Best Financial Advisors in Catawba County, NC

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List of Firms

Catawba County, NC Fiduciary Financial Advisors

Beth L. Deal Financial Advisory Group - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 318 2nd Ave NW, Hickory, NC 28601, USA
Phone (828) 324-1422
Mumy Financial Advisors, LLC
SEC File# 801-69846
CRD# 149124

5 out of 5

Location 200 1st Ave NW #303, Hickory, NC 28601, USA
Phone (828) 855-9400
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
David Brown - Raymond James
Location 518 W C St, Newton, NC 28658, USA
Phone (828) 464-5620
Randall Rice - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 34 2nd St NW Ste 300, Hickory, NC 28601, USA
Phone (828) 324-0127
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
Edward Jones - Financial Advisor: Terry D Eskind, AAMS™
SEC File# 801-3297
CRD# 250

5 out of 5

Location 806 1st Ave S, Conover, NC 28613, USA
Phone (828) 465-0465
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
Edward Jones - Financial Advisor: Gene Hamilton
SEC File# 801-3297
CRD# 250
Location 806 1st Ave S, Conover, NC 28613, USA
Phone (828) 465-0465
Edward Jones - Financial Advisor: Robert Huffman
SEC File# 801-3297
CRD# 250

4 out of 5

Location 201 Conover Station Southeast Ste C, Conover, NC 28613, USA
Phone (828) 466-2160
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 – 4:00 PM Saturday: Closed Sunday: Closed
Creekside Finance

4 out of 5

Location 2113 Catawba Valley Blvd SE, Hickory, NC 28602, USA
Phone (828) 322-6445
Thayer Financial

5 out of 5

Location 439 4th St SW, Hickory, NC 28602, USA
Phone (828) 569-2785
Beth L Deal - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363

5 out of 5

Location 318 2nd Ave NW, Hickory, NC 28601, USA
Phone (828) 324-1422
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: Closed Saturday: Closed Sunday: Closed
Edward Jones - Financial Advisor: Matthew A Cook, CFP®|AAMS™
SEC File# 801-3297
CRD# 250
Location 16 S College Ave, Newton, NC 28658, USA
Phone (828) 464-1688
Renaissance Financial Partners of North Carolina, LLC
Location 1887 N Center St, Hickory, NC 28601, USA
Phone (828) 322-1111
Southeast Retirement Planners, Inc
Location 74 8th St SE #105, Hickory, NC 28602, USA
Phone (828) 855-2067
Edward Jones - Financial Advisor: Denise D Clay
SEC File# 801-3297
CRD# 250

5 out of 5

Location 2005 Frye Ave, Hickory, NC 28602, USA
Phone (828) 294-1172
Carolina Wealth Stewardship Group Hickory
Location 345 2nd St NE, Hickory, NC 28601, USA
Phone (800) 782-0033
Edward Jones - Financial Advisor: Katie B Goforth, AAMS™
SEC File# 801-3297
CRD# 250
Location 218 S Brady Ave, Newton, NC 28658, USA
Phone (828) 466-1330
Edward Jones
SEC File# 801-3297
CRD# 250
Location 218 S Brady Ave, Newton, NC 28658, USA
Phone (828) 466-1330
Katherine S. Newton Certified Financial Planner™, Certified Financial Transitionist™
Location 428 4th Ave NW, Hickory, NC 28601, USA
Phone (828) 322-9595
Edward Jones - Financial Advisor: Johnny H Wise
SEC File# 801-3297
CRD# 250

5 out of 5

Location 3332 E Main St, Claremont, NC 28610, USA
Phone (828) 459-9933
Edward Jones - Financial Advisor: Mike Bell, AAMS™
SEC File# 801-3297
CRD# 250
Location 307 2nd St NE, Hickory, NC 28601, USA
Phone (828) 328-8111
Diamond Pointe Financial, Inc
Location 901 US Highway 321 NW, #300, Hickory, NC 28601, USA
Phone (828) 800-9383
Resource Partners, LLC – Raymond James

