Wealth Management in Gaston County, NC

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Gaston County, NC Wealth Management Firms

Raymond James
Location 519 S New Hope Rd, Gastonia, NC 28054, USA
Phone (704) 884-2283
Paschall & Associates
SEC File# 801-109946
CRD# 122224
Location 1552 Union Rd # F, Gastonia, NC 28054, USA
Phone (704) 866-0294
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 12:00 PM Saturday: Closed Sunday: Closed
Arbitrage Management Group
5 out of 5
Location 3223 Gardner Park Dr, Gastonia, NC 28054, USA
Phone (704) 905-7160
Jason Bingham - Thrivent
Location 609 S New Hope Rd, Gastonia, NC 28054, USA
Phone (828) 308-0727
Leonard Wealth Management, LLC, A Registered Investment Advisor
5 out of 5
Location 312 E Water St, Lincolnton, NC 28092, USA
Phone (704) 735-7427
Rhino Wealth Management
Location 32 N Main St Ste. 203, Belmont, NC 28012, USA
Phone (704) 827-9000
Wells Fargo Advisors
Location 1710 Cypress Ct, Gastonia, NC 28056, USA
Phone (704) 671-2336
Edward Jones - Financial Advisor: JP Coton, AAMS™
SEC File# 801-3297
CRD# 250
Location 10917 Black Dog Ln, Charlotte, NC 28214, USA
Phone (704) 971-0331
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 4:00 PM Saturday: Closed Sunday: Closed
Lowery Financial Group
Location 1574 Union Rd Suite C, Gastonia, NC 28054, USA
Phone (704) 864-5401
Elijah Ochoa - Thrivent
Location 609 S New Hope Rd Ste. 101, Gastonia, NC 28054, USA
Phone (980) 585-7282
Wealth Management of the Carolinas, Inc
Location 1028 Lee-Ann Dr NE # 220, Concord, NC 28025, USA
Phone (704) 782-7233
Lionshare Investments LLC
Location 1752 Country Club Rd, Gastonia, NC 28054, USA
Phone (704) 564-3150
Caleo Wealth Management, LLC
5 out of 5
Location 124 S Main St, Mt Holly, NC 28120, USA
Phone (704) 287-6914
WEDGE Capital Management L.L.P.
SEC File# 801-29479
CRD# 106234
Location 301 S College St # 3800, Charlotte, NC 28202, USA
Phone (704) 334-6475
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 – 5:00 PM Saturday: Closed Sunday: Closed
Balboa Investments, LLC
5 out of 5
Location 1003 Union Rd, Gastonia, NC 28054, USA
Phone (980) 320-1661
Alloy Wealth Management
5 out of 5
Location 13925 Ballantyne Corporate Pl Suite 190, Charlotte, NC 28277, USA
Phone (800) 689-3935
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
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
CJS Wealth Management
4 out of 5
Location 100 Glenway Street Street, # J, Belmont, NC 28012, USA
Phone (704) 413-4073
SEC File# 801-111823
CRD# 289886
Location 6000 Fairview Rd Suite 1200, Charlotte, NC 28210, USA
Phone (980) 500-8362
MACC Venture Partners LLC
5 out of 5
Location 257 W Main Ave, Gastonia, NC 28052, USA
Phone (704) 861-1056
David R. Balok Wealth Management, Inc.
Location 346 N Highway 16, Denver, NC 28037, USA
Phone (704) 966-9511
Furlong Financial
5 out of 5
Location 102 Hidden Pastures Dr STE 205, Cramerton, NC 28032, USA
Phone (704) 964-4119
Edward Jones - Financial Advisor: Steve Perkins
SEC File# 801-3297
CRD# 250
Location 505 S Hwy 27, Stanley, NC 28164, USA
Phone (704) 908-0534
New South Wealth Management
Location 5960 Fairview Rd Suite 322, Charlotte, NC 28210, USA
Phone (877) 322-6796
Regional Management Corporation
Location 2568 W Franklin Blvd, Gastonia, NC 28052, USA
Phone (704) 868-8381
Edward Jones
SEC File# 801-3297
CRD# 250
Location 942 E Garrison Blvd, Gastonia, NC 28054, USA
Phone (704) 861-9121
Harris Management Group LLC
5 out of 5
Location 518 N Rhyne St, Gastonia, NC 28054, USA
Phone (704) 738-4089
Providence Management
3 out of 5
Location 915 N New Hope Rd, Gastonia, NC 28054, USA
Phone (704) 853-0025
SEC File# 801-61848
CRD# 117949
Location 521 E Morehead St # 510, Charlotte, NC 28202, USA
Phone (704) 334-3698
Merrill Lynch Wealth Management Advisor Tawa Saune
Location 620 S Tryon St, Charlotte, NC 28202, USA
Phone (704) 339-2194
Park Dansan
Location 113 W 3rd Ave, Gastonia, NC 28052, USA
Phone (704) 864-4341
Chris Rhyne Financial Management
Location 2110 Arney St, Lincolnton, NC 28092, USA
Phone (704) 240-3637
RBC Wealth Management Branch - Charlotte
4 out of 5
Location 6000 Fairview Rd Suite 500, Charlotte, NC 28210, USA
Phone (704) 264-2740
Edward Jones
SEC File# 801-3297
CRD# 250
Location Lowell, NC 28098, USA
Phone (704) 825-7006
Wells Fargo Advisors
Location 403 Cox Rd, Gastonia, NC 28054, USA
Phone (704) 853-7050
Bluestone Financial Advisors
5 out of 5
Location 3270 Robinwood Rd STE A, Gastonia, NC 28054, USA
Phone (704) 869-8828
Raymond James Financial Services
Location 615 S New Hope Rd, Gastonia, NC 28054, USA
Phone (704) 671-2644
Wealth Management in Gaston County, NC

