Wealth Management in New Hanover County, NC

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New Hanover County, NC Wealth Management Firms

Live Oak Private Wealth
SEC File# 801-113818
CRD# 297904
Location 1741 Tiburon Dr #28403, Wilmington, NC 28403, USA
Phone (844) 469-5679
SEC File# 801-112948
CRD# 131304
Location 2715 Ashton Dr Ste 102, Wilmington, NC 28412, USA
Phone (910) 202-4656
Dominion Wealth Management, LLC
Location 4024 Oleander Dr SUITE 3, Wilmington, NC 28403, USA
Phone (910) 444-2266
Seacoast Wealth Management
Location 2002 Eastwood Rd STE 302, Wilmington, NC 28403, USA
Phone (910) 207-0509
Glen Hedrick @ Old North State Wealth Management
5 out of 5
Location 1430 Commonwealth Dr Suite 200, Wilmington, NC 28403, USA
Phone (910) 509-3800
Wealth Management in New Hanover County, NC

Where Wealth Management Advisors in New Hanover County, NC Serve

New Hanover County is located in North Carolina and is home to many landmarks such as the Battleship North Carolina Museum and Fort Fisher. The top employers in the area include Wells Fargo, New Hanover Regional Medical Center, and Target. Major highways and streets in the county include Highway 17 and College Road. Some of the neighborhoods in New Hanover County are Ogden, Wilmington, and Monkey Junction.

Services Provided by Wealth Management Companies

Banks and Credit Unions

The banking system in New Hanover County, NC provides a variety of services to its customers. These services include checking and savings accounts, loans, mortgages, and credit cards. In addition, the banks offer a variety of investment products and services, such as certificates of deposit (CDs) and individual retirement accounts (IRAs). Many banks also have online banking capabilities that allow customers to conduct transactions from their computers.

Retirement Planning

Retirement planning in New Hanover County, NC can be a daunting task. There are so many things to consider: How much money do you need saved? What will your monthly income look like? What about taxes and Social Security? It can be hard to know where to start. That's why it's important to seek the help of a professional who can guide you through the process and help you make the best decisions for your future.

Tax Services

A tax accountant in New Hanover County, NC is responsible for preparing and filing taxes for individuals and businesses. They must stay up to date on the latest changes to tax laws, which can be complex and ever-changing. In addition to preparing and filing taxes, a tax accountant may also provide tax advice to their clients.

Financial Advisor

A financial advisor in New Hanover County, NC helps people save money and invest their money wisely. They can help you create a budget, invest in stocks or mutual funds, and plan for your retirement. They can also help you with debt consolidation and other financial planning needs. If you are looking for help with your finances, a financial advisor in New Hanover County, NC is a great resource.

Insurance Broker

An insurance broker in New Hanover County, NC is a professional who helps clients find the best insurance policies for their needs and budget. They work with a variety of insurance companies to find the right coverage for each individual or business. Insurance brokers are licensed by the state and typically have a lot of experience in the industry.

Mortgage Loan Officer

Mortgage loan officers in New Hanover 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 New Hanover County, NC helps you to plan for the distribution of your assets after you die. They can help you create a will, power of attorney, and other legal documents to ensure that your wishes are carried out. If you have minor children, they can also help you create a trust or guardianship arrangement.


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