Financial Advising in Polk, North Carolina

7 found · ← All categories in Polk

Updated October 31, 2026

Ashworth Financial Group

Financial Advising

Tryon, NC

Ashworth Financial Group provides financial services in Tryon, North Carolina, with securities offered through LPL Financial, Member SIPC.

  • Tryon-area clients seeking financial services
  • Long-term investors interested in market commentary

Ward & Associates Financial Group

Financial Advising

Tryon, NC

Ward & Associates Financial Group specializes in retirement income strategies and is led by Certified Annuity Advisor Parry J. Ward, who has over 24 years of experience.

  • People approaching retirement who need a dependable income strategy
  • Retirees seeking guaranteed lifetime income
  • Conservative investors seeking fixed interest and principal protection through MYGAs

Jay Geddings

Financial Advising

Tryon, NC

Jay Geddings holds an MBA and AAMS® designation and focuses on retirement income, estate, divorce, and special-needs financial planning.

  • retirement income strategy planning
  • estate and legacy strategy planning
  • intergenerational financial planning

Stephanie M Winterrowd

Financial Advising

Saluda, NC

Stephanie M Winterrowd accepts clients of all asset levels and focuses on retirement savings, college savings, and business retirement plans.

  • Retirement savings strategy planning
  • People who are new to investing
  • College savings planning

Edward Jones-Financial Advisor: Jay Geddings

Financial Advising

Columbus, NC

Edward Jones - Financial Advisor: Jay Geddings, AAMS® offers retirement, estate, divorce-finance, and special-needs planning from a Tryon office.

  • Retirement income planning
  • Estate and legacy strategy discussions
  • Intergenerational financial planning

Foothills Financial Group, Inc

Financial Advising

Tryon, NC

Foothills Financial Group specializes in retirement income, tax planning, and long-term-care strategies for people retired or nearing retirement.

  • people nearing retirement who need retirement income planning
  • retirees seeking tax planning for Social Security, pensions, investments, and required minimum distributions
  • 401(k) and IRA rollovers or conversions

Wells Fargo Advisors

Financial Advising

Tryon, NC

Wells Fargo Bank offers checking, savings, credit cards, mortgages, personal loans, auto financing, and nationwide branch access.

  • Managing checking and savings accounts
  • Online and mobile banking
  • Mortgage purchases or refinancing

Other categories in Polk

Financial Advising in nearby counties

FAQ

How much does a financial advisor cost in Polk County?

The available listings do not provide fees. Ask whether compensation is an asset-based fee, hourly fee, commission, or a combination, and request a written explanation before engaging the advisor.

What should I look for when choosing a financial advisor?

Compare the advisor’s specialties with your needs, verify relevant designations or registrations, and ask whether the advisor is a fiduciary for the service being provided. Also ask how investments and advice are compensated.

What documents should I bring to a first financial-planning meeting?

Bring recent account statements, income and spending information, insurance policies, tax returns, debts, and your retirement or education goals. For estate planning, include wills, trusts, beneficiary designations, and details about dependents.

Can a financial advisor handle an emergency financial problem?

These listings describe planning and investment services rather than emergency financial assistance. For urgent needs such as suspected fraud, contact your bank or brokerage immediately and use its fraud or account-security process.

Does SIPC insurance protect my investment from market losses?

No. SIPC protection generally addresses missing cash and securities if a SIPC-member brokerage fails; it does not protect against losses caused by market declines.