Financial Advising in Catawba, North Carolina

16 found · ← All categories in Catawba

Updated October 31, 2026

Edward Jones

Financial Advising

Conover, NC

Edward Jones's Daniel Whitener serves clients of all asset levels and focuses on retirement income, inheritance, and estate and legacy strategies.

  • Entrepreneurs and business owners seeking financial advising
  • Corporate executives seeking wealth strategies
  • Retirement income planning

Wealth Enhancement Group

Financial Advising

Hickory, NC

Wealth Enhancement serves Hickory with investment, retirement, estate, tax, insurance, and financial planning backed by a nationwide specialist network.

  • Hickory households with $500,000 or more in investable assets
  • Clients needing coordinated investment, retirement, tax, estate, and insurance planning
  • Retirement income planning

Dru Schneeberger

Financial Advising

Hickory, NC

Dru Schneeberger provides retirement income, investment, insurance, estate, and tax-efficient planning from a Hickory office and holds NC, SC, and MI licenses.

  • retirement income planning
  • transitioning accumulated savings into retirement income
  • investment portfolio management

Edward Jones

Financial Advising

Hickory, NC

Edward Jones provides financial advisor services and wealth strategies.

  • general financial advising
  • wealth strategy planning

Stoic Private Wealth

Financial Advising

Conover, NC

Stoic Private Wealth integrates tax, estate, cash-flow, philanthropy, investment, and risk planning into one holistic wealth-management approach.

  • Clients seeking integrated tax, estate, investment, and risk planning
  • Individuals needing portfolios tailored to risk tolerance and long-term financial goals
  • Families addressing estate-planning gaps and family dynamics

Your Journey Financial Advisors - Thrivent

Financial Advising

Hickory, NC

Your Journey Financial Advisors offers purpose-based planning, investments, insurance, and offices in Charlotte, Hickory, and Gastonia.

  • Clients seeking comprehensive financial planning
  • Retirement planning involving annuities or existing 401(k) strategies
  • Investment management through mutual funds or managed accounts

Daniel Whitener

Financial Advising

Conover, NC

Edward Jones's Daniel Whitener serves clients of all asset levels and focuses on retirement income, inheritance, and estate and legacy strategies.

  • Entrepreneurs and business owners seeking financial advising
  • Corporate executives seeking wealth strategies
  • Retirement income planning

Tiffany N Little

Financial Advising

Newton, NC

Tiffany N Little focuses on retirement strategies, intergenerational planning, wealth strategies, business retirement plans, and estate and legacy strategies in Newton, NC.

  • Retirement savings strategy planning
  • Retirement income strategy planning
  • Intergenerational planning

Tim Bryson

Financial Advising

Claremont, NC

Tim Bryson holds ChFC® and AAMS® certifications and accepts new clients of all asset levels in Claremont, North Carolina.

  • New investors seeking financial guidance
  • Retirement savings and retirement income planning
  • Estate and legacy strategies

William R Barlow

Financial Advising

Hickory, NC

William R Barlow is an Edward Jones financial advisor offering introductory consultations, strategy reviews, account opening, and major financial event support.

  • Introductory financial advising consultations
  • Reviewing a current financial strategy
  • Opening an investment account

Diamond Pointe Financial

Financial Advising

Hickory, NC

Diamond Pointe Financial coordinates wealth management, tax strategies, estate planning, and life insurance through its Life & Legacy Planning approach.

  • women and families seeking coordinated financial planning
  • retirement planning involving tax and estate considerations
  • young professionals and growing families seeking guidance before traditional wealth management is accessible

Beckley, Whitener & Wetmore Wealth Advisors

Financial Advising

Hickory, NC

Beckley, Whitener & Wetmore Wealth Advisors provides in-house wealth management and business succession planning through a firm founded in 2020.

  • Individuals and families seeking comprehensive financial planning
  • Business owners coordinating personal retirement goals with business succession
  • Closely held businesses needing 401(k) and qualified retirement planning

Other categories in Catawba

Financial Advising in nearby counties

FAQ

How do financial advisors typically charge?

Common fee structures include a percentage of assets managed, hourly or flat planning fees, commissions, or a combination. Ask for the full fee schedule and whether investment products carry additional costs before engaging an advisor.

What should I check before choosing a financial advisor in North Carolina?

Ask which services the advisor provides, how they are compensated, whether they provide investment advice or insurance products, and whether they are licensed or registered for the services you need in North Carolina.

Can a financial advisor handle an emergency such as a missed payment or urgent debt problem?

Financial advisors generally handle planning, investments, retirement, insurance, and estate-related decisions rather than emergency banking or debt-relief requests. For an immediate payment or account issue, contact the bank, lender, or account provider directly.