Financial Planning Consultants in Statesville, NC

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8. Edward Jones - Financial Advisor: Brian J Sohovich

Edward Jones - Financial Advisor: Brian J Sohovich

140 N Center St Ste 112, Statesville, NC 28677

CLOSED NOW:

"Very poor advice. Did not know what the difference between mutual funds and annuities were. Lost money in the market and had to pay taxes. Charges too much for the service he…"

YP
103 Years
in Business

9. Edward Jones - Financial Advisor: Kelsey O Sowers

Edward Jones - Financial Advisor: Kelsey O Sowers

140 N Center St Ste 112, Statesville, NC 28677

CLOSED NOW:

From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…

YP
103 Years
in Business

10. First Horizon Bank

First Horizon Bank

1829 E Broad St, Statesville, NC 28625

CLOSED NOW:Closed

From Business: Big bank reach. Small bank roots. A powerful network of banking centers, ATMs and online tools. With local decision makers big banks often overlook. When the best of big meets…

YP
161 Years
in Business

11. Mariner Finance

Mariner Finance

203 Eastside Dr, Statesville, NC 28625

CLOSED NOW:Closed

From Business: Mariner Finance, serving communities since 1927, offers secured and unsecured personal loans with a fixed monthly payment and a fixed interest rate to help make it easier to…

12. Englebert, Steve

Englebert, Steve

111 W Broad St, Statesville, NC 28677

CLOSED NOW:

From Business: Welcome to Merrill Lynch in Statesville, NC. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment…

13. Winthrop, Russell

Winthrop, Russell

111 W Broad St, Statesville, NC 28677

CLOSED NOW:

From Business: Welcome to Merrill Lynch in Statesville, NC. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment…

14. Wells, Deneen, AGT

Wells, Deneen, AGT

111 W Broad St, Statesville, NC 28677

CLOSED NOW:

From Business: Welcome to Merrill Lynch in Statesville, NC. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment…

15. Chapman, Scarlett

Chapman, Scarlett

111 W Broad St, Statesville, NC 28677

CLOSED NOW:

From Business: Welcome to Merrill Lynch in Statesville, NC. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment…

16. Merrill Lynch Wealth Management

Merrill Lynch Wealth Management

111 W Broad St, Statesville, NC 28677

CLOSED NOW:

From Business: Welcome to Merrill Lynch in Statesville, NC. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment…

YP
111 Years
in Business

17. Thompson Wealth Advisors

Thompson Wealth Advisors

104 N Center St, Statesville, NC 28677

CLOSED NOW:

From Business: Thompson Wealth Advisors is a full-service financial planning firm that helps clients in Statesville, NC, achieve their financial goals. The firm offers a variety of services,…

18. Capital Management Group of the Carolinas, Inc.

Capital Management Group of the Carolinas, Inc.

113 N Center St Ste 300, Statesville, NC 28677

CLOSED NOW:

From Business: Capital Management Group of the Carolinas, Inc. is a financial services firm that has been providing comprehensive financial planning services to individuals and businesses for…

19. Elledge Bain & Sides

Elledge Bain & Sides

413 N Center St, Statesville, NC 28677

From Business: Our advisors are ready to evaluate and support all your potential investments. From managed money to life insurance, stocks and bonds to annuities, the advisors at EBS Wealth…

20. Edward Jones - Financial Advisor: Kelsey O Sowers

Edward Jones - Financial Advisor: Kelsey O Sowers

1737 Wilkesboro Hwy Ste F, Statesville, NC 28625

CLOSED NOW:

From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…

YP
103 Years
in Business

21. Cordian Wealth - Ameriprise Financial Services

Cordian Wealth - Ameriprise Financial Services

642 Signal Hill Drive Ext, Statesville, NC 28625

From Business: At Cordian Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course,…

22. Gilliam, Nic

Gilliam, Nic

642 Signal Hill Drive Ext, Statesville, NC 28625

CLOSED NOW:

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

23. Payne Financial Consultants

Payne Financial Consultants

2117 Simonton Rd, Statesville, NC 28625

CLOSED NOW:

From Business: Payne Financial Consultants is a financial services firm located in Statesville, NC. They offer a wide range of services to their clients, including financial advising, tax…

We found 107 results for Financial Planning Consultants in or near Statesville, NC.They also appear in other related business categories including Investment Advisory Service, Financial Services, and Investments. 1 of the rated businesses has 4+ star ratings.


The businesses listed also serve surrounding cities and neighborhoods including Lakeside Park, Morrison Plantation, and Downtown Mooresville.