Find a Financial Advisor in Davidson County, NC

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Get Connected with a Financial Advisor in Davidson County, NC

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List of Firms

Financial Planning Firms in Davidson County, NC

William Britt - Financial Advisor, Ameriprise Financial Services, LLC

5 out of 5

Location 200 S State St STE 6, Lexington, NC 27292, USA
Phone (336) 357-7779
Edward Jones - Financial Advisor
SEC File# 801-3297
CRD# 250
Location 108 Randolph St Suite 2, Thomasville, NC 27360, USA
Phone (336) 476-3628
Blakely Financial, Inc.
Location 1022 Hutton Ln Suite 109, High Point, NC 27262, USA
Phone (336) 885-2530
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About Davidson County, NC

Davidson County is a county located in the U.S. state of North Carolina. It is the second-most populous county in the state, with 743,848 residents as of 2018. The county seat is Lexington, and the largest city is Charlotte. Davidson County was formed in 1822 from the western part of Rowan County. It was named for Brigadier General William Lee Davidson, who was killed at the Battle of Cowpens. Some of the landmarks in Davidson County include Bank of America Stadium, Carolinas Medical Center, NASCAR Hall of Fame, and Charlotte Douglas International Airport. The top employers in Davidson County are Bank of America, Wells Fargo, Lowe's Companies, Inc., and Duke Energy. Major highways and streets in Davidson County include I-85, I-77, US-29, and NC-49. Some of the neighborhoods in Davidson County include Ballantyne, Huntersville, Matthews, Mint Hill, and Steele Creek.

Related Services

Banks and Credit Unions

Banks are a necessary part of any community. They provide the essential function of storing people's money and lending it out to others who need it. In addition, banks offer other services that are important to residents, such as check cashing, bill pay, and money transfers. Banks also offer a variety of products, such as savings accounts and certificates of deposit (CDs).

Insurance Broker

Davidson County, NC residents can get help with their insurance needs from brokers.Brokers are licensed professionals who can help you find the right insurance policy for your needs and budget. They can also help you file claims and navigate the complex world of insurance.

Retirement Planning

Davidson County, NC residents can benefit from working with a financial advisor when planning for retirement. Financial advisors can help residents create a budget and save for retirement, as well as plan for other expenses they may have in retirement. Advisors can also help residents make smart investment choices that will provide them with the income they need in retirement.

Wealth Management

Davidson County, NC residents can benefit from wealth management services in order to make the most of their money. Wealth management is a process that helps individuals and families manage their finances so that they can reach their financial goals. This process includes creating and implementing a financial plan, investing money wisely, and protecting assets. Wealth management services can help Davidson County, NC residents save money, invest for the future, and reduce taxes. Financial planners can work with individuals and families to create a personalized plan that fits their needs. Investors can choose from a variety of investment options that fit their risk tolerance and time horizon. And asset protection services can help safeguard assets from lawsuits, creditors, and other threats. If you are looking for ways to improve your finances, wealth management may be the solution you need. Contact a financial planner today to learn more about how this process could help you achieve your goals.

Estate Planning Lawyer

Estate planning lawyers in Davidson County, NC can help residents protect their assets and plan for the future. By creating wills and trusts, estate planning attorneys can help residents ensure that their property is distributed according to their wishes after they die. In addition, estate planning can also provide peace of mind by ensuring that loved ones are taken care of financially if something happens to the resident.

Mortgage Loan Officer

Mortgage loan officers in Davidson County, NC can help residents by providing them with information about the different types of mortgages available. They can also provide guidance on the best mortgage for each individual's needs. In addition, mortgage loan officers can assist residents in preparing their loan applications and ensuring that they meet all the requirements.

Tax Services

Davidson County, NC residents can benefit from the help of tax accountants in order to ensure that they are getting the most out of their tax returns. Tax accountants can help residents save money on their taxes and file their returns in a timely manner. Additionally, tax accountants can help residents understand complex tax laws and regulations.