Best Financial Advisors in Craven County, NC

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

Connect With a Financial Planner

AS SEEN IN

Entrepreneur
MSN Money
Business Insider
Investopedia
Nasdaq
Yahoo Finance
Market Watch

List of Firms

Craven County, NC Fiduciary Financial Advisors

SEC File# 801-78583
CRD# 116760
Location 2131 S Glenburnie Rd #8, New Bern, NC 28562, USA
Phone (252) 633-0107
Directions
generic_business-71
Nautilus Wealth Management, LLC
Location 602 Pollock St, New Bern, NC 28560, USA
Phone (252) 633-1365
Directions
generic_business-71
Edward Jones - Financial Advisor: Joanna F Carr, AAMS™
SEC File# 801-3297
CRD# 250
5 out of 5
Location 3200 Trent Rd, New Bern, NC 28562, USA
Phone (252) 638-5013
Directions
generic_business-71
The Northwestern Mutual : Geoff McLawhorn
Location 1425 S Glenburnie Rd #10, New Bern, NC 28562, USA
Phone (252) 649-1620
Directions
civic_building-71
Crave County Finance
Location 406 Craven St, New Bern, NC 28560, USA
Phone (252) 636-6603
Directions
generic_business-71
Axis Wealth Management Inc
Location 242 Craven St, New Bern, NC 28560, USA
Phone (252) 636-1600
Directions
generic_business-71
Tayloe Financial Services
Location 790 Cardinal Rd, New Bern, NC 28562, USA
Phone (252) 633-0840
Directions
generic_business-71
Edward Jones - Financial Advisor: Taylor Paramore, AAMS™
4 out of 5
Location 3200 Trent Rd, New Bern, NC 28562, USA
Phone (252) 638-5013
Directions
generic_business-71
Edward Jones - Financial Advisor: Georgiana Bowman Bircher
SEC File# 801-3297
CRD# 250
5 out of 5
Location 246 Craven St, New Bern, NC 28560, USA
Phone (252) 514-0279
Directions
generic_business-71
Signature Wealth Strategies
5 out of 5
Location 315 Metcalf St, New Bern, NC 28562, USA
Phone (252) 634-9414
Directions
generic_business-71
Murphy Matza Wealth Management
5 out of 5
Location 3107 Trent Rd, New Bern, NC 28562, USA
Phone (252) 636-2447
Directions
generic_business-71
Rutherford Financial Group
Location 230 NC-24, Morehead City, NC 28557, USA
Phone (252) 726-7859
Directions
generic_business-71
Edward Jones - Financial Advisor: Kevin D Page, CFP®|AAMS™
SEC File# 801-3297
CRD# 250
5 out of 5
Location 117 Middle St, New Bern, NC 28560, USA
Phone (252) 637-5087
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
Directions
generic_business-71
Edward Jones - Financial Advisor: Dan Roberts, AAMS™
SEC File# 801-3297
CRD# 250
5 out of 5
Location 301 S Front St Bldg 1 Ste A, New Bern, NC 28560, USA
Phone (252) 633-5263
Directions
Financial Advisors in Craven County, NC

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

Banks and Credit Unions

Residents of Craven County, NC can benefit greatly from the guidance of a financial advisor. With a population of over 100,000, many individuals may struggle with managing their finances and planning for the future. A financial advisor can provide assistance with budgeting, investing, retirement planning, and debt management. In particular, residents of Craven County who are employed by the military or work at Cherry Point Marine Corps Air Station may have unique financial needs and challenges. A financial advisor can help these individuals navigate the complexities of military benefits and retirement planning. Additionally, with the county's proximity to the coast, residents may need advice on preparing for natural disasters and protecting their assets. A financial advisor can provide tailored advice to help residents of Craven County achieve their financial goals and secure their financial future.

Insurance Broker

Residents of Craven County, NC can greatly benefit from the services of an insurance broker. With the county being prone to hurricanes and flooding, an insurance broker can help residents find the right insurance coverage to protect their homes and properties. Additionally, an insurance broker can assist residents in finding affordable health insurance plans that fit their needs. For those who own businesses in Craven County, an insurance broker can provide guidance on commercial insurance options to protect their assets and employees. Overall, an insurance broker can provide peace of mind to residents of Craven County by ensuring they have the proper insurance coverage in place for any unforeseen events.

Retirement Planning

Residents of Craven County, NC can benefit greatly from the services of a retirement planner. A retirement planner can help residents of Craven County, NC by providing them with customized financial plans that are tailored to their specific needs and goals. Retirement planners can help residents of Craven County, NC by helping them to understand their retirement options, including Social Security benefits, pension plans, and other retirement savings plans. Additionally, retirement planners can help residents of Craven County, NC to navigate the complexities of Medicare and other health care options, which can be particularly important in an area with a large retiree population like Craven County. Overall, a retirement planner can help residents of Craven County, NC to achieve financial security and peace of mind in their retirement years.

Wealth Management

Residents of Craven County, NC could greatly benefit from the expertise of a wealth manager in a number of ways. For starters, the county has a large military presence due to the presence of Marine Corps Air Station Cherry Point and Fleet Readiness Center East. A wealth manager could help military families navigate the unique financial challenges that come with frequent moves and deployments. Additionally, Craven County is home to a significant retirement community, and a wealth manager could help retirees make the most of their savings and investments to ensure a comfortable and secure retirement. With the help of a skilled wealth manager, residents of Craven County could better plan for their financial futures and achieve their long-term goals.

Mortgage Loan Officer

Residents of Craven County, NC can benefit greatly from the services of a mortgage loan officer. One of the most common ways a loan officer can help is by assisting residents in securing a mortgage for a new home purchase. With the county's population steadily increasing, there is a high demand for affordable housing options. A loan officer can help residents navigate the complex process of obtaining a mortgage, and provide guidance on the various loan programs available to them. Additionally, Craven County is home to many military families due to the presence of Marine Corps Air Station Cherry Point. A loan officer can help these families take advantage of VA loan programs, which offer benefits such as no down payment and no private mortgage insurance. Overall, a mortgage loan officer can be a valuable resource for residents of Craven County looking to achieve their dream of homeownership.

Tax Services

Residents of Craven County, NC can benefit from the expertise of a tax advisor in a number of ways. One specific area where a tax advisor can be particularly helpful is in navigating the complex tax laws related to agricultural businesses in the area. Craven County is home to a significant number of farms and agricultural enterprises, and tax rules related to these businesses can be challenging to understand and comply with. A tax advisor can help farmers and other agricultural business owners in Craven County to maximize their deductions and ensure that they are in compliance with all applicable tax laws. Additionally, a tax advisor can provide guidance on retirement planning, estate planning, and other financial matters that can have a significant impact on the long-term financial health of Craven County residents.

Estate Planning Lawyer

Residents of Craven County, NC can benefit greatly from the services of an estate planning lawyer. These professionals can assist with a variety of legal matters, including the creation of wills, trusts, and other estate planning documents. In particular, residents of Craven County may require specialized assistance with regards to their property and assets, as the area is known for its high levels of property ownership and real estate investment. An estate planning lawyer can help ensure that these assets are properly managed and distributed according to the wishes of the individual, while also providing guidance on tax and financial planning strategies that can help to protect and preserve wealth for future generations. Overall, an estate planning lawyer is an essential resource for anyone in Craven County who is looking to secure their financial future and protect their loved ones.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Craven County, NC