Connect with Top-Rated Financial Planners in Gastonia!

Alloy Wealth Management is a wealth management firm serving the Carolinas, focusing on your needs and values in insurance planning, and retirement planning. We are committed to helping pre-retirees and retirees navigate through complicated future planning decisions. Our team works with you to help create a comprehensive strategy with your goals in mind. We have the tools and experience to provide services to suit your individual needs, including estate planning, investment management, insurance services, and tax planning. Our team of financial professionals can help you address common financial questions, such as: "Can I retire early?", "What's the best approach for college savings?", and "Do I have enough life insurance for my family?", among others. We offer a range of resources and tools to help you achieve your financial goals, including financial assessment worksheets, potential tax bill calculators, and debt worksheets.

Paschall & Associates is a financial planning firm that offers personalized services to individuals, families, and businesses. They provide financial planning, insurance product brokerage, investment product/service brokerage, retirement planning, employee benefit program design and implementation, and educational workshops. Their experienced professionals take the time to understand clients' needs and values, and develop specialized strategies tailored to their goals and aspirations. With over three decades of experience, Tim Paschall and his team provide expert guidance and support to help clients achieve long-term financial security.