Best Financial Advisors in Onslow County, NC

We did the hard work of finding trustworthy partners in Onslow County, NC. Fill out the form to get connected.

Connect With a Financial Planner

AS SEEN IN

Entrepreneur
MSN Money
Business Insider
Investopedia
Nasdaq
Yahoo Finance
Market Watch

List of Firms

Onslow County, NC Fiduciary Financial Advisors

Pugh & Associates Inc
Location 824 Gum Branch Rd Ste I, Jacksonville, NC 28540, USA
Phone (910) 455-6400
Directions
Financial Advisors in Onslow County, NC

Where Certified Financial Advisors in Onslow County, NC Serve

Onslow County, NC is a vibrant and diverse community with a plethora of landmarks, top employers, major highways and streets, and neighborhoods. From the iconic Camp Lejeune military base to the breathtaking beaches of Topsail Island, Onslow County has something for everyone. The county is home to a number of top employers, including the Onslow County School System, Onslow Memorial Hospital, and the United States Marine Corps. These organizations provide ample job opportunities and contribute to the economic growth of the region. Major highways and streets in Onslow County include Highway 17, Highway 24, and Western Boulevard. These thoroughfares connect the county to surrounding areas and make travel easy and convenient. Onslow County is comprised of several unique neighborhoods, each with its own charm and character. From the historic district of downtown Jacksonville to the family-friendly neighborhoods of Hubert and Sneads Ferry, there is a neighborhood to suit every lifestyle.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Onslow County, NC can benefit from the guidance of a financial advisor in several ways. One of the most common ways is through retirement planning, as many individuals in Onslow County are retired military personnel or government employees. A financial advisor can help them navigate the complex retirement benefits system and create a plan to maximize their income streams in retirement. Additionally, many residents in Onslow County work in industries such as healthcare or education, which may have unique financial considerations. A financial advisor can help them manage their student loan debt or navigate the complexities of healthcare benefits. Overall, a financial advisor can provide tailored guidance to help Onslow County residents achieve their financial goals and secure their financial future.

Insurance Broker

Residents of Onslow County, NC can benefit greatly from the services of an insurance broker. With the county being home to a large military population, an insurance broker can assist in finding the best coverage for military families and veterans. Additionally, Onslow County is prone to natural disasters such as hurricanes and flooding, making it crucial for residents to have proper insurance coverage. An insurance broker can help residents navigate the complexities of insurance policies and find the best options for their specific needs. Whether it's finding affordable health insurance or protecting their homes and businesses from potential damage, an insurance broker can provide valuable assistance to the residents of Onslow County.

Retirement Planning

Residents of Onslow County, NC can benefit greatly from the services of a retirement planner. With a population of over 200,000 people, many of whom are military families, there are unique financial challenges that retirees in this area face. A retirement planner can help residents of Onslow County, NC navigate the complexities of military retirement benefits, including pensions and healthcare. Additionally, a retirement planner can provide guidance on how to maximize Social Security benefits and create a comprehensive retirement plan that takes into account factors such as inflation, taxes, and long-term care. With the help of a retirement planner, residents of Onslow County, NC can feel confident and secure in their financial future.

Wealth Management

Residents of Onslow County, NC could benefit greatly from the expertise of a wealth manager. One of the most common ways a wealth manager could help is by assisting with retirement planning. Onslow County is home to many military families and retirees, as it is located near Camp Lejeune. A wealth manager could help these individuals navigate their retirement options and make informed decisions about their finances. Additionally, Onslow County has a growing population of young professionals who may need guidance on building wealth and investing for the future. A wealth manager could provide personalized advice and strategies to help these individuals reach their financial goals. Overall, a wealth manager could be a valuable resource for residents of Onslow County looking to secure their financial future.

Mortgage Loan Officer

Residents of Onslow County, NC can benefit greatly from the assistance of a mortgage loan officer. Specifically, many residents in this area are military families due to the presence of Marine Corps Base Camp Lejeune. A mortgage loan officer can help these families navigate the unique challenges of obtaining a mortgage while serving in the military, such as frequent relocations and deployments. Additionally, the loan officer can provide guidance on the various loan programs available, such as VA loans, and help residents find the best rates and terms for their individual financial situations. Overall, a mortgage loan officer can be a valuable resource for residents of Onslow County, NC looking to purchase or refinance a home.

Tax Services

Residents of Onslow 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 navigate the unique tax laws and regulations specific to Onslow County. For example, Onslow County has a relatively high property tax rate compared to other counties in North Carolina, and a tax advisor can provide valuable insight on how to minimize this expense. Additionally, a tax advisor can assist with filing tax returns, identifying deductions and credits, and ensuring compliance with state and federal tax laws. With the help of a tax advisor, residents of Onslow County can maximize their tax savings and minimize their tax liabilities.

Estate Planning Lawyer

Residents of Onslow County, NC can benefit greatly from the services of an estate planning lawyer. One of the most common ways an estate planning lawyer can help is by assisting with the creation of wills and trusts. This is especially important in Onslow County, which is home to a large military population. Many military families have unique estate planning needs, such as ensuring that their benefits and assets are properly distributed in the event of their death. An estate planning lawyer can also help with other important documents, such as healthcare directives and powers of attorney, which can provide peace of mind for individuals and their loved ones in the event of an unexpected illness or injury. Overall, an estate planning lawyer can help residents of Onslow County protect their assets and ensure that their wishes are carried out according to their wishes.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Onslow County, NC