Best Financial Advisors in Harnett County, NC

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List of Firms

Harnett County, NC Fiduciary Financial Advisors

Edward Jones - Financial Advisor: David A Hernandez Jr
5 out of 5
Location Berkshire Pl, 604 Stellata Dr, Fuquay-Varina, NC 27526, USA
Phone (919) 285-3113
Directions
Edward Jones - Financial Advisor: Angela J Brown, AAMS™
5 out of 5
Location 16 W Front St, Lillington, NC 27546, USA
Phone (910) 893-9991
Directions
Financial Advisors in Harnett County, NC

Where Certified Financial Advisors in Harnett County, NC Serve

Harnett County, NC is a vibrant and dynamic area that boasts a plethora of landmarks, top employers, major highways and streets, and neighborhoods. From the majestic Cape Fear River to the historic Averasboro Battlefield and Museum, Harnett County is home to an array of iconic landmarks that showcase the rich history and culture of the region. Top employers in the area include Campbell University, Cape Fear Valley Health System, and Novo Nordisk, which provide a diverse range of job opportunities for residents. The county is also home to major highways and streets such as Interstate 95, US Route 421, and NC Route 27, which offer convenient access to neighboring cities and towns. Harnett County is comprised of several distinct neighborhoods, each with its own unique character and charm. From the quaint and charming town of Angier to the bustling city of Dunn, there is something for everyone in Harnett County.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Harnett County, NC can greatly benefit from the services of a financial advisor. With a median household income of $50,000, many families in the area may struggle with budgeting and managing their finances. A financial advisor can provide guidance on creating a budget, saving for retirement, and investing wisely. Additionally, Harnett County has a large population of military families due to its proximity to Fort Bragg. Financial advisors can assist these families with navigating the unique financial challenges that come with military life, such as frequent relocations and deployments. Overall, a financial advisor can help residents of Harnett County achieve their financial goals and improve their financial well-being.

Insurance Broker

Residents of Harnett County, NC can benefit greatly from the services of an insurance broker. With a broker's assistance, individuals can navigate the complex world of insurance policies and find coverage that suits their specific needs. Harnett County is home to many residents who work in agriculture and manufacturing, and an insurance broker can help them find coverage for their farms and businesses. Additionally, Harnett County experiences frequent severe weather events, such as hurricanes and tornadoes, which can cause significant damage to homes and property. An insurance broker can help residents find comprehensive coverage to protect against these risks and ensure that they are prepared for any potential disasters. Overall, an insurance broker can provide valuable guidance and support to residents of Harnett County as they navigate the world of insurance.

Retirement Planning

Residents of Harnett County, NC would greatly benefit from the services of a retirement planner. With a population of over 135,000 people, many individuals in the area may not have the knowledge or resources to properly plan for their financial future. A retirement planner can assist in creating a personalized plan that takes into account factors such as Social Security benefits, pensions, and 401(k) plans. Additionally, with the county's close proximity to Fort Bragg, many residents may have unique retirement needs due to their military service. A retirement planner can provide guidance on navigating the complexities of military benefits and ensure that veterans receive the benefits they are entitled to. Overall, a retirement planner can provide peace of mind and help residents of Harnett County, NC achieve their financial goals for retirement.

Wealth Management

Residents of Harnett County, NC can benefit greatly from the services of a wealth manager. With a population of over 135,000, Harnett County is home to a diverse range of individuals, families, and businesses, each with their own unique financial needs. A wealth manager can help residents of Harnett County plan for their financial future by providing personalized investment advice, tax planning strategies, and retirement planning solutions. Additionally, with Harnett County's thriving agricultural industry, a wealth manager can assist farmers and other agricultural business owners with estate planning, succession planning, and risk management. Overall, a wealth manager can provide invaluable guidance and support to help residents of Harnett County achieve their financial goals and secure their financial future.

Mortgage Loan Officer

Residents of Harnett County, NC can benefit greatly from the services of a mortgage loan officer. These professionals can help residents secure financing for their dream homes, investment properties, or even refinancing existing mortgages. Harnett County is a rural area with a growing population, and a mortgage loan officer can provide valuable guidance and support to those navigating the local real estate market. They can help residents understand the various loan options available to them, including government-backed loans and other programs designed to help first-time homebuyers. Additionally, a mortgage loan officer can provide personalized advice to residents based on their unique financial situations, making it easier for them to achieve their homeownership goals.

Tax Services

Residents of Harnett County, NC can benefit greatly from the expertise of a tax advisor. One of the most common ways a tax advisor can help is by providing guidance on how to minimize tax liabilities while maximizing deductions. In Harnett County, where the median household income is lower than the state average, this can be especially important for families looking to make the most of their hard-earned money. Additionally, a tax advisor can assist with navigating complex tax laws and regulations, ensuring residents are in compliance with all requirements and avoiding potential penalties. With the help of a tax advisor, residents of Harnett County can feel confident in their financial decisions and have peace of mind knowing they are making the most of their resources.

Estate Planning Lawyer

Residents of Harnett County, NC can benefit greatly from the services of an estate planning lawyer. With a lawyer's help, individuals can create a comprehensive plan for their assets and property that ensures their wishes are carried out after they pass away. This can include drafting a will, establishing trusts, and designating beneficiaries for life insurance policies and retirement accounts. In Harnett County, where many families have ties to agriculture and farming, an estate planning lawyer can also assist with succession planning for family-owned businesses and farms. Additionally, a lawyer can help residents navigate the complex tax laws and regulations that can impact their estate planning decisions. By working with an estate planning lawyer, residents of Harnett County can have peace of mind knowing that their loved ones will be taken care of and their assets will be distributed according to their wishes.

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