Best Financial Advisors in Hickory, NC

“My previous CPA firm had advised differently and Georgette walked me through why this was not the best decision for my busines and why I should choose a different option.”

“Tom is very knowledgeable and goes above and beyond to help in every way.”

“He and his staff offer as little as quarterly bookkeeping to full service bookkeeping , payroll, tax returns and help you settle your issues with the IRS.”

“Christiana is super personable and knowledgeable.”

“They take the time to explain what they recommend so that you know why you are investing in a certain type of investment.”

“Best buffet in Viewmont”

“This guide takes a critical look at the finances of retirement. It talks about health care costs, income stability, and the burden of debt and is designed to help your clients know the recipe for success in retirement.”

“As Investment fiduciaries in advisory accounts, we prioritize transparency to ensure that our clients always receive optimal service. From managing investments to planning estates supporting causes to providing business advice we have a range of serv...”

“Matt is the first financial planner that we've had that digs deep to provide a comprehensive analysis and detailed plans for how we should better prepare for our retirement.”

“At Thurston, we are Dedicated to the Creation and Preservation of Wealth. This mission guides everything we do. We are committed to helping you at every stage of your financial journey. If you're trying to build wealth, we know what works and what do...”

“We own a business in Hickory, NC and been doing business with them for over 20 years!”

“Aaron Tyler Norman, Owner of Google Inc, null.”

“We believe that the covered bridge offers a symbol of what we bring to clients through comprehensive investment planning. We intend to build with each client an investment portfolio that will stand the test of time and that will be custom-tailored to...”

“Our mission is to provide personalized wealth management services, customized for each client's unique family situation and savings goals. Our vision is to offer our clients financial independence, knowing that our watchful eye and investment experie...”

“For any situation be it starting right out o college or almost ready to retire they can help you get the most out of years of hard work.”

“Scott Hastings, the best”