Best Financial Advisors in Greenville, NC

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List of Firms

Greenville, NC Fiduciary Financial Advisors

Carolina Wealth Management
SEC File# 801-63091
CRD# 131393
Location 1706 E Arlington Blvd # A, Greenville, NC 27858, USA
Phone (252) 439-1344
Wells Fargo Advisors

1 out of 5

Location 695 E Arlington Blvd Suite 200, Greenville, NC 27858, USA
Phone (252) 756-6900
Edward Jones - Financial Advisor: Tim Emanuel, AAMS™
Location 1805 W Arlington Blvd, Greenville, NC 27834, USA
Phone (252) 215-9200
Edward Jones - Financial Advisor: Jonathan R Powers, CFP®
SEC File# 801-3297
CRD# 250

5 out of 5

Location 703 Greenville Blvd SE Suite 21, Greenville, NC 27858, USA
Phone (252) 321-7770
William Litchfield - Raymond James
Location 2635 Charles Blvd, Greenville, NC 27858, USA
Phone (252) 439-1100
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About Greenville, NC

Greenville, North Carolina is a city located in the eastern part of the state. It is the county seat of Pitt County, and is home to East Carolina University. The city has a population of over 85,000 people and is located along Interstate 95. Some of the landmarks in Greenville include the Greenville Zoo, the Dowdy-Ficklen Stadium, and the Pitt County Courthouse. The top employers in Greenville are East Carolina University, Vidant Medical Center, and Walmart. Some of the major highways and streets in Greenville are Highway 264, Elm Street, and Memorial Drive. The neighborhoods in Greenville include Sterling Pointe, Rolling Hills, and Briarcliffe Acres.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Greenville, NC have a variety of banking services to choose from. Each bank offers its own set of products and services, so it can be difficult to decide which one is right for you. Your best bet is to do some research on the different banks in your area and find out what they offer. You should also ask around and see what people you know use and recommend.

Insurance Broker

If you're a resident of Greenville, NC, you may be interested in learning how insurance brokers can help you. Brokers are experts when it comes to finding the best rates and policies for their clients, and they can save you a lot of money in the long run. They can also help you find the right type of coverage for your needs, whether you're looking for car insurance, homeowners insurance, or health insurance.

Retirement Planning

Greenville, NC residents can benefit from working with a financial advisor when it comes to retirement planning. A financial advisor can help you map out your retirement plan and make sure you have the correct funds set aside to cover your costs. They can also help you invest your money in a way that will provide you with the most income during your retirement years. If you are nearing retirement age, it is important to start thinking about these things and making plans for the future.

Wealth Management

Greenville, NC is a city that is seeing a lot of growth. As it grows, more and more people are moving into the area, which means that the demand for services like wealth management are increasing. Wealth management can help Greenville residents by providing them with guidance on how to grow and protect their wealth. Additionally, wealth management can help residents save money on taxes and invest in assets that will appreciate over time.

Estate Planning Lawyer

Estate planning lawyers can help Greenville, NC residents protect their assets and plan for the future. Estate planning is the process of organizing your finances and property in order to make it easier for your loved ones to manage when you die. This includes creating a will, setting up trusts, and naming guardians for your children. If you live in Greenville, NC, it's important to work with an estate planning lawyer who understands the local laws and customs. They can help you create a plan that meets your specific needs and complies with state regulations. An estate planning lawyer can also advise you on tax implications and help you choose the right type of trust or will. They can also assist with probate proceedings after your death.

Mortgage Loan Officer

Mortgage loan officers in Greenville, NC can help residents by providing information about the different types of mortgages available. They can also assist residents in the application process and work with them to find the best mortgage for their needs.

Tax Services

Tax accountants in Greenville, NC can help residents with a variety of tax services. These services include preparing and filing taxes, as well as providing advice on how to reduce taxable income. In addition, many tax accountants offer free consultations to help residents understand their tax obligations and options.


FAQs About Personal Financial Advisors in Greenville, NC