Best Financial Advisors in New Bern, NC

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List of Firms

New Bern, NC Fiduciary Financial Advisors

Carr, Riggs & Ingram CPAs and Advisors
5 out of 5
Location 3105 Trent Rd, New Bern, NC 28562, USA
Phone (252) 633-5821
Language http://www.cricpa.com/
Directions
Senior Advisors
Location 2002 S Glenburnie Rd # 3A, New Bern, NC 28562, USA
Phone (252) 635-1347
Directions
Amber Reifka, Bankers Life Agent
Location 1410 McCarthy Blvd, New Bern, NC 28560, USA
Phone (252) 639-9832
Language https://agents.bankerslife.com/nc/new-bern/1410-mccarthy-blvd/amber-reifka
Directions
Bern Investment Group Inc
1 out of 5
Location 210 Metcalf St, New Bern, NC 28562, USA
Phone (252) 637-3204
Directions
Overman Capital Management
Location 331 Middle St, New Bern, NC 28560, USA
Phone (252) 635-6666
Language http://www.overmancapitalmanagement.com/
Directions
BlueSky Wealth Advisors - Fee-Only - NAPFA member
Location 2131 S Glenburnie Rd #8, New Bern, NC 28562, USA
Phone (252) 633-0107
Language http://blueskywa.com/
Directions
Edward Jones - Financial Advisor: Elizabeth Hartman
5 out of 5
Location 1316 Commerce Dr D, New Bern, NC 28562, USA
Phone (252) 637-0423
Language https://www.edwardjones.com/us-en/financial-advisor/elizabeth-hartman
Directions
Northwestern Mutual Financial
Location 101 Virginia Ln, Trent Woods, NC 28562, USA
Phone (252) 633-6341
Language https://www.northwesternmutual.com/
Directions
Financial Advisors in New Bern, NC

Where Certified Financial Advisors in New Bern, NC Serve

New Bern, NC is a charming city full of history and vibrant culture. Its landmarks include the Tryon Palace, a stunning Georgian-style mansion and gardens, and the Birthplace of Pepsi-Cola, where the famous soda was first invented. The city is also home to top employers such as CarolinaEast Health System and Moen, Inc., providing ample job opportunities for residents. Major highways and streets in the area include US-17, US-70, and Trent Boulevard, making transportation convenient and accessible. Neighborhoods in New Bern range from the historic district, with its beautifully preserved homes and architecture, to modern developments like River Bluffs, offering luxury living with stunning waterfront views. With its rich history, diverse community, and endless opportunities, New Bern is a city worth exploring.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of New Bern, NC can benefit greatly from the guidance of a financial advisor. With a population of around 30,000, New Bern is a small town that is home to many retirees and families. A financial advisor can help these individuals with a variety of financial planning needs, such as retirement planning, investment strategies, and debt management. Additionally, New Bern is located in a coastal area that is prone to hurricanes and other natural disasters. A financial advisor can help residents prepare for these events by creating emergency funds and developing insurance strategies. Overall, a financial advisor can provide valuable support and guidance to residents of New Bern, NC as they navigate their financial futures.

Insurance Broker

Residents of New Bern, NC can benefit greatly from the services of an insurance broker. With the city being located near the coast, residents may face unique challenges when it comes to insurance coverage for their homes and businesses. An insurance broker can help residents navigate these challenges and find the right coverage to protect their assets from potential damage caused by hurricanes, floods, and other natural disasters. Additionally, an insurance broker can assist residents in finding affordable health insurance options, as well as auto and life insurance policies that meet their specific needs. By working with an insurance broker, residents of New Bern can have peace of mind knowing that they are adequately protected in the event of an unexpected event.

Retirement Planning

Residents of New Bern, NC could greatly benefit from the services of a retirement planner. A retirement planner can provide guidance on how to manage finances and investments to ensure a secure retirement. This is especially important in New Bern, where many retirees choose to settle due to the city's rich history, beautiful scenery, and affordable cost of living. A retirement planner can help residents navigate the unique challenges of retirement in New Bern, such as the impact of hurricanes on property values and insurance costs. Additionally, a retirement planner can help residents take advantage of the many cultural and recreational opportunities available in New Bern, such as the thriving arts scene and proximity to the coast. Overall, a retirement planner can help residents of New Bern plan for a comfortable and fulfilling retirement.

