Best Financial Advisors in Gastonia

Serving the Gastonia area, Caleo Wealth Management helps individuals feel financially confident in their future. The firm assists clients in implementing their financial visions through assessment, goal discovery, customized solutions, and support. It also assists clients in protecting their savings and building their wealth by offering family risk management services. In addition, Caleo Wealth Management provides education, business, and legacy planning. One of the firm’s professionals, William K. Gary, has over 35 years of experience.

Plan Your North Carolina State Retirement offers financial planning services to Gastonia residents. Its primary agent, Bob Furlong, is a Certified Financial Planner who has been in the industry since 2010. He serves firefighters, teachers, police officers, and government officials, helping them prepare a retirement income plan. Furlong conducts consultations with the client, discussing their goals and objectives to present them with a detailed analysis of their financial situation. He also offers wealth management services. Furlong is a member of the Financial Planning Association.