Iredell County, NC Financial Advisors and Resources

Financial Advisor Firms in Iredell County, NC



(704) 947-6985

150 Fairview Road
Suite 130
Mooresville, NC 28117

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

How Retirement-Friendly is Iredell County, NC?

  • Population: 175,538
  • % of Population 62 Years and Over: 19%
  • Average Home Value: $206,700
  • Average Monthly Housing Cost: $949
  • Average Household Income: $85,338
  • 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.)

Iredell County, NC Financial Advisor FAQs

Yes! They provide support to clients for any sort of investment or financial need ranging from personal tax deductions to retirement planning advice. Good advisors are worth the time and money spent with them because so much can go wrong with investments if you don't use an advisor.
An advisor may work with one or more specialists to provide a holistic service that meets the needs of their clients. They make a comprehensive financial plan based on your risk tolerance, age, and many other factors.
Ask if they have an experience working for financial firms or if they work independently.
The various means financial advisors earn money are through commissions on the sale of investments, flat fee, hourly rate, or a commission on the total cost of service rendered.