Best Financial Advisors in Wilson

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
40+
Advisors
4.5/5.0
Average Rating

Wilson Financial Landscape

Wilson's economy is diversifying with growth in healthcare, manufacturing, and logistics. The city benefits from its strategic location along major highways.

Major industries
Healthcare, Manufacturing, Logistics
Population
49.6K (metro: 496.3K)
Median household income
$52,000
Unique needs
Wilson's economy requires diversification to mitigate risks associated with agriculture and manufacturing.
Market Insights
Economic Growth
According to BEA (2023), Wilson's economy is projected to grow by 3% annually, driven by healthcare and logistics sectors.
Wealth Demographics
According to Census (2023), the median income in Wilson is $52,000, reflecting a stable middle-class population.
Advisor Specializations
Based on BLS (2023), financial advisors in Wilson are increasingly specializing in retirement planning and investment management.
Local Considerations
Cost of Living
According to BLS (2024), Wilson's cost of living is 10% lower than the national average, making it an attractive place to live.
Real Estate Market
According to Zillow (2024), Wilson's real estate market is experiencing steady growth, with home prices rising 5% year-over-year.
Business Environment
According to Fortune (2024), Wilson's business environment is improving, with new incentives attracting small to medium enterprises.

Top 5 Financial Advisors in Wilson

Edward Jones - Financial Advisor: Chris Collins, AAMS®
★ ★ ★ ★ ★ 5
Plan4it Advisors - Ameriprise Financial Services, LLC
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Wes Brown
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Michael C Strickland, ChFC®|CLU®
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Susan Worrell-Bridgers
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Wilson, 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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Wilson-Specific Expertise
For Wilson residents working in Healthcare, Manufacturing, Logistics, 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
Wilson's reliance on agriculture and manufacturing poses risks; housing market may face volatility. Prepare for flooding and hurricanes; diversify investments.

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Find Financial Advisors in Nearby Cities

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