Overview
"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"
