Best Financial Advisors in Rocky Mount

Find top-rated local financial advisors who can help you achieve your financial goals with personalized strategies and expert guidance.

Find an Advisor Estimated Advisor Fees
60+
Advisors
4.5/5.0
Average Rating

Rocky Mount Financial Landscape

With a population of 56,954, Rocky Mount serves as a regional hub for commerce and culture. The city is strategically located along major highways, enhancing its economic potential.

Major industries
Manufacturing, Healthcare, Retail
Population
56.9K (metro: 1.5M)
Median household income
$45,000
Unique needs
Rocky Mount requires focused economic diversification and investment in infrastructure to support growth.
Market Insights
Economic Growth
According to BEA (2023), Rocky Mount's economy has shown steady growth, driven by manufacturing and healthcare sectors.
Wealth Demographics
According to Census (2023), the median income in Rocky Mount is $45,000, reflecting the economic challenges faced by many residents.
Advisor Specializations
Based on BLS (2023), financial advisors in Rocky Mount are increasingly focusing on retirement planning and investment strategies.
Local Considerations
Cost of Living
According to BLS (2024), Rocky Mount's cost of living is lower than the national average, making it an attractive place for families.
Real Estate Market
According to Zillow (2024), Rocky Mount's real estate market is experiencing rising prices, indicating potential investment opportunities but also bubble risks.
Business Environment
According to Fortune (2024), Rocky Mount's business climate is improving, with incentives for new businesses and a focus on economic development.

Top 5 Financial Advisors in Rocky Mount

Edward Jones - Financial Advisor: Rocky Speight, AAMS®|FPQP®
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Cathy G Porter, AAMS®
★ ★ ★ ★ ★ 5
Taylor Financial Strategies
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Christy T Warrick, CRPC™
★ ★ ★ ★ ★ 5
Stifel
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Rocky Mount, consider these essential factors

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Fiduciary Standard
Prioritize advisors who commit to acting as fiduciaries 100% of the time, legally obligating them to put your interests first.
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Rocky Mount-Specific Expertise
For Rocky Mount residents working in Manufacturing, Healthcare, Retail, consider advisors with specific experience in your industry's unique compensation and benefit structures.
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Fee Structure Transparency
Understand how your advisor is compensated—whether through fees, commissions, or a combination—and how this might influence their recommendations.
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Credentials
Seek advisors with recognized credentials such as CFP®, CFA, or ChFC designations, indicating advanced training and ethical standards.
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Communication Style
Choose an advisor whose communication approach matches your preferences regarding frequency, detail, and method of interaction.
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Risk Management Focus
Rocky Mount's reliance on manufacturing poses risks; diversify into tech and healthcare. Housing market shows signs of inflation; monitor for bubble risks. Prepare for flooding and hurricanes.

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Find Financial Advisors in Nearby Cities

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Charlotte Raleigh Greensboro Durham Winston-Salem Fayetteville Cary Wilmington