TOP 30 Best Individual wealth in Franklin, North Carolina

Mountain Rock Wealth Management is a prestigious finance institution located at 175 East Main Street in Franklin, North Carolina, United States. Our team of experienced wealth managers are dedicated to helping our clients achieve their financial goals and secure their financial future. With a focus on personalized financial planning and investment strategies, we strive to provide top-notch service and guidance to our clients. Trust Mountain Rock Wealth Management to be your partner in wealth management and financial success.

East Franklin Capital is a Fiduciary Registered Investment Advisory firm located at 1805 East Franklin Street in Chapel Hill, North Carolina. Specializing in intelligent and customized investment management, we work with high-performing professionals such as doctors, professors, entrepreneurs, tech and healthcare executives. Our clients are individuals who are dedicated to lifelong learning and continually improving their professional skills. Whether you are an Executive or Entrepreneur, an Academic or Doctor, a Soon-to-be-Retiree or a New Family, East Franklin Capital is here to help you navigate your financial journey. Our team shares a common perspective on finances and life, and we are dedicated to providing personalized and comprehensive financial services.

Franklin Watkins Financial Group, located at 4325 Lake Boone Trail in Raleigh, North Carolina, is a finance institution dedicated to building meaningful relationships with clients and providing comprehensive wealth management services. Their team focuses on understanding each client's unique situation, family dynamics, and financial goals in order to create and implement personalized financial strategies. The goal is to instill confidence in investments, bring clarity to long-term plans, achieve financial independence, and stay on track for success. Securities are offered through LPL Financial, while advisory services are offered through IFG Advisory, LLC. Franklin Watkins Financial Group and IFG Advisory, LLC are separate entities from LPL Financial. Residents of other states should consult with a properly registered or licensed financial professional.

Ipcit H Shah is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 1611 Jones Franklin Road in Raleigh, North Carolina, United States. Specializing in finance, Ipcit H Shah holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate expertise in areas such as asset management, retirement planning, estate planning, investment management, and financial planning for specific populations such as veterans and individuals with special needs. Ipcit H Shah is committed to providing comprehensive and personalized financial advice to help clients achieve their financial goals.

Franklin & Franklin is a reputable accounting and finance institution located at 3320 Siskey Parkway in Matthews, North Carolina, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses. From tax preparation to financial planning, Franklin & Franklin offers personalized solutions to help clients achieve their financial goals. Their commitment to excellence and attention to detail make them a trusted partner for all financial needs.

National Finance Company is a trusted financial institution located at 316 East Franklin Street in Rockingham, North Carolina, United States. Specializing in providing a wide range of financial services, National Finance Company is dedicated to helping individuals and businesses achieve their financial goals. With a team of experienced professionals, they offer personalized solutions tailored to meet the unique needs of each client. Whether you are looking for a loan, investment advice, or assistance with financial planning, National Finance Company is committed to providing top-notch service and support. Visit them today to learn more about how they can help you secure your financial future.

H&R Block is a renowned accounting and finance institution located at 316 Depot Street in Franklin, North Carolina, United States. With a team of experienced professionals, H&R Block offers a wide range of financial services including tax preparation, bookkeeping, and financial planning. Whether you are an individual looking for assistance with your personal taxes or a business in need of accounting support, H&R Block is dedicated to providing top-notch financial solutions tailored to meet your specific needs. Visit us today to experience expert financial guidance and exceptional customer service.

Wayah Insurance is a health insurance agency located at 295 East Palmer Street in Franklin, North Carolina, United States. We specialize in providing insurance solutions in Franklin, NC, Highlands, NC, Brevard, NC, and throughout Western North Carolina and Northeast Georgia. Our team of insurance advisors is dedicated to understanding your industry and the risks you face, offering innovative solutions to protect your financial security and quality of life. As an independent agency, we offer a comprehensive suite of insurance options to help you plan for the unexpected and the predictable. Our goal is to provide a personalized and informed client experience, giving you the power of choice from top-rated insurance carriers. Visit us today and let us help you make smart decisions for your future.

United Community is a trusted financial institution located at 257 East Main Street in Franklin, North Carolina. As a full-service bank, we offer a variety of financial services to meet the needs of our community members. Whether you need to withdraw cash from our ATM, open a new account, or speak with a financial advisor, our friendly staff is here to help. Visit us today and experience the convenience and personalized service that sets United Community apart.

Woodward Financial Advisors is a reputable finance institution located at 1504 East Franklin Street in Chapel Hill, North Carolina, United States. With a team of experienced financial experts, they provide comprehensive financial planning and investment management services to help individuals and families achieve their financial goals. Whether you are planning for retirement, saving for education, or managing your wealth, Woodward Financial Advisors offers personalized solutions to meet your needs. Trustworthy and dedicated, they strive to provide sound financial advice and guidance to help clients navigate the complexities of the financial world.

