Best Financial Advisors in Iredell County, NC

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

Connect With a Financial Planner

As Seen In

List of Firms

Iredell County, NC Fiduciary Financial Advisors

Edward Jones - Financial Advisor: James L Magee Jr, CFP®
Location 1737-F Wilkesboro Hwy, Statesville, NC 28625, USA
Phone (704) 838-1078
Scarlett Chapman - Thrivent
Location 2130 Newton Dr, Statesville, NC 28677, USA
Phone (704) 682-5980
Edward Jones - Financial Advisor: Brian J Sohovich, CFP®
5 out of 5
Location 140 N Center St Suite 112, Statesville, NC 28677, USA
Phone (704) 838-0855
Northwestern Mutual
SEC File# 801-8095
CRD# 2881
Location 110 Stockton St a, Statesville, NC 28677, USA
Phone (704) 872-8138
First Command
SEC File# 801-56942
CRD# 281958
1 out of 5
Location 179 Gasoline Aly Dr Suite 102B, Mooresville, NC 28117, USA
Phone (704) 799-2661
Edward Jones - Financial Advisor: Elwood Phillips
Location 1355 Shearer Rd, Mooresville, NC 28115, USA
Phone (704) 660-6182
Financial Advisors in Iredell County, NC

Where Certified Financial Advisors in Iredell County, NC Serve

Iredell County is a county located in the U.S. state of North Carolina. As of the 2010 census, the population was 166,893. Its county seat is Statesville, and its largest city is Mooresville. Iredell County comprises the Mooresville, NC Micropolitan Statistical Area. Iredell County is part of the Charlotte-Concord-Gastonia, NC-SC Metropolitan Statistical Area. Some notable landmarks in Iredell County include The NASCAR Hall of Fame, The Bank of America Building, and The Wells Fargo Building. Some of the top employers in Iredell County include Lowe's Companies, Inc., Duke Energy Corporation, and Bridgestone Americas, Inc. Some major highways and streets in Iredell County include Interstate 77, U.S. Route 21, and North Carolina Highway 150. Some notable neighborhoods in Iredell County include The Point at Lake Norman, The Preserve at Stony Pointe, and River Run Plantation.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Banks are an important part of our economy, and Iredell County, NC residents rely on them for a variety of services. Banks provide loans to businesses and individuals, offer depositors a safe place to store their money, and facilitate the transfer of funds between parties. They also play a role in economic development by working with businesses to promote job growth and helping new businesses get started.

Insurance Broker

Iredell County, NC residents can benefit from the services of insurance brokers. These professionals can help people find the best insurance policies for their needs and budgets. In addition, insurance brokers can assist residents in filing claims and getting the money they deserve after an accident or other incident.

Retirement Planning

Iredell County, NC residents can benefit from working with a financial advisor to help plan their retirement. Financial advisors can help by providing guidance on how to save for retirement and by helping to create a plan that will work best for each individual. Advisors can also provide advice on investments and strategies to reduce taxes in retirement.

Wealth Management

Iredell County, NC is a great place to live, with plenty of opportunity for growth. However, many residents find it difficult to manage their money and grow their wealth. That's where wealth management comes in. Wealth management can help Iredell County residents make the most of their money, grow their wealth, and protect their finances.

Estate Planning Lawyer

Estate planning lawyers in Iredell County, NC can help residents protect their assets and plan for the future. There are a number of important legal documents that should be drafted to ensure your wishes are carried out after you die. These documents include a will, power of attorney, and healthcare proxy. An estate planning lawyer can help you create these documents and make sure they are properly executed.

Mortgage Loan Officer

Mortgage loan officers in Iredell County, NC can help residents by providing them with the best possible mortgage loans. These professionals have the knowledge and experience to work with a variety of borrowers, and they will do everything they can to get you the loan that is right for your needs. They can also provide you with information on home buying and refinancing, so you can make the best decisions for your family.

Tax Services

Residents of Iredell County, NC can benefit from the services of tax accountants. Tax accountants can help residents with a variety of tasks, including preparing and filing taxes, helping to ensure that they receive all applicable deductions and credits, and providing advice on how to manage their tax liabilities. In addition, tax accountants can also provide assistance in estate planning and other financial matters.


FAQs About Personal Financial Advisors in Iredell County, NC