Investment Management Firms Albemarle NC

Before you start dipping into your retirement funds or charging up a storm, consider looking for freelance work in your industry or even short-term consulting projects. It will keep you present in your industry and will bring in some temporary income.

Mr. Richard D Barrier, CFP®
(704) 436-9705
PO Box 458
Mount Pleasant, NC
Firm
Barrier Financial Services
Areas of Specialization
Tax Preparation
Key Considerations
Average Net Worth: $100,000 or less

Average Income: $50,000 or less

Profession: Not Applicable

Data Provided by:
Wells Fargo - Albemarle Main
(704) 983-4126
200 E Main St
Albemarle, NC
Type
Branch
Office Hours
Mon-Thu 09:00 AM-05:00 PM
Fri 09:00 AM-06:00 PM
Sat-Sun Closed

SunTrust Bank
(704) 474-4165
212 South Main Street
Norwood, NC
Type
ATM, Branch, Drive-Thru
Office Hours
Monday: 9-5
Tuesday: 9-5
Wednesday: 9-5
Thursday: 9-5
Friday: 9-6 Weekend:
Drive Up Hours
Monday: 9-5
Tuesday: 9-5
Wednesday: 9-5
Thursday: 9-5
Friday: 9-6 Weekend:

Fifth Third Bank
Mt Pleasant, 8320 Franklin Street W
Mount Pleasant, NC
Office Hours
M-Th 9-5; F 9-6
Drive Up Hours
M-Th 9-5; F 9-6

SunTrust Bank
(704) 721-6424
9920 Poplar Tent Road
Concord, NC
Type
ATM, Branch, Drive-Thru, Weekend Hours
Office Hours
Monday: 9-5
Tuesday: 9-5
Wednesday: 9-5
Thursday: 9-5
Friday: 9-6 Weekend: Sat 9-12
Drive Up Hours
Monday: 9-5
Tuesday: 9-5
Wednesday: 9-5
Thursday: 9-5
Friday: 9-6 Weekend: 9-12

Mr. L. Frank Irvin, CFP®
(704) 792-1360
PO Box 462
Concord, NC
Firm
Intercarolina Financial Servic
Areas of Specialization
Investment Management, Investment Planning, Securities
Key Considerations
Average Net Worth: $250,001 - $500,000

Average Income: $100,001 - $250,000

Profession: Not Applicable

Data Provided by:
Wells Fargo - Eastgate
(704) 982-1433
811 Hwy 27 E
Albemarle, NC
Type
Branch
Office Hours
Mon-Thu 09:00 AM-05:00 PM
Fri 09:00 AM-06:00 PM
Sat-Sun Closed

SunTrust Bank
(704) 485-3391
224 North Main Street
Oakboro, NC
Type
ATM, Branch, Drive-Thru
Office Hours
Monday: 9-5
Tuesday: 9-5
Wednesday: 9-5
Thursday: 9-5
Friday: 9-6 Weekend:
Drive Up Hours
Monday: 9-5
Tuesday: 9-5
Wednesday: 9-5
Thursday: 9-5
Friday: 9-6 Weekend:

Wells Fargo - West Stanly
(704) 888-5251
215 Main St W
Locust, NC
Type
Branch
Office Hours
Mon-Thu 09:00 AM-05:00 PM
Fri 09:00 AM-06:00 PM
Sat-Sun Closed

SunTrust Bank
(336) 859-2131
71 N. Main Street
Denton, NC
Type
ATM, Branch, Drive-Thru
Office Hours
Monday: 9-5
Tuesday: 9-5
Wednesday: 9-5
Thursday: 9-5
Friday: 9-6 Weekend:
Drive Up Hours
Monday: 9-5
Tuesday: 9-5
Wednesday: 9-5
Thursday: 9-5
Friday: 9-6 Weekend:

Data Provided by:

Financial Contingency Plan

Q: I was recently laid off from my job and am trying to prepare a smart financial contingency plan until I secure another position. My savings can float me comfortably for 3 months but what you do I suggest after that point? I am not sure if it is better (or worse) to tap into my retirement funds or survive on credit cards. Please let me know if you have any tips that apply.


I would start with focusing on making your expenses last more than 3 months. You can do this by reducing some of your fixed expenses such as late fees, bank charges, newspaper delivery and cable tv. Then give yourself a weekly amount to live on so you are clear about how long your savings will last.

Before you start dipping into your retirement funds or charging up a storm, consider looking for freelance work in your industry or even short-term consulting projects. It will keep you present in your industry and will bring in some temporary income. You can also look for a part-time job in a place you like to spend time in; such as a yoga studio, knitting store or sporting goods store.


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