Golden Years Advisors is a premier financial institution located at 1601 Jones Franklin Road in Raleigh, North Carolina. Specializing in helping individuals plan for their golden years, our team of experienced advisors offers personalized financial planning services to help clients achieve their retirement goals. Whether you are looking to grow your wealth, plan for healthcare expenses, or create a sustainable income stream for your retirement years, Golden Years Advisors is here to help. Contact us today to schedule a consultation and start planning for a secure financial future.

Edward Jones - Financial Advisor: Dale Draughn, AAMS™ is a reputable finance institution located at 140 Franklin Street in Mount Airy, North Carolina, United States. With a focus on personalized financial planning and investment strategies, Dale Draughn, AAMS™ provides expert guidance and advice to help clients achieve their financial goals. Whether you are planning for retirement, saving for education, or building wealth, Edward Jones is committed to helping you secure a stable financial future. Contact Dale Draughn, AAMS™ today to schedule a consultation and take the first step towards financial success.

Edward Jones - Financial Advisor: William P Barr, CFP® is a leading finance institution located at 411 Georgia Road in Franklin, North Carolina, United States. With a focus on providing personalized financial advice and services, William P Barr, a Certified Financial Planner, offers expert guidance to help clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or managing your wealth, Edward Jones is dedicated to providing top-notch financial solutions tailored to your individual needs. Trust in the expertise of William P Barr and the team at Edward Jones to help secure your financial future.

Edward Jones - Financial Advisor: Benjamin J Rodriguez, AAMS™ is a reputable financial institution located at 400 Porter Street in Franklin, North Carolina, United States. Led by experienced advisor Benjamin J Rodriguez, AAMS™, the institution offers personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships and providing tailored investment strategies, Edward Jones is committed to helping individuals and families secure their financial future. Whether you are planning for retirement, saving for education, or looking to grow your wealth, Benjamin J Rodriguez, AAMS™ and his team are dedicated to providing expert guidance and support every step of the way.

Edward Jones - Financial Advisor: Craig McManus is a reputable finance institution located at 112 Macon Center Drive in Franklin, North Carolina, United States. Craig McManus is a dedicated financial advisor who provides personalized investment advice and financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships and providing top-notch customer service, Edward Jones - Financial Advisor: Craig McManus is a trusted partner in helping individuals and families secure their financial futures.

Edward Jones - Financial Advisor: Bruce J Lau is a trusted financial institution located at 8366 West Franklin Street in Mount Pleasant, North Carolina, United States. As a dedicated financial advisor, Bruce J Lau provides personalized investment strategies and financial planning services to help clients achieve their long-term financial goals. With a focus on building strong relationships and providing exceptional customer service, Edward Jones - Financial Advisor: Bruce J Lau is committed to helping individuals and families navigate the complexities of the financial world with confidence and peace of mind.

Edward Jones - Financial Advisor: Johnaustin J Chapman, CFP®|CPWA®|AAMS™|CRPS™ is a reputable finance institution located at 1526 East Franklin Street in Chapel Hill, North Carolina, United States. With a team of highly qualified and certified professionals, including Certified Financial Planner (CFP®), Certified Private Wealth Advisor (CPWA®), Accredited Asset Management Specialist (AAMS™), and Chartered Retirement Plans Specialist (CRPS™), the institution offers expert financial advice and services to help clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or managing your wealth, Edward Jones is dedicated to providing personalized and comprehensive financial solutions tailored to meet your individual needs. Visit us today to start planning for a secure financial future.

Eagle Tax Breaks is a reputable accounting and finance institution located at 1090 Highlands Road in Franklin, North Carolina, United States. Our team of experienced professionals is dedicated to providing expert tax services and financial advice to individuals and businesses. With a focus on maximizing tax breaks and minimizing liabilities, we strive to help our clients achieve their financial goals. Contact us today to schedule a consultation and see how Eagle Tax Breaks can help you navigate the complexities of the tax system.

The Center for the Study of the American South is a renowned institution located at 410 East Franklin Street in Chapel Hill, North Carolina. This prestigious center is dedicated to researching and exploring various aspects of the American South, including its history, culture, and society. Through scholarly research, educational programs, and community outreach initiatives, the center aims to deepen our understanding of the unique and complex region of the American South. Visitors can expect to engage with thought-provoking exhibits, lectures, and events that shed light on the rich and diverse heritage of the South. Whether you're a student, scholar, or curious individual, the Center for the Study of the American South offers a wealth of resources and opportunities to learn and engage with this fascinating region.

J Braxton Freeman Pa is a reputable accounting and finance institution located at 12 Maple Street in Franklin, North Carolina, United States. With a team of experienced professionals, we provide a wide range of financial services to individuals and businesses in the area. Our dedication to excellence and commitment to client satisfaction sets us apart from the rest. Whether you need assistance with tax preparation, financial planning, or bookkeeping, J Braxton Freeman Pa is here to help you achieve your financial goals.

