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Best Financial Advisors in Fayetteville

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1315 Fort Bragg Road, Fayetteville, NC 28305
Fayetteville, NC 28305
  • Private Wealth Advisor

Nobles Pound Financial Planning caters to individuals and business owners in Fayetteville and the surrounding areas. The firm assists with estate planning, investments, retirement and employee benefits, risk management, and tax planning. It also uses a three-step process that includes data collection, recommendation presentation, and plan implementation. Eric Nobles, its owner, is a Certified Financial Planner who has been in the industry since 1991. He is a member of the Fayetteville Chamber of Commerce as well.

1315 Fort Bragg Road, Fayetteville, NC 28305
Fayetteville, NC 28305

Website(888) 840-6630

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We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

1308 Fort Bragg Road, Fayetteville, NC 28305
Fayetteville, NC 28305
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

Vine & Branch Capital provides Fayetteville clients with various financial planning services. It assists clients with financial strategies for their education, agricultural business, and retirement. It also offers a risk management program, where the staff reviews the client's current insurance policies and recommends coverage for disability and long-term care insurance. Managing director Bailey Bartee has more than 16 years of industry experience. He previously worked at Wells Fargo Advisors, where he qualified as a Private Investment Management Portfolio Manager.

1308 Fort Bragg Road, Fayetteville, NC 28305
Fayetteville, NC 28305

Website(910) 920-9282

Show Number

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Frequently Asked Questions:

Q: Should I hire a financial advisor before buying a house?
A: While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.
Q: What experience should I look for in a financial advisor?
A:  If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.
Q: Can my financial planner help with taxes?
A: Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

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