23 found · ← All categories in Iredell
Financial Advising
Mooresville, NC
Castle Wealth Group specializes in personalized financial planning for high-net-worth individuals and families in Lake Norman.
Financial Advising
Mooresville, NC
Crown Advisors specializes in tax-efficient retirement income planning and provides a complimentary retirement clarity assessment.
Financial Advising
Statesville, NC
They focus on retirement and estate strategies and have a team that includes a certified financial planner.
Financial Advising
Mooresville, NC
Edward Jones offers complimentary consultations to help clients with retirement planning and investment strategies.
complimentary consultation
Financial Advising
Mooresville, NC
Financial Advising
Troutman, NC
Jeff Kerr specializes in financial advising and is licensed in both NC and SC.
Financial Advising
Mooresville, NC
Livingston Financial has been providing financial advising since 1986 and is a fiduciary committed to client interests.
the speed of his responses has been awesome
Financial Advising
Mooresville, NC
They have over 30 years of experience in financial advising and provide estate planning services tailored to clients' needs.
speed of his responses has been awesome
Financial Advising
Mooresville, NC
Morgan Wealth Management specializes in financial planning for families with special needs children and has been serving clients since 2020.
Financial Advising
Mooresville, NC
NavStar Financial Services specializes in retirement income planning and has been in business since 2010.
Financial Advising
Statesville, NC
Financial Advising
Mooresville, NC
Smith Financial Corp has over 27 years of experience in wealth management and offers personalized financial consulting services in Mooresville.
Financial Advising
Mooresville, NC
Weaver Wealth Management provides personalized financial planning and has been in business since 2010.
Financial Advising
Mooresville, NC
Financial Strategies of Lake Norman has over 23 years of experience tailor-making financial strategies for their clients.
Financial Advising
Mooresville, NC
Angelique R Harris specializes in financial advising for entrepreneurs and is located in Mooresville, NC.
Financial Advising
Statesville, NC
Bill Dixon specializes in retirement and estate planning strategies and is located in Statesville, NC.
Financial Advising
Statesville, NC
James L Magee Jr offers specialized financial advising with a focus on wealth and retirement strategies.
Financial Advising
Mooresville, NC
They assist clients with various retirement planning strategies and are conveniently located in Mooresville, NC.
Financial Advising
Mooresville, NC
Spectrum Financial Systems specializes in building long-term relationships through a partnership-oriented acquisition approach.
Financial Advising
Mooresville, NC
Financial Advising
Mooresville, NC
Financial Advising
Troutman, NC
Inspire Advisors Lake Norman provides biblically responsible investing and is led by industry veterans with decades of experience.
Financial Advising
Mooresville, NC
Some local advisors operate as fiduciaries on a fee-only basis (e.g., Livingston Financial), while others may earn commissions on insurance or investment products. Always ask how your advisor is compensated before signing on.
CFP® certification is the most common baseline, indicating coursework, exam, and experience requirements. CEPA® indicates expertise in business exit planning. Fiduciary status means the advisor is legally obligated to put your interests first.
Yes—Morgan Wealth Management focuses on families with special needs children, Crown Advisors specializes in retirement income transitions, and Castle Wealth Group targets high-net-worth multigenerational wealth transfer.
Most local advisors offer a complimentary initial consultation, followed by a review of your financial documents and a written plan. Crown Advisors formalizes this as a 'Retire Stronger Blueprint,' while others may take a more open-ended approach.
Minimums vary widely. Castle Wealth Group is geared toward high-net-worth individuals and business owners, while Edward Jones and Thrivent Financial typically accept clients at lower asset levels. Ask about minimums during the initial consultation.