Find a Financial Advisor in Gaston County, NC

 

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We did the hard work of finding trustworthy partners in Gaston County, NC.

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We Only Work With The Best Gaston County Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Gaston County, NC


  • Financial Advisor Close to Gaston County, NC

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in Gaston County, NC


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Gaston County, NC

We evaluated over 13,000 RIA firms to bring you the best of the best Gaston County financial advisors.
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How Retirement-Friendly is Gaston County, NC?

  • Population: 219,271
  • % of Population 62 Years and Over: 19.7%
  • Average Home Value: $156,600
  • Average Monthly Housing Cost: $855
  • Average Household Income: $69,460
  • 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.)



The Top Financial Advisor Firms in Gaston County, NC

 

CORNERSTONE WEALTH GROUP, LLC

Website

(704) 865-0039

609 S. New Hope Road, Ste 200D

Gastonia, NC 28054

SEC#: 801-112164
Years in Business: 4 years

 


Gaston County, NC Financial Advisor FAQs

It is almost impossible to understand how complicated financial markets are, so the best thing to do is get a professional who has been trained in economics and finance. They have gone through rigorous training courses and have specific licenses from the government.
Financial advisors' tasks might include setting up trusts, estate plans, education funding strategies and tax planning for business owners.
One should ask a financial advisor if they are registered with the SEC and FINRA. You need to know if they have experience and specialize in investments. You might also want to know their areas of investment expertise when it comes to analyzing risks, stocks, equities, bonds, insurance products or other alternatives.
Financial advisors may earn money thru client fees, commissions, salaries, and bonuses.