Best Financial Advisors in Rocky Mount, NC

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Rocky Mount, NC Fiduciary Financial Advisors

Landmark Financial Services, LLC

4 out of 5

Location 3901 Crosswinds Dr, Rocky Mount, NC 27803, USA
Phone (252) 451-0381
Wells Fargo Advisors
Location 2910 Sunset Ave, Rocky Mount, NC 27804, USA
Phone (252) 443-7126
Statewide Insurers Group, LLC

4 out of 5

Location 880 Country Club Rd, Rocky Mount, NC 27804, USA
Phone (252) 316-8166
Edward Jones - Financial Advisor: Ricky R Thompson
Location 124 W St James St, Tarboro, NC 27886, USA
Phone (252) 823-0376
Allstate Personal Financial Representative: Thomas Alexander
Location 1233 Cobb Corners Dr, Rocky Mount, NC 27804, USA
Phone (252) 207-2773
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About Rocky Mount, NC

Rocky Mount, NC is a city located in the eastern part of the state. It is home to several major employers, including Wal-mart and Nash-Rocky Mount Schools. The city is also served by several major highways and streets, including I-95 and US 64. Some of the city's neighborhoods include Trent Woods, Rocky Mount Mills, and Harrells.

Where Certified Financial Advisors in Rocky Mount, NC Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Rocky Mount, NC residents have a variety of banking services to choose from. Each bank offers different products and services, so it is important for consumers to research what is available before selecting a financial institution. Some of the most popular services offered by banks include checking and savings accounts, loans, and credit cards. In addition, many banks offer online banking and mobile banking which allow customers to access their accounts 24/7.

Insurance Broker

Rocky Mount, North Carolina residents can rely on insurance brokers to help them find the best policies for their needs. Brokers are knowledgeable about the different types of insurance available, and they can help you find the policy that's right for you. They can also assist you with claims and other issues related to your policy. If you're looking for reliable, professional help when it comes to your insurance, a broker is the perfect choice.

Retirement Planning

Rocky Mount, NC residents can benefit from working with a financial advisor to create a retirement plan. Financial advisors can help residents assess their current financial situation and make informed decisions about how to save for retirement. They can also provide guidance on investment options and help retirees stay on track with their retirement goals.

Wealth Management

Wealth management is a process that can help Rocky Mount, NC residents protect their assets and grow their wealth. The first step in the process is to create a financial plan, which will help you figure out how much money you need to save and invest each month in order to reach your financial goals. Next, you'll need to choose the right investment products and services to help you reach your goals. Wealth management firms can offer a wide range of products, including mutual funds, stocks, bonds, and real estate. They can also provide advice on retirement planning, college savings, estate planning, and other important financial topics.

Estate Planning Lawyer

If you're a Rocky Mount, NC resident, estate planning may be the last thing on your mind. But even if you're not elderly or ill, it's never too early to start thinking about what will happen to your property and finances when you die. That's where estate planning lawyers come in. They can help you create a plan that will ensure that your loved ones are taken care of after you're gone.

Mortgage Loan Officer

Mortgage loan officers in Rocky Mount, NC can help residents by assessing their needs and providing them with the best options for their financial situation. They can also help residents understand the mortgage process and find the best rates possible. In addition, mortgage loan officers can provide advice on home buying and refinancing, as well as foreclosure prevention.

Tax Services

Rocky Mount, NC residents can benefit from the services of tax accountants in order to save money and time. Tax accountants are experts in preparing and filing tax returns, and they can help taxpayers get the biggest refund possible. They can also advise on ways to reduce taxes owed, and may be able to find deductions and credits that taxpayers didn't know about.


FAQs About Personal Financial Advisors in Rocky Mount, NC