Forsyth County, NC Financial Advisors and Resources



Financial Advisor Firms in Forsyth County, NC


ARBOR INVESTMENT ADVISORS

Website

(336) 777-1677

300 South Main Street

Winston Salem, NC 27101

SEC#: 801-58281
Years in Business: 20 years

BLUE ROCK WEALTH MANAGEMENT, LLC

Website

(336) 723-1220

524 North Trade Street

Winston Salem, NC 27101

SEC#: 801-60460
Years in Business: 20 years

CASSIA CAPITAL PARTNERS LLC

Website

(336) 723-4585

1144 West Fourth Street
Suite 200
Winston Salem, NC 27101

SEC#: 801-119057
Years in Business: 1 years

TIMONIER

Website

(336) 725-5010

121 Reynolda Village
Suite B
Winston Salem, NC 27106

SEC#: 801-70341
Years in Business: 12 years

HORIZON FINANCIAL SERVICES, LLC

Website

(336) 659-7060

3880 Vest Mill Rd.
Suite 100
Winston Salem, NC 27103

SEC#: 801-113778
Years in Business: 3 years

SHEETS SMITH WEALTH MANAGEMENT

Website

(336) 765-2020

120 Club Oaks Court
Suite 200
Winston Salem, NC 27104

SEC#: 801-31437
Years in Business: 33 years

SALEM INVESTMENT COUNSELORS INC

Website

(336) 768-7230

480 Shepherd Street

Winston Salem, NC 27103

SEC#: 801-14487
Years in Business: 42 years

SOUTH STREET CAPITAL MANAGEMENT LLC

Website

(336) 760-9331

751 W. Fourth Street
Suite 400
Winston Salem, NC 27101

SEC#: 801-118995
Years in Business: 1 years

STEPHENS INC.

Website

(336) 251-0400

101 S Stratford Road
Suite 200
Winston Salem, NC 27104

SEC#: 801-15510
Years in Business: 41 years


How Retirement-Friendly is Forsyth County, NC?

  • Population: 375,195
  • % of Population 62 Years and Over: 19%
  • Average Home Value: $162,100
  • Average Monthly Housing Cost: $867
  • Average Household Income: $76,256
  • 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.)


Forsyth County, NC Financial Advisor FAQs

If you're looking for a financial advisor, you need to know that almost anyone out there is legally able to call themselves an advisor' and offer their services - not just certified financial planners.
Customers should ask financial advisors questions about how much investment experience they have, what type of investments they offer, and if their professional track record will prove their services.
Absolutely. Financial planning isn't something you can do on your own anymore. It's not hard or complicated, but there are layers of issues with taxes and insurance that even the best investment advisor will help to untangle.
Whether you're given pointers on how much to save each month, educated on tax-free accounts, or just need someone to have long talks with about what lies ahead in life for your children -- financial advisors can provide you all that and more.