Retirement Planning in Charlotte, NC

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List of Firms

Top Retirement Planners in Charlotte, NC

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Plancentric Financial Group
Location 6235 Carnegie Blvd, Charlotte, NC 28211, USA
Phone (704) 442-4475
Directions
SEC File# 801-67462
CRD# 142457
5 out of 5
Location 4235 S Stream Blvd Suite 100, Charlotte, NC 28217, USA
Phone (704) 357-8500
Directions
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Blue Financial
5 out of 5
Location 5970 Fairview Rd Suite 712, Charlotte, NC 28210, USA
Phone (704) 302-1141
Directions
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Know My Plan - Building Financial Plans Together
5 out of 5
Location Woodward Building, 11215 N Community House Rd Suite 775, Charlotte, NC 28277, USA
Phone (704) 243-9376
Directions
SEC File# 801-119224
CRD# 166886
5 out of 5
Location 7810 Ballantyne Commons Pkwy Suite 200, Charlotte, NC 28277, USA
Phone (704) 849-0123
Directions
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Retirement Direction Group - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 13830 Ballantyne Corporate Pl Ste 200, Charlotte, NC 28277, USA
Phone (704) 892-7575
Directions
SEC File# 801-62193
CRD# 175112
Location 4201 Congress St #160, Charlotte, NC 28209, USA
Phone (704) 927-0360
Directions
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Spaugh Dameron Tenny
Location 4350 Congress St UNIT 300, Charlotte, NC 28209, USA
Phone (704) 557-9750
Directions
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Fairview Strategic Planning
Location 5960 Fairview Rd Ste. 104, Charlotte, NC 28210, USA
Phone (704) 247-9493
Directions
SEC File# 801-16359
CRD# 104919
5 out of 5
Location 227 W Trade St # 1840, Charlotte, NC 28202, USA
Phone (704) 334-0894
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
Directions
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Stipp Wealth Management, LLC
Location 1626 Cavendish Ct, Charlotte, NC 28211, USA
Phone (704) 255-1717
Directions
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Epic Capital Wealth Management
5 out of 5
Location 6135 Park S Dr Suite 527, Charlotte, NC 28210, USA
Phone (704) 552-5200
Directions
Retirement Planning in Charlotte, NC

About Charlotte, NC for Those Planning to Retire

Charlotte, NC is a bustling city with a rich history and a plethora of landmarks, top employers, major highways and streets, and unique neighborhoods. From the towering Bank of America Corporate Center to the iconic NASCAR Hall of Fame, Charlotte is a city that boasts some of the most recognizable landmarks in the Southeast. As for top employers, Charlotte is home to a diverse range of companies, including Bank of America, Duke Energy, Wells Fargo, and Lowe's, just to name a few. These companies provide thousands of jobs and contribute significantly to the city's economy. When it comes to major highways and streets, Charlotte has a well-connected network that includes I-85, I-77, and I-485, as well as major thoroughfares like Independence Boulevard and South Boulevard. These roads make it easy to get around the city and explore all that it has to offer. Lastly, Charlotte is known for its unique neighborhoods, each with its own distinct character and charm.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Charlotte, NC can benefit from a bank in numerous ways. One of the most common ways is through the provision of loans for home buying, which is especially crucial in a city with a rapidly growing population. With the average home price in Charlotte being $290,000, many residents may require financial assistance to purchase a home. Additionally, banks can provide businesses with loans and lines of credit, which can help boost the local economy. As Charlotte is home to several major corporations and small businesses, this can have a significant impact on the city's growth and development. Furthermore, banks can offer financial advice and education to residents, which can be particularly helpful in a city with a diverse population and varying levels of financial literacy. Overall, banks play a vital role in supporting the financial well-being of Charlotte's residents and the city's overall economic growth.

Insurance Broker

Residents of Charlotte, NC can benefit greatly from the expertise of an insurance broker. With the city's thriving economy and growing population, it can be challenging to navigate the insurance market and find the best coverage for one's needs. An insurance broker can help residents understand the complexities of various insurance policies, such as health, auto, and home insurance, and help them select the coverage that best suits their needs and budget. Moreover, Charlotte is home to a diverse population with unique insurance needs, such as those who work in the banking and finance industry, healthcare professionals, and small business owners. An insurance broker can provide tailored solutions for each of these groups, ensuring they have the right coverage to protect their assets and livelihood. With an insurance broker's guidance, residents of Charlotte, NC can have peace of mind knowing they are adequately protected in case of unexpected events.

