Financial Advising in Surry, North Carolina

9 found · ← All categories in Surry

Updated October 31, 2026

Edward Jones

Financial Advising

Pilot Mountain, NC

Paul J Bunke

Financial Advising

Dobson, NC

Paul J Bunke is a CFP® serving clients with $500,000 plus, with focus areas including retirement income and intergenerational planning.

  • Clients with $500,000 or more to invest
  • Retirement income planning
  • Portfolio reviews

Randy D Joyce

Financial Advising

Mount Airy, NC

Randy D Joyce focuses on portfolio reviews, retirement savings, college savings, estate strategies, and guidance for new investors.

  • new investors seeking introductory financial guidance
  • portfolio review requests
  • retirement savings planning

Tiffany L Smith

Financial Advising

Pilot Mountain, NC

Tiffany L Smith offers financial strategy reviews, account opening, introductory consultations, and major financial event assistance in Pilot Mountain.

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

Timothy M Johnson

Financial Advising

Elkin, NC

Timothy M Johnson offers retirement, wealth, college, and business retirement planning in Elkin, NC, and accepts new clients.

  • Retirement savings strategy planning
  • Wealth strategy planning
  • College savings planning

Edward Jones - Financial Advisor: Nathan Sturgill

Financial Advising

Elkin, NC

Edward Jones - Financial Advisor: Nathan Sturgill offers retirement savings, business retirement, college savings, and estate strategies from an Elkin, NC office.

  • Retirement savings strategies
  • Retirement income strategies
  • Business retirement plans

Other categories in Surry

Financial Advising in nearby counties

FAQ

How much money do I need to work with a financial advisor in Surry County?

Minimums vary by advisor. Paul J Bunke specifically serves clients with $500,000 or more to invest, while the other listings do not state a minimum in the available information.

What should I ask a financial advisor before hiring them?

Ask about certifications, investment minimums, services offered, and how the advisor is compensated. CFP® certification is specifically listed for Paul J Bunke.

Can a financial advisor help with retirement and college savings at the same time?

Yes. Randy D Joyce, Timothy M Johnson, and Nathan Sturgill list both retirement planning and college savings among their focus areas.

Do financial advisors handle urgent financial problems?

Advisors commonly schedule consultations for planned decisions such as retirement, account reviews, and major financial events. The listings do not state emergency or same-day financial services, so confirm availability directly.