Guilford County, NC Financial Advisors and Resources

Financial Advisor Firms in Guilford County, NC



(336) 781-4525

4035 Premier Drive
Suite 201
High Point, NC 27265

SEC#: 801-79876
Years in Business: 7 years

How Retirement-Friendly is Guilford County, NC?

  • Population: 527,868
  • % of Population 62 Years and Over: 18.3%
  • Average Home Value: $171,200
  • Average Monthly Housing Cost: $927
  • Average Household Income: $76,720
  • 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.)

Guilford County, NC Financial Advisor FAQs

It is always smart to consult with a financial advisor before making any major financial decisions. Your best interests are the top priority, and they bring you the personalized service you deserve.
Typically, a financial advisor will read and analyze your assets and liabilities, assessing any specific financial needs. They then help clients determine strategies that will lead them to uncomplicated paths in meeting their financial goals.
A key question to ask on your first meeting is to find out the advisor's practices and qualifications. Ask for his/her CV, inquire about experience, trainings and incentives (i.e., how they get paid). This will give you an idea of what you can expect from this person in return for paying them.
Most financial advisors are compesated via commissions and fees.