Wealth Management

Residents of New Bern, NC could greatly benefit from the expertise of a wealth manager in a variety of ways. With its close proximity to the coast, many residents may have investments tied to the fishing or boating industries, which can be volatile and require careful management. Additionally, New Bern is a popular retirement destination, and a wealth manager can help retirees navigate complex retirement planning decisions, such as how to maximize Social Security benefits and manage their investment portfolios to ensure a comfortable retirement. Furthermore, with the recent influx of new residents to the area, many may be unfamiliar with the local tax laws and regulations, making a wealth manager's guidance invaluable in navigating the financial landscape of New Bern.

Mortgage Loan Officer

Residents of New Bern, NC can greatly benefit from the expertise of a mortgage loan officer. These professionals can assist with a variety of tasks, such as helping residents navigate the complex mortgage application process, providing guidance on how to improve credit scores, and discussing different loan options that best fit their unique financial situations. In particular, residents of New Bern, NC may benefit from the knowledge of a local mortgage loan officer who is familiar with the area's housing market and can provide insights on the best neighborhoods to buy a home in. Additionally, a mortgage loan officer can help residents take advantage of the many government-sponsored programs available to first-time homebuyers in the area, such as the North Carolina Home Advantage Mortgage program. By working with a mortgage loan officer, residents of New Bern, NC can achieve their dreams of homeownership and secure their financial future.

Tax Services

Residents of New Bern, NC can benefit from the expertise of a tax advisor in many ways. One of the most common ways is by helping them navigate the complex tax laws and regulations that apply to their specific situation. For example, many residents in New Bern may be eligible for tax credits or deductions related to the damage caused by Hurricane Florence in 2018. A tax advisor can help these residents understand their options and maximize their tax savings. Additionally, a tax advisor can help residents with tax planning, including strategies for minimizing their tax liability and maximizing their refunds. With the help of a tax advisor, residents of New Bern can feel confident that they are making informed decisions about their taxes and maximizing their financial well-being.

Estate Planning Lawyer

Residents of New Bern, NC can benefit from the services of an estate planning lawyer in a variety of ways. One of the most common ways an estate planning lawyer can assist residents of New Bern is by helping them create a will or trust to ensure their assets are distributed according to their wishes after they pass away. Additionally, an estate planning lawyer can help residents of New Bern plan for incapacity by creating documents such as a power of attorney or healthcare directive. Given the high number of retirees in New Bern, an estate planning lawyer can also assist with Medicaid planning to help protect assets from being used to pay for long-term care expenses. Overall, an estate planning lawyer can provide peace of mind for residents of New Bern by ensuring their wishes are carried out and their assets are protected.

New Bern, NC Financial Resources

New Bern, NC Chamber of Commerce

https://www.newbernchamber.com/

New Bern, NC City Hall

https://www.newbernnc.gov/

New Bern, NC Public Library

http://newbern.cpclib.org/

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in New Bern, NC

As a financial advisor in New Bern, NC, there are a plethora of services that can be provided to help clients reach their financial goals. From retirement planning to investment management, a financial advisor can offer personalized guidance and expertise to ensure clients make the most of their money. One specific aspect unique to New Bern, NC is the city's rich history and cultural significance. With this in mind, a financial advisor can help clients incorporate philanthropic giving into their financial plans, whether it be supporting local museums or other cultural institutions. Additionally, with the city's coastal location, a financial advisor can advise clients on how to protect their assets from potential natural disasters such as hurricanes. Overall, a financial advisor in New Bern, NC can provide a wide range of services tailored to each client's individual needs and circumstances.

New Bern, NC is undoubtedly the best place to get financial advising. The city's vibrant economy and diverse business landscape make it an ideal location for those seeking expert financial guidance. With a plethora of financial advisors and institutions, New Bern has something for everyone, whether you're a first-time investor or a seasoned pro. But what truly sets New Bern apart is its commitment to innovation and technology. Financial advisors in this city are equipped with the latest tools and resources to provide clients with the most accurate and up-to-date information possible. From advanced analytics to machine learning algorithms, these advisors have access to cutting-edge technology that enables them to make informed decisions and deliver unparalleled results. So if you're looking for top-notch financial advising, look no further than New Bern, NC.