Best Financial Advisors in Cabarrus County, NC

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Cabarrus County, NC Fiduciary Financial Advisors

SEC File# 801-57434
CRD# 11025
Location 868 Church St N, Concord, NC 28025, USA
Phone (704) 784-1245
Directions
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White Melvin
4 out of 5
Location 16105 Delaney Dr, Concord, NC 28027, USA
Phone (704) 788-6376
Directions
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Cetera Advisor Networks, LLC
SEC File# 801-47342
CRD# 13572
Location 43 Union St S Suite A, Concord, NC 28025, USA
Phone (866) 261-0332
Directions
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Mill Capital Management
SEC File# 801-120478
CRD# 312798
Location 845 Church St N Suite 308B, Concord, NC 28025, USA
Phone (980) 494-6455
Directions
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Edward Jones - Financial Advisor: E Craig Porter
SEC File# 801-3297
CRD# 250
Location 815 Davidson Dr NW, Concord, NC 28025, USA
Phone (704) 786-0040
Directions
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Edward Jones - Financial Advisor: Ron Smith
SEC File# 801-3297
CRD# 250
Location 227 Branchview Dr NE, Concord, NC 28025, USA
Phone (704) 788-4172
Time Monday: 9:00 AM – 4:30 PM Tuesday: 9:00 AM – 4:30 PM Wednesday: 9:00 AM – 4:30 PM Thursday: 9:00 AM – 4:30 PM Friday: 9:00 AM – 4:30 PM Saturday: Closed Sunday: Closed
Directions
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King Financial Corporation
5 out of 5
Location 51 Means Ave SE, Concord, NC 28025, USA
Phone (704) 782-0010
Directions
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Bell Wealth Management
Location 9 Union St N, Concord, NC 28025, USA
Phone (704) 785-2127
Directions
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Baucom Wealth Management, Inc.
Location 1036 Branchview Dr NE #206, Concord, NC 28025, USA
Phone (704) 786-8891
Directions
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Edward Jones - Financial Advisor: Seth Horton
5 out of 5
Location 4351 Main St Ste 103, Harrisburg, NC 28075, USA
Phone (704) 455-0065
Directions
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Edward Jones - Financial Advisor: Lex Fennell
SEC File# 801-3297
CRD# 250
3 out of 5
Location 143 Union St S, Concord, NC 28025, USA
Phone (704) 793-1189
Directions
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Edward Jones - Financial Advisor: Loretta L Gifford
SEC File# 801-3297
CRD# 250
5 out of 5
Location 970 Branchview Dr NE Ste 150, Concord, NC 28025, USA
Phone (980) 777-8033
Time Monday: 8:00 AM – 4:00 PM Tuesday: 8:00 AM – 4:00 PM Wednesday: 8:00 AM – 4:00 PM Thursday: 8:00 AM – 4:00 PM Friday: 8:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
Directions
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Edward Jones - Financial Advisor: Max Miller
SEC File# 801-3297
CRD# 250
5 out of 5
Location 363 Church St N Suite 130, Concord, NC 28025, USA
Phone (980) 781-0077
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 – 5:00 PM Saturday: Closed Sunday: Closed
Directions
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Valic Financial Advisors,Inc.
SEC File# 801-54952
CRD# 42803
Location 25 Lake Concord Rd NE, Concord, NC 28025, USA
Directions
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Edward Jones - Financial Advisor: Marshall Ward
SEC File# 801-3297
CRD# 250
Location 325 McGill Ave NW Suite 100, Concord, NC 28027, USA
Phone (980) 781-1001
Directions
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Edward Jones - Financial Advisor: Thomas Harding, AAMS™
SEC File# 801-3297
CRD# 250
Location 143 Union St S, Concord, NC 28025, USA
Phone (704) 793-1189
Directions
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Edward Jones - Financial Advisor: Joel D Matthews
Location 970 Branchview Dr NE Ste 150, Concord, NC 28025, USA
Phone (980) 777-8033
Directions
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Edward Jones - Financial Advisor: Bo Richardson, CFP®|AAMS™
5 out of 5
Location 6001 Gateway Center Dr Suite 107, Kannapolis, NC 28081, USA
Phone (704) 784-9498
Directions
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Growth Management Group of the Carolinas
Location 3832 Highway 49 South, Harrisburg, NC 28075, USA
Phone (704) 572-0311
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The Walters Way
3 out of 5
Location 254 Church St NE, Concord, NC 28025, USA
Phone (704) 823-6776
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Miller Financial, Inc.
SEC File# 801-106490
CRD# 165007
Location 400 Penny Ln NE, Concord, NC 28025, USA
Phone (704) 857-0181
Directions
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Edward Jones - Financial Advisor: David J Byrne II
SEC File# 801-3297
CRD# 250
5 out of 5
Location 8410 Pit Stop Ct NW Suite 110, Concord, NC 28027, USA
Phone (704) 295-0035
Directions
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Carolina Planning Consultants
SEC File# 801-80184
CRD# 168012
5 out of 5
Location 323 Coddle Market Dr NW #130, Concord, NC 28027, USA
Phone (704) 786-4857
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
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Edward Jones - Financial Advisor: Chad M Epting
SEC File# 801-3297
CRD# 250
5 out of 5
Location 360 Exchange St NW Ste 104, Concord, NC 28027, USA
Phone (704) 787-9082
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 7:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 7:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
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Fidelity Private Advisors
1 out of 5
Location Afton Village, Concord, NC 28027, USA
Phone (704) 795-9180
Directions
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Edward Jones - Financial Advisor: Jeffrey D Hartsock, CFP®
SEC File# 801-3297
CRD# 250
Location 212 Lephillip Ct NE Suite 202, Concord, NC 28025, USA
Phone (704) 782-8411
Directions
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Family Wealth Partners Concord/Charlotte
Location 1028 Lee-Ann Dr NE, Concord, NC 28025, USA
Phone (704) 782-9064
Directions
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Raymond James Financial Services
SEC File# 801-69815
CRD# 149018
Location 3890 Main St, Harrisburg, NC 28075, USA
Phone (704) 455-1070
Directions
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Younce & Co
4 out of 5
Location 990 Lee-Ann Dr NE, Concord, NC 28025, USA
Phone (704) 784-9330
Directions
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Edward Jones - Financial Advisor: Ben Bellury
Location 11020 David Taylor Dr Ste 116, Charlotte, NC 28262, USA
Phone (704) 548-9146
Directions
Financial Advisors in Cabarrus County, NC

