Find a Financial Advisor in Cabarrus County, NC

 

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We did the hard work of finding trustworthy partners in Cabarrus County, NC.

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We Only Work With The Best Cabarrus County Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Cabarrus County, NC


  • Financial Advisor Close to Cabarrus County, NC

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in Cabarrus County, NC


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Cabarrus County, NC

We evaluated over 13,000 RIA firms to bring you the best of the best Cabarrus County financial advisors.
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How Retirement-Friendly is Cabarrus County, NC?

  • Population: 206,615
  • % of Population 62 Years and Over: 16.2%
  • Average Home Value: $216,400
  • Average Monthly Housing Cost: $1,059
  • Average Household Income: $88,147
  • 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.)



The Top Financial Advisor Firms in Cabarrus County, NC

 

INTEGRATED FINANCIAL STRATEGIES, LLC

Website

(704) 857-0181

400 Penny Lane

Concord, NC 28025

SEC#: 801-106490
Years in Business: 6 years

 


Cabarrus County, NC Financial Advisor FAQs

Yes, you need a financial advisor. They are not just thre to give advice on investments and balance your risk tolerance with your needs, but also to answer any questions you may have about complex issues with taxes and estate planning if you so desire.
A financial advisor will guide their clients through some form of retirement plan, whether that's a 401(k) or an IRA. They'll do this by calculating what is needed input to each, depending on the client's age and percentage withdrawn per year during retirement.
A good question might be to ask how long they have been working in this industry. It's important to see if there's enough experience. Some additional questions might include what areas they specialize in so that it would be easier for you to figure out if he/she is a fit for your needs.
There are three ways financial advisors get paid. Fee-only advisors charge an annual, hourly, or flat fee. Commission-based advisors are paid a portion of the products they sell. Fee-based advisors earn a combination of a fee plus commissions.