TOP 10 Best Financial advisor reviews in Wilmington, North Carolina

First Bank in Wilmington Hanover Center, NC is a trusted institution offering a range of financial services including ATM access, banking, and finance options. Located at 3605 Oleander Drive in Wilmington, North Carolina, our team of knowledgeable bankers provide personalized service to meet your individual needs. As part of our commitment to security, we may require you to validate your identity by delivering a Secure Access Code to a registered telephone number. Choose between a phone call or text message for delivery and continue with the registration process. At First Bank, we strive to offer the same services as larger banks while providing a personalized touch from bankers who understand your community. Enable necessary cookies for security and functionality, and keep Google Analytics cookies enabled to help us improve our website. Experience the difference at First Bank Wilmington Hanover Center, NC.

Haines Financial, LLC | The Wealth Plan Company, located at 398 Carl Street in Wilmington, North Carolina, is a finance institution dedicated to helping clients prepare for their financial future while fully enjoying life in the present. The institution follows four fundamental concepts to ensure clients make great financial decisions: building deep, long-lasting relationships through regular communication and client events, engaging in sound planning based on individual values and goals, dedication to ongoing education to stay up-to-date on industry trends, and employing innovative technology to increase efficiency and deliver relevant information to clients. The team at The Wealth Plan Company is committed to helping clients make better decisions by providing a concise vision of their financial goals, understanding their resources, and offering expert advice. Through a simple and repeatable process, clients work with an experienced advisor to align their resources with their goals, ultimately creating a personalized WealthPLAN.

sale of any security or investment strategy. Merrill offers a broad range of brokerage, investment advisory (including financial planning) and other services. Additional information is available in our Client Relationship Summary (Form CRS) at www.ml.com/info. Merrill Lynch Financial Advisor Mac Croom is a finance institution located at 1123 Military Cutoff Road, Wilmington, North Carolina, United States. Mac Croom is a proud advisor who has received recognition from financial industry publications and Bank of America Corporation. He believes in setting the standard for exemplary client service and offers personalized wealth management strategies tailored to each client's unique financial goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, Mac Croom helps clients navigate the complexities of the financial markets and achieve their financial aspirations. He is dedicated to understanding each client's individual needs and priorities, providing personalized advice and guidance to help them pursue their goals. Whether planning for retirement, saving for a major purchase, or passing wealth to future generations, Mac Croom works with clients to develop a comprehensive financial plan designed to address their specific needs and objectives. Through ongoing communication and regular reviews, he helps clients stay on track and adapt their financial approach as their life and goals evolve. With a focus on building long-term relationships and delivering personalized service, Merrill Lynch Financial Advisor Mac Croom is committed to helping clients achieve their financial goals and live their best financial life.

Lincoln Financial Securities, located at 700 Military Cutoff Road in Wilmington, North Carolina, is an insurance agency that offers a wide range of products and services to help clients achieve their financial goals. With access to products from leading investment management organizations, clients can trust that their financial future is in capable hands. The institution also has a location at 1301 S. Harrison Street in Fort Wayne, Indiana. Lincoln Financial Securities is committed to transparency and provides detailed information about the services offered, fees, conflicts of interest, and disciplinary history in their Form CRS - Customer Relationship Summary. Clients can also use FINRA's tool to research financial professionals and firms.

Merrill Lynch Financial Advisor Eric Starkey is a trusted finance institution located at 1123 Military Cutoff Road, Suite A in Wilmington, North Carolina, United States. With a strong background in finance and a commitment to putting clients' interests first, Eric provides personalized wealth management strategies tailored to each client's goals and priorities. As a Merrill advisor, he offers access to the investment insights of Merrill and the banking convenience of Bank of America to address various aspects of clients' financial lives. Eric is dedicated to delivering excellent service and helping clients pursue their financial goals. With a Bachelor's Degree in Business Administration and multiple FINRA registrations, Eric is well-equipped to assist clients with their investment and financial planning needs. Whether you're planning for retirement, saving for a home, or funding a child's education, Eric's personalized approach can help you achieve your financial goals. Through ongoing communication and regular reviews, Eric ensures that clients' financial approaches are updated to reflect any changes in their lives or financial goals. With a focus on education and understanding, Eric strives to empower clients to make informed decisions about their wealth and investments. By building a one-on-one relationship with each client, Eric is committed to providing the guidance and support needed to navigate the complex financial landscape and achieve long-term financial success. Contact Merrill Lynch Financial Advisor Eric Starkey to start planning for your financial future and work towards your goals.

Regional Finance is a financial institution located at 2316 South 17th Street in Wilmington, North Carolina, United States. We specialize in providing personalized financial solutions to individuals and businesses in the region. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals through a variety of services including loans, credit lines, and financial planning. Visit us today to see how we can help you secure your financial future.

Jackson Hewitt Tax Service is a finance institution located at 2642 Carolina Beach Road in Wilmington, North Carolina, United States. Our Tax Pros are committed to helping you get your biggest refund, even though our tax advance loans have ended this year. Drop off your tax documents and let our experts take care of the rest, including a quick call to review your final return and convenient e-signing. Our Tax Pros at this location are fluent in Spanish and ready to assist Spanish-speaking clients. Refund Advance loans, which allow you to receive money before your tax refund arrives, are no longer available this year. However, we did offer Early Refund Advance at select locations from December 11, 2023, to January 14, 2023, and No Fee Refund Advance from January 2, 2024, to February 11, 2024.

