Financial Planning Financial Planners locations near Alexis, NC

Showing 1–10 of 10 results

This page indexes 10 financial planning financial planners listings for Alexis, NC, covering 4 ZIP codes. Details on this page were last refreshed Sep 2026.

Crossroads Financial Group

📍 904 S New Hope Rd Ste I, Gastonia, NC, 28054

📞 704-865-0248

LES Wilson & Associates

📍 526 Carl St, Gastonia, NC, 28054

📞 704-864-9404

Les Wilson & Associates is a full-service financial firm committed to helping people achieve their financial goals.

Updated Sep 2026

LPL Financial

📍 108 W Catawba Ave, Mount Holly, NC, 28120

📞 704-827-9000

🌐 lpl.com

Bank Of The Ozarks

📍 2317 E Main St, Lincolnton, NC, 28092

📞 704-735-9190

Leonard Wealth Planning

📍 312 E Water St, Lincolnton, NC, 28092

📞 704-735-7427

Reid Financial Consulting Inc

📍 201 S Poplar St, Lincolnton, NC, 28092

📞 704-732-0051

🌐 martyreid.com

First Financial Resources

📍 292 W Main Ave, Gastonia, NC, 28052

📞 704-867-8386

Reid Marty PHD CFP

📍 201 S Poplar St, Lincolnton, NC, 28092

📞 704-732-0051

🌐 martyreid.com

Raymond James

📍 517 E Main St, Lincolnton, NC, 28092

📞 704-736-1057

🌐 raymondjames.com

First Financial Investment Assoc

📍 1542 Union Rd, Gastonia, NC, 28054

📞 704-868-4300