Wealth Management in Albemarle, NC

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List of Firms

Albemarle, NC Wealth Management Firms

Uwharrie Investment Group
5 out of 5
Location 132 N 1st St, Albemarle, NC 28001, USA
Phone (704) 983-5959
Stipp Wealth Management, LLC
Location 1626 Cavendish Ct, Charlotte, NC 28211, USA
Phone (704) 255-1717
Strategic Investment Group
Location 132 N 1st St, Albemarle, NC 28001, USA
Phone (704) 982-4520
Edward Jones
SEC File# 801-3297
CRD# 250
Location 731 N 2nd St B, Albemarle, NC 28001, USA
Phone (704) 983-6103
Victory Wealth Management, Inc.
Location 603 N Main St, China Grove, NC 28023, USA
Phone (704) 857-4924
Welcome Finance Company, Inc.
1 out of 5
Location 636-5 NC-24, Albemarle, NC 28001, USA
Phone (704) 982-7014
Davis Williams Wealth Management
Location 8832 Blakeney Professional Dr STE 200, Charlotte, NC 28277, USA
Phone (800) 473-9797
MMCL Wealth Advisors
Location 2315 W Arbors Dr STE 205, Charlotte, NC 28262, USA
Phone (704) 716-9806
Shepherd Wealth Partners
5 out of 5
Location 3122 Fincher Farm Rd Suite 100-563, Matthews, NC 28105, USA
Phone (704) 443-8455
Wealth Management in Albemarle, NC

Where Wealth Management Advisors in Albemarle, NC Serve

Albemarle, NC is a charming city nestled in the heart of Stanly County. The city boasts of several landmarks, including the historic Stanly County Courthouse, which is a symbol of the city's rich history and culture. Albemarle is also home to the Morrow Mountain State Park, a natural wonder that attracts visitors from far and wide. The city's economy is buoyed by several top employers, including the Stanly County School System, Walmart, and the Carolinas Healthcare System. These employers provide jobs to thousands of residents, making Albemarle a vibrant and bustling city. Major highways and streets crisscross the city, providing easy access to other parts of the state. The city is served by US Route 52, which runs through the heart of the city, as well as NC Route 24/27, which connects Albemarle to other parts of the county.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Albemarle, NC could benefit greatly from the services provided by a bank. One of the most common ways that a bank can help the community is by offering financial education and resources to individuals and businesses. With a population of just over 16,000, Albemarle is a small town that relies heavily on its local economy. A bank can assist in providing loans and financial support to small businesses, which in turn can help to boost the town's economy. Additionally, a bank can offer residents access to savings accounts, checking accounts, and other financial tools that can help them manage their money more effectively. With the right resources and support, residents of Albemarle can achieve financial stability and security, which can have a positive impact on the entire community.

Insurance Broker

Residents of Albemarle, NC can benefit greatly from the services of an insurance broker. With the town's location in the heart of North Carolina, residents face a variety of risks and challenges that require specialized insurance coverage. An insurance broker can assist residents in finding the right coverage for their homes, businesses, and personal needs. They can help navigate the complexities of the insurance industry and provide expert guidance on policy options and pricing. Additionally, with Albemarle's growing population and diverse economy, an insurance broker can help residents stay up-to-date on the latest insurance trends and regulations. For example, an insurance broker can help residents understand the impact of recent changes to North Carolina's insurance laws and how they may affect their coverage. Overall, an insurance broker can provide invaluable support to Albemarle residents as they navigate the often-confusing world of insurance.

Retirement Planning

Residents of Albemarle, NC can benefit from a retirement planner in numerous ways. Firstly, a retirement planner can help individuals in Albemarle, NC to create a customized retirement plan that aligns with their specific goals and objectives. This includes assessing their current financial situation, estimating their future expenses, and identifying potential sources of income. Additionally, a retirement planner can assist in developing a comprehensive investment strategy that takes into account market trends and fluctuations. This is especially important in Albemarle, NC where the economy is heavily reliant on agriculture and manufacturing industries, which can be subject to volatility. Furthermore, a retirement planner can provide guidance on tax-efficient strategies that can help residents of Albemarle, NC to maximize their retirement income and minimize their tax liability. Overall, a retirement planner can offer invaluable support to individuals in Albemarle, NC who want to ensure a secure and comfortable retirement.

Financial Advisor

Residents of Albemarle, NC can benefit from the expertise of a financial advisor in various ways. For instance, the advisor can help them create a budget and manage their finances effectively. This is particularly important in Albemarle, NC, where the cost of living is slightly higher than the national average. Additionally, a financial advisor can assist residents in planning for their retirement, which is crucial given that the city has an aging population. Furthermore, the advisor can help residents navigate the complexities of investment options and choose the best ones for their financial goals. With the help of a financial advisor, residents of Albemarle, NC can make informed decisions and achieve financial stability.

Mortgage Loan Officer

Residents of Albemarle, NC can greatly benefit from the services of a mortgage loan officer. With the city's population of over 15,000, many individuals and families are looking to purchase a home or refinance their current mortgage. A mortgage loan officer can assist residents in navigating the complex process of obtaining a mortgage, including providing guidance on credit scores, down payments, and interest rates. Additionally, Albemarle is located in Stanly County, which has a median home value of $149,500, making it an affordable option for many buyers. A mortgage loan officer can help residents find the best loan options for their budget and financial goals. Furthermore, Albemarle is home to several historic districts, such as the North Carolina Railroad Station and the Badin Road Drive-In. A mortgage loan officer can help residents secure a loan for a historic home, which may require additional considerations and approvals.

Tax Services

Residents of Albemarle, NC can benefit from the services of a tax advisor in a multitude of ways. One specific example is the assistance provided in navigating the complex tax laws and regulations that are unique to the state of North Carolina. With the state's tax code differing from that of the federal government, it can be overwhelming for individuals to understand the nuances and potential deductions available to them. A tax advisor can help residents of Albemarle, NC maximize their tax savings by identifying deductions specific to their situation, such as those related to agriculture or small business ownership. Additionally, a tax advisor can provide guidance on the tax implications of major life events, such as buying or selling a home or starting a new job. With the help of a tax advisor, residents of Albemarle, NC can feel confident that they are making informed decisions regarding their finances and taxes.

Estate Planning Lawyer

Residents of Albemarle, NC can benefit from the services of an estate planning lawyer in numerous ways. One of the most common ways is by creating a comprehensive estate plan that ensures their assets are distributed according to their wishes after their demise. This is particularly important in Albemarle, NC, where the population is aging, and many residents have accumulated significant wealth. An estate planning lawyer can help them navigate complex state and federal laws to minimize taxes and ensure their beneficiaries receive their fair share. Additionally, an estate planning lawyer can assist residents in creating trusts to protect their assets from creditors and lawsuits, ensuring their legacy is preserved for future generations. They can also help individuals plan for incapacity and ensure their healthcare and financial decisions are made according to their wishes. Overall, an estate planning lawyer can provide invaluable guidance and support to residents of Albemarle, NC, as they plan for their future and the future of their loved ones.


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