Wealth Management in Mecklenburg County, NC

We did the hard work of finding trustworthy partners in Mecklenburg County, NC. Fill out the form to get connected.
Scroll to List of Firms

Connect With a Wealth Manager

AS SEEN IN

Entrepreneur
MSN Money
Business Insider
Investopedia
Nasdaq
Yahoo Finance
Market Watch

List of Firms

Mecklenburg County, NC Wealth Management Firms

Ballantyne Wealth Management - Gordon Semeniuk - UBS Financial Services Inc.
Location 13024 Ballantyne Corporate Pl Suite 650, Charlotte, NC 28277, USA
Phone (704) 343-4055
Language https://advisors.ubs.com/gordonsemeniuk/?utm_source=Yext&utm_medium=GMB&utm_campaign=172648&y_source=1_MTg4ODg1ODUtNzE1LWxvY2F0aW9uLmdvb2dsZV93ZWJzaXRlX292ZXJyaWRl
Directions
Fred Kauffman - TIAA Wealth Management Advisor
Location 3440 Toringdon Way Suite 200, Charlotte, NC 28277, USA
Phone (877) 535-3910
Language https://locations.tiaa.org/advisors/fred-kauffman
Directions
Laurel Wealth Advisors LLC
SEC File# 801-69151
CRD# 118469
Location 309 S Laurel Ave, Charlotte, NC 28207, USA
Phone (704) 927-4379
Directions
Rankin Wealth Management - UBS Financial Services Inc.
Location 6100 Fairview Rd, Charlotte, NC 28210, USA
Phone (704) 362-8227
Language https://advisors.ubs.com/rankin/?utm_source=Yext&utm_medium=GMB&utm_campaign=166389&y_source=1_MjI3MTI2OTctNzE1LWxvY2F0aW9uLmdvb2dsZV93ZWJzaXRlX292ZXJyaWRl
Directions
GCG Wealth Management
SEC File# 801-54905
CRD# 421
5 out of 5
Location 1415 Vantage Park Drive Suite 250, Charlotte, NC 28203, USA
Phone (704) 372-4491
Language http://www.gcgwm.com/
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 3:30 PM Saturday: Closed Sunday: Closed
Directions
Alloy Wealth Management
5 out of 5
Location 13925 Ballantyne Corporate Pl Suite 190, Charlotte, NC 28277, USA
Phone (800) 689-3935
Language https://www.alloywealth.com/
Directions
Muirfield Wealth Advisors
SEC File# 801-122184
CRD# 316071
Location 6101 Carnegie Blvd Suite 550, Charlotte, NC 28209, USA
Phone (704) 442-0047
Language https://www.muirfieldwealth.com/
Directions
Wealth Management in Mecklenburg County, NC

Where Wealth Management Advisors in Mecklenburg County, NC Serve

Mecklenburg County, located in North Carolina, boasts a plethora of landmarks that are sure to captivate any visitor. From the Charlotte Motor Speedway to the NASCAR Hall of Fame, there is no shortage of exciting attractions to explore. The county is also home to top employers such as Bank of America and Wells Fargo, which provide ample job opportunities for residents. In terms of transportation, Mecklenburg County is well-connected by major highways and streets, including I-77, I-85, and I-485, making it easy for commuters to navigate the area. Neighborhoods such as Dilworth, Myers Park, and South End offer a diverse range of housing options, from historic homes to modern apartments. Overall, Mecklenburg County is a vibrant and dynamic place to live, work, and play, with something for everyone to enjoy.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Mecklenburg County, NC can benefit from a bank in a variety of ways. One of the most common ways is through access to financial resources that can help them achieve their goals. For instance, banks can provide loans to residents who want to start a business, purchase a home, or invest in their education. In addition, banks can offer financial planning services to help residents manage their money more effectively and make smart investment decisions. Mecklenburg County, NC is a rapidly growing area with a diverse population, and banks can help residents navigate the complexities of the local economy. By providing access to financial resources and expertise, banks can empower residents to achieve their financial goals and build a more prosperous future for themselves and their families.

Insurance Broker

Residents of Mecklenburg County, NC can benefit from the expertise of an insurance broker in a variety of ways. For instance, an insurance broker can help residents navigate the complex healthcare system in Mecklenburg County, which is home to several major hospitals and healthcare providers. With a deep understanding of the local healthcare landscape, an insurance broker can help residents find the right healthcare plan to meet their needs and budget. Additionally, an insurance broker can assist residents with other types of insurance, such as auto insurance, homeowners insurance, and life insurance. With so many different insurance options available, it can be difficult for residents to know which policies offer the best coverage and value. An insurance broker can provide personalized recommendations and help residents make informed decisions about their insurance needs.

