Bermuda Run, NC Financial Advisors and Resources

Financial Advisor Firms in Bermuda Run, NC



(336) 998-7000

117 Kinderton Boulevard

Bermuda Run, NC 27006

SEC#: 801-24818
Years in Business: 36 years

How Retirement-Friendly is Bermuda Run, NC?

  • Population: 2,666
  • % of Population 62 Years and Over: 40.9%
  • Average Home Value: $279,400
  • Average Monthly Housing Cost: $1,041
  • Average Household Income: $103,266
  • North Carolina Total Tax Burden: 8.07% (17th Lowest in U.S.)
  • North Carolina Property Tax: 2.15% (10th Lowest in U.S.)
  • North Carolina Individual Income Tax: 2.63% (15th Highest in U.S.)
  • North Carolina Sales and Excise Tax: 3.29% (24th Lowest in U.S.)

Bermuda Run, NC Financial Advisor FAQs

A financial advisor has the important task of guiding consumers through various aspects of money, taxes, estate planning, investments, retirement savings, education funding and other topics that are related to personal finances.
It's not required to have a financial advisor, but if you want help figuring out your priorities and goals (what is worth sacrificing for) then it may be wise to hire someone to work with.
An advisor that is neither too conservative, nor too reckless with your investments. The best advisors are ones that take in consideration your risk tolerance before taking control of your portfolio.
Financial advisors get paid through commission making them more inclined to sell you investment products.