Best Financial Advisors in Cornelius, NC

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List of Firms

Cornelius, NC Fiduciary Financial Advisors

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Harry H McNair - Morgan Stanley
5 out of 5
Location 17505 W Catawba Ave Ste 300, Cornelius, NC 28031, USA
Phone (704) 655-1102
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OnQ Financial
5 out of 5
Location 18805 W Catawba Ave, Cornelius, NC 28031, USA
Phone (704) 255-6199
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Householder Group
Location 9605 Caldwell Commons Cir # D, Cornelius, NC 28031, USA
Phone (704) 892-5323
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Passport Wealth Management
Location 17505 W Catawba Ave Suite 200, Cornelius, NC 28031, USA
Phone (704) 457-0060
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Eileen Stoner - Morgan Stanley
Location 17505 W Catawba Ave Ste 300, Cornelius, NC 28031, USA
Phone (704) 896-9103
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Glen Archer - Raymond James
Location 18141 W Catawba Ave, Cornelius, NC 28031, USA
Phone (704) 655-0179
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Securities America Inc
Location 18716 W Catawba Ave, Cornelius, NC 28031, USA
Phone (704) 987-3410
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Edward Jones - Financial Advisor: LaTeesha M Stewart
Location 17824 Statesville Rd Ste 112, Cornelius, NC 28031, USA
Phone (704) 948-5549
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Alphastar Capital Management
Location 19520 W Catawba Ave, Cornelius, NC 28031, USA
Phone (855) 340-2514
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Dana Timchenko - Morgan Stanley
Location 17505 W Catawba Ave Ste 300, Cornelius, NC 28031, USA
Phone (704) 896-9117
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Work Life Financial
Location 17505 W Catawba Ave, Cornelius, NC 28031, USA
Phone (704) 895-3728
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A Apex Financial Solutions
Location 21321 Catawba Ave, Cornelius, NC 28031, USA
Phone (704) 892-5221
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Chase Thompson - Raymond James
5 out of 5
Location 18141 W Catawba Ave, Cornelius, NC 28031, USA
Phone (704) 655-0179
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H Wealth Services
SEC File# 801-60941
CRD# 115948
Location 18337 Harbor Light Blvd, Cornelius, NC 28031, USA
Phone (704) 896-0800
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Pitt Graham
Location 19224 Peninsula Shores Dr, Cornelius, NC 28031, USA
Phone (704) 655-0102
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Lapis Financial Strategies Inc
Location 20212 Zion Ave, Cornelius, NC 28031, USA
Phone (704) 895-4942
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Lakeside Financial Services LLC
Location 18127 W Catawba Ave, Cornelius, NC 28031, USA
Phone (704) 655-8580
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Danielle N. Maggs at National Financial Services Group
Location 19810 W Catawba Ave a, Cornelius, NC 28031, USA
Phone (704) 576-6253
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North Main Financial Group
Location 20901 N Main St, Cornelius, NC 28031, USA
Phone (704) 987-1425
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Raymond James Financial Services
Location 19224 Peninsula Shores Dr, Cornelius, NC 28031, USA
Phone (704) 655-0102
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BMH Investment Group LLC
Location 9605 Caldwell Commons Cir # A, Cornelius, NC 28031, USA
Phone (704) 892-0420
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Integrity Financial Services, Inc.
Location 18515 Statesville Rd ste c-2, Cornelius, NC 28031, USA
Phone (704) 895-8236
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The Stoner Group - Morgan Stanley
Location 17505 W Catawba Ave Ste 300, Cornelius, NC 28031, USA
Phone (704) 896-9138
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35 North Group - Morgan Stanley
Location 17505 W Catawba Ave Ste 300, Cornelius, NC 28031, USA
Phone (704) 571-3200
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Mason Grant Financial
Location 20830 Torrence Chapel Rd, Cornelius, NC 28031, USA
Phone (704) 765-9216
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Financial Advisors in Cornelius, NC

