Winston-Salem, NC Financial Advisors and Resources



Financial Advisor Firms in Winston-Salem, NC


WESTHAMPTON CAPITAL

Website

(336) 725-5579

2150 Country Club Rd
Suite 250
Winston-Salem, NC 27104

SEC#: 801-80073
Years in Business: 7 years

VERGER CAPITAL MANAGEMENT

Website

(336) 934-4101

751 W. Fourth St.
Suite 410
Winston-Salem, NC 27101

SEC#: 801-79726
Years in Business: 7 years

ACCRUENT WEALTH ADVISORS

Website

(336) 760-4829

1399 Ashleybrook Lane, Suite 120

Winston-Salem, NC 27103

SEC#: 801-118266
Years in Business: 1 years

SEMMAX FINANCIAL ADVISORS, INC.

Website

(336) 856-0080

1447 Trademart Blvd

Winston-Salem, NC 27127

SEC#: 801-110932
Years in Business: 4 years

NOVANT ASSET MANAGEMENT, LLC

Website

(336) 277-6605

380 Knollwood Street
Suite 400
Winston-Salem, NC 27103

SEC#: 801-68335
Years in Business: 14 years

FIVE POINTS CAPITAL, INC.

Website

(336) 733-0350

101 N. Cherry Street, Suite 700

Winston-Salem, NC 27101

SEC#: 801-73796
Years in Business: 9 years

WELLS FARGO INVESTMENT INSTITUTE, INC.

Website

(336) 842-7031

100 N. Main Street

Winston-Salem, NC 27101

SEC#: 801-64191
Years in Business: 16 years

JT STRATFORD, LLC

Website

(336) 765-7595

505 Olive Street

Winston-Salem, NC 27103

SEC#: 801-101474
Years in Business: 6 years

VIRTUE CAPITAL MANAGEMENT, LLC

Website

(336) 408-5595

4400 Silas Creek Parkway
Suite 200
Winston-Salem, NC 27104

SEC#: 801-79938
Years in Business: 7 years


How Retirement-Friendly is Winston-Salem, NC?

  • Population: 244,115
  • % of Population 62 Years and Over: 17.3%
  • Average Home Value: $149,000
  • Average Monthly Housing Cost: $847
  • Average Household Income: $71,423
  • 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.)


Winston-Salem, NC Financial Advisor FAQs

A financial advisor provides guidance and advice based on one's financial needs. It is their responsibility to provide the best solutions for their clients, taking into account factors like risk tolerance, age, income stability, retirement readiness, investment experience - you name it. They are there to help make the process of managing your money easier and more successful than ever before.
Simply put, a financial advisor can make it easier for you to stay on track with your money. Financial advisors offer professional guidance on the investments that would be right for you and will keep your hand in managing them going forward.
When choosing a financial advisor, be sure to find someone who is committed to the fiduciary standard.
There are many different answers to this question based on things like location, type of advisor, and quality. It could depend on how much you're willing to spend.