Best Financial Advisors in Union County, NC

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List of Firms

Union County, NC Fiduciary Financial Advisors

Pinnacle Financial Group
SEC File# 801-71357
CRD# 116600

5 out of 5

Location 1805 Williams Rd, Monroe, NC 28110, USA
Phone (704) 292-2920
MSR Financial Services
Location 2213 Commerce Dr, Monroe, NC 28110, USA
Phone (704) 289-5278
Edward Jones - Financial Advisor: Rick Croffut, ChFC®|AAMS™
SEC File# 801-3297
CRD# 250

5 out of 5

Location 508 S Sutherland Ave, Monroe, NC 28112, USA
Phone (704) 226-1822
James Fitzgerald Financial Services
Location 2001 Dataw Ln, Indian Trail, NC 28079, USA
Phone (704) 420-5136
Edward Jones - Financial Advisor: Andrew McLean
Location 6128 Creft Cir Bldg 2, Lake Park, NC 28079, USA
Phone (704) 893-1134
Edward Jones - Financial Advisor: Benjamin C Asseff, CFP®|ChFC®|AAMS™
SEC File# 801-3297
CRD# 250

5 out of 5

Location 8133 Ardrey Kell Rd STE 105, Charlotte, NC 28277, USA
Phone (704) 708-4515
Edward Jones - Financial Advisor: Steven Echenique, CFP®|CFA®
Location 10715 Sikes Pl Suite 110, Charlotte, NC 28277, USA
Phone (704) 209-9125
Edward Jones - Financial Advisor: Brandon M Monette, CFP®

5 out of 5

Location 4410 Mint Hill Village Ln Suite 102, Mint Hill, NC 28227, USA
Phone (980) 859-2549
Location 10815 Sikes Pl STE 320, Charlotte, NC 28277, USA
Phone (800) 818-0301
Jason Wilson - Financial Advisor, Ameriprise Financial Services, LLC
Location 13830 Ballantyne Corporate Pl Ste 200, Charlotte, NC 28277, USA
Phone (704) 541-9292
Shane Gurganus, Financial Planner
Location 13777 Ballantyne Corporate Pl, Charlotte, NC 28277, USA
Phone (704) 643-0156
Edward Jones - Financial Advisor: D Scott Worley, CRPC™
Location 8449 Charlotte Hwy, Indian Land, SC 29707, USA
Phone (803) 396-1518
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About Union County, NC

Union County, North Carolina is a county located in the Piedmont region of the state. The county seat is Monroe. The population was 197,816 as of the 2010 census. Major highways and streets include I-485, NC 151, and US 74. Neighborhoods include Gold Hill, Marvin, Weddington, and Wesley Chapel. Some of the county's landmarks include the Monroe Civic Center, the Union County Farmers Market, and the Wingate University campus. The top employers in Union County are Duke Energy, Lowe's Home Improvement Warehouse, and Walmart.

Where Certified Financial Advisors in Union County, NC Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Union County, NC have a number of banking options to choose from. Local banks offer personal service and competitive rates, while national banks offer a wider range of products and services. Some people prefer to bank online or through mobile apps, which can be convenient but may not offer the same level of customer service. No matter which type of bank you choose, it's important to read the fine print and understand all the fees involved.

Insurance Broker

If you live in Union County, NC, you may be looking for a good insurance broker. An insurance broker can help you find the best insurance policy for your needs and budget. They can also help you file claims and answer any questions you have about your policy.If you're looking for a good insurance broker in Union County, NC, check out A Better Choice Insurance. They offer a wide range of policies from many different providers, so they can find the perfect policy for you. They also have years of experience helping people file claims and answering questions, so you know they'll be there to help if something goes wrong.

Retirement Planning

Union County, NC residents have a number of financial advisors to choose from when it comes to retirement planning. However, not all advisors are created equal. Some may be more suited for people who prefer a more hands-on approach, while others may be better for those who want to be more involved in the decision-making process. Financial advisors can help Union County residents create a retirement plan that is tailored specifically for them. Advisors can provide guidance on how much money needs to be saved each year in order to achieve a certain retirement goal, and they can also help investors find the best way to invest their money so that it will grow over time. retirees in Union County should interview several advisors before choosing one, and they should ask questions about the advisor's experience, investment philosophy, and fee structure. By working with an experienced and qualified financial advisor, retirees can feel confident that they are making the best decisions possible for their future.

Wealth Management

Union County, NC is one of the wealthiest counties in the United States. But with wealth comes great responsibility. That's where a good wealth management team comes in. A good wealth management team can help Union County residents make the most of their money while also ensuring that their financial security is never compromised.

Estate Planning Lawyer

Estate planning attorneys in Union County, NC can help residents create wills and trusts that will protect their property and assets. In addition, these attorneys can help residents set up guardianship arrangements for their children in the event of their death. By working with an estate planning attorney, Union County residents can be sure that their loved ones are taken care of after they pass away.

Mortgage Loan Officer

Mortgage loan officers in Union County, NC can help residents by providing them with information on the best mortgage products available. Officers can also assist residents in the application process and provide guidance on what to do if they are having difficulty making payments. In addition, officers can work with borrowers who are behind on their payments to help them get back on track.

Tax Services

Union County, NC residents can benefit from the services of tax accountants.Tax accountants can help residents save money on their taxes by helping them to file their returns correctly. They can also help businesses in Union County to keep track of their expenses and deductions, so that they can minimize their tax liability.


FAQs About Personal Financial Advisors in Union County, NC