Retirement Planning in Orange County, NC

We did the hard work of finding trustworthy partners in Orange County, NC. Fill out the form to get connected.
Scroll to List of Firms

Get Help with Planning for Retirement

AS SEEN IN

Entrepreneur
MSN Money
Business Insider
Investopedia
Nasdaq
Yahoo Finance
Market Watch

List of Firms

Top Retirement Planners in Orange County, NC

Edward Jones - Financial Advisor
SEC File# 801-3297
CRD# 250
Location 115 Oakdale Dr #4, Hillsborough, NC 27278, USA
Phone (919) 732-1059
Language http://www.edwardjones.com/
Directions
HCW Retirement & Financial Services
Location 305 W Barbee Chapel Rd, Chapel Hill, NC 27517, USA
Phone (919) 913-0235
Language http://www.hcwrfs.com/
Directions
Alford Retirement Solutions LLC
Location 1115 E Hardscrabble Dr, Hillsborough, NC 27278, USA
Phone (919) 479-8438
Language http://alfordretirementsolutions.com/
Directions
Asset Preservation Solutions Inc
Location 1000 Corporate Dr Suite 313, Hillsborough, NC 27278, USA
Phone (336) 281-9990
Language http://www.assetpreservation.net/
Directions
Master Plan Wealth Management
5 out of 5
Location 1340 Environ Way, Chapel Hill, NC 27517, USA
Phone (919) 533-6413
Language http://www.masterplanwealth.com/
Directions
Raymond James
SEC File# 801-72137
CRD# 25853
Location 500 W Barbee Chapel Rd, Chapel Hill, NC 27517, USA
Phone (919) 929-4448
Language http://www.pfinx.com/
Directions
Stuckey and Boyd Financial Services
Location 200 N Greensboro St, Carrboro, NC 27510, USA
Phone (919) 967-7335
Directions
Sherman Financial
5 out of 5
Location 902 Crestwood Ln, Chapel Hill, NC 27517, USA
Phone (919) 923-2337
Language https://www.shermanfp.com/
Directions
Carolina Financial
Location 217 Providence Rd, Chapel Hill, NC 27514, USA
Phone (919) 929-0268
Language http://www.carolinafinancial.com/
Directions
Baird Private Wealth Management
Location 1414 Raleigh Rd #420, Chapel Hill, NC 27517, USA
Phone (919) 918-2900
Language https://chapelhill.bairdwealth.com/?utm_source=google&utm_medium=local&utm_campaign=localmaps&utm_content=114
Directions
Rising Tide Inc
Location 7312 Crescent Ridge Dr, Chapel Hill, NC 27516, USA
Phone (919) 819-2086
Language http://risingtideinc.com/
Directions
The Quan Company
Location 412 Old Buggy Trail, Hillsborough, NC 27278, USA
Phone (919) 471-9411
Directions
T. Fenn Financial Planning
Location 301 Faison Rd, Chapel Hill, NC 27517, USA
Phone (919) 929-7959
Language http://tfenn.com/
Directions
Maze Financial Planning
Location 102 Market St #201, Chapel Hill, NC 27516, USA
Phone (919) 929-4103
Language https://www.mazefp.com/
Directions
Retirement Planning in Orange County, NC

About Orange County, NC for Those Planning to Retire

Orange County, NC is a vibrant and diverse area located in the heart of North Carolina. With its rich history and cultural heritage, Orange County boasts a plethora of landmarks that attract visitors from all over the world. From the iconic Duke Chapel to the picturesque Eno River State Park, there is no shortage of breathtaking sights to see. In terms of employment opportunities, Orange County is home to some of the top employers in the state. Companies like UNC Health, Duke University, and IBM have a significant presence in the area, providing a wide range of job opportunities for residents. When it comes to transportation, Orange County is well-connected to major highways and streets. The I-40, I-85, and US-15/501 are just a few of the major roads that run through the county, making it easy to travel to neighboring cities and towns. Finally, Orange County is made up of several unique neighborhoods, each with its own distinct personality and charm.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Orange County, NC can benefit from a bank in several ways. One of the most common ways is through access to financial products and services that help them manage their money effectively. For instance, banks can provide personal and business loans, credit cards, savings accounts, and checking accounts to help residents save and invest their money. Additionally, banks can offer financial education programs to help residents improve their financial literacy and make informed decisions about their finances. In Orange County, NC, a bank can also help residents with agricultural loans, given the county's rich agricultural heritage. With a bank's help, farmers can access the capital they need to purchase equipment, seeds, and other supplies to grow their crops. Overall, a bank can be a valuable resource for residents of Orange County, NC, providing them with the financial tools and resources they need to achieve their goals and improve their quality of life.

Insurance Broker

Residents of Orange County, NC would greatly benefit from the services of an insurance broker. With the county being home to a diverse population, ranging from college students to retirees, there are a plethora of insurance needs that an insurance broker can help with. For instance, an insurance broker can help residents navigate the complexities of Medicare, which is especially important given that Orange County has a higher than average population of seniors. Additionally, with the county being home to several large corporations, an insurance broker can help businesses find the right insurance plan to protect their employees and assets. Furthermore, due to the county's proximity to the coast, residents may require specific insurance coverage for hurricane damage. An insurance broker can help residents find the right policy to protect their homes and belongings during hurricane season. In short, an insurance broker can provide invaluable assistance to residents of Orange County, NC, ensuring that they have the right coverage for their unique needs.

