Cumberland County, NC Financial Advisors and Resources

Financial Advisor Firms in Cumberland County, NC



(910) 860-7900

1995 Skibo Road
Suite 201
Fayetteville, NC 28314

SEC#: 801-56942
Years in Business: 16 years

How Retirement-Friendly is Cumberland County, NC?

  • Population: 332,861
  • % of Population 62 Years and Over: 14.3%
  • Average Home Value: $149,300
  • Average Monthly Housing Cost: $957
  • Average Household Income: $61,346
  • 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.)

Cumberland County, NC Financial Advisor FAQs

With so much information available, people often find themselves confused about what to do next when it comes to their finances. A qualified financial advisor with training is exactly what's needed for a person who wants an organized approach to managing their money.
Services such as investment analysis, estate and tax planning, risk management, estate settlement and portfolio/life-cycle management are only few of the things financial advisors do.
Always ask about their credentials and licenses. People should not deal with an advisor unless he/she is registered with the Financial Industry Regulatory Authority (FINRA).
Commission-based advisors are paid through a portion of the investment or products that a client buys.