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Find Best Financial Advisors in Hickory, 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 Hickory is a tedious task to do. give you extensive options to compare best advisors in Hickory & pick the one as per your needs

How To Find Best Financial Advisors & Planners in Hickory?

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

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

List of Qualified Financial Advisors in Hickory, North Carolina


Tony Montanari

ACM Wealth Management

1927 S. Tryon Street
Suite 205

Charlotte, NC 28203



Alex Calott and Austin Powell

Blue Financial

5970 Fairview Road Suite 712

Charlotte, NC 28210



Mike Allison

Blackbridge Financial

4777 Sharon Road
Suite 540

Charlotte, NC 28270


Additional Financial Advisors in North Carolina

* Additional advisors listing is provided in partnership with Yext

Financial Advisor Office Location Phone Number
Beth L Deal
Inquire with Beth
318 2nd Ave NW, Hickory, NC 28601 828-324-1422
Randall Rice
Inquire with Randall
34 2nd St NW, Ste 300 Hickory, NC 28601 828-324-0127
Stephen Sayers
Inquire with Stephen
34 2nd St NW, Ste 300 Hickory, NC 28601 828-324-0127
Thayer Financial
Inquire with Thayer
439 4th Street SW, Hickory, NC 28602 828-569-2785
Spectrum Financial Incorporated
Inquire with Spectrum
1375 Lenoir Rhyne Boulevard SE, Suite 101 Hickory, NC 28602 828-328-9551
Edward Jones
Inquire with Edward
1732 North Center St, Hickory, NC 28601 828-327-2014
Edward Jones
Inquire with Edward
215-B First Avenue SW, Hickory, NC 28602 828-304-1023
Edward Jones
Inquire with Edward
1732 North Center St, Hickory, NC 28601 828-327-2014
Edward Jones
Inquire with Edward
1410-B Old Lenoir Road, Hickory, NC 28601 828-322-3565
Edward Jones
Inquire with Edward
307 2nd Street NE, Hickory, NC 28601 828-328-8111

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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