Find a Financial Advisor in Wilkesboro, NC

 

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

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We Only Work With The Best Wilkesboro 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 Wilkesboro, NC


  • Financial Advisor Close to Wilkesboro, 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 Wilkesboro, 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 Wilkesboro, NC

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

  • Population: 3,495
  • % of Population 62 Years and Over: 29.5%
  • Average Home Value: $164,000
  • Average Monthly Housing Cost: $679
  • Average Household Income: $52,664
  • 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 Wilkesboro, NC

 

CONCORDE FINANCIAL RESOURCES

Website

(336) 838-4100

1836 West Us Hwy 421

Wilkesboro, NC 28697

SEC#: 801-113094
Years in Business: 3 years

 


Wilkesboro, NC Financial Advisor FAQs

A financial advisor advises their clients on how to leverage financial products for their best interest. The advice dispensed ranges wildly, anything from retirement planning to how to afford a home.
Yes. Financial advisors can help you to put together a strategy for your money that includes retirement, college savings, and other goals. They have the knowledge to take advantage of opportunities and minimize risks so that your financial goals are realistic and attainable.
A few things you should consider when looking to hire a trustworthy investment or financial adviser are qualifications, experience and customer care.
There are many different ways financial advisors get paid. In order of commission from lowest to highest, they can be charge on either a flat fee or a percentage basis of the assets under management, charge set fees for services rendered or as retainer fees, and then receive commissions from long-term insurance products.