Retirement Planning

Residents of Mecklenburg County, NC can greatly benefit from the services of a retirement planner. With a population of over 1 million people, the county is home to a diverse range of individuals with varying financial goals and needs. A retirement planner can assist residents in creating a personalized financial plan that takes into account their unique circumstances, such as the high cost of living in Charlotte, the county's largest city. They can also help residents navigate the complexities of retirement planning, including tax implications, investment strategies, and estate planning. Additionally, a retirement planner can provide guidance on healthcare costs, which can be a significant expense for retirees in Mecklenburg County due to the county's large elderly population. Overall, a retirement planner can help residents of Mecklenburg County, NC achieve financial security and peace of mind in their retirement years.

Financial Advisor

Residents of Mecklenburg County, NC can benefit greatly from the guidance of a financial advisor. With a population of over 1 million people, Mecklenburg County is the largest county in North Carolina, and the financial needs of its residents are diverse and complex. A financial advisor can help individuals and families in Mecklenburg County to create a comprehensive financial plan that takes into account their unique circumstances, such as the high cost of living in Charlotte and the surrounding areas. They can also provide guidance on retirement planning, college savings, and estate planning, as well as help residents navigate the complexities of tax laws and regulations. With so many financial options available, a financial advisor can help residents of Mecklenburg County make informed decisions that align with their goals and values, and ultimately achieve financial security and peace of mind.

Mortgage Loan Officer

Residents of Mecklenburg County, NC can benefit significantly from the assistance of a mortgage loan officer. With the county being home to the city of Charlotte, which is a major financial hub in the United States, residents have access to a plethora of mortgage options. However, navigating through the complex process of obtaining a mortgage can be challenging, and this is where a mortgage loan officer comes in. These professionals can help residents understand the different types of mortgages available, the requirements for each, and the best options based on their financial situation. They can also assist with the application process, ensuring that all necessary documents are submitted on time and that the application is processed efficiently. Additionally, mortgage loan officers can help residents with credit counseling and improving their credit scores, which is essential for obtaining a favorable mortgage rate. Overall, the expertise of a mortgage loan officer can make the process of buying a home in Mecklenburg County, NC, much smoother and less stressful for residents.

Tax Services

Mecklenburg County, NC is home to a diverse population that includes individuals, families, and businesses. A tax advisor can help residents of the county in a variety of ways, including navigating complex tax laws and regulations, identifying tax credits and deductions, and minimizing tax liability. Specifically, residents of Mecklenburg County, NC may benefit from the expertise of a tax advisor in understanding the state's tax code, which includes a flat income tax rate of 5.25% and a sales tax rate of 7.25%. Additionally, a tax advisor can assist with property tax assessments, which can be particularly complex in a county like Mecklenburg, where property values can vary widely depending on location and other factors. With the help of a tax advisor, residents of Mecklenburg County, NC can ensure that they are complying with all tax laws and regulations while maximizing their tax savings.

Estate Planning Lawyer

Residents of Mecklenburg County, NC can benefit from the services of an estate planning lawyer in many ways. One of the most common ways is by creating a will that outlines how their assets will be distributed after their passing. This is especially important in Mecklenburg County, which has a growing population of retirees and elderly individuals. An estate planning lawyer can also help residents create trusts to protect their assets and ensure they are used for specific purposes, such as funding education or providing for a disabled family member. Additionally, an estate planning lawyer can assist with healthcare directives, which are important in a county like Mecklenburg where there are numerous healthcare facilities and providers. These directives allow individuals to specify their wishes for medical treatment in the event they are unable to make decisions for themselves. Overall, an estate planning lawyer can provide invaluable assistance to residents of Mecklenburg County, NC in ensuring their assets and healthcare wishes are protected and honored.

FREQUENTLY ASKED QUESTIONS

Comprehensive Wealth Management FAQs

Wealth management services offered by a skilled wealth manager in Mecklenburg County, NC can provide a comprehensive financial plan that meets the unique needs of each client. These services can include investment management, tax planning, estate planning, retirement planning, and risk management. Mecklenburg County, NC is a thriving business hub with a diverse economy, including banking, healthcare, and technology industries. A wealth manager in this area can leverage their knowledge of the local economy to help clients make informed investment decisions. With complex tax laws and regulations, a wealth manager can also provide guidance on tax planning strategies that can help clients minimize their tax liability. Additionally, a wealth manager can assist with estate planning and retirement planning to ensure that clients' assets are protected and their financial goals are achieved. Overall, a wealth manager in Mecklenburg County, NC can provide a tailored approach to wealth management that maximizes the potential for financial success.

Mecklenburg County, NC is the ultimate destination for those seeking a wealth manager. The county's thriving economy, coupled with its diverse financial landscape, makes it the perfect place to secure your financial future. With its bustling metropolis, Charlotte, at the heart of the county, Mecklenburg boasts an array of financial institutions, each equipped with highly skilled and experienced wealth managers. These professionals possess an in-depth understanding of the local market, enabling them to offer tailored financial advice that best suits each client's unique needs. Furthermore, Mecklenburg County's strategic location, nestled between the Appalachian Mountains and the Atlantic Ocean, provides ample investment opportunities in various industries, including real estate, healthcare, and technology. In short, Mecklenburg County, NC, is the place to be if you're looking for a wealth manager who can help you navigate the complex financial world and secure your financial future.