Wealth Management in Wilkesboro, NC

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Wilkesboro, NC Wealth Management Firms

Concorde Financial Resources
SEC File# 801-113094
CRD# 117836
Location 1728 Winkler St, Wilkesboro, NC 28697, USA
Phone (336) 838-4100
Broyhill Asset Management

5 out of 5

Location 800 Hickory Blvd, Lenoir, NC 28645, USA
Phone (828) 758-6100

2 out of 5

Location 900 River St, Wilkesboro, NC 28697, USA
Phone (336) 667-4060
Carla Souther Hauser Financial Services

5 out of 5

Location 100 9th St Ste A, North Wilkesboro, NC 28659, USA
Phone (336) 667-1500
Merrill Lynch Wealth Management Advisor Chris Dobson
Location 205 2nd St NW, Hickory, NC 28601, USA
Phone (828) 385-3199
Wells Fargo Advisors
Location 211 Elkin Hwy, North Wilkesboro, NC 28659, USA
Phone (336) 651-5993
Professional Wealth Management Services
SEC File# 801-123592
CRD# 150266
Location 211 S Center St # 205B, Statesville, NC 28677, USA
Phone (704) 872-0022
Dean Financial LLC
SEC File# 801-72361
CRD# 157423

5 out of 5

Location 200 1st Ave NW Ste 402, Hickory, NC 28601, USA
Phone (828) 855-9833
Katherine S. Newton Certified Financial Planner™, Certified Financial Transitionist™
Location 428 4th Ave NW, Hickory, NC 28601, USA
Phone (828) 322-9595
Image of Wilkesboro, NC

About Wilkesboro, NC

Wilkesboro is a town in North Carolina that is the county seat of Wilkes County. The town has a population of around 5,000 and is located in the foothills of the Blue Ridge Mountains. Some of the landmarks in Wilkesboro include the Wilkes Heritage Museum, the courthouse square, and the Yadkin River. The top employers in Wilkesboro are Walmart, Lowe's, and Food Lion. Some of the major highways and streets in Wilkesboro are US 421, NC 16, and NC 268. Some of the neighborhoods in Wilkesboro include West View Heights, Park Place, and Brookside.

Where Wealth Management Advisors in Wilkesboro, NC Serve

Services Provided by Wealth Management Companies

Banks and Credit Unions

Wilkesboro, NC is home to a few different banks. These banks offer a variety of different services to their customers. Some of these services include checking and savings accounts, loans, mortgages, and other financial products. The banks in Wilkesboro are also always looking for new customers, so be sure to stop by and see what they have to offer.

Retirement Planning

Wilkesboro, NC is a town in Wilkes County with a population of around 15,000. It is located in the foothills of the Blue Ridge Mountains and is known for its retirement planning services. Many retirees choose to move to Wilkesboro due to its low cost of living and friendly atmosphere. The town has several retirement communities as well as an active downtown district.

Tax Services

A tax accountant in Wilkesboro, NC helps businesses and individuals file their taxes. They can also help with other financial planning needs, such as estate planning or retirement planning. Tax accountants can be employed by a business or work as self-employed professionals.

Financial Advisor

A financial advisor in Wilkesboro, NC helps individuals and businesses make sound financial decisions. They can offer guidance on investments, retirement planning, insurance, and estate planning. Advisors typically have a degree in finance or economics, and must be registered with the Securities and Exchange Commission.

Insurance Broker

An insurance broker in Wilkesboro, NC helps people find the right insurance policies for their needs. He or she will ask a lot of questions to get a sense of what the person wants and then will recommend policies from a variety of providers. The broker may also negotiate rates on behalf of the customer.

Mortgage Loan Officer

A mortgage loan officer in Wilkesboro, NC helps people get mortgages. They help people find the best mortgage for their needs, and work with them to get approved for a mortgage. They also help people with their mortgage payments, and work with them to keep their mortgage in good standing.

Estate Planning Lawyer

An estate planning lawyer in Wilkesboro, NC helps clients create estate plans that will protect their assets and ensure that their loved ones are taken care of after they die. This includes drafting wills, trusts, and other legal documents to make sure that the client's wishes are carried out. The lawyer may also help with probate proceedings and other legal matters related to estates.


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