Best Financial Advisors in Shelby, NC

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Shelby, NC Fiduciary Financial Advisors

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Wells Fargo Advisors
SEC File# 801-57434
CRD# 11025
Location 231 S Washington St, Shelby, NC 28150, USA
Phone (704) 482-0381
Directions
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M W Wealth Management
Location 201 S Washington St # 102, Shelby, NC 28150, USA
Phone (704) 482-2694
Directions
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Babb Service Inc
Location 142 Laren Rd, Shelby, NC 28152, USA
Phone (704) 487-4270
Directions
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Winn Financial Services
Location 201 S Washington St, Shelby, NC 28150, USA
Phone (704) 481-7044
Directions
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Barbara Mull Investment Solutions
Location 329 N Main St, Boiling Springs, NC 28017, USA
Phone (704) 313-7295
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Revolutionary Wealth Management
Location 219 S Battleground Ave, Kings Mountain, NC 28086, USA
Phone (704) 750-3788
Directions
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Edward Jones - Financial Advisor: Stephen L Price, AAMS™
5 out of 5
Location 1105 E Dixon Blvd Suite 4, Shelby, NC 28152, USA
Phone (704) 484-9189
Directions
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Homestar Financial Corporation
5 out of 5
Location 824 S Dekalb St, Shelby, NC 28150, USA
Phone (704) 482-2588
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Mangum & Associates Inc
5 out of 5
Location 209-A Patton Dr, Shelby, NC 28150, USA
Phone (704) 487-9666
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Truliant Federal Credit Union Shelby
4 out of 5
Location 621 S Dekalb St, Shelby, NC 28150, USA
Phone (800) 822-0382
Directions
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Edward Jones - Financial Advisor: Andrew T Tisdale
5 out of 5
Location 233 Charlotte Rd, Rutherfordton, NC 28139, USA
Phone (828) 287-9197
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OneMain Financial
4 out of 5
Location 1230 E Dixon Blvd Unit 11, Shelby, NC 28152, USA
Phone (704) 481-1761
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Business Consulting Group, INC.
5 out of 5
Location 707 S Lafayette St suite g, Shelby, NC 28150, USA
Phone (704) 487-0638
Directions
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Covenant Advisory Group
Location 115 Cherry Mountain St, Forest City, NC 28043, USA
Phone (828) 245-7242
Directions
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Belmont Capital Advisors
Location 105 Regal Dr Suite 1, Kings Mountain, NC 28086, USA
Phone (704) 739-4997
Directions
Financial Advisors in Shelby, NC

Where Certified Financial Advisors in Shelby, NC Serve

Shelby, NC is a vibrant city in Cleveland County, North Carolina, with a rich history and diverse culture. Home to numerous landmarks, it is a city that has something for everyone. The historic Cleveland County Courthouse stands tall in the city center, while the Earl Scruggs Center celebrates the life and legacy of the legendary musician. Shelby is also home to the Don Gibson Theatre, which hosts concerts and events throughout the year. Top employers in Shelby include Cleveland County Schools, Wal-Mart, and the City of Shelby. Major highways like I-85 and US-74 provide easy access to nearby cities like Charlotte and Asheville. Main streets like Lafayette Street and Warren Street are bustling with shops, restaurants, and businesses. Shelby is divided into several neighborhoods, each with its own unique charm. The North Shelby neighborhood is known for its beautiful homes and tree-lined streets, while the West Marion Street area is home to many historic buildings and landmarks.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Shelby, NC can benefit greatly from the guidance of a financial advisor. With the town's economy heavily reliant on industries such as manufacturing and healthcare, a financial advisor can help residents navigate the complexities of retirement planning, investment strategies, and tax planning. Additionally, a financial advisor can assist residents in developing a budget that takes into account the unique cost of living in Shelby, NC, including factors such as housing prices and healthcare costs. With a financial advisor's help, residents can make informed decisions about their finances and work towards achieving their long-term financial goals, whether that be saving for retirement, paying off debt, or investing in their future.