Wealth Management

Residents of Charlotte, NC can benefit from the services of a wealth manager in a variety of ways. One specific area of focus is retirement planning. With a rapidly growing population of retirees in Charlotte, it is essential to have a solid financial plan in place. A wealth manager can help individuals navigate the complexities of retirement planning, including setting realistic goals, creating a diversified investment portfolio, and managing risk. Additionally, a wealth manager can assist with tax planning, estate planning, and charitable giving strategies. With the bustling economy and thriving business community in Charlotte, a wealth manager can also provide guidance on business succession planning and wealth transfer strategies. Overall, a wealth manager can help Charlotte residents achieve their financial goals and secure their financial future.

Financial Advisor

Residents of Charlotte, NC can benefit from the services of a financial advisor in numerous ways. Firstly, given the city's thriving economy, a financial advisor can provide guidance on how to invest in local businesses and industries. Additionally, Charlotte is home to numerous colleges and universities, and a financial advisor can assist in planning for education expenses, including college tuition and other related costs. Furthermore, Charlotte is a rapidly growing city with a diverse population, and a financial advisor can help navigate the complexities of estate planning, retirement planning, and tax planning. With the city's bustling real estate market, a financial advisor can also provide guidance on buying, selling, or investing in property. Overall, a financial advisor can help Charlotte residents make informed financial decisions and achieve their long-term financial goals.

Mortgage Loan Officer

Residents of Charlotte, NC can benefit from the services of a mortgage loan officer in several ways. Firstly, the officer can assist in finding the best mortgage rates and terms for the residents' financial situation. They can also help with the pre-approval process, which can make the home buying process smoother and faster. Additionally, Charlotte is a rapidly growing city and has a diverse population, which can make navigating the real estate market complicated. A mortgage loan officer can provide guidance and advice on the local housing market, including neighborhoods that may be more affordable or up-and-coming. Furthermore, Charlotte has a strong financial sector, with several major banks headquartered in the city. A mortgage loan officer with experience in the local financial industry can provide valuable insights and connections to help residents secure the best mortgage for their needs. Overall, a mortgage loan officer can provide invaluable support and expertise to Charlotte residents looking to buy a home.

Tax Services

Residents of Charlotte, NC can benefit from the services of a tax advisor in numerous ways. Firstly, a tax advisor can help them navigate the complex tax laws and regulations that are unique to North Carolina. For example, Charlotte residents may be eligible for certain tax credits and deductions that are not available in other states. A tax advisor can help them identify and take advantage of these opportunities. Additionally, Charlotte is a rapidly growing city with a booming real estate market. A tax advisor can provide valuable guidance on how to minimize taxes when buying or selling property, as well as how to structure investments to maximize tax benefits. Finally, with the ongoing COVID-19 pandemic, many Charlotte residents may be experiencing financial hardship. A tax advisor can help them understand the tax implications of government relief programs and provide advice on how to minimize their tax burden during these difficult times.

Estate Planning Lawyer

Residents of Charlotte, NC can greatly benefit from the expertise of an estate planning lawyer in a variety of ways. One specific benefit is that an estate planning lawyer can help individuals navigate the complexities of North Carolina's probate laws. With its unique set of regulations, Charlotte's probate process can be overwhelming and confusing for many. An estate planning lawyer can provide guidance on how to properly structure a will or trust to ensure that assets are distributed according to the individual's wishes and in accordance with state law. Additionally, an estate planning lawyer can provide advice on tax planning and minimizing estate taxes, which can be particularly important for Charlotte residents who may have significant assets. By working with an estate planning lawyer, Charlotte residents can have peace of mind knowing that their affairs are in order and their loved ones will be taken care of in the event of their passing.

Charlotte, NC Financial Resources

Charlotte, NC Chamber of Commerce

https://www.charlotteareachamber.com/

Charlotte, NC City Hall

https://www.charlottenc.gov/Home

Charlotte, NC Public Library

https://www.cmlibrary.org/

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