Edward Jones
Financial Advising
Wilson, NC
- wealth management
Financial Advising in Wilson, North Carolina
7 found · ← All categories in Wilson
Updated October 31, 2026
Ameriprise Financial
Financial Advising
Wilson, NC
Tyler W Johns
Financial Advising
Wilson, NC
Tyler W Johns is an Edward Jones financial advisor in Wilson offering strategy reviews, account opening, and support with major financial events.
- introductory financial consultations
- reviewing an existing financial strategy
- opening an investment account
Will Boykin Investment Services
Financial Advising
Wilson, NC
Adam Simpson - Thrivent
Financial Advising
Wilson, NC
They provide retirement, investment, and insurance planning through offices across central and eastern North Carolina, with in-person or Zoom meetings.
- retirement strategy planning
- investment planning
- insurance protection planning
James Hoke - Thrivent
Financial Advising
Wilson, NC
They provide retirement, investment, and insurance planning through offices across central and eastern North Carolina, with in-person or Zoom meetings.
- retirement strategy planning
- investment planning
- insurance protection planning
Financial Innovations
Financial Advising
Wilson, NC
Financial Innovations provides customized financial and emotional roadmaps covering retirement, tax, estate, insurance, and investment planning.
- retirement and income planning
- coordinating tax, estate, insurance, and investment decisions
- multi-generational financial planning
Financial Advising in nearby counties
FAQ
Which Wilson financial advisor offers tax, estate, and retirement planning together?
Financial Innovations lists retirement, income, tax, estate, insurance, investment, college, and multi-generational planning. Its proposed plans can include cash-flow calculations, tax projections, and an estate-planning review.
Can I meet a financial advisor by Zoom or at my home in Wilson?
Adam Simpson - Thrivent and James Hoke - Thrivent list home, business, in-person, and Zoom meetings. Confirm the available meeting location when scheduling.
Where can I get help reviewing an existing financial strategy or opening an investment account?
Tyler W Johns lists current-strategy reviews and investment-account opening among his services, along with support for major financial events.
Do these financial advisors provide legal, accounting, or tax advice directly?
The Thrivent advisor listings say clients seeking direct legal, accounting, or tax advice should not assume those services are provided by the financial advisor. Financial Innovations lists tax and estate planning and identifies advisors with J.D. and CPA credentials, but consumers should confirm the scope of advice before engaging.