Where Certified Financial Advisors in Cornelius, NC Serve

Cornelius, NC is a charming town situated in Mecklenburg County, North Carolina, that is known for its beautiful landmarks, top-notch employers, major highways and streets, and diverse neighborhoods. From the stunning Lake Norman to the historic Cornelius Depot, this town has something for everyone. Some of the most prominent landmarks in Cornelius include the Jetton Park, which offers miles of hiking trails and breathtaking views of the lake, and the Cornelius Arts Center, which showcases the talents of local artists. Additionally, the town is home to some of the top employers in the area, such as Aquesta Bank, ACN, and Ingersoll Rand. Cornelius is also well-connected to major highways and streets, including I-77, NC-115, and Bailey Road, making it easy for residents to commute to work or explore nearby cities.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Cornelius, NC can benefit greatly from the guidance of a financial advisor. With its proximity to Lake Norman, many residents of Cornelius have a high net worth and may need assistance with managing their investments and assets. A financial advisor can help residents create a personalized financial plan that takes into account their unique goals and circumstances, whether it's saving for retirement, paying for college, or starting a business. Additionally, Cornelius is a growing community with a mix of both long-time residents and newcomers, and a financial advisor can provide guidance on navigating the local real estate market and making smart decisions when it comes to buying or selling property. Overall, a financial advisor can help residents of Cornelius make informed decisions about their money and achieve their financial goals.

Insurance Broker

Residents of Cornelius, NC can benefit from the services of an insurance broker in many ways. For instance, an insurance broker can help them navigate the complex world of insurance policies and find the best coverage that fits their unique needs and budget. In Cornelius, NC, where there is a high population of retirees, an insurance broker can help them find the right Medicare supplement plans that will cover their medical expenses. Additionally, an insurance broker can help residents of Cornelius, NC who own waterfront properties find insurance policies that provide adequate coverage for flood and water damage. With an insurance broker, residents of Cornelius, NC can have peace of mind knowing that they are well-protected against unexpected events that can cause financial strain.

Retirement Planning

Residents of Cornelius, NC can benefit greatly from the services of a retirement planner. A retirement planner can help residents plan for the future by creating a personalized retirement plan that takes into account their unique financial situation and goals. This can include strategies for saving for retirement, managing investments, and creating income streams that will last throughout retirement. In Cornelius, NC, where the cost of living is higher than the national average, a retirement planner can help residents navigate the complexities of retirement planning and ensure that they have the resources they need to enjoy a comfortable retirement. Additionally, a retirement planner can help residents navigate the unique challenges that come with living in a retirement community, such as managing healthcare costs and ensuring that they have access to the services and resources they need to maintain their quality of life.

Wealth Management

Residents of Cornelius, NC can benefit greatly from the services of a wealth manager. One of the most common ways a wealth manager can help is by providing personalized investment advice based on the unique financial goals and risk tolerance of each individual. With Cornelius being a rapidly growing and affluent town, many residents may have complex financial situations and require a customized approach to their investments. A wealth manager can also assist with tax planning, retirement planning, and estate planning, all of which are important considerations for residents of Cornelius as they plan for their future. Additionally, with the town's proximity to Lake Norman, a wealth manager can provide guidance on investing in real estate and other assets that may be unique to the area. Overall, a wealth manager can provide invaluable support and expertise to help Cornelius residents achieve their financial goals and secure their financial future.

Mortgage Loan Officer

Residents of Cornelius, NC could benefit greatly from the services of a mortgage loan officer. These professionals can help residents secure financing for a new home or refinance an existing mortgage. With the steady growth of the town's population, there is a high demand for affordable housing options. A mortgage loan officer can help residents navigate the complex process of obtaining a mortgage, including finding the best interest rates and terms. Additionally, they can provide guidance on the various loan options available and help residents choose the one that best fits their needs. With the help of a mortgage loan officer, residents of Cornelius can achieve their dream of homeownership and enjoy the many benefits that come with it.

Tax Services

Residents of Cornelius, NC can greatly benefit from the services of a tax advisor. One of the most common ways a tax advisor can help is by providing guidance on how to maximize deductions and credits when filing taxes. For example, residents of Cornelius who own boats or other watercraft may be eligible for certain tax breaks that they may not be aware of. A tax advisor can also assist with tax planning, helping residents to make informed decisions about investments and other financial decisions that can impact their tax liability. With the help of a tax advisor, Cornelius residents can ensure they are taking advantage of all available tax benefits and minimizing their tax burden.

Estate Planning Lawyer

Residents of Cornelius, NC can benefit greatly from the services of an estate planning lawyer. One of the most common ways an estate planning lawyer can help is by creating a will or trust to ensure that a person's assets are distributed according to their wishes after they pass away. In Cornelius, where the population is growing rapidly, an estate planning lawyer can also assist with planning for long-term care, including Medicaid planning and nursing home care. Additionally, with many residents owning businesses or vacation homes on Lake Norman, an estate planning lawyer can help with succession planning and transferring ownership of these assets to future generations. Overall, an estate planning lawyer can provide peace of mind and ensure that a person's assets are protected and distributed in the most effective way possible.

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FAQs About Personal Financial Advisors in Cornelius, NC