Best Financial Advisors in Brunswick County, NC

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Brunswick County, NC Fiduciary Financial Advisors

SEC File# 801-10970
CRD# 6413
Location 5001 O'Quinn Blvd SE # A, Southport, NC 28461, USA
Phone (910) 457-9411
Directions
Sound Partners
Location 321 N Front St #310, Wilmington, NC 28401, USA
Phone (910) 833-8021
Directions
James Wolfe Financial
Location 1501 Wellington Ave, Wilmington, NC 28401, USA
Phone (910) 799-4490
Directions
Raymond James Financial Services
Location 60 Gregory Rd NE Suite 5, Belville, NC 28451, USA
Phone (800) 505-5292
Directions
Stifel
5 out of 5
Location 5211 Eason St, Southport, NC 28461, USA
Phone (910) 454-1500
Directions
Kiely Wealth Advisory Group
SEC File# 801-55450
CRD# 109438
Location 8839 Carenden Ct, Sunset Beach, NC 28468, USA
Phone (910) 579-8075
Directions
Fairley & McGowan Financial Services
Location 1456 N Howe St #200, Southport, NC 28461, USA
Phone (910) 454-9400
Directions
Raymond James Financial Services
Location 106 N Water St #202, Wilmington, NC 28401, USA
Phone (910) 763-7526
Directions
Fitzhugh Financial Group
Location 112 E Moore St, Southport, NC 28461, USA
Phone (910) 457-7609
Directions
Edward Jones - Financial Advisor: Alister K Chick, CRPC®
SEC File# 801-3297
CRD# 250
5 out of 5
Location 4700 Main St Suite 1, Shallotte, NC 28470, USA
Phone (910) 754-6188
Directions
Beth A. Nelson; Lohff and Nelson; Ameriprise Financial Services, Inc.
SEC File# 801-28543
CRD# 6363
Location 8509 E Oak Island Dr # 2, Oak Island, NC 28465, USA
Phone (910) 616-8232
Directions
John Ingraham LLC, First Financial Education Center
4 out of 5
Location 5039-5 Main St, Shallotte, NC 28470, USA
Phone (910) 754-6921
Directions
Royal Alliance Associates Inc
Location 201 N Front St, Wilmington, NC 28401, USA
Phone (910) 343-1100
Directions
Edward Jones - Financial Advisor: Debra A Vuocolo
SEC File# 801-3297
CRD# 250
5 out of 5
Location 1107 New Pointe Blvd Suite 19, Leland, NC 28451, USA
Phone (910) 762-0845
Directions
Carolina Retirement Planners
Location 620 Market St, Wilmington, NC 28401, USA
Phone (910) 815-3100
Directions
Edward Jones - Financial Advisor: Adam L Powell, AAMS™
SEC File# 801-3297
CRD# 250
5 out of 5
Location 4870 Long Beach Rd SE Ste 1, Southport, NC 28461, USA
Phone (910) 457-6644
Time Monday: 8:30 AM – 4:30 PM Tuesday: 8:30 AM – 4:30 PM Wednesday: 8:30 AM – 4:30 PM Thursday: 8:30 AM – 4:30 PM Friday: 8:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
Directions
Beth Nelson - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
5 out of 5
Location 8509 E Oak Island Dr Unit 2, Oak Island, NC 28465, USA
Phone (910) 616-8232
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
Atlantic Coast Wealth Management, LLC.
SEC File# 801-78808
CRD# 168267
Location 321 N Front St #305, Wilmington, NC 28401, USA
Phone (910) 338-2875
Directions
Edward Jones - Financial Advisor: John R Query, CRPC®
SEC File# 801-3297
CRD# 250
Location 1206 Lake Park Blvd S Suite H, Carolina Beach, NC 28428, USA
Phone (910) 707-4952
Directions
UC Advisor Group
Location 8470 Compass Pointe East Wynd NE, Northwest, NC 28451, USA
Phone (617) 803-4946
Directions
Edward Jones - Financial Advisor: Mark McLamb, CFP®|AAMS™
SEC File# 801-3297
CRD# 250
Location 6400 Carolina Beach Rd, Wilmington, NC 28412, USA
Phone (910) 799-2000
Directions
Edward Jones - Financial Advisor: Jeff Kimbro
SEC File# 801-3297
CRD# 250
Location 10164 Beach Dr SW Suite 6, Calabash, NC 28467, USA
Phone (910) 575-7970
Directions
Waddell & Reed Inc
Location 503 Olde Waterford Way, Leland, NC 28451, USA
Phone (910) 371-6670
Directions
Equitable Advisors
SEC File# 801-14065
CRD# 6627
Location 715 N Howe St Unit 1, Southport, NC 28461, USA
Phone (910) 477-9072
Directions
Edward Jones - Financial Advisor: Evan Potts, AAMS™
SEC File# 801-3297
CRD# 250
5 out of 5
Location 925 Seaside Rd SW #5, Ocean Isle Beach, NC 28469, USA
Phone (910) 579-3361
Time Monday: 9:00 AM – 4:30 PM Tuesday: 9:00 AM – 4:30 PM Wednesday: 9:00 AM – 4:30 PM Thursday: 9:00 AM – 4:30 PM Friday: 9:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
Directions
Edward Jones - Financial Advisor: Garrett Haney
SEC File# 801-3297
CRD# 250
Location 2508 Independence Blvd Suite 102, Wilmington, NC 28412, USA
Phone (910) 794-7931
Directions
Cathrine Robbins - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 703 St Joseph St Unit 201, Carolina Beach, NC 28428, USA
Phone (415) 623-2453
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 7:00 PM Wednesday: 9:00 AM – 4:30 PM Thursday: 9:00 AM – 7:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
Edward Jones - Financial Advisor: Randy Trimm
SEC File# 801-3297
CRD# 250
Location 4870 Long Beach Rd SE Ste 1, Southport, NC 28461, USA
Phone (910) 457-6644
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
Directions
Edward Jones - Financial Advisor: Tucker P Polston, CFP®
SEC File# 801-3297
CRD# 250
5 out of 5
Location 204 Arcadian Row Ste 130, Wilmington, NC 28412, USA
Phone (910) 452-2098
Directions
