Best Financial Advisors in Rowan County, NC

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List of Firms

Rowan County, NC Fiduciary Financial Advisors

Falcon Investments
Location 301 S Main St #130, Salisbury, NC 28144, USA
Phone (704) 603-4177
Jason Shell - Raymond James
Location 430 Jake Alexander Blvd W, Salisbury, NC 28147, USA
Phone (704) 633-2714
Brad Brady - Thrivent
Location 2507 Jake Alexander Blvd S, Salisbury, NC 28146, USA
Phone (704) 633-0722
Edward Jones - Financial Advisor: John P McGrail
SEC File# 801-3297
CRD# 250

5 out of 5

Location 1626 W Innes St, Salisbury, NC 28144, USA
Phone (704) 603-4354
Davis Wealth Management, LLC
Location 215 N Main St, Salisbury, NC 28144, USA
Phone (704) 232-1214
Thrivent Financial-Piedmont Regional Team
Location 2507 Jake Alexander Blvd S, Salisbury, NC 28146, USA
Phone (704) 633-0722
Eric Brady - Thrivent
Location 2507 Jake Alexander Blvd S, Salisbury, NC 28146, USA
Phone (704) 633-0722
Bryant & Bolick Financial Services
Location 145 E Council St, Salisbury, NC 28144, USA
Phone (704) 630-1096
Wells Fargo Advisors
Location 704 N Cannon Blvd, Kannapolis, NC 28083, USA
Phone (704) 939-1020
eFalcon Life Insurance
Location 301 S Main St #132, Salisbury, NC 28144, USA
Phone (704) 326-2723
Gary D. Morgan, CPA, P.A.

5 out of 5

Location 104 Granite Ln, Salisbury, NC 28146, USA
Phone (704) 279-9300
Image of Rowan County, NC

About Rowan County, NC

Rowan County is located in the Piedmont region of North Carolina. The county seat is Salisbury, and the largest city is Concord. The county has a population of just over 160,000 people. Major highways and streets include I-85 and US Highway 29. Some of the most notable landmarks in Rowan County are the Daniel Stowe Botanical Garden, the Cabarrus Arena and Events Center, and Historic Bethabara Park. The top employers in Rowan County are Lowe's Home Improvement, Novant Health, and Walmart. Some of the neighborhoods in Rowan County include Bringle Ferry, Landis, and Rockwell.

Where Certified Financial Advisors in Rowan County, NC Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Banks provide a variety of services to their customers, including savings and checking accounts, loans, and credit cards. In Rowan County, NC, banks offer a number of services that can be helpful to residents. One service offered by banks in the area is mortgage lending. A mortgage is a loan used to purchase a home. Banks offer mortgages with both fixed and adjustable interest rates. Another service offered by banks in Rowan County is car loans. A car loan is a loan used to purchase a car. Car loans are available with both fixed and adjustable interest rates. Banks also offer personal loans which can be used for any purpose the borrower chooses. These loans are available with both fixed and adjustable interest rates. In addition, banks offer many different types of credit cards which can be used for purchases at businesses around the world or online. Credit cards often have rewards programs which give the cardholder points or cash back for each dollar they spend. Residents of Rowan County who are looking for a new banking experience should visit one of the local banks in the area and speak to one of their representatives about the services they offer.

Insurance Broker

Insurance brokers can help Rowan County, NC residents in a number of ways. They can provide information on the different types of insurance policies available, and they can help people choose the right policy for their needs. Insurance brokers can also help people file claims and get the money they deserve after an accident or other incident.

Retirement Planning

Rowan County, NC residents have a number of financial concerns they must address in order to have a successful retirement. Financial advisors can help residents plan their finances so that they can retire with the peace of mind that comes with knowing they are taken care of. Advisors can help residents save for retirement, invest their money wisely, and protect their assets.

Wealth Management

Rowan County, NC is a rural county located in the Piedmont region of North Carolina. The county has a population of just over 107,000 people and is the home to numerous small businesses and farms. While Rowan County offers a high quality of life for its residents, many of them are struggling financially. Wealth management can help Rowan County residents gain control over their finances and improve their financial situation. Wealth management involves setting financial goals and creating a plan to achieve them. It also includes investing money wisely and managing debt effectively. Wealth management can help Rowan County residents save money, invest for the future, and protect their assets. It can also help them achieve their financial goals and improve their quality of life.

Estate Planning Lawyer

Estate planning lawyers can help Rowan County, NC residents protect their families and assets in the event of an unexpected death or illness. In addition to drafting wills and trusts, estate planners can also help clients create healthcare directives and powers of attorney. This allows clients to designate someone they trust to make decisions for them in the event that they are unable to do so themselves.

Mortgage Loan Officer

Mortgage loan officers in Rowan County, NC can help residents secure low interest rates on mortgages, as well as find the best mortgage products for their needs. They can also provide advice and assistance with the home buying process, from finding a property to getting approved for a mortgage. In addition, mortgage loan officers can help residents who are struggling to make their monthly payments by refinancing their mortgages or working out a payment plan.

Tax Services

Rowan County, NC residents can benefit from the help of tax accountants in order to ensure they are getting the best return on their investment. Tax accountants can help residents understand what deductions they are eligible for and how to file their taxes correctly. In addition, tax accountants can provide advice on how to save money on taxes in the long run.

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FAQs About Personal Financial Advisors in Rowan County, NC