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Best Financial Advisors in Jacksonville

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207A Western Boulevard, Jacksonville, NC 28546
Jacksonville, NC 28546
  • Certified Financial Planner (CFP)
  • Retirement Planning

ArrowStar Financial has been serving Jacksonville and nearby areas since 2018. Its advisors offer retirement planning services, which factor in clients' sources of income, whether pensions, annuities, or Social Security benefits. They craft plans that focus on wealth distribution and flexibility. Additionally, the financial professionals advise clients on matters concerning investment portfolios, life insurance policies, and IRA accounts. Firm president Kevin R. Wagner has 40 years of industry experience. He worked as an insurance agent before co-founding ArrowStar Financial.

207A Western Boulevard, Jacksonville, NC 28546
Jacksonville, NC 28546

Website(910) 346-5542

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321 North Front Street Suite 305, Wilmington, NC 28401
Wilmington, NC 28401
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Tax Planning

Atlantic Coast Wealth Management, LLC, helps clients in Jacksonville achieve financial independence. It provides a variety of services, including cash flow analysis, investment management, retirement planning, and wealth preservation. Richard Schrum is an independent financial advisor with more than 18 years of industry experience. He offers investment advice through the Independent Advisor Alliance and securities through LPL Financial. The company aims to understand clients' financial conditions to help them and their families make prudent decisions on achieving their financial objectives.

321 North Front Street Suite 305, Wilmington, NC 28401
Wilmington, NC 28401

Website(910) 338-2875

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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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