Edward Jones
SEC File# 801-3297
CRD# 250
Location 422 N Howe St, Southport, NC 28461, USA
Phone (910) 457-6200
Directions
3 M Capital Management LLC
Location 301 S Willis Dr, South Brunswick, NC 28470, USA
Phone (910) 754-2060
Directions
Michelle Renee Alberda - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 703 St Joseph St Unit 201, Carolina Beach, NC 28428, USA
Phone (415) 623-2453
Directions
Edward Jones - Financial Advisor: Teresa A Carroll, AAMS™|CRPC®
SEC File# 801-3297
CRD# 250
Location 2831 Midway Rd SE Ste 112, Bolivia, NC 28422, USA
Phone (910) 945-0950
Directions
Edward Jones - Financial Advisor: Barron Winslow
SEC File# 801-3297
CRD# 250
1 out of 5
Location 5916 Carolina Beach Rd Ste 130, Wilmington, NC 28412, USA
Phone (910) 794-3983
Directions
Robert C Allen - Ameriprise Financial Services
SEC File# 801-28543
CRD# 6363
Location 1424 N Howe St, Southport, NC 28461, USA
Phone (910) 454-0552
Directions
Brett McKeithan - Ameriprise Financial Services, Inc.
SEC File# 801-28543
CRD# 6363
Location 1424 N Howe St, Southport, NC 28461, USA
Phone (910) 454-0552
Directions
Edward Jones - Financial Advisor: Kevin M Kramer
SEC File# 801-3297
CRD# 250
Location 1505 Medical Center Dr, Wilmington, NC 28401, USA
Phone (910) 362-3412
Directions
Edward Jones
SEC File# 801-3297
CRD# 250
Location Oak Island, NC 28465, USA
Phone (910) 799-2000
Directions
Valic Financial Advisors
SEC File# 801-54952
CRD# 42803
Location 3151 S 17th St, Hope Mills, NC 28348, USA
Phone (910) 309-1603
Directions
Coastal Investment Advisors
SEC File# 801-68000
CRD# 134952
Location 4956 Long Beach Rd SE # 5, Southport, NC 28461, USA
Phone (910) 457-7811
Directions
Edward Jones - Financial Advisor: Jason W Younts
SEC File# 801-3297
CRD# 250
Location 4700 Main St Suite 1, Shallotte, NC 28470, USA
Phone (910) 754-6188
Directions
Wheeler Financial Management Inc
Location 4407 Regent Dr, Wilmington, NC 28412, USA
Phone (910) 791-5988
Directions
Ics of Delco
Location 27030 Andrew Jackson Hwy E E, Delco, NC 28436, USA
Phone (910) 655-0003
Directions
Edward Jones - Financial Advisor: Kevin Thompson
SEC File# 801-3297
CRD# 250
Location 10164 Beach Dr SW Suite 6, Calabash, NC 28467, USA
Phone (910) 575-7970
Directions
Lohff and Nelson - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 8509 E Oak Island Dr Ste 2, Oak Island, NC 28465, USA
Phone (910) 616-8232
Directions
Signature Wealth Strategies
5 out of 5
Location 1022 Grandiflora Dr STE 110, Leland, NC 28451, USA
Phone (910) 371-0366
Directions
Edward Jones - Financial Advisor: Angie Diehl
SEC File# 801-3297
CRD# 250
Location 10164 Beach Dr SW Suite 6, Calabash, NC 28467, USA
Phone (910) 575-7970
Directions
Brunswick Financial LLC
Location 5285 Main St #19, Shallotte, NC 28470, USA
Phone (910) 370-1480
Directions
Edward Jones - Financial Advisor: Le K Glick
SEC File# 801-3297
CRD# 250
Location 204 Arcadian Row Ste 130, Wilmington, NC 28412, USA
Phone (910) 452-2098
Directions
Charles Savidge - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 3333 Wrightsville Ave Unit G-121, Wilmington, NC 28403, USA
Phone (910) 256-3629
Time Monday: Closed Tuesday: Closed Wednesday: 8:00 AM – 4:00 PM Thursday: Closed Friday: Closed Saturday: Closed Sunday: Closed
Directions
Edward Jones - Financial Advisor: Deb Pickett
SEC File# 801-3297
CRD# 250
Location 1144 East Cutlar Crossing Suite 101, Leland, NC 28451, USA
Phone (910) 383-3797
Time Monday: 8:30 AM – 4:30 PM Tuesday: 8:30 AM – 4:30 PM Wednesday: 8:30 AM – 4:30 PM Thursday: 8:30 AM – 4:30 PM Friday: 8:30 AM – 4:30 PM Saturday: Closed Sunday: Closed
Directions
Edward Jones - Financial Advisor: Stephen C Batts
SEC File# 801-3297
CRD# 250
Location 7107 Creek Bend Dr, Wilmington, NC 28411, USA
Phone (910) 619-2245
Directions
Edward Jones - Financial Advisor: Nicholas A Kaplenski, CFP®
SEC File# 801-3297
CRD# 250
5 out of 5
Location 422 N Howe St, Southport, NC 28461, USA
Phone (910) 457-6200
Directions
Edward Jones - Financial Advisor: Tracy Dean
SEC File# 801-3297
CRD# 250
Location 1144 East Cutlar Crossing Suite 101, Leland, NC 28451, USA
Phone (910) 383-3797
Directions
Edward Jones - Financial Advisor: Curtis Cronemiller
SEC File# 801-3297
CRD# 250
Location 10164 Beach Dr SW Suite 6, Calabash, NC 28467, USA
Phone (910) 575-7970
Directions
Coastal Living Investments Inc
Location 3960 Executive Park Blvd SE, Southport, NC 28461, USA
Phone (910) 457-7811
Directions
Edward Jones - Financial Advisor: Kelly Luckhaus, CFP®
SEC File# 801-3297
CRD# 250
5 out of 5
Location 201 N Front St Suite 611, Wilmington, NC 28401, USA
Phone (910) 341-3242
Directions
Live Oak Private Wealth
SEC File# 801-113818
CRD# 297904
Location 1741 Tiburon Dr #28403, Wilmington, NC 28403, USA
Phone (844) 469-5679
Directions
Kevin Littlejohn - Thrivent
5 out of 5
Location 9222 Beach Dr SW Unit 7, Calabash, NC 28467, USA
Phone (910) 777-3367
Directions
Berry Financial Group
SEC File# 801-111055
CRD# 158043
Location 2002 S Baxter Dr, Leland, NC 28451, USA
Directions
Financial Advisors in Brunswick County, NC

