Investing in Cleveland, North Carolina

5 found · ← All categories in Cleveland

Updated October 31, 2026

Barbara Mull Investment Solutions

Investing

Shelby, NC

Barbara Mull Investment Solutions is now part of Wilson Financial Group, a family-owned North Carolina advisory firm serving families since 1992.

  • retirees and pre-retirees seeking retirement income strategies
  • investors wanting research-driven strategies tailored to risk and goals
  • business owners, executives, professionals, and high net worth families

Edward Jones

Investing

Shelby, 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: Carol A Hartis

Investing

Shelby, 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

Other categories in Cleveland

Investing in nearby counties

FAQ

What should I ask about investment advisor fees?

These listings do not provide fee schedules. Ask whether compensation comes from assets under management, flat planning fees, commissions, or a combination, and request the total expected cost in writing.

What credentials should I look for when choosing an investment advisor?

A CFP® designation indicates financial-planning training, while FINRA registrations such as Series 7 and Series 66 relate to securities activities. The Edward Jones listing includes those credentials and registrations.

Which Cleveland-area option handles retirement income and Roth conversions?

Barbara Mull Investment Solutions lists retirement income strategies along with tax planning and Roth conversions, making those services a stated focus.

Who can help with college savings or a business exit plan?

Edward Jones lists 529 college savings plans and business succession or exit strategy planning among its specialties.