Catawba County, NC Financial Advisors and Resources



Financial Advisor Firms in Catawba County, NC


OMNISTAR FINANCIAL GROUP, INC.

Website

(828) 323-8777

1236 19th Street Lane, Nw

Hickory, NC 28601

SEC#: 801-107868
Years in Business: 5 years

ADVISORY SERVICES NETWORK, LLC

Website

(828) 304-4445

433 4th Street Sw

Hickory, NC 28602

SEC#: 801-71112
Years in Business: 11 years

ADVISORY SERVICES NETWORK, LLC

Website

(828) 304-4445

433 4th Street Sw

Hickory, NC 28602

SEC#: 801-71112
Years in Business: 11 years

FOUNDERS FINANCIAL ALLIANCE, LLC

Website

(828) 294-8811

42 3Rd Street Nw

Hickory, NC 28601

SEC#: 801-108700
Years in Business: 4 years

FOUNDERS FINANCIAL ALLIANCE, LLC

Website

(855) 860-5940

42 3Rd Street Nw To 2615 Ironwood Dr.

Hickory, NC 28602

SEC#: 801-108700
Years in Business: 4 years

ADVISORY SERVICES NETWORK, LLC

Website

(828) 304-4445

433 4th Street Sw

Hickory, NC 28602

SEC#: 801-71112
Years in Business: 11 years

TLG ADVISORS, INC.

Website

(828) 855-9344

219 1st Avenue Sw, Po Box 2547

Hickory, NC 28603

SEC#: 801-60458
Years in Business: 20 years

CAPITAL INVESTMENT ADVISORY SERVICES, LLC

Website

(828) 855-9400

200 First Avenue Nw
Ste. 303
Hickory, NC 28601

SEC#: 801-69846
Years in Business: 12 years

ASPIRE PRIVATE CAPITAL, LLC

Website

(828) 328-1499

1333 Ne 2nd Street, Suite 310

Hickory, NC 28601

SEC#: 801-113754
Years in Business: 3 years


How Retirement-Friendly is Catawba County, NC?

  • Population: 157,613
  • % of Population 62 Years and Over: 21.1%
  • Average Home Value: $149,000
  • Average Monthly Housing Cost: $754
  • Average Household Income: $70,173
  • 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.)


Catawba County, NC Financial Advisor FAQs

Financial advisors are a great resource for people who have a longer term financial plan that is central to their life, including people who own multiple properties and businesses, or those with defined short-term retirement goals.
Depending on the specifics of their company, they may also help advise you with insurance coverage, college savings plans, retirement plans, estate plans, or other financial needs.
Make sure to read all of their materials and policies before you have a meeting with them. You want to know how they are set up in terms of fees in your particular situation. Understand how they are compensated for what services they may provide.
The average financial advisor fee is 1%. Basically, the larger the size of assets under management, the higher he/she will earn.