Redwood Wealth Management

Beth Deal Senior Financial Advisor in Hickory, NC offers personalized financial advice to help individuals reach their financial goals. With a range of qualifications including AAMS, ADPA, AEP, AIF, APMA, AWMA, BFA, CAP, CAS, CASL, CDFA, CEP, CEPA, CFA, and more, Beth Deal provides expert guidance on asset management, estate planning, retirement planning, and wealth management. Specializing in a variety of financial areas, Beth Deal's team of advisors is dedicated to helping clients navigate complex financial decisions with professionalism and expertise. With a focus on personalized service and a commitment to ethical practices, Beth Deal aims to empower clients to make informed financial choices for their future.Generated from the website

Waite Financial, located in Hickory, NC, is a reputable financial advisory firm led by Vice President and Financial Advisor Katherine Newton. With over 40 years of experience in the industry, Katherine is dedicated to providing personalized financial planning services to individuals and businesses, focusing on wealth management, tax and estate planning, and charitable giving. She is known for her fiduciary commitment to clients and expertise in guiding them through life transitions such as retirement, inheritance, and business sales. Specializing in integrating tax considerations into financial plans, Waite Financial offers a range of insights and resources through their Roundtable team of specialists. Clients benefit from Katherine's personalized strategies and comprehensive approach to financial planning, ensuring they are financially confident and well-prepared for the future. The firm's commitment to client success and financial well-being is evident in their tailored services and dedication to building strong, lasting relationships.Generated from the website

Hudson Estate & Financial Consulting, based in Hickory, North Carolina, specializes in providing Estate Planning services to clients in the surrounding area. They also offer valuable referrals to legal services as needed, ensuring comprehensive support for all aspects of estate management. Generated from their website's infomation