Independent financial advisors in Statesville, North Carolina

William M Neely, Financial Professional at New York Life, is located at 1310 Davie Avenue in Statesville, North Carolina. As a finance and insurance agency, we understand the importance of having a trusted advisor by your side to navigate the complexities of the financial world. We are here to help evaluate your needs, assess the economic landscape, and recommend a strategy to protect your family's wealth and dreams for the future. On our website, you can find informative videos and useful calculators to assist you in managing your finances. We believe that money is personal and emotional, but it doesn't have to be intimidating. By understanding the connection between your day-to-day finances and emotions, you can take control of your financial situation.

Edward Jones - Financial Advisor: Missy Carlson, CFP® is a reputable finance institution located at 17824 Statesville Road in Cornelius, North Carolina, United States. Missy Carlson, a Certified Financial Planner (CFP®), provides expert financial advice and personalized investment solutions to help clients achieve their financial goals. With a commitment to integrity and professionalism, Missy Carlson and her team at Edward Jones strive to build long-lasting relationships with their clients based on trust and transparency. Whether you are planning for retirement, saving for a child's education, or looking to grow your wealth, Edward Jones - Financial Advisor: Missy Carlson, CFP® is dedicated to helping you navigate the complexities of the financial world with confidence.

Bill Neely, CLTC, LUTCF is a finance and insurance agency located at 1310 Davie Avenue in Statesville, North Carolina, United States. They understand that life can throw unexpected challenges your way, but you don't have to face them alone. It is crucial to have a financial professional who can assess your needs, analyze the current economic landscape, and recommend a strategy to protect your family's wealth and dreams for the future. On their website, they offer informative videos and calculators to help you understand and manage your finances. They believe that money is personal and emotional, but it doesn't have to be intimidating. By understanding the connection between your day-to-day finances and emotions, you can take control of your financial situation.