Joan's Tax & Accounting Services is a reputable institution located at 26 Dan Street in Franklin, North Carolina, United States. Specializing in accounting and finance services, our team of experienced professionals is dedicated to providing top-notch financial solutions for individuals and businesses alike. Whether you need assistance with tax preparation, bookkeeping, or financial planning, Joan's Tax & Accounting Services is here to help. With our attention to detail and commitment to client satisfaction, you can trust us to handle all of your financial needs with precision and expertise. Contact us today to learn more about how we can assist you in achieving your financial goals.

Nantahala Bank is a trusted financial institution located at 120 Siler Road in Franklin, North Carolina. As a full-service bank, we offer a wide range of banking and financial services to individuals, businesses, and organizations in the area. Our experienced team is dedicated to providing personalized service and tailored solutions to help our customers achieve their financial goals. Whether you need a checking account, a loan, or investment advice, Nantahala Bank is here to help. Visit us today to experience the difference of banking with a local institution that truly cares about its customers.

Haire & Woolbright CPAs, PA is a reputable accounting and finance institution located at 2255 Old Murphy Road in Franklin, North Carolina, United States. With a team of experienced and knowledgeable certified public accountants, they offer a wide range of services including tax preparation, financial planning, auditing, and consulting. Their dedication to providing high-quality services and personalized attention to each client sets them apart in the industry. Whether you are an individual looking for tax assistance or a business in need of financial guidance, Haire & Woolbright CPAs, PA is committed to helping you achieve your financial goals.

Wells Fargo Bank is a trusted financial institution located at 110 East Franklin Boulevard in Gastonia, North Carolina, United States. As a full-service bank, Wells Fargo offers a wide range of financial services, including checking and savings accounts, loans, mortgages, and investment options. With convenient ATM access and excellent customer service, Wells Fargo Bank is dedicated to helping individuals and businesses achieve their financial goals.

Azteca Seguros Multiservice is a comprehensive financial institution offering accounting, finance, and insurance services. Located at 209 Highlands Road in Franklin, North Carolina, United States, our experienced team is dedicated to providing top-notch financial solutions to individuals and businesses alike. Whether you need help with tax preparation, investment planning, or finding the right insurance coverage, Azteca Seguros Multiservice is here to assist you every step of the way. Trust us to help you achieve your financial goals and secure your future.

Merrill Lynch Financial Advisor Wes Purcell is a finance institution located at 2550 Ravenhill Drive in Fayetteville, North Carolina, United States. The team is dedicated to understanding your values and goals to help you achieve your financial aspirations. Through personalized one-on-one conversations, they strive to create a flexible strategy tailored to your individual needs in today's ever-changing market conditions. With access to investment insights from Merrill and banking solutions from Bank of America, they can assist you in managing your wealth and planning your legacy. The institution offers Merrill Personal Wealth Analysis™ to build a personalized plan focused on your goals and priorities. The team believes in the importance of ongoing communication to adapt to changes in your life and financial goals. By working closely with you, they aim to help you pursue what matters most and turn your aspirations into reality. With a focus on personalized investment strategies and comprehensive financial solutions, Merrill Lynch Financial Advisor Wes Purcell is committed to helping you achieve your financial goals.

Legacy Investments and Insurance Solutions is a comprehensive financial and insurance agency located at 1229 East Franklin Street in Chapel Hill, North Carolina. Our team of experienced professionals specializes in creating personalized investment strategies and insurance solutions to help clients achieve their financial goals and protect their assets. Whether you are planning for retirement, saving for your children's education, or looking to secure your family's future, Legacy Investments and Insurance Solutions is here to provide expert guidance and support. Contact us today to schedule a consultation and take the first step towards a secure financial future.

Aloft Capital Advisors is a finance institution located on West Franklin Street in Chapel Hill, North Carolina, United States. Specializing in financial advisory services, Aloft Capital Advisors offers expert guidance and strategic solutions to help clients navigate the complexities of the financial world. With a team of experienced professionals, they provide personalized services tailored to meet the unique needs and goals of each client. Whether it's investment management, financial planning, or risk assessment, Aloft Capital Advisors is dedicated to helping individuals and businesses achieve financial success and security.

Personal Finances Management is a leading finance institution located on 1525 East Franklin Street in Chapel Hill, North Carolina. Our mission is to help individuals and families take control of their financial well-being through expert guidance and tailored strategies. Our team of experienced professionals provide comprehensive services including budgeting, investment planning, debt management, retirement planning, and more. Whether you are looking to build wealth, save for the future, or get out of debt, Personal Finances Management is here to help you achieve your financial goals. Visit us today to start your journey towards financial success.

MMC Financial Group is a leading finance institution located at 1829 East Franklin Street in Chapel Hill, North Carolina, United States. Specializing in providing comprehensive financial services to individuals and businesses, MMC Financial Group offers expert advice and personalized solutions to help clients achieve their financial goals. With a team of experienced professionals and a commitment to excellence, MMC Financial Group is dedicated to delivering top-notch financial services and building long-lasting relationships with their clients.