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Numbersetc
- Small Business
- Company
“I would absolutely recommend Jimmy and NUMBERSETC to anyone who's looking for a CPA to do everything from personal to business tax-preparation, tax planning/advisory, payroll, etc.”
Best Financial Advisors near Gastonia, NC
We have 3 firms in Gastonia on file, and all of them are on this list, along with 21 from towns including Charlotte (6, 20 mi), Belmont (5, 8 mi) and Lake Wylie, SC (4, 12 mi).
3 open weekends · 13 rated 4.5+ · 1 shows a license
Data verified October 18, 2026
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Pace Tax & Accounting
“For the record, some might think his fees are a little high, but I gladly pay the fee in order to get good and ACCURATE service, not some tossed-in numbers at a desk in Wal-Mart with someone who was trained only two weeks before!”
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Conner Financial Group
“Conner's kind gentle demeanor was not only reassuring but prompted a trust and my mom always felt David had her best interest at heart and spent many hours just talking with her calming her down and made it more than a business relationship.”
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Rhino Wealth Management
- Questions
“His continued education, in Finance, up-dates by Blog, Email, & You Tube, are a comfort & welcome!”
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Wealthpoint Advisors
- Questions
- Management
- Future
“Checks all the boxes for a solid, dependable financial manager/advisor.”
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Vertex Capital Advisors
“They impressed me at a free lunch to discuss the best way to maximize your SS payments when they asked the question why are you / we here and they stated that when they gave us the SS plan, which is different for everyone, that you would like to cont...”
The 24 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
16 of the 24 firms on this page have a rating, from 4.0 to 5.0 across 313 reviews; 4 have 50 or more reviews and 13 are rated 4.5 or higher. 3 are open on Saturdays. The services the firms on this page list most often on their websites are investment management (4), estate planning (2), financial planning (2) and tax planning (2). 1 shows a license on its website and 3 have a BBB rating of A or A+. 18 have ten or more years of experience, the longest 53 years. 1 offers payment plans; 1 offers a free initial consultation and 1 lists coupons or special offers. We have a website on file for 23 of the firms on this page; 19 publish a contact page; 16 list a public email and 8 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?
3 of the 24 firms are located in Gastonia. The others come from other towns within 30 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
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Baker Wealth Management
“I also appreciate that Jason and Dawn always make sure our mutual clients' beneficiary forms are correct to insure that their estate plan works as it is intended.”
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C. David McClure - McClure Wealth Management
“Awesome financial advisor.”
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Pathfinder Planning
“Greatly helped put my finances in check.”
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Michael H. Baker, Cima, CFP
“Always willing to reevaluate and advise on changing life goals and situations.”
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Next Phase Financial
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Williford Financial Services
“I highly recommend Williford Financial Services for anyone looking for Financial Planning!”
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David R. Balok Wealth Management
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CJS Wealth Management
- Investing
“I can confidently recommend CJS Wealth Management for your financial planning needs.”
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K.A. Gregory Wealth Management
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R.J. Schrift Private Asset Management
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R.P. Boggs & Co.
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Milestone Advice Group
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McMahan Financial
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Be3 Project
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Fisher
- Work
- Expertise
- Team
“Their team was attentive and made sure to understand the intricacies of my financial situation, which was a refreshing change from the impersonal service I had experienced in the past.”
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Newtonwealthmanagement
- Job
- Knowledge
- Team
“He has been excellent on keeping me informed on a week over week basis, and we discuss different strategies both over the phone and face-to-face meetings.”
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The Zaino Group
- Thrift Savings Plan
- Confidence
- Retirement
“Thanks Mike for everything - from helping me with initial questions about money and retirement all the way through to rolling over my retirement savings.”
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Linden Thomas & Company
- Knowledge
- Market
- Retirement
“Steve Thomas and the entire team at Linden Thomas helped us reach a place of financial security even in the face of those unexpected financial challenges and we would highly recommend them.”
Retirement Planning and Investment Management Services in Gastonia, NC Cost Estimates
Minimum cost
$1123
Maximum cost
$9541
National Average
$3368
Avg Per Hour Rates
$337
$2245
$6174
Fair price range is based on 327 cost profiles
Why these companies made our list
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