Huntersville, NC Financial Advisors and Resources



Financial Advisor Firms in Huntersville, NC


CORNERSTONE WEALTH

Website

(704) 987-3410

16810 Kenton Drive
Suite 200
Huntersville, NC 28078

SEC#: 801-112164
Years in Business: 3 years

ADVISORY ALPHA, LLC

Website

(704) 763-1497

9820 Northcross Center Ct.
Suite 72
Huntersville, NC 28078

SEC#: 801-72499
Years in Business: 10 years

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Website

(704) 892-1012

16315-A Northcross Drive

Huntersville, NC 28078

SEC#: 801-69815
Years in Business: 12 years

CG ADVISORY SERVICES

Website

(704) 366-5776

113300 Vanstory Drive

Huntersville, NC 28078

SEC#: 801-67082
Years in Business: 15 years

CAPITAL ASSET ADVISORY SEERVICES, LLC

Website

(704) 366-5776

113300 Vanstory Drive

Huntersville, NC 28078

SEC#: 801-67082
Years in Business: 15 years

ADVISORY ALPHA, LLC

Website

(704) 763-1497

9820 Northcross Center Ct.
Suite 72
Huntersville, NC 28078

SEC#: 801-72499
Years in Business: 10 years

KINGSBURY CAPITAL INVESTMENT ADVISORS LLC

Website

(312) 380-5306

14134 Hiawatha Ct.

Huntersville, NC 28078

SEC#: 801-118323
Years in Business: 1 years

LAUREL WEALTH ADVISORS, LLC

Website

(704) 895-3018

16501 D Northcross Drive

Huntersville, NC 28078

SEC#: 801-69151
Years in Business: 13 years

CAPSOUTH PARTNERS, INC.

Website

(704) 658-7067

8712 Lindholm Dr, Suite 300

Huntersville, NC 28078

SEC#: 801-63509
Years in Business: 17 years


How Retirement-Friendly is Huntersville, NC?

  • Population: 55,980
  • % of Population 62 Years and Over: 13.7%
  • Average Home Value: $301,900
  • Average Monthly Housing Cost: $1,525
  • Average Household Income: $120,733
  • 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.)


Huntersville, NC Financial Advisor FAQs

A financial advisor can be a valuable way to maintain a diversified portfolio and to improve your income growth.
A financial advisor is a person who helps clients to plan and manage their cash flow, investments, retirement planning and risk management. The tasks associated with being a financial advisor can vary from individual to individual depending on an advisor's particular training and experience.
There may be many considerations to take into account when choosing a financial advisor: honesty, qualifications and work history.
Seek out 3 independent professional referral sources that you trust. Once you find the right fit, it's important to be open and candid with them about your goals, investment constraints, and comfort level in managing risk.