Best Financial Advisors in Wilmington, NC

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List of Firms

Wilmington, NC Fiduciary Financial Advisors

Coastal Financial Advisors LLC
SEC File# 801-108568
CRD# 164882
Location 398 Carl St #102, Wilmington, NC 28403, USA
Phone (910) 338-0655
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 5:00 PM Saturday: Closed Sunday: Closed
Morgan Stanley Financial Advisors
Location 1111 Military Cutoff Rd, Wilmington, NC 28405, USA
Phone (910) 509-1100
Sound Harbor Wealth Partners
Location 5815 Oleander Dr Suite 320, Wilmington, NC 28403, USA
Phone (910) 399-7765
Taylor Financial
Location 1213 Culbreth Dr, Wilmington, NC 28405, USA
Phone (910) 256-8818
AdvicePoint, LLC
Location 398 Carl St Unit 201, Wilmington, NC 28403, USA
Phone (910) 795-2711
Edward Jones - Financial Advisor: Reid A Harris, CRPC®
SEC File# 801-3297
CRD# 250

5 out of 5

Location 4032 Masonboro Loop Rd Suite 105, Wilmington, NC 28409, USA
Phone (910) 452-6492
RBC Wealth Management Branch - Wilmington, NC
Location 1055 Military Cutoff Rd Suite 200, Wilmington, NC 28405, USA
Phone (866) 509-9550
Edward Jones - Financial Advisor: JD Swart, CRPC®
SEC File# 801-3297
CRD# 250
Location 3315 Masonboro Loop Rd Ste 120, Wilmington, NC 28409, USA
Phone (910) 452-2898
Kopka Financial, LLC.
Location 124 Walnut St #206, Wilmington, NC 28401, USA
Phone (910) 800-0095
Edward Jones - Financial Advisor: Lorissa Scott, CFP®|AAMS™
SEC File# 801-3297
CRD# 250

5 out of 5

Location 5710 Oleander Dr Suite 203, Wilmington, NC 28403, USA
Phone (910) 313-0995
Lumina Wealth Management
SEC File# 801-112277
CRD# 291548
Location 1508 Military Cutoff Rd STE 302, Wilmington, NC 28403, USA
Phone (910) 599-9409
Edward Jones - Financial Advisor: Kyle M Mitchell, CRPC®
SEC File# 801-3297
CRD# 250
Location 5725 Oleander Dr Suite F-3, Wilmington, NC 28403, USA
Phone (910) 392-3923
V&V Financial
Location 4018 Oleander Dr Suite 103, Wilmington, NC 28403, USA
Phone (910) 218-1777
Masonboro Advisors

5 out of 5

Location 5815 Oleander Dr Suite 105, Wilmington, NC 28403, USA
Phone (910) 742-0509
Edward Jones - Financial Advisor: Shannon A Sandlin, CFP®
SEC File# 801-3297
CRD# 250

5 out of 5

Location 1430 Commonwealth Dr STE 100, Wilmington, NC 28403, USA
Phone (910) 509-1466
CAPTRUST
SEC File# 801-62193
CRD# 175112

5 out of 5

Location 1209 Culbreth Dr #100, Wilmington, NC 28405, USA
Phone (910) 256-8882
Inspire Financial Planning
Location 1213 Culbreth Dr, Wilmington, NC 28405, USA
Phone (910) 448-1450
Merrill Lynch Wealth Management

2 out of 5

Location 1123 Military Cutoff Rd Suite A, Wilmington, NC 28405, USA
Phone (910) 256-7700
Live Oak Private Wealth
SEC File# 801-113818
CRD# 297904
Location 1741 Tiburon Dr #28403, Wilmington, NC 28403, USA
Phone (844) 469-5679
Raymond James & Associates
Location 1105 Military Cutoff Rd STE 202, Wilmington, NC 28405, USA
Phone (910) 256-2406
Charles Leak - RBC Wealth Management Financial Advisor
Location 1055 Military Cutoff Rd Suite 200, Wilmington, NC 28405, USA
Phone (910) 509-0503
Matthew Beatty - Thrivent
Location 1508 Military Cutoff Rd STE 206, Wilmington, NC 28403, USA
Phone (910) 777-3367
Edward Jones - Financial Advisor: Matthew T Stowe

