Best Financial Advisors in Matthews, NC

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

Connect With a Financial Planner

As Seen In

List of Firms

Matthews, NC Fiduciary Financial Advisors

Carolina Financial Partners
SEC File# 801-57198
CRD# 20804
Location 452-a Matthews-Mint Hill Rd, Matthews, NC 28105, USA
Phone (704) 845-1058
Family Wealth Partners Inc
SEC File# 801-123089
CRD# 317764
Location 2518 Plantation Center Dr, Matthews, NC 28105, USA
Phone (704) 321-0152
SLM Financial Corporation
Location 148 E Charles St # E, Matthews, NC 28105, USA
Phone (704) 321-5801
Bobby Carroll - Prudential Financial
Location 9930 Monroe Rd Suite 100, Matthews, NC 28105, USA
Phone (704) 817-3916
Geoff Kemble - Prudential Financial
5 out of 5
Location 2501A Plantation Center Dr, Matthews, NC 28105, USA
Phone (704) 849-7288
Stewardship Partners
Location 2514 Plantation Center Dr, Matthews, NC 28105, USA
Phone (800) 930-6949
Financial Advisors in Matthews, NC

Where Certified Financial Advisors in Matthews, NC Serve

Matthews, NC is a town located in the southeastern part of the state. It is best known for its annual Christmas parade and the large oak tree that stands in the center of town. Some of the largest employers in Matthews are Novant Health and Harris Teeter. Major highways and streets include Matthews Township Parkway and Independence Boulevard. The neighborhoods in Matthews are mostly affluent and include Piper Glen, Ballantyne, and Providence Plantation.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Banks are in the business of providing financial services to their customers. In Matthews, NC, there are a number of banks that offer a variety of products and services to meet the needs of their customers. These services can include checking and savings accounts, loans, mortgages, and investments. Banks also offer a variety of online and mobile banking options to make it easy for customers to access their accounts and conduct transactions 24/7.

Insurance Broker

Matthews, NC residents can find assistance with their insurance needs by working with a local insurance broker. Brokers have the knowledge and experience to help people find the right type of coverage for their unique situation, and they can also provide advice on how to reduce premiums and save money on insurance. In addition, brokers are often able to get better rates than people could get on their own, because they have access to multiple carriers.

Retirement Planning

Matthews, NC residents can benefit from working with a financial advisor when it comes to retirement planning. A financial advisor can help you understand your options and make sound decisions about how to save for retirement. They can also help you stay on track with your retirement savings goals, and advise you on the best way to invest your money. If you're ready to start planning for retirement, a financial advisor is a great resource to have on your side.

Wealth Management

Wealth management is a process that helps individuals and families protect and grow their wealth. It involves developing a plan that considers each person's unique financial situation, including assets, liabilities, income, expenses, risk tolerance, and goals. Wealth management services can be used by anyone regardless of their net worth. Matthews residents who are looking to protect their hard-earned money can benefit from using wealth management services. A good wealth manager will work with you to create a plan that fits your needs and helps you reach your financial goals. They will help you make smart investment decisions, manage your taxes efficiently, and recommend strategies to reduce your overall risk. If you are looking for peace of mind when it comes to your finances, Matthews residents should consider using wealth management services.

Estate Planning Lawyer

Estate planning lawyers in Matthews, NC can help residents create a will and other estate planning documents. These documents can help ensure that your assets are distributed according to your wishes after you die. They can also help protect your loved ones from financial and legal troubles after you die. If you are interested in estate planning, be sure to consult with an experienced lawyer in your area.

Mortgage Loan Officer

Mortgage loan officers in Matthews, NC can help residents with a variety of services, including finding the best mortgage rates and helping to secure loans. They can also provide advice on budgeting and home buying, and offer support through the entire process.

Tax Services

Residents of Matthews, NC can benefit from the services of tax accountants. Tax accountants can help residents save money on their taxes by helping them to find deductions and credits that they may be eligible for. In addition, tax accountants can help residents to file their taxes accurately and on time.


FAQs About Personal Financial Advisors in Matthews, NC