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Find Retirement Advisors for Retirement Planning in Hickory, North Carolina

With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding you the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.

All our retirement planners go through rigorous industry experience, disclosures, and registrations check. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.

Finding the Best Retirement Planners in Hickory, North Carolina

Last Updated - April 10, 2024

Hickory has 2 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 1 non-vetted advisors in your local area. These retirement advisors in Hickory, North Carolina have an average of 17 years of experience.

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List of Qualified Retirement Planning Advisors in Hickory, North Carolina

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Tony Montanari
CIMA®
ACM Wealth Management

Qualifications
CRD# 3089483
Firm CRD# 10740
Series 7, 31, 63, 65

Minimum Assets Required
$500,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Insurance Products & Annuities.

Compensation/Fee

Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets

Top 1 Retirement Planning firms in Hickory, North Carolina (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
ABS LEGACY PARTNERS, LLC
3048 North Center Street,
Hickory, NC, 28601
$519,704,910274
A Percentage of AUM, Hourly charges, Fixed Fees

Information on Top Retirement Planning firms in Hickory, North Carolina

QualificationsFirm CRD# 325604

Assets Under Management $519,704,910

No. Of Clients27

Clients Per Financial Advisor7

ABS LEGACY PARTNERS, LLC is a financial advisory firm situated in Hickory, North Carolina. With a nearly $520M assets under management, the firm specializes in crafting personalized retirement planning solutions for 27 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Selection of Other Advisors
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