Best Financial Advisors in Cumberland County, NC

We did the hard work of finding trustworthy partners in Cumberland County, NC. Fill out the form to get connected.

Connect With a Financial Planner

As Seen In

List of Firms

Cumberland County, NC Fiduciary Financial Advisors

CLC Financial Services
Location 2565 Ravenhill Dr # 2D, Fayetteville, NC 28303, USA
Phone (910) 738-8226
Edward Jones - Financial Advisor: Shannon M Coram
SEC File# 801-3297
CRD# 250
Location 2139 Valleygate Dr Suite 202, Fayetteville, NC 28304, USA
Phone (910) 485-6243
Raymond James Financial Services
Location 208 Park St, Fayetteville, NC 28305, USA
Phone (910) 323-4434
Merrill Lynch Wealth Management Advisor Steven H. F. Smith
Location 2550 Ravenhill Dr Suite 201, Fayetteville, NC 28303, USA
Phone (800) 937-0847
White Horse Financial, Inc.

5 out of 5

Location Executive Suites, 4200 Morganton Rd 2nd floor Suite, Fayetteville, NC 28314, USA
Phone (910) 339-2625
First Command Financial Advisor - Dave Hammond
Location 1995 Skibo Rd Suite 201, Fayetteville, NC 28314, USA
Phone (910) 860-7900
Merrill Lynch Wealth Management Advisor Michael L Best
Location 2550 Ravenhill Dr Suite 201, Fayetteville, NC 28303, USA
Phone (910) 486-0435
First Command Financial Advisor - Alfredo Cabrera
Location 1995 Skibo Rd Suite 201, Fayetteville, NC 28314, USA
Phone (910) 860-7900
First Command Financial Advisor - Catina Ruiz
Location 1995 Skibo Rd Suite 201, Fayetteville, NC 28314, USA
Phone (910) 860-7900
Nobles Financial Planning
SEC File# 801-62331
CRD# 120894
Location 1315 Fort Bragg Rd, Fayetteville, NC 28305, USA
Phone (910) 323-9195
First Command Financial Advisor - Bill Perry
Location 1995 Skibo Rd Suite 201, Fayetteville, NC 28314, USA
Phone (910) 860-7900
Edward Jones - Financial Advisor: Carrie B Faircloth
SEC File# 801-3297
CRD# 250

5 out of 5

Location 2139 Valleygate Dr Suite 202, Fayetteville, NC 28304, USA
Phone (910) 485-6243
Edward Jones - Financial Advisor: Matt Hames, AAMS¿
SEC File# 801-3297
CRD# 250

5 out of 5

Location 212 Westwood Shopping Center, Fayetteville, NC 28314, USA
Phone (910) 826-9968
First Command Financial Advisor - Dawn Hall
Location 1995 Skibo Rd Suite 201, Fayetteville, NC 28314, USA
Phone (910) 860-7900
Merrill Lynch Wealth Management Advisor Gary W Hubbard
Location 2550 Ravenhill Dr Suite 201, Fayetteville, NC 28303, USA
Phone (910) 486-0442
Edward Jones - Financial Advisor: Joel Coram
SEC File# 801-3297
CRD# 250
Location 6985 Nexus Ct Suite 105, Fayetteville, NC 28304, USA
Phone (910) 758-9862
Carolina Wealth Advisors
SEC File# 801-119040
CRD# 288837
Location 4200 Morganton Rd, Fayetteville, NC 28314, USA
Phone (910) 868-7400
Edward Jones - Financial Advisor: Bill Drewry
SEC File# 801-3297
CRD# 250
Location 2715 Breezewood Ave Suite B, Fayetteville, NC 28303, USA
Phone (910) 323-1554
Merrill Lynch Wealth Management Advisor Keith Tilghman
Location 2550 Ravenhill Dr Suite 201, Fayetteville, NC 28303, USA
Phone (910) 486-0411
Morgan Stanley Financial Advisors

5 out of 5

Location 1990 Fordham Dr Ste 200, Fayetteville, NC 28304, USA
Phone (910) 483-6181
Image of Cumberland County, NC
Image from Google Maps

About Cumberland County, NC

Cumberland County is located in central North Carolina and is bordered by Harnett, Hoke, Robeson, and Scotland counties. The county seat is Fayetteville, which is also the largest city in the county. Major highways and streets in Cumberland County include I-95, US Route 301, NC Route 87, and NC Route 24. Some of the county's landmarks include Fort Bragg, the Cape Fear River, and Fayetteville State University. The top employers in Cumberland County are Fort Bragg, Cape Fear Valley Medical Center, and Walmart. Some of the county's neighborhoods include Autumn Chase, Braggtown, Downtown Fayetteville, and Gray's Creek.

Where Certified Financial Advisors in Cumberland 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, and in Cumberland County, NC there are a few banks that residents can choose from. Bank of America is one of the larger banks in the United States, and it has branches located all over Cumberland County. They offer a full range of banking products and services, as well as loans, investments, and insurance products. Another large bank in the area is Wells Fargo. Wells Fargo also offers a full line of banking products, as well as mortgages, credit cards, and investment options. If youre looking for a smaller bank with more personal service, then you may want to check out Carolina Trust Bank or MidSouth Bank. Both banks have locations throughout Cumberland County and offer a variety of products and services to their customers.

Insurance Broker

Residents of Cumberland County, NC have a variety of insurance needs that can be best served by a qualified insurance broker. An insurance broker is someone who can help you find the best policies to fit your specific needs, and who can also provide advice on what coverage is best for you. Brokers are licensed professionals who have years of experience in the field, and they work for you, not the insurance companies. If you're looking for reliable, unbiased advice on your insurance coverage, then a broker is the right person for you.

Retirement Planning

Financial advisors can help Cumberland County, NC residents with retirement planning in a number of ways. For example, they can help people save for retirement by creating a budget and investment plan. They can also help retirees withdraw money from their retirement accounts without penalty. In addition, financial advisors can offer advice on how to reduce taxes during retirement.

Wealth Management

Cumberland County, NC is one of the wealthiest counties in the United States. While this affords many residents a high quality of life, it also comes with its own set of challenges. Wealth management can help Cumberland County residents meet these challenges and protect their wealth.

Estate Planning Lawyer

Estate planning lawyers can help Cumberland County, NC residents protect their assets and plan for the future. When it comes to estate planning, there are many things to consider. A lawyer can help you weigh your options and make the best decisions for yourself and your loved ones. Some of the things an estate planning lawyer might advise you on include: writing a will, setting up trusts, choosing guardians for your children, and more. If you live in Cumberland County, NC and want to ensure that your assets are protected, contact an estate planning lawyer today.

Mortgage Loan Officer

Mortgage loan officers in Cumberland County, NC can help residents by providing them with the best possible home loans. By working with a variety of lenders, mortgage loan officers can find the perfect loan for each individual. They also have access to many different types of mortgages, so they can find the right one for each person.

Tax Services

Residents of Cumberland County, NC can benefit from the help of tax accountants in order to maximize their tax refund and minimize their tax liability. Tax accountants have the knowledge and experience necessary to help residents navigate the complex tax code and file their taxes correctly. In addition, they can offer advice on how to make the most of deductions and credits available, reducing the amount of money owed to the government.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Cumberland County, NC