Wealth Management in Catawba County, NC

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List of Firms

Catawba County, NC Wealth Management Firms

Merrill Lynch Wealth Management
Location 205 2nd St NW, Hickory, NC 28601, USA
Phone (828) 304-8962
Beth L Deal - Private Wealth Advisor, Ameriprise Financial Services, LLC
5 out of 5
Location 318 2nd Ave NW, Hickory, NC 28601, USA
Phone (828) 324-1422
David Brown - Raymond James
Location 518 W C St, Newton, NC 28658, USA
Phone (828) 464-5620
Dru Schneeberger - Thrivent
Location 1015 2nd St NE Ste #109, Hickory, NC 28601, USA
Phone (828) 308-1608
Ryan Spleet - Thrivent
Location 726 W C St, Newton, NC 28658, USA
Phone (828) 465-3222
Charter Financial Group
Location 901 US-321 #106, Hickory, NC 28601, USA
Phone (828) 322-1813
Northwestern Mutual Financial
Location 1255 11th Ave SE, Hickory, NC 28602, USA
Phone (828) 322-3279
Denver Financial Services, LLC
Location 3746 NC-16, Denver, NC 28037, USA
Phone (980) 247-1980
SEC File# 801-72137
CRD# 25853
5 out of 5
Location 353 1st Ave NW, Hickory, NC 28601, USA
Merrill Lynch Wealth Management Advisor Russell Brian Winthrop
Location 104 S Center St Suite 101, Statesville, NC 28677, USA
Phone (704) 871-5645
Merrill Lynch Wealth Management Advisor Chris Angelino
Location 8015 W Kenton Cir Suite 200, Huntersville, NC 28078, USA
Phone (704) 987-4143
Wealth Management in Catawba County, NC

Where Wealth Management Advisors in Catawba County, NC Serve

Located in the foothills of the Blue Ridge Mountains, Catawba County is a scenic and welcoming county in western North Carolina. The area is home to a number of charming small towns, as well as some larger communities, and is known for its natural beauty and friendly people. Major landmarks in the area include Lake James and Linville Falls, both of which are popular tourist destinations, and the Blue Ridge Parkway, which runs through the county. The largest employers in Catawba County are Ball Corporation, Duke Energy, and Lowe's Home Improvement Warehouse. Other major employers include Walmart, J.M. Smucker Company, and Cabarrus County Schools. Major highways and streets in the area include Interstate 40 and U.S. Highway 321, and the neighborhoods of interest include Mountain View Estates, Sherrills Ford Estates, and River Run Plantation.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Banks in Catawba County, NC offer a variety of services to their customers. These services include checking and savings accounts, loans, mortgages, and credit cards. In addition, banks offer a number of other services such as online banking, bill pay, and mobile banking. They also provide a variety of insurance products including auto, home, and life insurance.

Retirement Planning

Retirement planning in Catawba County, NC is important for individuals who want to have a secure future. There are many different ways to plan for retirement, and each person's situation is unique. It is important to find the right plan for you and start early so that you can enjoy your retirement years.

Tax Services

A tax accountant in Catawba County, NC is responsible for preparing and filing tax returns for individuals and businesses. They also provide advice on tax planning and compliance issues. Tax accountants must be knowledgeable in tax laws and regulations in order to ensure that returns are filed correctly.

Financial Advisor

A financial advisor in Catawba County, NC helps people plan and save for their future. They can help you figure out how much money you will need to save in order to retire comfortably, and can give you advice on how to invest your money. They can also help you with estate planning, and making sure that your assets are distributed correctly after you die.

Insurance Broker

An insurance broker in Catawba County, NC helps people find and purchase insurance policies. They work with a variety of clients, including businesses and individuals, to find the best rates and coverage for their needs. Brokers are licensed professionals who have a great deal of knowledge about the insurance industry. They can help you compare policies from different companies, and they can also assist you with filing claims if you ever need to use your policy.

Mortgage Loan Officer

Mortgage loan officers in Catawba County, NC help people obtain mortgages. They work with banks and other lending institutions to find the best mortgage products for their clients. They also work with clients to ensure they understand the terms of their mortgages and that they are getting the best deal possible. Mortgage loan officers play an important role in the housing market, and they help people buy homes and get into the housing market.

Estate Planning Lawyer

An estate planning lawyer in Catawba County, NC helps you create a will and other legal documents to ensure that your property and assets are distributed according to your wishes after you die. They can also help you set up trusts and other arrangements to provide for your loved ones even if you're no longer able to take care of them yourself. If you have minor children, an estate planning lawyer can help make sure they are taken care of financially if something happens to you.


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