Financial advisors in North Carolina

Pick your town

Financial advisors help people make sense of money decisions that tend to matter for years, such as planning for retirement, organizing an estate, managing investments, handling tax planning and reviewing life insurance. Many also offer business advisory work or tax preparation. On this page you will find financial advisors in North Carolina, grouped by town, including Cary, Raleigh, Apex, Greenville, Holly Springs and Lexington. Each listing shows a phone number, directions, hours and any local offers, so you can call or visit directly. When choosing one, ask early how the advisor is paid, whether by a flat fee, a percentage of assets or commissions, and request that answer in writing. Then ask whether the advisor is a fiduciary, meaning legally required to act in your interest, and which services fit the questions you actually have.

• Cary9 financial advisors
• Raleigh3 financial advisors
• Greenville2 financial advisors
• Apex1 financial advisor
• Burlington1 financial advisor
• Charlotte1 financial advisor
• High Point1 financial advisor
• Holly Springs1 financial advisor
• Lexington1 financial advisor
• Shelby1 financial advisor