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Setzer Financial

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Phone

+1 828-344-0133

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Last Updated On

Jan 2, 2026, 2:31:11 PM

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322 4th St SW

28602HickoryNorth Carolina

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Listing ID

47554346

About Setzer Financial

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

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Financial Services

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