List of Firms
Union County, NC Fiduciary Financial Advisors
Shane Gurganus, Financial Planner
Edward Jones - Financial Advisor: Andrew McLean
Edward Jones - Financial Advisor: Benjamin C Asseff, CFP®|ChFC®|AAMS™
ABIDING WEALTH ADVISORS, LLC Charlotte, NC Headquarters OSJ
Edward Jones - Financial Advisor: Rick Croffut, ChFC®|AAMS™
Edward Jones - Financial Advisor: Steven Echenique, CFP®|CFA®
Edward Jones - Financial Advisor: Brandon M Monette, CFP®
Jason Wilson - Financial Advisor, Ameriprise Financial Services, LLC
Pinnacle Financial Group
MSR Financial Services
James Fitzgerald Financial Services
Edward Jones - Financial Advisor: D Scott Worley, CRPC™
Where Certified Financial Advisors in Union County, NC Serve
Union County, located in the heart of North Carolina, is a vibrant and diverse community that boasts a rich history and a bright future. From its charming small towns to its bustling cities, Union County is home to a variety of landmarks and attractions that draw visitors from all over the world. Some of the most notable landmarks in Union County include the historic Waxhaw downtown district, the Monroe Courthouse, and the Union County Agricultural Center. These landmarks serve as a testament to the county's rich history and provide a glimpse into the past. Union County is also home to a number of top employers, including the Union County Public Schools, Carolinas Healthcare System, and Walmart. These employers provide jobs and economic stability to the area, making Union County a great place to live, work, and raise a family. When it comes to transportation, Union County is well-connected to the rest of the state and beyond.
Services Provided by Fee Based and Fee Only Financial Advisors
FREQUENTLY ASKED QUESTIONS
FAQs About Personal Financial Advisors in Union County, NC
Financial advisors in Union County, NC offer a range of financial advising services to clients. These services include investment planning, retirement planning, estate planning, tax planning, and risk management. One unique aspect of Union County, NC is its growing population of affluent retirees. Financial advisors in this area must be well-versed in retirement planning strategies that cater to the specific needs of this demographic. Additionally, Union County is home to several large corporations, which means that financial advisors must be knowledgeable about corporate finance and investment options that are suitable for high net worth individuals. With their expertise, financial advisors in Union County can help clients achieve their financial goals and secure their financial future.
Union County, NC is the ideal destination for anyone seeking financial advising services. With its diverse range of financial institutions, Union County boasts a thriving economy that provides a wealth of opportunities for investors and entrepreneurs alike. What sets Union County apart from other financial hubs is its commitment to excellence and innovation. From cutting-edge technology to personalized service, Union County's financial advisors are experts in their field, offering clients a comprehensive range of solutions tailored to their unique needs. Whether you're looking to invest in stocks, bonds, or real estate, Union County's financial advisors have the expertise and experience to help you achieve your financial goals. With its thriving economy and commitment to excellence, Union County is the perfect place to get the financial advising services you need to succeed.
A financial planner in Union County, NC is a professional who provides expert advice and guidance to individuals and businesses on how to manage their finances and investments. They assess their clients' financial goals and objectives, and develop a customized plan to help them achieve those goals. Union County, NC, located in the heart of North Carolina, is known for its booming real estate market and strong job growth in the healthcare and technology sectors. This presents unique financial planning challenges for residents, as they must navigate the complexities of investing in a rapidly changing market. A skilled financial planner in Union County, NC must be able to provide clients with a comprehensive understanding of the local economy, as well as the broader financial landscape. They must also be adept at helping clients manage their investments in a way that minimizes risk and maximizes returns, while taking into account the unique challenges and opportunities of the Union County, NC market.
Residents of Union County, NC should consider reaching out to a financial advisor when they are looking to make significant financial decisions. Specifically, with the county's growing population and thriving economy, there are numerous investment opportunities and financial products available to residents. However, navigating this complex landscape can be daunting, especially for those without a strong financial background. A financial advisor can help Union County residents make informed decisions about their investments, retirement planning, and other financial goals. Additionally, with the ongoing economic uncertainty caused by the COVID-19 pandemic, seeking professional financial guidance can provide a sense of security and stability during these challenging times. Whether residents are looking to invest in the stock market, plan for retirement, or simply manage their day-to-day finances, a financial advisor can offer valuable insights and expertise to help them achieve their financial objectives.
A financial advisor in Union County, NC must possess a multitude of important qualities to effectively guide their clients towards financial success. Firstly, they must be highly knowledgeable in the financial industry and have a deep understanding of the local market in Union County. This requires them to remain up-to-date on economic trends and any changes in regulations that may affect their clients. Additionally, they must be able to communicate complex financial concepts in a clear and concise manner to their clients. Moreover, they must possess strong analytical skills to assess their clients’ financial situations and develop effective strategies to meet their goals. A financial advisor in Union County must also have exceptional interpersonal skills to establish trust and build lasting relationships with their clients. Lastly, they must be committed to providing personalized and tailored advice to each client, taking into account their unique financial circumstances and goals. In a county known for its rapidly growing economy and diverse population, a financial advisor must be able to navigate the complexities of the local market and provide customized solutions to help their clients thrive.
Union County, NC is home to some of the top financial advising firms in the state. These firms offer a wide range of services, from retirement planning to investment management. One notable feature of Union County is its rapidly growing population. As more people move to the area, the demand for financial advice and guidance has increased. This has led to the emergence of several new firms, as well as the expansion of existing ones. Despite the competition, these firms have managed to maintain their reputation for excellence, thanks to their experienced advisors and innovative approaches to financial planning. Whether you're a young professional just starting out or a retiree looking to make the most of your savings, there's a financial advising firm in Union County that can help you achieve your goals.
Financial advisors in Union County, NC are compensated in various ways, including commissions, fees, and a combination of both. One specific aspect of Union County, NC that impacts financial advisor compensation is the state's fiduciary rule, which requires advisors to act in the best interest of their clients. This means that advisors cannot recommend investments that may benefit them financially but not the client. Additionally, Union County, NC has a diverse population with varying financial needs, which may impact the compensation structure for advisors. Some may choose to specialize in certain areas, such as retirement planning or estate planning, while others may offer a more comprehensive range of services. Ultimately, the compensation structure for financial advisors in Union County, NC will depend on the individual advisor's business model and the needs of their clients.