Cornelius, NC Financial Advisors and Resources



Financial Advisor Firms in Cornelius, NC


ASPIRE PRIVATE CAPITAL

Website

(704) 237-9927

19410 Jetton Road
Suite 110
Cornelius, NC 28031

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

POWELL WEALTH

Website

(704) 439-0027

17818 Statesville Rd
Suite 221
Cornelius, NC 28031

SEC#: 801-88185
Years in Business: 6 years

ALPHASTAR CAPITAL MANAGEMENT, LLC

Website

(855) 340-2514

19520 West Catawba Avenue
Suite 112
Cornelius, NC 28031

SEC#: 801-72361
Years in Business: 10 years

SA STONE INVESTMENT ADVISORS INC.

Website

(704) 295-6629

20915 Catawba Ave

Cornelius, NC 28031

SEC#: 801-80747
Years in Business: 6 years

MARINER INVESTMENT GROUP, LLC

Website

(980) 231-8208

19315 W. Catawba Avenue
Suite 1A
Cornelius, NC 28031

SEC#: 801-62016
Years in Business: 18 years

MILESTONE ASSET MANAGEMENT, LLC

Website

(704) 947-8444

19315 W. Catawba Avenue
Suite 106
Cornelius, NC 28031

SEC#: 801-119634
Years in Business: 0 years

INDEPENDENT ADVISOR ALLIANCE, LLC

Website

(704) 236-6615

18716 W. Catawba Avenue

Cornelius, NC 28031

SEC#: 801-78808
Years in Business: 7 years

INDEPENDENT ADVISOR ALLIANCE, LLC

Website

(704) 975-3355

18067 W Catawba Ave
Ste 206
Cornelius, NC 20831

SEC#: 801-78808
Years in Business: 7 years

SA STONE INVESTMENT ADVISORS INC.

Website

(704) 295-6629

20915 Catawba Ave

Cornelius, NC 28031

SEC#: 801-80747
Years in Business: 6 years


How Retirement-Friendly is Cornelius, NC?

  • Population: 29,256
  • % of Population 62 Years and Over: 18.9%
  • Average Home Value: $318,100
  • Average Monthly Housing Cost: $1,372
  • Average Household Income: $128,977
  • 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.)


Cornelius, NC Financial Advisor FAQs

It's a good idea to have professional advice from a financial advisor because it can help you avoid making mistakes. When you have a financial advisor, he or she can provide you with your best options for investing. He or she will look at your specific situation and recommend a plan for getting the most out of your money. You'll also feel more confident about taking risks that could end up being worth it if the advisors has looked over everything beforehand.
It depends on a number of factors, including the size of your portfolio and the needs of the client. Generally a financial advisor may cost you between 0.5% - 1% annually.
A financial advisor helps you to plan for your future by considering what is most important to you. This includes both the current and long-term aspects of your financial life. Beyond the basic discussion, he will help you create a framework for managing money effectively so it can help provide stability for your family if something happens to you.
Financial advisors are generally compensated with three factors in mind: how much they can help you grow your investments or reach your goals, how much work it will take them to do that, and their level of expertise and experience.