Best Financial Advisors in Craven County, NC

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Craven County, NC Fiduciary Financial Advisors

Edward Jones - Financial Advisor: Kevin D Page, CFP®|AAMS™
SEC File# 801-3297
CRD# 250

5 out of 5

Location 117 Middle St, New Bern, NC 28560, USA
Phone (252) 637-5087
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
Nautilus Wealth Management, LLC
Location 602 Pollock St, New Bern, NC 28560, USA
Phone (252) 633-1365
Axis Wealth Management Inc
Location 242 Craven St, New Bern, NC 28560, USA
Phone (252) 636-1600
Edward Jones - Financial Advisor: Taylor Paramore, AAMS™

4 out of 5

Location 3200 Trent Rd, New Bern, NC 28562, USA
Phone (252) 638-5013
Edward Jones - Financial Advisor: Georgiana Bowman Bircher
SEC File# 801-3297
CRD# 250

5 out of 5

Location 246 Craven St, New Bern, NC 28560, USA
Phone (252) 514-0279
BlueSky Wealth Advisors - Fee-Only - NAPFA member
SEC File# 801-78583
CRD# 116760
Location 2131 S Glenburnie Rd #8, New Bern, NC 28562, USA
Phone (252) 633-0107
Edward Jones - Financial Advisor: Dan Roberts, AAMS™
SEC File# 801-3297
CRD# 250

5 out of 5

Location 301 S Front St Bldg 1 Ste A, New Bern, NC 28560, USA
Phone (252) 633-5263
Signature Wealth Strategies

5 out of 5

Location 315 Metcalf St, New Bern, NC 28562, USA
Phone (252) 634-9414
Murphy Matza Wealth Management

5 out of 5

Location 3107 Trent Rd, New Bern, NC 28562, USA
Phone (252) 636-2447
Edward Jones - Financial Advisor: Joanna F Carr, AAMS™
SEC File# 801-3297
CRD# 250

5 out of 5

Location 3200 Trent Rd, New Bern, NC 28562, USA
Phone (252) 638-5013
The Northwestern Mutual : Geoff McLawhorn
Location 1425 S Glenburnie Rd #10, New Bern, NC 28562, USA
Phone (252) 649-1620
Tayloe Financial Services
Location 790 Cardinal Rd, New Bern, NC 28562, USA
Phone (252) 633-0840
Crave County Finance
Location 406 Craven St, New Bern, NC 28560, USA
Phone (252) 636-6603
Rutherford Financial Group
Location 230 NC-24, Morehead City, NC 28557, USA
Phone (252) 726-7859
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About Craven County, NC

Craven County, located in North Carolina, is a rural county with a population of approximately 108,000. The major highways and streets in the area include U.S. Highway 17 and State Route 55. The top employers in the area include Craven Regional Medical Center, Carolina East Medical Center, and the U.S. Marine Corps Base Camp Lejeune. Some of the neighborhoods in Craven County include New Bern, Bridgeton, and Havelock.

Where Certified Financial Advisors in Craven County, NC Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

There are many services banks can provide Craven County, NC residents. Some of these services include: cashing checks, issuing money orders, accepting deposits, and making loans. In addition to the traditional banking services, many banks also offer additional services such as online banking, bill pay, and mobile banking. This gives customers a variety of options to choose from when it comes to their banking needs.

Insurance Broker

Residents of Craven County, NC can rely on insurance brokers to help them find the best insurance policies for their needs. Brokers are knowledgeable about the different types of insurance available, and they can help residents compare rates and choose the policy that is right for them. In addition, brokers can assist residents with filing claims and answering any questions they may have about their policies.

Retirement Planning

Many Craven County, NC residents are looking for financial advice to help them plan for retirement. Financial advisors can provide a variety of services to help people save for retirement and make the most of their money. Advisors can help people understand what investments to make, how much money to save, and when they should start planning for retirement. Some advisors also offer services such as estate planning and tax preparation.

Wealth Management

Craven County, NC residents can benefit from wealth management services in order to help them grow their assets and protect their finances. By working with a wealth manager, individuals in Craven County can get access to a wide range of services that can help them reach their financial goals. These services include investment planning, estate planning, and tax planning.

Estate Planning Lawyer

Estate planning lawyers can help Craven County, NC residents protect their assets and plan for the future. If you live in Craven County, it is important to have an estate plan in place. An estate plan will help ensure that your assets are distributed according to your wishes after you die. It will also help ensure that your loved ones are taken care of if something happens to you.

Mortgage Loan Officer

Mortgage loan officers in Craven County, NC can help residents by providing them with the best options for their financial situation. By working with a variety of lenders, mortgage loan officers can find the best rates and terms for each individual. They can also help residents secure loans to purchase a new home, or to refinance an existing mortgage. In addition, mortgage loan officers can provide advice on how to save money on interest payments and how to avoid costly mistakes during the home-buying process.

Tax Services

Craven County, NC residents can receive assistance in a variety of ways from tax accountants. One such way is through the preparation of tax returns. Tax accountants are able to help residents find deductions and credits that they may be eligible for, which could result in a lower tax liability. In addition, tax accountants can help residents plan for their taxes throughout the year, so they are better prepared come tax time. Finally, tax accountants can also provide representation before the IRS if needed.

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