Find a Financial Advisor in New Bern, NC

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Get Connected with a Financial Advisor in New Bern, NC

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List of Firms

Financial Planning Firms in New Bern, NC

Overman Capital Management
SEC File# 801-55518
CRD# 25803
Location 331 Middle St, New Bern, NC 28560, USA
Phone (252) 635-6666
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: Elizabeth Hartman
SEC File# 801-3297
CRD# 250

5 out of 5

Location 1316 Commerce Dr D, New Bern, NC 28562, USA
Phone (252) 637-0423
Senior Advisors
Location 2002 S Glenburnie Rd # 3A, New Bern, NC 28562, USA
Phone (252) 635-1347
Amber Reifka, Bankers Life Agent
Location 1410 McCarthy Blvd, New Bern, NC 28560, USA
Phone (252) 639-9832
Carr, Riggs & Ingram CPAs and Advisors

5 out of 5

Location 3105 Trent Rd, New Bern, NC 28562, USA
Phone (252) 633-5821
Northwestern Mutual Financial
Location 101 Virginia Ln, Trent Woods, NC 28562, USA
Phone (252) 633-6341
Bern Investment Group Inc

1 out of 5

Location 210 Metcalf St, New Bern, NC 28562, USA
Phone (252) 637-3204
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About New Bern, NC

New Bern is a city in North Carolina that lies on the Neuse River. The confluence of the Trent and the Pamlico rivers forms a large estuary near the city, which is home to a variety of animals, including dolphins. New Bern was settled in 1710 by Swiss and Palatine German immigrants, and was named after Bern, Switzerland. The city is home to several landmarks, including Tryon Palace, which served as the colonial governor's palace; the Christ Church Episcopal Cathedral, the first Anglican church in North Carolina; and the New Bern National Cemetery, which contains the graves of over 4,000 Union soldiers who died during the American Civil War. New Bern's top employers include Craven County Schools, New Bern-Craven County Airport, CarolinaEast Medical Center, and Pepsi Bottling Ventures. Major highways and streets in the city include US Highway 70 and NC Highway 58. Some of New Bern's neighborhoods include Brices Creek, Chelsea Heights, and Trent Woods.

Related Services

Banks and Credit Unions

Banks are in a unique position to help New Bern, NC residents in many ways. Banks have the ability to provide loans for people who want to start businesses, they can provide mortgages for people who want to buy homes, and they can also provide lines of credit for people who need money for any reason. In addition, banks can offer their customers checking and savings accounts, as well as investment products such as mutual funds and stocks. Finally, banks can provide financial planning services to help their customers save for retirement or other long-term goals.

Insurance Broker

Residents of New Bern, NC can rely on insurance brokers to help them find the best coverage for their needs. Insurance brokers have access to a variety of policies from a variety of providers, so they can help residents find the right policy at the right price. Residents can also rely on insurance brokers for advice on how to protect their property and their finances.

Retirement Planning

New Bern, NC residents can benefit from working with a financial advisor when it comes to retirement planning. Financial advisors have the expertise and experience to help you create a plan that fits your specific needs and goals. They can also provide guidance on how to save for retirement, invest your money wisely, and protect your assets. If you're looking for peace of mind when it comes to retirement, it's worth considering working with a financial advisor.

Wealth Management

New Bern, NC residents can benefit from wealth management services in order to protect their assets and grow their net worth. Wealth management is a process that involves creating and implementing a plan designed to help individuals reach their financial goals. A wealth manager will work with you to assess your current financial situation and create a plan that fits your needs. Wealth management services can be especially helpful for those who are nearing retirement or have already retired. A wealth manager can help you make the most of your retirement savings and ensure that you have enough money to live comfortably throughout your retirement years. If you are interested in learning more about wealth management, please contact our office today. We would be happy to answer any questions you may have and provide you with more information about our services.

Estate Planning Lawyer

New Bern, NC residents who are looking to plan their estate should consult with an estate planning lawyer. An estate planning lawyer can help you create a will and/or trust, and can also help you make decisions about what will happen to your property after you die. In addition, an estate planning lawyer can advise you on tax issues related to inheritance and estate planning.

Mortgage Loan Officer

Mortgage loan officers in New Bern, NC can help residents by providing them with the best home loans for their needs. They can also help people to find the right mortgage products, and they can provide advice on what mortgages are best for a particular person or family. In addition, mortgage loan officers can assist with the application process and work to get a loan approved as quickly as possible.

Tax Services

Residents of New Bern, NC can benefit from the services of a tax accountant. A good tax accountant can help you understand your taxes and how to best file them. They can also help you plan for the future, by advising you on what types of investments would be best for you, and how to save money on your taxes.