Best Financial Advisors in Hickory, NC

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Hickory, NC Fiduciary Financial Advisors

Thayer Financial

5 out of 5

Location 439 4th St SW, Hickory, NC 28602, USA
Phone (828) 569-2785
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: Chris Johnson
SEC File# 801-3297
CRD# 250

5 out of 5

Location 1732 N Center St, Hickory, NC 28601, USA
Phone (828) 327-2014
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
Resource Partners, LLC – Raymond James

5 out of 5

Location 10 13th Ave NW, Hickory, NC 28601, USA
Phone (828) 324-4420
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
Southeast Retirement Planners, Inc
Location 74 8th St SE #105, Hickory, NC 28602, USA
Phone (828) 855-2067
Merrill Lynch Wealth Management Advisor Jason Alan Lail
Location 205 2nd St NW Suite 200, Hickory, NC 28601, USA
Phone (828) 304-8962
Image of Hickory, NC

About Hickory, NC

Hickory, NC is a city in the Piedmont region of North Carolina. It is located in Catawba County and has a population of around 40,000. Some of the city's landmarks include the Hickory Motor Speedway, the Lenoir-Rhyne University campus, and the Hickory Nut Gorge. The top employers in Hickory are Duke Energy, Lowe's Home Improvement, and Cabarrus County Schools. The major highways and streets in Hickory are US 321 and NC 10. The neighborhoods in Hickory are generally suburban, with a mix of family homes and retirement communities.

Where Certified Financial Advisors in Hickory, NC Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Banks are an important part of the Hickory, NC community.Banks offer a variety of services to their customers, which can benefit Hickory residents in a number of ways. For example, banks can provide low-cost loans to small businesses, which can help them grow and create jobs. They can also provide investment advice and assistance with retirement planning, both of which can be valuable for those who want to save for the future. In addition, banks can offer helpful tips on how to manage money and stay out of debt. All in all, banks play an important role in the lives of Hickory residents and are worth considering if you need financial assistance or guidance.

Insurance Broker

Residents of Hickory, NC can rely on insurance brokers to help them find the best policies for their needs.Insurance brokers have a wealth of knowledge about different types of insurance policies, and they can help you find the right policy for your needs. They can also help you save money by finding discounts on policies that are available to you.

Retirement Planning

Most people in Hickory, NC don't have a financial advisor to help them plan for retirement. This can be a huge mistake, as financial advisors can help you save money and make the most of your retirement funds. Here are three reasons why you should work with a financial advisor to plan for retirement.

Wealth Management

While Hickory, NC residents are generally considered to be a hardworking and frugal people, there are still some who could use some help in the wealth management department. Wealth management services can provide individuals with a plan for their money, which can lead to increased savings, investment opportunities and a better overall financial situation.

Estate Planning Lawyer

Estate planning lawyers help Hickory, NC residents make sure their assets are distributed in the way they want after they die. This includes making wills and trusts, setting up guardians for minor children, and creating living wills. Lawyers can also help residents protect their estates from creditors and taxes.

Mortgage Loan Officer

Mortgage loan officers in Hickory, NC can help residents by providing them with the best rates and terms available. In addition, they can also provide advice on what type of mortgage is best for each individual, depending on their needs and financial situation.

Tax Services

Tax accountants in Hickory, NC can help residents with a variety of tax services. These services include preparing and filing tax returns, providing advice on tax planning and preparation, and representing clients before the IRS. Tax accountants can also help residents claim all the deductions and credits to which they are entitled.


FAQs About Personal Financial Advisors in Hickory, NC