Where Certified Financial Advisors in Cabarrus County, NC Serve

Cabarrus County, NC is a vibrant and diverse community located in the heart of North Carolina. With a rich history dating back to the Revolutionary War, Cabarrus County is home to a number of landmarks that celebrate its heritage, including the Reed Gold Mine and the Cabarrus County Courthouse. In addition to its historical attractions, Cabarrus County is also a hub for business and commerce, with several top employers in the area including Carolinas HealthCare System, Cabarrus County Schools, and Concord Mills Mall. The county is also conveniently located near several major highways and streets, including I-85, US-29, and NC-73, making it easy to get around and explore all that the area has to offer. For those looking for a place to call home, Cabarrus County has a wide variety of neighborhoods to choose from, ranging from charming historic districts to modern subdivisions with all the latest amenities.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Cabarrus County, NC can benefit greatly from the services of a financial advisor. With the county being home to the Charlotte Motor Speedway, many residents are employed in the racing industry and may have unique financial needs. A financial advisor can help these individuals navigate the ups and downs of the industry and plan for their financial future. Additionally, Cabarrus County has a growing population of retirees, who may need assistance with retirement planning, investment strategies, and managing their assets. A financial advisor can provide valuable guidance and support to ensure that retirees can enjoy their golden years without financial stress. Overall, a financial advisor can help residents of Cabarrus County achieve their financial goals and secure their financial future.

Insurance Broker

Residents of Cabarrus County, NC can benefit greatly from the services of an insurance broker. For instance, Cabarrus County is home to a large number of small businesses, and an insurance broker can help these businesses find the right insurance policies to protect their assets and employees. Additionally, Cabarrus County is located in an area that is prone to severe weather events, such as hurricanes and tornadoes. An insurance broker can help residents of Cabarrus County find insurance policies that provide coverage for damage caused by these types of natural disasters. Finally, an insurance broker can help residents of Cabarrus County navigate the complex world of health insurance, which can be especially important for those who are self-employed or work for small businesses that do not offer health insurance benefits.

Retirement Planning

Residents of Cabarrus County, NC can benefit greatly from the services of a retirement planner. With a growing population of retirees in the county, a retirement planner can provide guidance on how to maximize retirement income, minimize taxes, and manage investments. Additionally, a retirement planner can help residents navigate the unique challenges that come with retirement in Cabarrus County, such as the cost of healthcare and the availability of affordable housing. With the help of a retirement planner, residents can feel confident in their financial future and enjoy a comfortable retirement in this charming county.

Wealth Management

Residents of Cabarrus County, NC could benefit greatly from the services of a wealth manager. With a population of over 200,000 people, Cabarrus County is home to a diverse range of individuals with varying financial needs. A wealth manager can assist these residents in achieving their financial goals by providing personalized investment strategies and financial planning services. Specifically, with Cabarrus County's strong ties to the motorsports industry and the presence of Charlotte Motor Speedway, a wealth manager could help individuals in this industry navigate the unique financial challenges and opportunities that come with such a specialized field. Additionally, with the county's growing population and economy, a wealth manager can help residents plan for retirement, manage their assets, and create long-term financial plans that align with their individual goals and values.

Mortgage Loan Officer

Residents of Cabarrus County, NC can benefit greatly from the services of a mortgage loan officer. One of the most common ways a loan officer can help is by assisting residents in finding the best mortgage rates and loan options available. Cabarrus County is home to many growing communities, and navigating the mortgage process can be overwhelming for first-time homebuyers or those looking to refinance. A loan officer can provide guidance on the different types of loans available and help residents choose the best fit for their financial situation. Additionally, Cabarrus County has a diverse population, and loan officers can offer specialized services to non-English speaking residents or those with unique financial needs. With the help of a mortgage loan officer, residents of Cabarrus County can achieve their dream of homeownership and secure a stable financial future.

Tax Services

Residents of Cabarrus County, NC can benefit greatly from the guidance of a tax advisor. With the county's growing population and diverse economy, tax laws and regulations can be complex and overwhelming for individuals and businesses alike. A tax advisor can assist in maximizing deductions and credits, minimizing tax liabilities, and ensuring compliance with local and state tax laws. Additionally, with the county's proximity to Charlotte and its status as a NASCAR hub, tax advisors can offer specialized knowledge in areas such as entertainment and sports taxation. Overall, working with a tax advisor can provide peace of mind and financial security for Cabarrus County residents.

Estate Planning Lawyer

Residents of Cabarrus County, NC can benefit from the services of an estate planning lawyer in a variety of ways. One common way is through the creation of a will, which outlines how a person's assets will be distributed after their death. This can be especially important for residents of Cabarrus County, which has a growing population of retirees and elderly individuals. Additionally, an estate planning lawyer can assist with the creation of trusts, which can help protect assets and provide for loved ones in the event of incapacity or death. Overall, working with an estate planning lawyer can provide peace of mind and ensure that a person's wishes are carried out in a legally sound manner.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Cabarrus County, NC