Wealth Management in New Bern, NC

We did the hard work of finding trustworthy partners in New Bern, NC. Fill out the form to get connected.

Connect With a Wealth Manager

AS SEEN IN

Entrepreneur
MSN Money
Business Insider
Investopedia
Nasdaq
Yahoo Finance
Market Watch

List of Firms

New Bern, NC Wealth Management Firms

generic_business-71
Overman Capital Management
SEC File# 801-55518
CRD# 25803
Location 331 Middle St, New Bern, NC 28560, USA
Phone (252) 635-6666
Time Monday: 9:00 AM – 4:00 PM Tuesday: 9:00 AM – 4:00 PM Wednesday: 9:00 AM – 4:00 PM Thursday: 9:00 AM – 4:00 PM Friday: 9:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
Directions
SEC File# 801-63153
CRD# 121529
Location 1323 Commerce Dr, New Bern, NC 28562, USA
Phone (252) 638-7598
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
generic_business-71
Edward Jones - Financial Advisor: Michael L Bass, AAMS™
SEC File# 801-3297
CRD# 250
5 out of 5
Location 1315 S Glenburnie Rd B7, New Bern, NC 28562, USA
Phone (252) 637-2242
Directions
SEC File# 801-10970
CRD# 6413
Location 1321 Commerce Dr, New Bern, NC 28562, USA
Phone (252) 636-0311
Directions
generic_business-71
MMC Financial Group
Location 3402-A, Trent Rd, New Bern, NC 28562, USA
Phone (252) 649-1628
Directions
generic_business-71
Northwestern Mutual Financial
Location 101 Virginia Ln, Trent Woods, NC 28562, USA
Phone (252) 633-6341
Directions
SEC File# 801-10970
CRD# 6413
Location Michael Delia Financial Planner, AAMS®, 790 Cardinal Rd, New Bern, NC 28562, USA
Phone (252) 649-1811
Directions
generic_business-71
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
Directions
generic_business-71
Noto Capital Management Inc
Location 221 New St, New Bern, NC 28560, USA
Phone (252) 635-2131
Directions
generic_business-71
Bern Investment Group Inc
1 out of 5
Location 210 Metcalf St, New Bern, NC 28562, USA
Phone (252) 637-3204
Directions
generic_business-71
Edward Jones
SEC File# 801-3297
CRD# 250
Location 3515 Trent Rd Suite 7, New Bern, NC 28562, USA
Phone (252) 638-5013
Directions
Wealth Management in New Bern, NC

Where Wealth Management Advisors in New Bern, NC Serve

New Bern, NC is a charming city that boasts of a rich history and a vibrant community. The city is home to several landmarks that are worth exploring, including the Tryon Palace, the New Bern Academy Museum, and the Birthplace of Pepsi Cola. New Bern is also home to some of the top employers in the area, including the CarolinaEast Health System, BSH Home Appliances, and Moen. When it comes to highways and streets, the city is well-connected with major routes such as US-17, NC-55, and US-70. As for neighborhoods, New Bern has a diverse range of options, from the historic downtown district to the waterfront communities of Trent Woods and River Bend. With its unique blend of history, culture, and modern amenities, New Bern is a city that has something for everyone.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of New Bern, NC can benefit from a bank in several ways. Firstly, a bank can provide them with financial assistance, such as loans and mortgages, to help them purchase homes, start businesses, or pay for education. Secondly, a bank can offer residents a range of savings and investment options, allowing them to grow their wealth and plan for their future. Moreover, banks in New Bern, NC can also provide residents with access to online banking services, making it easier for them to manage their finances from the comfort of their homes. Additionally, given that New Bern, NC is a coastal town, banks can also offer insurance services to protect residents from natural disasters such as hurricanes and floods. Overall, banks in New Bern, NC play a crucial role in supporting the financial needs of its residents, and their services are essential for the growth and development of the community.