Where Certified Financial Advisors in Brunswick County, NC Serve

Brunswick County, located in southeastern North Carolina, boasts a plethora of landmarks that draw visitors from far and wide. From the iconic Oak Island Lighthouse to the historic Fort Anderson, there is no shortage of places to explore and learn about the county's rich history. In terms of top employers, Brunswick County is home to several major companies, including Novant Health, Brunswick Electric Membership Corporation, and Brunswick County Schools. These organizations provide ample job opportunities for residents and contribute to the county's strong economy. Navigating through Brunswick County is made easy by its major highways and streets, such as Highway 17 and Ocean Highway. These well-maintained roads connect the county's various neighborhoods and allow for efficient travel throughout the area. Speaking of neighborhoods, Brunswick County has a diverse range of communities, each with its own unique charm and character. From the quaint seaside town of Southport to the bustling city of Leland, there is something for everyone in this vibrant county.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Brunswick County, NC can benefit greatly from the expertise of a financial advisor. With its diverse population and growing economy, Brunswick County presents unique financial challenges and opportunities. A financial advisor can help residents navigate the local real estate market, which has seen a surge in demand in recent years. They can also provide guidance on retirement planning, investment strategies, and debt management. Additionally, a financial advisor can assist with tax planning, ensuring residents are taking advantage of all available deductions and credits. With the help of a financial advisor, residents of Brunswick County can make informed decisions about their finances and work towards achieving their long-term financial goals.

