Southern Pines, NC Financial Advisors and Resources



Financial Advisor Firms in Southern Pines, NC


MILESTONE ADVISORY PARTNERS, LLC

Website

(910) 691-6100

103 Bradford Village Court

Southern Pines, NC 28387

SEC#: 801-106642
Years in Business: 6 years

GARRETT INVESTMENT ADVISORS, LLC

Website

(910) 725-1257

225 N. Bennett St.
Suite G
Southern Pines, NC 28387

SEC#: 801-72913
Years in Business: 9 years

WEALTHSHIELD PARTNERS, LLC

Website

(919) 851-5512

510 Nw Broad Street
Suite 375
Southern Pines, NC 28387

SEC#: 801-78937
Years in Business: 7 years

WEALTHSHIELD PARTNERS, LLC

Website

(919) 851-5512

510 Nw Broad Street
Suite 375
Southern Pines, NC 28387

SEC#: 801-78937
Years in Business: 7 years

GARRETT INVESTMENT ADVISORS, LLC

Website

(910) 725-1257

225 N. Bennett St.
Suite G
Southern Pines, NC 28387

SEC#: 801-72913
Years in Business: 9 years

GARRETT INVESTMENT ADVISORS, LLC

Website

(910) 725-1257

225 N. Bennett St.
Suite G
Southern Pines, NC 28387

SEC#: 801-72913
Years in Business: 9 years

WEALTHSHIELD PARTNERS, LLC

Website

(919) 851-5512

510 Nw Broad Street
Suite 375
Southern Pines, NC 28387

SEC#: 801-78937
Years in Business: 7 years

PARSEC FINANCIAL MANAGEMENT INC

Website

(910) 684-8054

140-B Sw Broad Street

Southern Pines, NC 28387

SEC#: 801-16359
Years in Business: 40 years

GARRETT INVESTMENT ADVISORS, LLC

Website

(910) 725-1257

225 N. Bennett St.
Suite G
Southern Pines, NC 28387

SEC#: 801-72913
Years in Business: 9 years


How Retirement-Friendly is Southern Pines, NC?

  • Population: 14,022
  • % of Population 62 Years and Over: 31.1%
  • Average Home Value: $302,800
  • Average Monthly Housing Cost: $1,006
  • Average Household Income: $92,746
  • 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.)


Southern Pines, NC Financial Advisor FAQs

A financial advisor can help you keep your finances on track by monitoring how much money you have coming in and going out, and providing a plan for where to stash it. Essentially a financial advisor will give a person the tools needed to manage their finances.
Find out what industry and company she or he works for and what benefits they offer. The first thing you want to do is learn more about any financial advisor's educational background, professional qualifications, and professional affiliations. This will not only give you information about the person's credentials but also give insight into their personality. Do they work for a company with experience in your industry? Are they certified by any recognized entities such as the National Association of Securities Dealers (NASD)? Do they specialize in specific types of investments like stocks or mutual funds?
A lot of people go through the process of selecting a financial advisor without actually understanding what to look for. Connecting with someone that is trustworthy and competent should be your priority, not just how hard they close or how slick their marketing materials are.
Financial advisors often suggest investments to their clients who have expressed a certain financial risk tolerance. A high-risk investment with a higher rate of return will be recommended for those more willing to take risks, and a more secure, low-risk investment would be recommended for those not as willing to risk as much on the chance of an increase in return. In this way, some degree of risk management may be carried out as well as some degree by investing primarily in stocks or primarily in bonds.