Wealth Management in Brunswick County, NC

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List of Firms

Brunswick County, NC Wealth Management Firms

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Robert C Allen - Ameriprise Financial Services
Location 1424 N Howe St, Southport, NC 28461, USA
Phone (910) 454-0552
Directions
SEC File# 801-112948
CRD# 131304
Location 2715 Ashton Dr Ste 102, Wilmington, NC 28412, USA
Phone (910) 202-4656
Directions
SEC File# 801-112277
CRD# 291548
Location 1508 Military Cutoff Rd STE 302, Wilmington, NC 28403, USA
Phone (910) 599-9409
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Wrightsville Wealth Management - UBS Financial Services Inc.
Location 1985 Eastwood Rd #110, Wilmington, NC 28403, USA
Phone (866) 275-4477
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Seagate Wealth Management
5 out of 5
Location 1213 Culbreth Dr, Wilmington, NC 28405, USA
Phone (910) 344-0100
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3 M Capital Management LLC
Location 301 S Willis Dr, South Brunswick, NC 28470, USA
Phone (910) 754-2060
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D&B Wealth Management
Location 1214 Snapper Ln, Carolina Beach, NC 28428, USA
Phone (910) 800-1150
Directions
SEC File# 801-69690
CRD# 148659
5 out of 5
Location 1430 Commonwealth Dr STE 200, Wilmington, NC 28403, USA
Phone (910) 509-3800
Directions
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Catlett/Godin Wealth Management - UBS Financial Services Inc.
Location 1985 Eastwood Rd #110, Wilmington, NC 28403, USA
Phone (910) 509-2159
Directions
Wealth Management in Brunswick County, NC

Where Wealth Management Advisors in Brunswick County, NC Serve

Brunswick County, located in southeastern North Carolina, is a vibrant community with a plethora of landmarks, top employers, major highways and streets, and neighborhoods. From the pristine beaches of Holden Beach and Oak Island to the historic towns of Southport and Shallotte, Brunswick County offers something for everyone. The county is home to several notable landmarks, including the Old Baldy Lighthouse, the Brunswick Town State Historic Site, and the North Carolina Maritime Museum at Southport. These landmarks serve as a testament to the rich history and culture of the region. In terms of top employers, Brunswick County has a diverse economy with major employers in industries such as healthcare, education, and manufacturing. Some of the top employers include Brunswick Community College, Novant Health Brunswick Medical Center, and Duke Energy. Major highways and streets in the county include US Highway 17, NC Highway 211, and NC Highway 133. These highways provide easy access to neighboring counties and major cities such as Wilmington and Myrtle Beach.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Brunswick County, NC can benefit from a bank in a multitude of ways. Firstly, with the county's growing population and economic development, a bank can provide financial services to individuals and businesses alike, including loans, mortgages, and investment opportunities. Additionally, with its location along the coast, Brunswick County experiences frequent natural disasters such as hurricanes and flooding. In times of crisis, a bank can offer assistance through disaster relief programs and financial aid. Furthermore, Brunswick County is home to a large retired population, and a bank can provide specialized services such as retirement planning and investment advice. Overall, a bank can play a crucial role in supporting the financial needs of the diverse and dynamic community of Brunswick County.

Insurance Broker

Residents of Brunswick County, NC can benefit greatly from the services of an insurance broker. With the county's proximity to the Atlantic Ocean, hurricanes and flooding are common occurrences. An insurance broker can help residents navigate the complexities of flood insurance and ensure they have adequate coverage to protect their homes and belongings. Additionally, with the county's growing population and booming real estate market, an insurance broker can assist with finding the best homeowners insurance policies to fit individual needs and budgets. Furthermore, an insurance broker can offer guidance on health insurance options, which is especially important in a county where the population is largely made up of retirees who may have unique healthcare needs. Overall, an insurance broker can provide valuable support and expertise to residents of Brunswick County, NC, helping them to protect their assets and plan for the future.

Retirement Planning

Residents of Brunswick County, NC can benefit from the expertise of a retirement planner in a variety of ways. For instance, the county's population is rapidly aging, which means that many retirees are facing financial challenges related to healthcare, housing, and other expenses. A retirement planner can help them navigate these challenges by creating a personalized plan that takes into account their unique needs and goals. Additionally, Brunswick County is home to many retirees who have relocated from other parts of the country, which can make it difficult for them to understand the local tax laws and other regulations. A retirement planner can help them understand these complexities and make informed decisions about their finances. Overall, working with a retirement planner can help residents of Brunswick County, NC achieve financial security and peace of mind in their golden years.

Financial Advisor

Residents of Brunswick County, NC could benefit from the expertise of a financial advisor in a number of ways. One specific example is the high number of retirees in the area, who may need guidance on how to make their savings last throughout their retirement years. A financial advisor can help these residents create a comprehensive retirement plan that takes into account their unique needs and goals, including healthcare costs, inflation, and potential market fluctuations. Additionally, with the coastal location of Brunswick County, residents may have specific concerns around hurricane preparedness and insurance coverage. A financial advisor can provide guidance on how to protect their assets and ensure they have adequate coverage in the event of a natural disaster. Overall, a financial advisor can provide valuable support and expertise to help residents of Brunswick County navigate the complexities of financial planning and achieve their long-term goals.

Mortgage Loan Officer

Residents of Brunswick County, NC can benefit from the expertise of a mortgage loan officer in several ways. Firstly, the officer can help residents navigate the complex and ever-changing mortgage market to find the best loan options that fit their unique financial situation. Secondly, with Brunswick County's growing population, the loan officer can assist residents in securing mortgages for new construction homes or renovations. Additionally, Brunswick County has a diverse population, including retirees, military families, and young professionals. A mortgage loan officer can help each group understand the different loan options available to them, such as VA loans for military families or reverse mortgages for retirees. Lastly, Brunswick County is located in a coastal area, which can impact property values and insurance rates. A mortgage loan officer can provide guidance on how to factor in these variables when considering a mortgage. Overall, a mortgage loan officer can be an invaluable resource for residents of Brunswick County, helping them navigate the complex mortgage market and find the best loan options for their unique needs.

Tax Services

Residents of Brunswick County, NC can be helped by a tax advisor in a variety of ways. One of the most common ways is by providing guidance on tax deductions and credits that are specific to the county. For example, residents may be eligible for deductions related to property taxes or conservation easements. Additionally, a tax advisor can assist residents with navigating complex tax laws and regulations, ensuring that they are in compliance and avoiding costly penalties. They can also help with tax planning, ensuring that residents are taking advantage of all available tax-saving opportunities. With the ever-changing tax landscape, having a knowledgeable and experienced tax advisor can be invaluable for residents of Brunswick County, NC.

Estate Planning Lawyer

Residents of Brunswick County, NC can benefit from the services of an estate planning lawyer in a multitude of ways. One specific example is the lawyer's ability to help families navigate the complex laws surrounding property ownership in the county. With its extensive coastline and growing population, Brunswick County has experienced significant real estate development in recent years. This has led to a range of property ownership issues, including disputes over boundary lines and easements. An estate planning lawyer can help families understand their rights and responsibilities as property owners, as well as provide guidance on how to protect their assets and plan for the future. Additionally, a lawyer can assist with creating wills, trusts, and other legal documents that ensure a smooth transfer of assets to heirs and beneficiaries. With the help of an estate planning lawyer, residents of Brunswick County can have peace of mind knowing that their affairs are in order and their loved ones are taken care of.

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