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Best Financial Advisors in Gastonia

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124 S Main St, Mt Holly, NC 28120
Mt Holly, NC 28120
  • Financial Planning

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.

124 S Main St, Mt Holly, NC 28120
Mt Holly, NC 28120

Website(704) 827-3151

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

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+

102 Hidden Pastures Dr. Suite 205, Cramerton, NC 28032
Cramerton, NC 28032
  • Financial Planning
  • Wealth Management
  • Retirement Planning

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.

102 Hidden Pastures Dr. Suite 205, Cramerton, NC 28032
Cramerton, NC 28032

Website(704) 964-4119

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

3.9 / 5 ( Good)

Total Reviews:

47 (Best)

Score Consistency:

Consistent (Best)

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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