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/
