Henderson, NC Financial Advisors and Resources



Financial Advisor Firms in Henderson, NC


PRIVATE WEALTH MANAGEMENT OF NORTH CAROLINA LLC

Website

(252) 492-8694

129 W. Belle Street

Henderson, NC 27536

SEC#: 801-108507
Years in Business: 5 years


How Retirement-Friendly is Henderson, NC?

  • Population: 14,948
  • % of Population 62 Years and Over: 20.1%
  • Average Home Value: $115,300
  • Average Monthly Housing Cost: $663
  • Average Household Income: $52,334
  • 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.)


Henderson, NC Financial Advisor FAQs

Financial advisors advise clients on various financial matters. Their work can range from retirement and estate planning for the wealthy to budget counselling for the average consumer.
It's always a good idea to have your questions prepared before going in for a meeting. When selecting a financial advisor, here are some of the key points to consider: What is their philosophy in terms of how they take care of clients? Do they follow ethical codes in regards investing and providing advice? ound knowledgeable when discussing how investments work? Are these answers easy to understand or do you need to go home after the meeting just to study up on what was discussed? Does he/she offer one-on-one advisory services based upon
Many people are content managing their money on their own, but there are some who decide that they would rather have an expert doing the work for them. Some choose to consult with a certified financial planner or certified financial counselor, either in person or over the phone, which can help make sure your portfolio is properly balanced and diversified.
Most financial advisors charge per hour, but there are fees for certain services as well.