Hickory, NC

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Hickory, NC
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Best Financial Advisors in Hickory, NC

The highest-rated Financial Planning & Wealth Management companies out of 185 vetted & reviewed in the Hickory area.

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Rink & Robinson

Rink & Robinson

(6)
Businesses, Litigation Support, Forensic Accounting
“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.”
PLLC Certified
In Business Since 1960
340 9th Ave Dr NE, Hickory, NC
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Spectrum Financial

Spectrum Financial

(3)
“They take the time to explain what they recommend so that you know why you are investing in a certain type of investment.”
Licensed, BBB Rating: A+
Accepts All Major Credit Cards
In Business Since 1992
1375 Lenoir Rhyne Blvd SE Suite 101, Hickory, NC
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Breazealekiser, PA

Breazealekiser, PA

(18)
“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.”
In Business Since 1998
1232 Shiloh Church Rd, Hickory, NC
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Thayer Financial

Thayer Financial

(10)
Investment Management, Pricing, Business Exit Planning
“I chose Deaton and Kelly to be my financial advisors as they both truly care about their clients, in addition to their attention to detail and knowledge in the industry.”
Accepts All Major Credit Cards
Transparent Fees & Pricing
In Business Since 2018
439 4th St SW, Hickory, NC
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Dean Financial

Dean Financial

(12)
  • Investments
  • Questions
  • Confident
“Being a fiduciary, and them knowing my financial situation has given me confidence that they are also investing and wanting the best for my monetary future.”
Free Initial Consultation
In Business Since 1999
200 1st Ave NW Suite 623, Hickory, NC
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Diamond Pointe Financial

Diamond Pointe Financial

(2)
On Pointe., Weekly Updates, Diamond Pointe
“Christiana is an amazing planner who truly cares.”
In Business Since 2021
901 US-321 Ste. 300, Hickory, NC
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Tenet Wealth Management

Tenet Wealth Management

(4)
“Brent helped my wife and I transfer our investment accounts from a firm that didn't have our best interests before their commission!”
In Business Since 2012
433 4th St SW, Hickory, NC
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Mumy Financial Advisors

Mumy Financial Advisors

(1)
“Awesome people!”
In Business Since 2012
200 1st Ave NW #303, Hickory, NC
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Broyhill Asset Management

Broyhill Asset Management

(1)
“Aaron Tyler Norman, Owner of Google Inc, null.”
In Business Since 1999
800 Hickory Blvd, Lenoir, NC 28645
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Deal Financial Group

Deal Financial Group

Educational Sessions, How We Work, Comprehensive Financial Planning
“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.”
In Business Since 2018
200 1st Ave NW Suite 302, Hickory, NC
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Southeast Retirement Planners

Southeast Retirement Planners

Trust Services
“Before we meet, we ask you to spend a little time reflecting on what's truly important. Then, we lead you through a proven process designed to unearth details, create dialog, and build a basis of shared understanding.”
In Business Since 2012
74 8th St SE #105, Hickory, NC
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Capital Concepts

Capital Concepts

“We understand you may not have the time, knowledge, or desire to properly manage all aspects of your financial life. Whatever your reason for seeking professional financial guidance, our services are designed to provide clarity so that you can feel c...”
In Business Since 1997
1155 Southgate Corporate Park SW, Hickory, NC
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Hollar Financial Group

Hollar Financial Group

“Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and hone...”
In Business Since 2012
3307 Springs Rd NE, Hickory, NC
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Rita S. Brittain, CPA PA

Rita S. Brittain, CPA PA

“At Rita S. Brittain, CPA PA, we've been serving the accounting needs of South Conover, NC and the surrounding areas for years. If you need help managing any aspect of your home or business's finances, we want to hear from you.”
Licensed, BBB Rating: A+
Free Initial Consultation
Transparent Fees & Pricing
Offers Financing Options
Serving Hickory Area
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Hildebran Accounting

Hildebran Accounting

(3)
Financial Planning, Business Tax Returns, Payroll Services
“We own a business in Hickory, NC and been doing business with them for over 20 years!”
Accepts All Major Credit Cards
In Business Since 2003
Serving Hickory Area
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Aspire Private Capital

Aspire Private Capital

(5)
Aspire Services
“Since Fed Ex had failed to deliver the documents overnight to our home it was already middle of the afternoon before the lawyer emailed the documents to me to print at home”
Licensed, BBB Rating: A+
In Business Since 2005
Serving Hickory Area
Featured

Today we honor and celebrate the life and legacy of Martin Luther King Jr. As I reflect on the importance and significance of this day, I think of his many words of wisdom that have inspired me and still do. Here are just a few: ▪️ "The time is always right to do what is right." ▪️ "Injustice...

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Cornerstone Wealth

Cornerstone Wealth

(2)
“Excellent, well driven team that goes above and beyond.”
Licensed, BBB Rating: A+
In Business Since 2017
16810 Kenton Dr #200, Huntersville, NC
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Matt Coffey, CPA -

Matt Coffey, CPA -

(1)
Business Services, Tax Services, Quickbooks Services
“Great CPA!”
Transparent Fees & Pricing
Offers Financing Options
Free Initial Consultation
In Business Since 2022
Serving Hickory Area
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Michael B. Hollar, Cpa;

Michael B. Hollar, Cpa;

Business Services, Internal Controls, Tax Services
“We specialize in helping small and medium-sized enterprises develop the accounting systems needed to excel in today's complicated financial landscape. We offer a broad range of services for business owners, executives, and independent professionals.”
Transparent Fees & Pricing
Offers Financing Options
Free Initial Consultation
In Business Since 2009
Serving Hickory Area
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Prior Wealth Planning

Prior Wealth Planning

(2)
Heath Prior, Tell A Friend, Edward Misle, Clu, Chfc
“Heath and Ed have taken wonderful care of my in-laws and now us.”
Free Initial Consultation
In Business Since 2018
Serving Hickory Area
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Lesemann Cpas

Lesemann Cpas

(3)
“Jay and the team have been our personal and business tax advisors since 2001 and we couldn't be more satisfied with the friendly, professional services they provide at Lesemann CPA's.”
In Business Since 2003
9525 Birkdale Crossing Dr Ste 206, Huntersville, NC
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Weaver Wealth Management

Weaver Wealth Management

Financial Planning, Asset Management
“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...”
Family Business
In Business Since 2012
Serving Hickory Area
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The Hatteras Group - M&A Advisors

The Hatteras Group - M&A Advisors

(2)
“Through their efforts and insight, we realized significant improvement in final terms and conditions for the sale and came away with both a higher sale price and better sale structure than we might have otherwise.”
In Business Since 2000
Serving Hickory Area
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Black & Associates

Black & Associates

(1)
“There are negative reviews being left by people claiming to be clients or prospective clients of Black and Associates, LLC.”
In Business Since 1999
Serving Hickory Area
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Retirement Planning and Investment Management Services in Hickory, NC Cost Estimates

Minimum cost
$1000
Maximum cost
$8500
National Average
$3000
Avg Per Hour Rates
$300
$2000
$5500
Average price range is based on 468 cost profiles
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Average Cost $3000
Minimum cost $1000
Maximum cost $8500
Avg Per Hour Rates $300

Average range $2000 to $5500 is based on 468 cost profiles.

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