Financial Advising in Stokes, North Carolina

4 found · ← All categories in Stokes

Updated October 31, 2026

Laura Clay

Financial Advising

Walnut Cove, NC

Laura Clay advises on business retirement plans, college savings, and estate and legacy strategies while accepting new clients in Walnut Cove.

  • Business owners seeking retirement planning
  • Families planning for college savings
  • Clients developing estate and legacy strategies

Wesley D Carter

Financial Advising

King, NC

Wesley D Carter offers strategy reviews, account opening, and major-event financial guidance from an office in King, NC.

  • People seeking an introductory financial consultation
  • Existing investors reviewing a current financial strategy
  • People opening an investment account

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FAQ

Which adviser is a fit for business retirement planning or college savings?

Laura Clay lists business retirement plans, college savings, entrepreneur and business-owner planning, and estate and legacy strategies among her specialties.

Where can I get an introductory financial consultation or open an investment account?

Wesley D Carter offers introductory consultations and investment account opening at 152 Kingscote Way Suite 201 in King, NC.

What are the weekday office hours?

Wesley D Carter's office is open Monday through Thursday from 8:30 AM to 4:30 PM and Friday from 8:30 AM to 4:00 PM. Laura Clay lists office appointments Monday through Friday.