Insurance Broker

Residents of Shelby, NC can benefit greatly from the services of an insurance broker. With the city being located in Cleveland County, which is prone to severe weather conditions such as tornadoes and hurricanes, an insurance broker can help residents secure adequate coverage for their homes and properties. Additionally, with the city's economy heavily reliant on manufacturing and healthcare industries, an insurance broker can assist residents in finding suitable health and life insurance plans that meet their unique needs. Overall, an insurance broker can provide invaluable guidance and support to Shelby residents in navigating the complex world of insurance and ensuring that they are adequately protected against unforeseen events.

Retirement Planning

Residents of Shelby, NC could greatly benefit from the services of a retirement planner. With a population of over 20,000, many individuals may be unsure of how to properly plan for their future financial stability. A retirement planner can assist in creating a comprehensive plan that takes into account factors such as Social Security benefits, pensions, and savings accounts. Additionally, a retirement planner can provide guidance on investment strategies, tax implications, and estate planning. Specifically, Shelby, NC has a large population of retirees, and a retirement planner can help ensure that they have enough income to maintain their standard of living and cover any potential healthcare costs that may arise. Overall, a retirement planner can provide peace of mind and help residents of Shelby, NC feel confident in their financial future.

Wealth Management

Residents of Shelby, NC can benefit greatly from the services of a wealth manager. With a population of around 20,000 people, Shelby is a small town that is home to many hardworking individuals and families. A wealth manager can provide guidance on how to manage finances, create a budget, and invest in the right places. One specific way that a wealth manager can help residents of Shelby is by providing advice on how to save for retirement. As many residents of Shelby are nearing retirement age, it is important to have a plan in place for a comfortable retirement. A wealth manager can help create a retirement plan that takes into account factors such as Social Security benefits, pension plans, and personal savings. By working with a wealth manager, residents of Shelby can feel confident that they are on the right track towards achieving their financial goals.

Mortgage Loan Officer

Residents of Shelby, NC can benefit greatly from the expertise of a mortgage loan officer. One of the most common ways a loan officer can assist residents is by guiding them through the home buying process. Shelby is a small city in North Carolina with a population of just over 20,000 people. For many residents, purchasing a home may seem like an unattainable dream. However, a mortgage loan officer can help potential homebuyers understand their financing options and provide guidance on how to improve their credit scores. Additionally, a loan officer can help residents navigate the complexities of the mortgage application process, ensuring that they secure the best possible interest rates and loan terms. With the help of a mortgage loan officer, residents of Shelby can achieve their dreams of homeownership and build a better future for themselves and their families.

Tax Services

Residents of Shelby, NC can benefit greatly from the expertise of a tax advisor. With a population of over 20,000 people, Shelby is home to a diverse range of individuals with varying tax situations. A tax advisor can provide assistance with tax planning, helping residents to minimize their tax liabilities and maximize their deductions. They can also provide guidance on complex tax issues such as capital gains, self-employment taxes, and estate planning. Additionally, a tax advisor can help residents navigate the ever-changing tax laws and regulations, ensuring that they are in compliance with all applicable rules. Overall, the assistance of a tax advisor can provide peace of mind and help residents of Shelby, NC to make informed financial decisions.

Estate Planning Lawyer

Residents of Shelby, NC can greatly benefit from the services of an estate planning lawyer. One of the most common ways an estate planning lawyer can help is by creating a comprehensive estate plan that ensures their assets are distributed according to their wishes and in the most tax-efficient manner possible. This is particularly important for residents of Shelby, NC who may have a large amount of wealth tied up in real estate or family-owned businesses. An estate planning lawyer can also help with other important legal documents such as wills, trusts, and powers of attorney, which can provide peace of mind and protection for both the individual and their loved ones. Overall, working with an estate planning lawyer can help residents of Shelby, NC ensure that their wishes are respected and their assets are protected for future generations.

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