Find the best financial planners in North Carolina to help you create a portfolio of business investments including stocks, life insurance, annuities and more. Hire planners to secure your future, or get help managing a portfolio that needs updating. Whether you're looking to start investing or need help with long-term business investments, a financial planner is the best place to start.

If your business needs to find sound financial planning, Charlotte, NC, is one of the best places to find advice, though you can find local planners, too. Create the right mix of retirement plans, group insurance or executive investments to meet the needs of your employee base. When you're seeking financial planners, NC provides a wide selection to help guide you through the financial investing process to help secure the future of your company and your employees.

1. Find an adviser with credentials that include state licensing, investment success and happy clients.
2. Look for a full-service financial planner. NC planners offer many options to help you get started.
3. Use specialty advisers for specific investment situations when you know what you want before you walk in the door.
   

Action Steps
The best contacts and resources to help you get it done

Find one of the financial planners North Carolina offers to provide you with many options

Look for financial planners who provides a wide range of options when it comes to investing. If you are starting from scratch, you'll be better off finding a planner who offers many options for financial planning. Raleigh, NC, and Charlotte both have a number of these planners

I recommend: Get sound financial advice from Dixon Hughes regarding all aspects of a small or large business financial future. With branches in Raleigh, Charlotte and other cities across the state, you likely have a nearby branch. Ask Carroll Financial in Charlotte to help you choose investments, set up a retirement fund or plan your estate.

Work with Financial Planners in North Carolina that specialize in the special investment package you

If you've already got a good handle on your investment portfolio and financial future, but you are interested in expanding within a certain area, find financial planners in Charlotte, NC, and other areas of the state who specialize in that area of investments.

I recommend: For retirement planning and more seek help from North Carolina's own Community One Bank financial advisors. With over 43 locations in the state, including Charlotte, finding a consultant is easy. Seek insurance and investment advice from Geoff Kemble of Prudential in Matthews, NC.

Find certified financial planners in North Carolina who will be there for you in the future

When you're investing in your future, you want to work with someone you know will be there for you--whether it's in 5 years or 50 years. Find a long-standing financial planner or advisor from an area near you who will be here to serve your needs for years to come.

I recommend: Look to Merrill Lynch in Pinehurst to help your business make sound investments. Or, work with Delta Financial Advisors in the same city. They offer adjustable life insurance, annuities, investment counseling and more.

Tips & Tactics

Helpful advice for making the most of this Guide

• •  If you're a small- or medium-sized business, you should find a qualified financial planner North Carolina affiliations recognize through certification in financial planning. NC advisors with certification help individuals find planners who specialize in assisting companies to grow financially; these program should top your list when deciding who to contact.