Best Financial Advisors in Boone, NC

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List of Firms

Boone, NC Fiduciary Financial Advisors

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Capital Investment Co
Location 815 W King St # 2, Boone, NC 28607, USA
Phone (828) 265-7856
Directions
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Lincoln Financial Group
Location 895 State Farm Rd #211, Boone, NC 28607, USA
Phone (828) 262-3777
Directions
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Edward Jones Investment Services
SEC File# 801-3297
CRD# 250
Location 147 Meadowview Dr, Boone, NC 28607, USA
Phone (828) 264-0642
Directions
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First Horizon Bank
3 out of 5
Location 325 Leola St, Boone, NC 28607, USA
Phone (828) 263-8600
Directions
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Allen wealth Management
SEC File# 801-64431
CRD# 133038
Location 980 NC-105, Boone, NC 28607, USA
Phone (828) 268-9693
Directions
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Canady Financial Services
Location 351 Old Bark Rd, Boone, NC 28607, USA
Phone (828) 963-7717
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A F Financial Group
Location 1675 Blowing Rock Rd # 406, Boone, NC 28607, USA
Phone (828) 263-1500
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Payne Financial Services Inc
5 out of 5
Location 207 Edgewood Dr, Boone, NC 28607, USA
Phone (828) 264-5156
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Edward Jones - Financial Advisor: Billy C Chick, CFP®|AAMS™
Location 7535 Valley Blvd, Blowing Rock, NC 28605, USA
Phone (828) 295-6176
Directions
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Wells Fargo Advisors
Location 958 Blowing Rock Rd, Boone, NC 28607, USA
Phone (828) 262-4681
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NCO Financial Systems Inc
Location 936 Little Laurel Rd, Boone, NC 28607, USA
Phone (828) 264-2302
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Copeland Luke CPA PC
5 out of 5
Location 895 State Farm Rd Ste. 503, Boone, NC 28607, USA
Phone (828) 264-0883
Directions
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GuideSource Wealth Advisors - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 805 State Farm Rd # 203, Boone, NC 28607, USA
Phone (828) 264-0066
Directions
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Full Circle Wealth Financial
Location 815 W King St #2, Boone, NC 28607, USA
Phone (828) 265-7858
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Summit High Country Investment
Location 1395 W King St, Boone, NC 28607, USA
Phone (828) 268-9958
Directions
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Bank of America (with Drive-thru services)
2 out of 5
Location 1800 Blowing Rock Rd, Boone, NC 28607, USA
Phone (828) 264-4711
Directions
Financial Advisors in Boone, NC

Where Certified Financial Advisors in Boone, NC Serve

Nestled in the heart of the Blue Ridge Mountains, Boone, NC is a charming town with a rich history and vibrant culture. From the iconic Appalachian State University to the breathtaking views of Grandfather Mountain, Boone is home to a variety of landmarks that make it a must-see destination. The town is also home to several top employers, including Appalachian Regional Healthcare System, Samaritan's Purse, and Watauga County Schools, providing ample job opportunities for residents and visitors alike. Major highways such as US-421 and NC-105 make it easy to navigate the town and explore the surrounding area, while streets like King Street and Howard Street offer a variety of shops, restaurants, and entertainment options. Boone is divided into several unique neighborhoods, each with its own character and charm, including Downtown Boone, Blowing Rock, and Valle Crucis. Whether you're looking to soak up the local culture or enjoy the natural beauty of the area, Boone has something for everyone.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Boone, NC can benefit greatly from the guidance of a financial advisor. One of the most common ways that a financial advisor can help is by creating a personalized budget and savings plan. With the cost of living in Boone being higher than the national average, it can be challenging for residents to make ends meet and save for their future. A financial advisor can provide expert advice on how to manage expenses, reduce debt, and increase savings. Additionally, with the tourism industry being a significant contributor to the local economy, a financial advisor can help residents navigate the seasonal fluctuations in income and plan for retirement. Overall, partnering with a financial advisor can provide Boone residents with peace of mind and a clear path to financial stability.

Insurance Broker

Residents of Boone, NC can benefit greatly from the services of an insurance broker. With its mountainous terrain and unpredictable weather patterns, Boone presents unique challenges for homeowners and drivers alike. An insurance broker can help residents navigate the complexities of insurance policies and find coverage that suits their specific needs. For example, many residents in Boone may require flood insurance due to the area's susceptibility to heavy rain and flash flooding. An insurance broker can help residents understand their options and find the best coverage for their situation. Additionally, an insurance broker can provide guidance on health insurance, life insurance, and other types of coverage that are essential for protecting oneself and one's family. Overall, an insurance broker can be an invaluable resource for residents of Boone, NC who want to ensure that they are adequately protected in the face of unexpected events.

Retirement Planning

Residents of Boone, NC can benefit greatly from the guidance of a retirement planner. With a population of just over 19,000, Boone is a small town with a growing number of retirees. A retirement planner can help these individuals navigate the complexities of retirement planning, including investment strategies, tax planning, and estate planning. They can also provide guidance on how to maximize Social Security benefits and manage healthcare costs in retirement. In a town like Boone, where many retirees may have limited access to financial resources, a retirement planner can be an invaluable resource in helping them achieve their financial goals and ensure a comfortable retirement.

Wealth Management

Residents of Boone, NC can benefit from the services of a wealth manager in a number of ways. One of the most common ways is by receiving personalized investment advice that takes into account their unique financial situation and goals. This can help them make informed decisions about how to allocate their assets and maximize their returns. Additionally, a wealth manager can provide guidance on tax planning, retirement planning, and estate planning, helping residents of Boone, NC to secure their financial future. With its beautiful natural surroundings and thriving arts and cultural scene, Boone is a unique and vibrant community that requires a wealth manager who understands the specific needs of its residents.

Mortgage Loan Officer

Residents of Boone, NC can benefit greatly from the services of a mortgage loan officer. One of the most common ways that a loan officer can help is by assisting residents in securing financing for their dream homes. Boone is a small town located in the Blue Ridge Mountains, known for its natural beauty and outdoor recreational opportunities. With a loan officer's help, residents can find the right mortgage to purchase a home in this picturesque area. Additionally, a loan officer can provide guidance on refinancing options, helping residents to save money on their monthly mortgage payments. Whether it's a first-time homebuyer or someone looking to refinance, a mortgage loan officer can provide valuable support and expertise to residents of Boone, NC.

Tax Services

Residents of Boone, NC can benefit greatly from the advice and guidance of a tax advisor. One of the most common ways a tax advisor can help is by assisting individuals with their tax returns. This is especially important for residents of Boone, NC who may have unique tax situations due to the presence of Appalachian State University and the many small businesses in the area. A tax advisor can help residents navigate these complexities and ensure they are taking advantage of all available deductions and credits. Additionally, a tax advisor can provide guidance on long-term tax planning, helping residents to minimize their tax liability and maximize their savings. With the help of a tax advisor, residents of Boone, NC can feel confident in their financial decisions and secure in their financial future.

Estate Planning Lawyer

Residents of Boone, NC would benefit from the services of an estate planning lawyer in a variety of ways. One of the most common ways an estate planning lawyer can help is by ensuring that a person's assets are distributed according to their wishes after they pass away. This is especially important in Boone, NC, where many residents own vacation homes or property in the mountains. An estate planning lawyer can also assist with setting up trusts and other financial instruments to protect assets and minimize taxes. In addition, they can help with healthcare directives and power of attorney documents to ensure that a person's medical and financial decisions are handled according to their wishes in the event they become incapacitated.

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