Financial Advising in Macon, North Carolina

3 found · ← All categories in Macon

Updated October 31, 2026

Edward Jones

Financial Advising

Franklin, NC

Oak Crest Wealth Management provides retirement, estate, insurance, and business succession planning through offices in Arkansas and Oklahoma.

  • retirement income planning
  • families planning college savings through 529 plans
  • business owners preparing succession or exit strategies

Edward Jones - Financial Advisor: Bill DeWandeler, CFP®|AAMS®

Financial Advising

Franklin, NC

Edward Jones - Financial Advisor: Bill DeWandeler, CFP®|AAMS® provides financial advising with CFP® and AAMS® credentials.

  • people seeking investment strategy guidance
  • people in their 20s starting a financial plan

Olivia G Swift

Financial Advising

Franklin, NC

Olivia G Swift focuses on retirement savings strategies, wealth strategies, women investors, and new investors from a Franklin, North Carolina office.

  • retirement savings planning
  • wealth strategy discussions
  • women investors seeking financial guidance

Other categories in Macon

Financial Advising in nearby counties

FAQ

How much does a financial advisor in North Carolina charge?

Fees vary by advisor and service: common structures include a percentage of managed assets, a flat planning fee, an hourly fee, or commissions. Ask for the full fee schedule and any account or product charges before opening an account.

What should I look for when choosing a financial advisor?

Match the advisor's specialties to your need, such as retirement, college savings, estate planning, or investing. Check credentials such as CFP® and ask how the advisor is compensated and whether the recommendation includes proprietary products.

Is financial advising an emergency service?

No. Financial planning is generally scheduled in advance. For a lost card, suspected fraud, or an urgent account issue, contact your bank, brokerage, or card issuer immediately; investment and retirement planning can then be handled in a routine consultation.