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Setzer Financial

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Category: Services

Contact Information
322 4th St SW, Hickory, NC, 28602

Phone number: 828-344-0133
www.setzerfinancial.com

Setzer Financial Reviews

setzerfinancial January 2, 2026
Cole Setzer
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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