Kevin Littlejohn - Thrivent is a finance institution located at 3309 Jaeckle Drive, Wilmington, North Carolina, United States. Financial Advisors Jeremy Cox and Matthew Beatty merged their friendship and passion for helping others to create Fairway Financial Group in January 2023. They take a values-based approach to working with clients, focusing on creating personalized financial plans that honor their clients' life purposes. Operating hours are Monday-Thursday: 9 a.m.-4 p.m. and Friday: 9 a.m.-2 p.m. Thrivent believes that money is a tool, not a goal, and is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people make the most of what they have been given. Membership with Thrivent offers clients access to financial solutions, as well as tools and resources to give back and lead more meaningful lives.

Sharpe Patel, PLLC is a full service accounting firm with offices in Raleigh, Charlotte and Wilmington, North Carolina. Founded by Jay Sharpe, CPA, CFE and Aaron Patel, CPA, the firm offers almost 40 years of combined experience in public accounting. Specializing in both Attest and Tax services, the expert staff at Sharpe Patel, PLLC can assist with a wide range of financial needs. The Attest Services Group provides assistance with Compiled, Reviewed and Audited Financial Statements to meet reporting requirements. The Tax, Accounting and Consulting Team offers support for small to medium sized businesses, including accounting software support, bookkeeping, payroll and tax compliance. Certified QuickBooks Pro Advisors are available for software setup, implementation and training.

David Ager: Allstate Insurance is a reputable insurance agency located at 1319 Military Cutoff Road in Wilmington, North Carolina. As a trusted provider of insurance services, they offer a range of coverage options to meet the needs of individuals and families. With a commitment to excellent customer service and personalized attention, David Ager: Allstate Insurance strives to help clients protect what matters most to them. Whether you're looking for auto, home, life, or business insurance, you can rely on this agency to provide you with the coverage you need. Contact them today to learn more about their services and how they can help you secure your future.

Jack Fitzgerald at Intercoastal Mortgage, LLC is a finance institution located at 1838 Sir Tyler Drive in Wilmington, North Carolina, United States. With a focus on providing top-notch mortgage services, Jack Fitzgerald and his team at Intercoastal Mortgage, LLC are dedicated to helping clients achieve their home financing goals. Whether you are a first-time homebuyer or looking to refinance, their experienced professionals are committed to providing personalized and efficient service. Trust Jack Fitzgerald at Intercoastal Mortgage, LLC to guide you through the mortgage process with expertise and integrity.

Jackson Hewitt Tax Service located at 5135 Carolina Beach Road in Wilmington, North Carolina, is a finance institution dedicated to helping clients maximize their tax refunds. While tax advance loans are no longer available this year, their team of Tax Pros is ready to assist you in getting the most out of your return. Conveniently located inside Walmart, clients can drop off their tax documents and have a Tax Pro handle the rest, including a final review and e-signing. The Tax Pros at this location are fluent in both English and Spanish, catering to Spanish-speaking clients as well.

Kincaid & Associates, PLLC is a renowned institution located at 5215 Junction Circle in Wilmington, North Carolina, United States. Specializing in accounting, finance, and legal services, the team at Kincaid & Associates, PLLC is dedicated to providing expert guidance and support to individuals and businesses alike. With a strong focus on professionalism and client satisfaction, this institution is a trusted partner for all your accounting, finance, and legal needs.

Dominion Wealth Management, LLC is a finance institution located at 4014 Oleander Drive in Wilmington, North Carolina, United States. Specializing in Wealth Management, Tax Advantaged Strategies, and Financial Planning, we offer a unique approach to financial services that focuses on building trust and confidence with our clients. Our goal is to help individuals, families, and businesses in Southeastern North Carolina achieve true wealth and financial peace of mind. At Dominion Wealth Management, we understand that wealth is more than just products and transactions. We believe that true wealth means being able to enjoy time with loved ones without financial worries. Our team of experts will work with you to create a personalized, holistic financial plan tailored to your specific goals and needs.

Les H. Kern is a reputable finance institution located at 2306 Wrightsville Avenue in Wilmington, North Carolina, United States. With a strong focus on providing exceptional financial services to individuals and businesses, Les H. Kern is known for its dedication to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, the experienced professionals at Les H. Kern are here to help. Visit us today and experience the difference that personalized financial services can make in your life.

Angela Johnson-Moore is a finance institution located at 8219 Market Street in Wilmington, North Carolina, United States. As a part of First Citizens Investor Services, Inc., the institution prides itself on strength, stability, and consistency. They offer customized advice, tailored strategies, and personal attention to help clients achieve their financial goals. Visit FINRA BrokerCheck to learn more about the investment professionals at Angela Johnson-Moore and to see their professional designations.

The Murchison Group is a finance institution located at 1979 Eastwood Road in Wilmington, North Carolina, United States. Led by J. Reid Murchison III, CFP®, Financial Advisor, the institution focuses on building long-term relationships with clients and managing wealth for all generations. The team of advisors treats clients like family, offering resources on financial topics, glossary of financial terms, and tax management assistance. Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC, with insurance products available through nonbank insurance agency affiliates of Wells Fargo & Company. Please note that information on the institution's website may redirect you to third-party websites, and it is recommended to review their policies and terms and conditions.