Where Wealth Management Advisors in Gaston County, NC Serve

Gaston County is located in western North Carolina, just east of Charlotte. The county is home to the city of Gastonia, as well as numerous other smaller towns and villages. Some of the county's major landmarks include the Gaston County Museum of Art and History, Daniel Stowe Botanical Garden, and Kings Mountain National Military Park. The top employers in Gaston County are Duke Energy, Lowe's Home Improvement, and Westinghouse Electric Corporation. Major highways and streets in the area include I-85 and US 321. The county's neighborhoods are varied and include everything from rural farmland to suburban neighborhoods to dense urban areas.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Banks in Gaston County, NC provide a variety of services to their customers. These services include, but are not limited to: checking and savings accounts, loans, mortgages, and credit cards. In addition to these services, banks also offer a number of other products and services such as online banking and bill pay.

Retirement Planning

Like many other places in the United States, Gaston County is facing a retirement crisis. The percentage of residents over 65 is projected to more than double by 2040, while the percentage of workers paying into Social Security continues to decline. This leaves county officials scrambling to come up with a plan for what to do about all those retirees.

Tax Services

A tax accountant in Gaston County, NC is responsible for preparing and filing taxes for individuals and businesses. They work with clients to ensure they are taking all the deductions they are entitled to, and that they are paying the correct amount of tax. Tax accountants may also be involved in estate planning, retirement planning, and other financial consulting services.

Financial Advisor

A financial advisor in Gaston County, NC helps people save for retirement and plan for their financial future. They can help you create a budget, figure out how much you need to save each month, and invest your money wisely. They can also help you plan for big expenses like a wedding or a down payment on a house. If you're looking for someone to help you manage your finances, a financial advisor in Gaston County, NC is a great option.

Insurance Broker

An insurance broker in Gaston County, NC is a professional who helps people find the best insurance policies for their needs. They work with a variety of clients, from individuals and families to businesses and other organizations. Insurance brokers are knowledgeable about the different types of insurance available, and they can help clients choose the right policies to meet their needs. They also work with insurance companies to get the best rates for their clients.

Mortgage Loan Officer

Mortgage loan officers in Gaston County, NC work with potential homeowners to help them obtain mortgages. They work with a variety of lenders to find the best mortgage for their clients, and help them through the application process. They also work with homeowners who are having trouble making their mortgage payments, to help them find solutions and avoid foreclosure.

Estate Planning Lawyer

An estate planning lawyer in Gaston County, NC helps you to create a will and other legal documents that dictate how your assets will be distributed after you die. They can also help you to set up trusts and designate guardians for your children in the event something happens to you. In addition, an estate planning lawyer can help you to plan for tax implications of inheritance, and they can advise you on how best to manage your money and property during your lifetime.

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