Insurance Broker

Residents of Brunswick County, NC can benefit greatly from the services of an insurance broker. With the county's proximity to the coast, homeowners and renters may face unique challenges when it comes to securing adequate coverage for their properties. An insurance broker can help navigate the complexities of flood insurance and ensure that residents are protected in the event of a natural disaster. Additionally, with a growing population and economy, many residents may be in need of health insurance or business insurance. An insurance broker can provide personalized guidance and recommendations to ensure that individuals and businesses in Brunswick County have the coverage they need to protect themselves and their assets.

Retirement Planning

Residents of Brunswick County, NC can benefit greatly from the expertise of a retirement planner. One of the most common ways that a retirement planner can help is by creating a personalized retirement plan that takes into account the unique needs and goals of each individual. This can include assessing retirement income sources, developing a strategy for managing expenses, and creating a plan for long-term care. Additionally, a retirement planner can provide guidance on tax-efficient investment strategies, as well as estate planning and asset protection. For residents of Brunswick County, NC, a retirement planner can also provide specific insights into the local economy and housing market, helping to ensure that their retirement plan is tailored to the unique opportunities and challenges of the area.

Wealth Management

Residents of Brunswick County, NC can greatly benefit from the services of a wealth manager. With a population of over 142,800 people, Brunswick County is a rapidly growing area with a diverse mix of residents. A wealth manager can help these residents by creating personalized financial plans that are tailored to their unique needs and goals. For example, many residents of Brunswick County are retirees who are looking to maximize their retirement savings and ensure that they have enough money to live comfortably in their golden years. A wealth manager can help these individuals by creating a retirement plan that takes into account their current financial situation, their future goals, and their risk tolerance. Additionally, a wealth manager can help younger residents of Brunswick County who are just starting out in their careers by providing guidance on how to save for the future, invest wisely, and build a strong financial foundation for themselves and their families. Ultimately, a wealth manager can help residents of Brunswick County achieve their financial goals and secure their financial futures.

Mortgage Loan Officer

Residents of Brunswick County, NC can greatly benefit from the expertise of a mortgage loan officer. These professionals can assist residents in securing a mortgage to purchase a home, refinance an existing mortgage, or even obtain a home equity loan. With Brunswick County being a popular area for retirees and vacationers, a mortgage loan officer can help residents navigate the unique challenges of financing a home in this area. Additionally, Brunswick County has a diverse range of housing options, from beachfront properties to rural homes, and a mortgage loan officer can help residents find the right loan product for their specific needs. Overall, a mortgage loan officer can provide invaluable guidance and support to residents of Brunswick County as they make one of the biggest financial decisions of their lives.

Tax Services

Residents of Brunswick County, NC can benefit greatly from the expertise of a tax advisor. With the county's growing population and the ever-changing tax laws, it can be challenging for individuals to navigate the tax landscape on their own. A tax advisor can assist residents with tax planning, preparation, and filing, ensuring they are taking advantage of all available deductions and credits. Additionally, a tax advisor can provide guidance on estate planning, retirement planning, and other financial matters. For residents of Brunswick County, NC, a tax advisor can be particularly helpful in navigating the state's complex tax laws and regulations, ensuring they are in compliance and avoiding costly penalties.

Estate Planning Lawyer

Residents of Brunswick County, NC can benefit from the expertise of an estate planning lawyer in several ways. Firstly, an estate planning lawyer can help them create a comprehensive estate plan that ensures their assets are distributed according to their wishes after they pass away. This is particularly important in Brunswick County, which has a high population of retirees and second-home owners. Additionally, an estate planning lawyer can help residents minimize their tax liabilities and protect their assets from creditors. Given the region's susceptibility to natural disasters, such as hurricanes, an estate planning lawyer can also help residents create contingency plans to protect their assets in the event of an emergency. Overall, an estate planning lawyer can provide peace of mind to Brunswick County residents by ensuring their assets are protected and their wishes are carried out.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Brunswick County, NC