Pace Tax & Accounting
“Dan has been doing my personal and business taxes for more than 17 years.”
Best Financial Advisors near Gastonia, NC
We have 3 firms in Gastonia on file. Only the highest-rated make our list: 2 of them made it, along with 8 from Belmont (5, 8 mi), Lake Wylie, SC (2, 12 mi) and Cramerton (1, 6 mi).
7 rated 4.5+ · 1 shows a license
Data verified October 18, 2026
Conner Financial Group
“It was time well spent and I commend this organization for helping people near retirement.”
Rhino Wealth Management
“Todd has been my advisor for about 5 years now and I could not be any happier with his service and advice.”
Wealthpoint Advisors
“Lauren and Julio are the best in the business, and I cannot thank them enough for all of their help and support during a difficult time in my life.”
Pathfinder Planning
“Greatly helped put my finances in check.”
C. David McClure - McClure Wealth Management
The 10 firms listed for Gastonia, NC provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Gastonia, NC
8 of the 10 firms on this page have a rating, from 4.2 to 5.0 across 58 reviews; 7 are rated 4.5 or higher. 1 shows a license on its website and 1 has a BBB rating of A or A+. 6 have ten or more years of experience, the longest 53 years. 1 offers a free initial consultation. We have a website on file for 9 of the firms on this page; 8 publish a contact page; 5 list a public email and 4 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Why are financial advisers outside Gastonia listed here?
2 of the 10 firms are located in Gastonia. The others come from other towns within 15 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
Williford Financial Services
“I highly recommend Williford Financial Services for anyone looking for Financial Planning!”
CJS Wealth Management
“He has produced great results with my portfolio and has always available for advice.”
R.J. Schrift Private Asset Management
McMahan Financial
Why these companies made our list
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