5 out of 5

Location 10 13th Ave NW, Hickory, NC 28601, USA
Phone (828) 324-4420
Merrill Lynch Wealth Management
Location 205 2nd St NW, Hickory, NC 28601, USA
Phone (828) 304-8962
Edward Jones - Financial Advisor: Rachel Weiland
Location 1732 N Center St, Hickory, NC 28601, USA
Phone (828) 327-2014
Merrill Lynch Wealth Management Advisor Adam L Smith
Location 205 2nd St NW, Hickory, NC 28601, USA
Phone (828) 304-8965
Integrity Financial
Location 39 2nd St NW, Hickory, NC 28601, USA
Phone (828) 328-5702
Raymond James

5 out of 5

Location 353 1st Ave NW, Hickory, NC 28601, USA
Edward Jones - Financial Advisor: Steve Reese, AAMS™
SEC File# 801-3297
CRD# 250

5 out of 5

Location 1379 N Center St, Hickory, NC 28601, USA
Phone (828) 322-9518
Mark Davey - Financial Advisor, Ameriprise Financial Services, LLC
Location 34 2nd St NW Ste 300, Hickory, NC 28601, USA
Phone (828) 324-0127
Capital Concepts
Location 1155 Southgate Corporate Park SW, Hickory, NC 28602, USA
Phone (828) 322-8210
Edward Jones - Financial Advisor: Bill Barlow
SEC File# 801-3297
CRD# 250

5 out of 5

Location 1410-B Old Lenoir Rd, Hickory, NC 28601, USA
Phone (828) 322-3565
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About Catawba County, NC

Catawba County, North Carolina is a small county located in the foothills of the Blue Ridge Mountains. The county is home to the city of Newton, which is the largest city in the county and serves as the county seat. Other major cities in Catawba County include Hickory and Claremont. The county is bisected by Interstate 40, which runs east-west through the center of the county. Other major highways and streets in Catawba County include U.S. 321, NC 10, and NC 18. The economy of Catawba County is based largely on manufacturing. Some of the largest employers in the county include Lowes, Duke Energy, and Corning. The landscape of Catawba County is mostly rural, with rolling hills and mountains throughout the area. There are also several neighborhoods in the larger cities that are popular with commuters who work in Charlotte or Asheville.

Where Certified Financial Advisors in Catawba County, NC Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Banks provide a variety of services to their customers, some of which may be useful to Catawba County, NC residents. Banks can offer home mortgages and car loans, for example, which can help people buy homes and cars. They can also provide checking and savings accounts, which allow people to save money and access it when they need it. And banks can offer other products and services, such as credit cards and investment advice, which may be helpful to people in Catawba County.

Insurance Broker

As insurance brokers, we understand the needs of Catawba County, NC residents. We can help you find the right insurance policy to protect your family and your property. We work with a variety of carriers, so we can find the best policy for your needs. Contact us today to learn more about our services.

Retirement Planning

Financial advisors can help Catawba County, NC residents with retirement planning in a number of ways. For example, they can work with you to create a budget and investment plan that will allow you to retire comfortably. They can also help you to understand the different types of retirement plans available, and advise you on which one is best for you. Advisors can also help you to make the most of your retirement savings, by investing them in a way that will give you the greatest return on your investment.

Wealth Management

Residents of Catawba County, NC can benefit from wealth management services in order to protect their assets and ensure their financial stability. Wealth management is a process that involves creating, implementing, and monitoring a plan to achieve specific financial goals. It can be used to preserve wealth, grow assets, and provide for retirement.A qualified wealth manager will work with you to create a personalized plan based on your unique situation and goals. He or she will help you make smart investment choices, manage your taxes, and plan for the future. Working with a wealth manager can help you feel more confident about your financial future and allow you to focus on other important aspects of your life.

Estate Planning Lawyer

Estate planning lawyers in Catawba County, NC can help residents protect their loved ones and their assets. Wills and trusts are just two of the many tools that estate planning lawyers can use to help residents achieve their goals. By working with an estate planning lawyer, residents can be sure that their wishes will be carried out after they die.

Mortgage Loan Officer

Mortgage loan officers can help Catawba County, NC residents in a number of ways. For one, they can provide expert advice on the best type of mortgage for each individual's needs. They can also help people get pre-approved for a mortgage and navigate the complex paperwork involved in buying a home. And finally, they can offer support and guidance throughout the entire process, from start to finish.

Tax Services

Residents of Catawba County, NC can benefit from the services of tax accountants. Tax accountants can help residents prepare their taxes and file them with the IRS. They can also help residents understand the tax code and how it applies to them. In addition, tax accountants can help residents plan for their financial future and save money on their taxes.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Catawba County, NC