Find a Financial Advisor in Rowan County, NC

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We did the hard work of finding trustworthy partners in Rowan County, NC.

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We Only Work With The Best Rowan County Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Rowan County, NC


  • Financial Advisor Close to Rowan County, NC

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in Rowan County, NC


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Rowan County, NC

We evaluated over 13,000 RIA firms to bring you the best of the best Rowan County financial advisors.
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How Retirement-Friendly is Rowan County, NC?

  • Population: 140,296
  • % of Population 62 Years and Over: 20.9%
  • Average Home Value: $148,600
  • Average Monthly Housing Cost: $766
  • Average Household Income: $65,110
  • 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.)



The Top Financial Advisor Firms in Rowan County, NC

 

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

Website

(704) 216-2260

1816 E. Innes Street Suite #102

Salisbury, NC 28146

SEC#: 801-57198
Years in Business: 22 years

 


Rowan County, NC Financial Advisor FAQs

Rowan County is located in central North Carolina, just west of Charlotte. The county covers an area of 557 square miles. The county seat is Salisbury. The top employer of Rowan County, North Carolina is Food Lion, LLC with 15,001 employees and an annual revenue of $19.4 billion. Rowan County, North Carolina is best known for its history. It was one of the first counties formed in the state and is home to a number of important historical sites, including the Reed Gold Mine and the Rowan Museum. The county is also a center of manufacturing and agriculture. It's important to reach out to only the trusted financial advisors in your area. That's why we've got a couple of financial advisors serving in Rowan County, North Carolina to introduce you to them. This occupies the western part of its state. It is considered among the Charlotte Metropolitan Area, and its designated seat is the City of Salisbury. It is bordered on the north by Davie County, on the east by Davidson County, on the south by Cabarrus County, and on the west by Iredell County. Rowan County, North Carolina's financial advisors are in high demand, and you'll want to discover one who can assist you in managing your finances. Consult the list below to find a financial advisor in your area!

Hourly rates for financial advisors vary depending on the region, scope of service and quality of service offered, with typical rates ranging from $150-$350 per hour. Quarterly fees typically range between $1200-$5000 ($2500-10000 annually).

Financial advisors are paid in a number of ways. Their fee structures are largely dependent on the service that they provide or their area of specialization. Most commonly, advisors earn either through commissions or through hourly fees.

Try to ask if he has previously handled clients that are closely the same as with your profile. Ask how he has handled their situation and the successes/failures he has gone through their work relationship.

A financial advisor gathers and interprets personal and family financial information (including budgeting, cash flow, net worth and risk assessment), and explains different types of products to help provide security for individuals' future.