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Find Best Financial Advisors in Apex, North Carolina

Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Apex is a tedious task to do. financialadvisor.net give you extensive options to compare best advisors in Apex & pick the one as per your needs

How To Find Best Financial Advisors & Planners in Apex?

Looking for a qualified financial advisor in Apex? We can help you by narrowing down your options & listing the best financial advisors in Apex as per their qualifications & experience.

Find! Compare & Connect with the top financial advisors in Apex near you with the list of certified and vetted Apex financial advisors.

List of Qualified Financial Advisors in Apex, North Carolina

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Coach Pete DArruda

Capital Financial Advisory Group, LLC

1500 Town Side Drive, Suite 200

Apex, NC 27502

919-657-4201

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Tom Morris

Northwestern Mutual -Tom Morris

240 Leigh Farm Rd
Ste 400

Durham, NC 27707

919-401-0331

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Kelli Smith

Edelman Financial Engines, LLC

4700 Falls of Neuse Road
Suite 275

Raleigh, NC 27609

919-747-6052

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Kenneth Nelson

Nelson Wealth Advisors

Office A:10604 Bent Twig Drive, Raleigh NC 27613
Office B: 9121 Anson Way, Suite #204

Raleigh, NC 27615

919-845-3339

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Kelli Smith

Edelman Financial Engines, LLC

717 Green Valey Rd.
Suite 200

Greensboro, NC 27408

919-747-6052

Additional Financial Advisors in North Carolina

* Additional advisors listing is provided in partnership with Yext

Financial Advisor Office Location Phone Number
Hunter Street Investment Advisors
Inquire with Hunter
56 Hunter Street, Suite 210 Apex, NC 27502 919-589-4040
Edward Jones
Inquire with Edward
113A North Salem Street, Apex, NC 27502 919-362-5449
Edward Jones
Inquire with Edward
800 W Williams St, Suite 205 Apex, NC 27502 919-924-0411
Edward Jones
Inquire with Edward
5160 Sunset Lake Road, Suite 107 Apex, NC 27539 919-362-9282
Edward Jones
Inquire with Edward
859 Perry Rd, Apex, NC 27502 919-362-5121
Edward Jones
Inquire with Edward
56 Hunter St, Suite 100 Apex, NC 27502 919-267-6244
Edward Jones
Inquire with Edward
5478 Apex Peakway, Apex, NC 27502 919-387-7313
Edward Jones
Inquire with Edward
3675 Green Level West Rd, Suite 201 Apex, NC 27523 919-267-3147
Edward Jones
Inquire with Edward
1480 Chapel Ridge Rd, Ste 170 Apex, NC 27502 919-267-9615
Edward Jones
Inquire with Edward
1480 Chapel Ridge Rd, Ste 170 Apex, NC 27502 919-267-9615

Frequently Asked Questions

Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

What's the difference between a financial planner and a financial advisor?

A financial advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

How much money should I have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

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