Wealth Management

Residents of Orange County, NC could greatly benefit from the expertise of a wealth manager. With a population of over 140,000 people, Orange County is a diverse community that includes both urban and rural areas. A wealth manager can assist residents in managing their finances, creating a personalized investment plan, and ensuring their financial goals are met. This is especially important for residents in Orange County, as the area is home to a number of high-tech companies and research institutions, such as the University of North Carolina at Chapel Hill. With a wealth manager, residents can navigate the complexities of the financial world and make informed decisions about their money. Additionally, Orange County has a thriving arts and culture scene, with numerous museums, galleries, and theaters. A wealth manager can help residents support these institutions through charitable giving and philanthropic investments, ensuring that the community remains vibrant and thriving for years to come.

Financial Advisor

Residents of Orange County, NC can greatly benefit from the expertise of a financial advisor. One of the most common ways a financial advisor can help is by creating a personalized financial plan that aligns with the unique needs and goals of the individual. Given that Orange County is home to the University of North Carolina at Chapel Hill, it is not uncommon for residents to have a high level of student loan debt. A financial advisor can provide guidance on how to manage and pay off this debt while still saving for other financial goals, such as retirement or a home purchase. Additionally, Orange County is known for its vibrant arts and culture scene, which can come with its own set of financial considerations. A financial advisor can help individuals in the arts community navigate the complexities of freelance income, budgeting for irregular cash flows, and planning for taxes. Overall, a financial advisor can provide invaluable support to Orange County residents in achieving financial stability and success.

Mortgage Loan Officer

Residents of Orange County, NC can benefit greatly from the services of a mortgage loan officer. These professionals can assist with a variety of tasks, such as helping individuals determine how much they can afford to borrow, explaining the different types of loans available, and guiding them through the application process. Specifically in Orange County, NC, where the median home value is $327,000, a mortgage loan officer can help residents navigate the complex and often daunting process of securing a mortgage. Additionally, these professionals can provide valuable insights into local market trends and conditions, helping residents make informed decisions about their home financing options. Whether someone is a first-time homebuyer or a seasoned investor, a mortgage loan officer can be an invaluable resource for anyone looking to purchase property in Orange County, NC.

Tax Services

Residents of Orange County, NC could benefit from the expertise of a tax advisor in a variety of ways. One specific issue that many Orange County residents face is navigating the complex tax implications of owning property in a rapidly growing area. As property values rise and new developments are built, it can be difficult to understand how these changes affect property taxes, deductions, and credits. A tax advisor can help residents understand their options and make informed decisions about how to manage their tax burden. Additionally, a tax advisor can help residents stay up to date on changes to tax laws and regulations at the local, state, and federal levels, ensuring that they are taking advantage of all available opportunities to minimize their tax liability. Overall, working with a tax advisor can provide valuable guidance and support for Orange County residents looking to make the most of their financial resources.

Estate Planning Lawyer

Residents of Orange County, NC can benefit greatly from the services of an estate planning lawyer. With the county's diverse population and growing economy, an estate planning lawyer can help individuals and families protect their assets and ensure their wishes are carried out after their passing. For example, Orange County is home to many small business owners who may need assistance with succession planning and transferring ownership of their business to the next generation. Additionally, the county has a large retirement community, and an estate planning lawyer can help these individuals plan for long-term care and ensure their assets are protected in the event of incapacitation. With the complexity of state and federal laws surrounding estate planning, having a knowledgeable lawyer on your side can provide peace of mind and protect your loved ones from unnecessary stress and financial burden.

FREQUENTLY ASKED QUESTIONS

Retirement Income Planning FAQs

Retirement planning services offered by a retirement planner in Orange County, NC are designed to help people achieve their financial goals and live comfortably during their golden years. The planner can help clients assess their current financial situation, create a retirement budget, and identify potential sources of income. They can also advise on investment strategies, tax planning, and estate planning. In Orange County, NC, retirement planning can be particularly complex due to the area's diverse population and unique economic landscape. With a mix of rural and urban areas, retirees may face different challenges when it comes to housing, healthcare, and transportation. A retirement planner in Orange County, NC can help navigate these complexities and provide personalized advice to help clients achieve the retirement lifestyle they desire.

Orange County, NC is the ultimate destination for anyone looking for a retirement planner. The county boasts a rich history, diverse culture, and a bustling economy that make it an ideal place to retire. With its charming small towns, picturesque countryside, and vibrant cities, Orange County offers a unique blend of urban and rural living. One of the most significant advantages of Orange County is its proximity to top-rated universities and research centers. This means that retirees can tap into a wealth of knowledge and expertise when planning their retirement. Additionally, Orange County is home to a thriving arts and culture scene, with numerous galleries, theaters, and museums showcasing the best of local and international talent. All these factors make Orange County, NC, the perfect place to get a retirement planner who can help retirees navigate the complex world of retirement planning with ease and confidence.