Insurance Broker

Residents of New Bern, NC can benefit from the services of an insurance broker in various ways. One of the most common ways is by having access to a wide range of insurance policies that cater to their specific needs. For instance, New Bern is located in a flood-prone area, and an insurance broker can help residents find a policy that covers flood damage. Additionally, an insurance broker can assist residents in navigating the complex insurance landscape, ensuring that they get the best coverage at an affordable price. Furthermore, an insurance broker can provide valuable advice and guidance on how to file claims and handle disputes with insurance companies. In summary, an insurance broker is an essential ally for residents of New Bern, NC, especially in a region that is prone to natural disasters such as floods.

Retirement Planning

Residents of New Bern, NC could greatly benefit from the expertise of a retirement planner. With its rich history and scenic location, New Bern is a popular destination for retirees. However, navigating the complexities of retirement planning can be overwhelming. A retirement planner can provide guidance on investment strategies, tax planning, and healthcare options. In addition, they can help residents navigate the unique challenges of retirement in New Bern, such as the impact of hurricanes on property values and insurance options. With their extensive knowledge and experience, a retirement planner can help residents of New Bern achieve their financial goals and enjoy a comfortable retirement.

Financial Advisor

Residents of New Bern, NC can benefit from the guidance of a financial advisor in several ways. Firstly, New Bern is a city that is prone to natural disasters such as hurricanes and flooding. A financial advisor can help residents prepare for such events by creating an emergency fund, reviewing insurance policies, and developing a comprehensive financial plan that includes contingencies for such disasters. Secondly, New Bern has a large population of retirees who rely on their savings and investments to sustain their lifestyles. A financial advisor can help retirees maximize their income, minimize taxes, and manage their portfolios to ensure that they have enough money to last throughout their retirement years. Additionally, a financial advisor can assist residents in planning for major life events such as buying a home, funding their children's education, or starting a business. By working with a financial advisor, residents of New Bern can gain peace of mind knowing that they are on track to achieving their financial goals.

Mortgage Loan Officer

Residents of New Bern, NC would greatly benefit from the assistance of a mortgage loan officer in various ways. Firstly, with the city's growing population, the demand for affordable housing has increased, and a loan officer can help residents secure a mortgage that suits their budget and financial goals. Additionally, New Bern is prone to natural disasters such as hurricanes and flooding, which can cause damage to homes and properties. A mortgage loan officer can help residents navigate the process of obtaining a loan to repair or rebuild their homes in the event of a disaster. Furthermore, New Bern has a diverse population, including retirees and military personnel, who may have unique financial situations and require specialized loan options. A knowledgeable loan officer can provide tailored advice and solutions to meet the specific needs of each resident. In short, a mortgage loan officer can be an invaluable resource for residents of New Bern, NC, helping them achieve their homeownership dreams and navigate the complexities of the housing market.

Tax Services

Residents of New Bern, NC can benefit from the guidance of a tax advisor in various ways. Firstly, a tax advisor can assist residents in navigating the complex tax laws and regulations that are specific to North Carolina. This is particularly important for New Bern residents, as the state has unique tax laws that may not be familiar to those who are new to the area. Additionally, a tax advisor can help residents to identify tax deductions and credits that they may be eligible for, which can ultimately result in significant savings. Furthermore, a tax advisor can provide guidance on estate planning, which is especially important for New Bern residents who may own property or have significant assets in the area. By working with a tax advisor, residents of New Bern can ensure that they are making informed financial decisions that will benefit them in the long run.

Estate Planning Lawyer

Residents of New Bern, NC can benefit from the services of an estate planning lawyer in several ways. Firstly, the lawyer can assist in drafting a will, which is a legal document that outlines how a person's assets will be distributed after their death. This is particularly important in New Bern, NC, where hurricanes and other natural disasters are common. In the event of an unexpected death, a will can ensure that a person's assets are distributed according to their wishes. Secondly, an estate planning lawyer can help with setting up trusts, which can be used to protect assets from creditors and to provide for the needs of loved ones. This is especially relevant in New Bern, NC, where the economy is heavily reliant on tourism and small businesses, and many residents may need to protect their assets from financial instability. Finally, an estate planning lawyer can assist with the creation of a power of attorney, which gives a trusted person the authority to make decisions on behalf of an individual in the event of incapacitation.

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

Comprehensive Wealth Management FAQs