List of Firms
Craven County, NC Fiduciary Financial Advisors
Nautilus Wealth Management, LLC
Edward Jones - Financial Advisor: Joanna F Carr, AAMS™
The Northwestern Mutual : Geoff McLawhorn
Crave County Finance
Axis Wealth Management Inc
Tayloe Financial Services
Edward Jones - Financial Advisor: Taylor Paramore, AAMS™
Edward Jones - Financial Advisor: Georgiana Bowman Bircher
Signature Wealth Strategies
Murphy Matza Wealth Management
Rutherford Financial Group
Edward Jones - Financial Advisor: Kevin D Page, CFP®|AAMS™
Edward Jones - Financial Advisor: Dan Roberts, AAMS™
Where Certified Financial Advisors in Craven County, NC Serve
Craven County, located in eastern North Carolina, is bursting with history and charm. Its most notable landmark is the Tryon Palace, a stunning Georgian-style mansion that served as the state's first capitol. Another must-see attraction is the Birthplace of Pepsi-Cola, where visitors can learn about the history of the famous soft drink. The county's top employers include the Marine Corps Air Station Cherry Point, which employs over 8,000 people, and the Craven County School System, which provides jobs for over 2,000 educators and staff members. Other major employers in the county include Hatteras Yachts, Moen, and BSH Home Appliances. Craven County is intersected by several major highways, including US-70, US-17, and NC-55. These highways provide easy access to neighboring cities like New Bern, Jacksonville, and Morehead City. The county is home to several unique neighborhoods, each with its own character and charm.
Services Provided by Fee Based and Fee Only Financial Advisors
FREQUENTLY ASKED QUESTIONS
FAQs About Personal Financial Advisors in Craven County, NC
A financial advisor in Craven County, NC can provide a range of financial advising services to individuals and businesses. These services may include investment planning, retirement planning, estate planning, tax planning, and risk management. The advisor can help clients navigate the complex financial landscape and make informed decisions about their financial future. In Craven County, NC, the advisor can also provide specialized advice on local investment opportunities and tax laws that are unique to the area. With their burstiness and complexity, the financial advisor can help clients understand the intricacies of financial planning and create a customized plan that meets their specific needs and goals. Through ongoing monitoring and adjustment, the advisor can help clients stay on track and achieve financial success.
Craven County, NC is the epitome of financial advising excellence. With a rich history in finance, the county has become a hub for financial experts and professionals alike. Its bustling economy and diverse population have created a unique environment for financial advising, allowing advisors to cater to a wide range of clients. The county's commitment to education and innovation has also led to the development of cutting-edge financial technologies, giving advisors access to the latest tools and resources. Moreover, Craven County's strong sense of community and support system make it the ideal place for financial advisors to establish long-lasting relationships with their clients. In short, whether you're looking for retirement planning, investment advice, or simply need help managing your finances, Craven County, NC is the perfect place to find top-notch financial advising services.
A financial planner in Craven County, NC is responsible for managing the financial affairs of individuals and businesses in the area. They provide expert advice on investments, retirement planning, tax planning, and estate planning. One specific aspect of Craven County that adds complexity to a financial planner's job is the presence of a large military population. With two military bases located in the county, financial planners must be well-versed in the unique financial challenges and benefits that come with military service. Additionally, the county's diverse economy, which includes industries such as healthcare, education, and tourism, requires financial planners to have a deep understanding of various financial strategies and investment opportunities to best serve their clients. Despite the challenges, a skilled financial planner in Craven County can help clients achieve their financial goals and secure their financial future.
Craven County, NC residents should consider reaching out to a financial advisor when they encounter complex financial situations that require expert guidance. With its diverse economy ranging from agriculture to manufacturing and tourism, Craven County presents unique financial challenges that demand a deep understanding of the local market. For instance, residents who own farms may need assistance with managing their cash flow, while those in the tourism industry may require help with investment planning. Furthermore, with the county's population projected to grow in the coming years, it is crucial for residents to have a comprehensive financial plan that aligns with their long-term goals. A financial advisor can provide valuable insights and strategies to help navigate the intricacies of the local economy and ensure that residents make informed financial decisions.
In Craven County, NC, a financial advisor must possess several crucial qualities to be successful. Firstly, they must have a deep understanding of the county's economic landscape, which is heavily influenced by the presence of the Marine Corps Air Station Cherry Point and the tourism industry. Secondly, they must be able to communicate complex financial concepts in a clear and concise manner to clients with varying levels of financial literacy. Additionally, they must possess exceptional analytical skills, as they will need to analyze clients' financial situations and create customized plans to help them achieve their goals. Furthermore, they must be trustworthy and ethical, as they will be handling clients' sensitive financial information. Finally, they must be adaptable and able to stay up-to-date with the constantly changing financial industry and regulations. Overall, a financial advisor in Craven County, NC, must possess a unique combination of skills and knowledge to effectively serve the diverse financial needs of the community.
Craven County, located in the coastal region of North Carolina, is home to a few of the top financial advising firms in the state. These firms have a reputation for providing exceptional financial advice and investment strategies to their clients. With the county's proximity to the Atlantic Ocean and its rich history, these firms have developed a unique understanding of the local economy and the needs of its residents. They specialize in wealth management, retirement planning, and estate planning, offering customized solutions to meet the specific needs of their clients. Their team of experienced financial advisors possesses extensive knowledge of the financial markets and the latest investment trends, providing their clients with insightful advice and guidance. These firms have established a strong presence in Craven County, serving as trusted partners for individuals and businesses seeking to secure their financial future.
Financial advisors in Craven County, NC have several ways of getting compensated. One of the most common ways is through commissions earned from selling financial products, such as mutual funds and insurance policies. Another way is through asset-based fees, where the advisor charges a percentage of the assets they manage for their clients. In Craven County, NC, financial advisors may also receive compensation through performance-based fees, which are typically paid when the client's portfolio outperforms a benchmark. Additionally, some advisors may charge hourly fees or flat fees for specific services, such as financial planning or tax preparation. It is important for clients in Craven County, NC to understand how their financial advisor is compensated, as it can impact the advice they receive and the products they are recommended.