Wealth Management in Union County, NC

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List of Firms

Union County, NC Wealth Management Firms

Pinnacle Financial Group
SEC File# 801-77304
CRD# 164395
5 out of 5
Location 1805 Williams Rd, Monroe, NC 28110, USA
Phone (704) 292-2920
Fulcrum Wealth Advisors
Location 4520 Mint Hill Village Ln STE 104, Mint Hill, NC 28227, USA
Phone (704) 817-4480
Location 15720 Brixham Hill Ave #300, Charlotte, NC 28277, USA
Phone (704) 469-0200
Union Capital, LLC
Location 312 W Talleyrand Ave, Monroe, NC 28112, USA
Phone (704) 706-2330
Location 10815 Sikes Pl STE 320, Charlotte, NC 28277, USA
Phone (800) 818-0301
Wealth Management of the Carolinas, Inc
Location 1028 Lee-Ann Dr NE # 220, Concord, NC 28025, USA
Phone (704) 782-7233
Calamita Wealth Management
5 out of 5
Location 6135 Park S Dr Suite 510, Charlotte, NC 28210, USA
Phone (704) 276-7325
KRC Wealth Management LLC
5 out of 5
Location 10700 Sikes Pl STE 340, Charlotte, NC 28277, USA
Phone (704) 846-7767
Edward Jones - Financial Advisor: David E Smith, AAMS™
5 out of 5
Location 1995 Wellness Blvd Suite 230, Monroe, NC 28110, USA
Phone (704) 225-1218
New South Wealth Management
Location 5960 Fairview Rd Suite 322, Charlotte, NC 28210, USA
Phone (877) 322-6796
Wealth Management in Union County, NC

Where Wealth Management Advisors in Union County, NC Serve

Union County, NC is a county located in the Piedmont region of North Carolina. The county seat is Monroe, and the largest city is Charlotte. Union County is bordered by Mecklenburg County to the north, Iredell County to the west, Anson County to the south, and Cabarrus County to the east. The county has a total area of 546 square miles and a population of 369,093 as of 2016. Major highways and streets include Interstate 85 and U.S. Route 601. The largest employers in Union County are Wells Fargo, Bank of America, Duke Energy, and Walmart. Some of the neighborhoods in Union County include Weddington Woods, Cane Creek, Marvin Ridge, and Piper Glen.

Services Provided by Wealth Management Companies

Banks and Credit Unions

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

Retirement Planning

Retirement planning in Union County, NC is a process that helps individuals save for their retirement. There are many different ways to go about retirement planning, and the best way to plan for retirement depends on each individual's unique situation. Some people may choose to work until they are eligible for Social Security, while others may prefer to retire sooner and rely on savings accounts or investments. No matter what route someone takes, it is important to begin planning for retirement as soon as possible.

Tax Services

Tax accountants in Union County, NC help businesses and individuals pay the correct amount of tax to the government. They work with clients to prepare and file tax returns, and advise on tax planning and compliance. Tax accountants may also represent their clients in disputes with the IRS.

Financial Advisor

A financial advisor in Union County, NC helps individuals and businesses make sound financial decisions by providing advice and guidance on investment planning, insurance, retirement planning, and other financial matters. They work one-on-one with clients to create a personalized plan that meets their specific needs and goals. Financial advisors also monitor the market and keep clients up-to-date on any changes that could impact their investments.

Insurance Broker

An insurance broker in Union County, NC helps businesses and individuals find the best insurance policy for their needs. They work with a variety of different insurance companies to find the best rates and coverage for their clients. They also help clients file claims and navigate the complex world of insurance.

Mortgage Loan Officer

A mortgage loan officer in Union County, NC helps people get mortgages. They work with banks and other lenders to find the best mortgage products for their customers. They also help customers through the application process and answer any questions they have.

Estate Planning Lawyer

An estate planning lawyer in Union 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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