Davidson, NC Financial Advisors and Resources



Financial Advisor Firms in Davidson, NC


VISION CAPITAL & MANAGEMENT

Website

(704) 894-9639

108 South Main Street
Suite B
Davidson, NC 28036

SEC#: 801-66188
Years in Business: 15 years

MERIT FINANCIAL GROUP, LLC

Website

(704) 892-1288

130 Harbour Place Drive
Suite 250
Davidson, NC 28036

SEC#: 801-67462
Years in Business: 14 years

UNITED INCOME, INC.

Website

(704) 947-6162

559 Davidson Gateway Dr
Suite 101
Davidson, NC 28036

SEC#: 801-111630
Years in Business: 4 years

MERIT FINANCIAL GROUP, LLC

Website

(704) 892-1288

130 Harbour Place Drive
Suite 250
Davidson, NC 28036

SEC#: 801-67462
Years in Business: 14 years

GC OPAL ADVISORS LLC

Website

(980) 231-5657

130 Harbour Place
Suite 340
Davidson, NC 28036

SEC#: 801-111632
Years in Business: 4 years

GC ADVISORS LLC

Website

(980) 231-5657

130 Harbour Place
Suite 340
Davidson, NC 28036

SEC#: 801-70448
Years in Business: 12 years

GC OPAL ADVISORS LLC

Website

(980) 231-5657

130 Harbour Place
Suite 340
Davidson, NC 28036

SEC#: 801-111632
Years in Business: 4 years

OMNISTAR FINANCIAL GROUP, INC.

Website

(828) 234-3452

288 S Faulkner Way

Davidson, NC 28036

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


How Retirement-Friendly is Davidson, NC?

  • Population: 12,735
  • % of Population 62 Years and Over: 17.4%
  • Average Home Value: $473,300
  • Average Monthly Housing Cost: $1,559
  • Average Household Income: $158,312
  • 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.)


Davidson, NC Financial Advisor FAQs

Financial advisors can help by helping you to take stock of your overall financial position; developing a retirement strategy; and creating a personalized investment program that fits your needs.
Here are two reasons why you should still get a financial advisor, regardless of age or income level. One is that good personal finance principles are always relevant regardless of age, and second your circumstances will changed over time whether you like it or not.
Make sure your advisor works through a broker-dealer so you have access to a level trading platform. You should also make sure that your advisor charges a fee, not a commission--commissions usually mean you'll be in perpetual investment limbo with high turnover.
Financial advisors vary in which services they provide, as well as their fees. For example, there are those who focus exclusively on retirement services and financial planning for independent seniors. Others may advise retirees about managing a portfolio of investments to include growth capital and protection from risk.