Description
Fiduciary Financial Advisor Serving Hickory & Charlotte, NC Setzer Financial is a CPA-led Investment Advisory firm based in Hickory, North Carolina, proudly serving Catawba County and the surrounding communities. Our mission is to help small business owners, Self-employed, and professionals with Student Debt take control of their finances with clarity and confidence. We specialize in tax-smart financial planning, retirement strategies, investment management, and business succession planning, with a unique focus on clients managing student debt or preparing for the next stage of their career. By combining deep local roots with professional expertise, we provide concierge-style service that addresses every stage of life. From paying down loans, to growing your wealth, to planning your legacy Business Hours: Mon - Fri: 8:30 AM–4:30 PM; Sat - Sun: Closed Contact Info: Setzer Financial Address: 322 4th St SW, Hickory, NC 28602 USA Phone: +1 828-344-0133 Mail: colesetzer@setzerfinancial.com Website: https://www.setzerfinancial.com/ Follow On: Facebook: https://www.facebook.com/profile.php?id=61580455684828 LinkedIn: https://www.linkedin.com/in/cole-setzer-5b3b31155/
Visit WebsiteFrequently Asked Questions (FAQs)
Setzer Financial is located at 322 4th St SW, Hickory, NC 28602.
You can contact Setzer Financial by calling +1-8283440133.
Setzer Financial is listed under the following categories: Financial consultant .
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