5 out of 5

Location Franklin Square, College Rd, Wilmington, NC 28412, USA
Phone (910) 791-2128
Edward Jones - Financial Advisor: Bud Wawner, AAMS™
SEC File# 801-3297
CRD# 250

5 out of 5

Location 1051 Military Cutoff Rd Suite 102 B, Wilmington, NC 28405, USA
Phone (910) 945-0160
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Ameriprise Financial
Location 1213 Culbreth Dr, Wilmington, NC 28405, USA
Phone (910) 509-7146
Sterling Wealth Management
Location 2715 Ashton Dr Ste 102, Wilmington, NC 28412, USA
Phone (910) 202-4656
Merrill Lynch Wealth Management Advisor Marion W. Schloemer
Location 1123 Military Cutoff Rd Suite A, Wilmington, NC 28405, USA
Phone (910) 256-7732
Brooke Stephens - RBC Wealth Management Financial Advisor
Location 1055 Military Cutoff Rd Suite 200, Wilmington, NC 28405, USA
Phone (704) 264-2774
Dominion Wealth Management, LLC
Location 4024 Oleander Dr SUITE 3, Wilmington, NC 28403, USA
Phone (910) 444-2266
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About Wilmington, NC

Wilmington, North Carolina is a beautiful coastal town with a rich history. Some of the city's landmarks include the USS North Carolina Battleship Memorial, the Bellamy Mansion Museum, and the Cotton Exchange Building. Wilmington's top employers include First Bank, Corning Inc., and PPD Inc. Some of the major highways and streets in Wilmington are US Highway 17 and NC Highway 133. The city's neighborhoods include the Historic District, the Riverfront District, and the University District.

Where Certified Financial Advisors in Wilmington, NC Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Wilmington, NC residents have a variety of banking services to choose from. Each bank has its own set of products and services, so it's important to find the one that best suits your needs. Some banks offer traditional checking and savings accounts, while others provide more specialized services like investment advice or small business loans. No matter what your needs are, there's a bank out there that can help you meet them.

Insurance Broker

When it comes to finding the right insurance for your needs, you need an insurance broker. An insurance broker understands the complex world of insurance and will work with you to find the best policy for your needs. An insurance broker in Wilmington, NC can help residents find policies that offer coverage for a variety of needs. Whether you're looking for car insurance, health insurance, or homeowners' insurance, an experienced broker can help you find the best deal possible. Brokers can also help residents navigate the complicated world of insurance law and regulations, ensuring that you get the most out of your policy. When it comes to protecting yourself and your family, don't skimp on quality go with an experienced and qualified Wilmington, NC insurance broker.

Retirement Planning

Financial advisors can help Wilmington, NC residents with retirement planning by helping them to create a budget and plan for their future. Advisors can also help residents to save for retirement and choose the right investments. Residents of Wilmington should consult with an advisor as soon as possible in order to get started on their retirement planning.

Wealth Management

Wealth management is an important service for Wilmington, NC residents. It can help them protect their assets, grow their money, and plan for the future. Wealth management services include investment advice, estate planning, and tax preparation. They can be helpful for people of all income levels, but they are especially important for high-net-worth individuals.Wilmington is a great place to live, but it can also be a expensive place to live. The cost of living in Wilmington is about 9% higher than the national average. That's why it's important for residents to have a wealth management plan in place. A good wealth manager can help you save money on taxes and make wise investment choices that will grow your money over time.

Estate Planning Lawyer

Estate planning lawyers can help Wilmington, NC residents protect their assets and plan for the future. When it comes to estate planning, there are a few key things that everyone should do in order to make sure their loved ones are taken care of. An estate planning lawyer can help you create or update your will, power of attorney, and healthcare directive. They can also help you set up trusts and make other arrangements to ensure your assets are distributed according to your wishes. If you live in Wilmington, NC, it's important to find an estate planning lawyer who is familiar with the local laws and regulations.

Mortgage Loan Officer

Mortgage loan officers in Wilmington, NC can help residents by providing them with the best options for their needs. They can also provide education on the different types of mortgages available, and guide people through the process of obtaining a mortgage. In addition, mortgage loan officers can work with people to find the best interest rates and terms for their mortgage.

Tax Services

Tax accountants in Wilmington, NC can help residents save money on their taxes. The accountants can help residents find tax deductions and credits that they may not have known about. They can also help residents file their taxes correctly and on time.

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FAQs About Personal Financial Advisors in Wilmington, NC