Union County, NC Financial Advisors and Resources

Financial Advisor Firms in Union County, NC



(661) 225-9848

121 South Broome Street

Waxhaw, NC 28173

SEC#: 801-114673
Years in Business: 2 years

How Retirement-Friendly is Union County, NC?

  • Population: 231,053
  • % of Population 62 Years and Over: 15.2%
  • Average Home Value: $254,300
  • Average Monthly Housing Cost: $1,217
  • Average Household Income: $107,967
  • 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.)

Union County, NC Financial Advisor FAQs

Financial advisors have a wide range of fees depending on their qualifications and the level of service they offer, but most advisors charge an hourly fee.
Financial advisors may earn via commissions. The amount is based on a certain percentage of the product they sell to clients.
Ask about the financial advisor's educational background, work background, credentials, licenses, and affiliations. Make sure to have these verified with the proper regulatory bodies.
A financial advisor can help you examine your current financial situation, develop a plan to reach your goal, and monitor the progress towards that goal.