the Albemarle Heritage Museum. The top employers in Albemarle are PPG Industries, Inc., Walmart, Lowe's Home Improvement Warehouse Store #2039, and Food Lion LLC. Major highways and streets in Albemarle include NC Highway 24/27 and NC Highway 150. Some of the neighborhoods in Albemarle are Dogwood Acres, Autumn Woods, Briarcliff Manor, and Fox Run., with a population of 9,272. Swepsonville, with a population of 906.

Where Certified Financial Advisors in Albemarle, NC Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

There are many services banks can provide Albemarle, NC residents. Some of these include cashing checks, issuing money orders, and providing access to safe deposit boxes. In addition, banks offer a variety of loans, including personal loans, home mortgages, and car loans. They also offer a wide range of investment products, such as stocks, bonds, and mutual funds. Finally, banks offer their customers the convenience of banking online or through mobile apps.

Insurance Broker

Residents of Albemarle, NC can rely on insurance brokers to help them find the best possible rates and coverage for their needs. Insurance brokers have access to a wide variety of policies from a variety of providers, and they can help residents compare rates and choose the policy that is right for them. Brokers can also help residents file claims and get the compensation they deserve after an accident or other incident.

Retirement Planning

Financial advisors can help Albemarle, NC residents with retirement planning in a number of ways. One way is by helping to create and evaluate retirement plans. Advisors can also help residents save money for retirement and invest money wisely. In addition, advisors can provide valuable advice on when to start taking Social Security benefits and how much to withdraw each year once retired.

Wealth Management

Residents of Albemarle, NC can now enjoy the peace of mind that comes with knowing their money is in good hands. That's because a new wealth management firm has set up shop in town, and is now offering its services to local residents. The firm, which goes by the name of Wealthfront, specializes in helping people to save for retirement and to invest their money wisely. It does this by creating personalized investment plans for each of its clients. Wealthfront is a well-established company, having been in business since 2011. It has helped more than 700,000 people to save over $10 billion dollars. If you're looking for a reliable and trustworthy wealth management firm, then Wealthfront is definitely worth considering.

Estate Planning Lawyer

When it comes to estate planning, Albemarle, NC residents have a lot of options. They can work with an attorney who specializes in this area of the law, or they can try to do it themselves. However, DIY estate planning is not for everyone, and there are a number of reasons why working with an estate planning lawyer may be a better option. Some of these reasons include: -Attorneys have the training and experience needed to create comprehensive estate plans that meet all legal requirements. -They can help ensure that your plan is tailored to your specific needs and circumstances. -Attorneys can also provide guidance on tax implications and other financial matters related to estate planning. -If something goes wrong with your plan, an attorney will be able to help you resolve the issue.

Mortgage Loan Officer

Mortgage loan officers in Albemarle, NC can help residents with a wide variety of home-related needs. From finding the right property to securing a mortgage, these professionals can provide assistance every step of the way. In addition to their traditional lending services, many mortgage loan officers also offer counseling and advice to their clients. This added level of support can be extremely helpful for first-time buyers or those who are unfamiliar with the home buying process. Mortgage loan officers in Albemarle, NC are an important resource for residents looking to purchase or refinance a home.

Tax Services

Residents of Albemarle, NC can take advantage of the services offered by tax accountants in order to save money on their taxes. Tax accountants are experts in tax law and can help residents find deductions and credits that they may not have otherwise known about. In addition, tax accountants can help residents file their taxes correctly and on time, which can save them penalties and interest payments.

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FAQs About Personal Financial Advisors in Albemarle, NC