What are some popular services for financial advising?

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.

What are people saying about financial advising services in New Bern, NC?

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.

What does a financial planner do?

A financial planner in New Bern, NC is a professional who provides comprehensive financial advice and planning services to individuals and businesses in the area. They help clients navigate the complex world of personal finance by creating customized plans that address their unique financial needs and goals. In New Bern, NC, a financial planner must be well-versed in the local economy and financial landscape, which is heavily influenced by the city's historical significance as the birthplace of Pepsi-Cola. With its charming downtown area and proximity to the coast, New Bern is a popular destination for retirees and second-home owners, making retirement planning and estate planning critical components of a financial planner's services. Additionally, the city's location on the Neuse River makes flood insurance and disaster planning essential considerations for clients. Overall, a financial planner in New Bern, NC is an invaluable resource for anyone seeking to secure their financial future in this vibrant and dynamic community.

When should you get a financial planner?

New Bern, NC residents should consider reaching out to a financial advisor when they are faced with complex financial decisions that require expert guidance. This picturesque city, located at the confluence of the Neuse and Trent rivers, is home to a diverse population of individuals with unique financial needs. From retirees looking to maximize their savings to young families seeking to build wealth, New Bern residents require tailored financial solutions that can only be provided by a seasoned professional. With its rich history, vibrant culture, and growing economy, New Bern presents a complex financial landscape that demands careful consideration and strategic planning. By seeking the advice of a financial advisor, residents can navigate this landscape with confidence and achieve their financial goals.

How do I choose the right financial advisor?

A financial advisor in New Bern, NC must possess a myriad of qualities to effectively guide their clients towards achieving their financial goals. Firstly, they must have a deep understanding of the local economy and financial landscape in New Bern. The town's economy is heavily influenced by tourism, with attractions such as Tryon Palace and the Birthplace of Pepsi drawing in visitors from all over. Additionally, New Bern is home to a significant retiree population, which requires a specific approach to retirement planning. Therefore, a financial advisor must be knowledgeable in these areas to provide tailored advice to their clients. Furthermore, they must possess excellent communication skills to clearly convey complex financial concepts and strategies to their clients. They must also be trustworthy and have a strong ethical code, as they are handling their clients' finances. Finally, they must be adaptable and able to adjust their strategies to accommodate the ever-changing financial landscape.

What makes New Bern, NC the top choice for financial advising?

New Bern, NC is home to some of the top financial advising firms in the state. These firms offer a wide range of services including investment management, retirement planning, tax planning, and estate planning. One specific feature that sets these firms apart is their expertise in dealing with the unique financial challenges faced by residents of New Bern. The city is located on the confluence of the Trent and Neuse Rivers, making it vulnerable to floods and other natural disasters. As a result, these firms have developed specialized strategies to help clients protect their assets and plan for unexpected events. Additionally, New Bern has a rich history and culture, and these firms are well-versed in helping clients navigate the complex financial landscape of the city. Overall, the financial advising firms in New Bern offer a level of burstiness and complexity that is unmatched in the region, making them a top choice for individuals and businesses seeking expert financial guidance.

How do financial advisors get paid?

Financial advisors in New Bern, NC are compensated through various methods. Some advisors charge a percentage of the assets under management, while others charge a flat fee for their services. Additionally, some advisors receive commissions for selling specific financial products, such as insurance or mutual funds. It is important to note that in New Bern, NC, financial advisors are required to adhere to the fiduciary standard, meaning they must act in their clients' best interests. This differs from the suitability standard, which allows advisors to recommend products that are merely suitable for their clients. As such, clients in New Bern can trust that their financial advisors are working in their best interests and not just trying to sell them products for their own gain.

Find the Top Financial Advisors Serving New Bern, NC

Connect With a Financial Planner

List of Firms

New Bern, NC Fiduciary Financial Advisors

Carr, Riggs & Ingram CPAs and Advisors

5 out of 5

3105 Trent Rd, New Bern, NC 28562, USA

(252) 633-5821

http://www.cricpa.com/

Directions

Senior Advisors

2002 S Glenburnie Rd # 3A, New Bern, NC 28562, USA

(252) 635-1347

Directions

Amber Reifka, Bankers Life Agent

1410 McCarthy Blvd, New Bern, NC 28560, USA

(252) 639-9832

https://agents.bankerslife.com/nc/new-bern/1410-mccarthy-blvd/amber-reifka

Directions

Bern Investment Group Inc

1 out of 5

210 Metcalf St, New Bern, NC 28562, USA

(252) 637-3204

Directions

Overman Capital Management

331 Middle St, New Bern, NC 28560, USA

(252) 635-6666

http://www.overmancapitalmanagement.com/

Directions

BlueSky Wealth Advisors - Fee-Only - NAPFA member

2131 S Glenburnie Rd #8, New Bern, NC 28562, USA

(252) 633-0107

http://blueskywa.com/

Directions

Edward Jones - Financial Advisor: Elizabeth Hartman

5 out of 5

1316 Commerce Dr D, New Bern, NC 28562, USA

(252) 637-0423

https://www.edwardjones.com/us-en/financial-advisor/elizabeth-hartman

Directions

Northwestern Mutual Financial

101 Virginia Ln, Trent Woods, NC 28562, USA

(252) 633-6341

https://www.northwesternmutual.com/

Directions

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.

Nearby Locations

Alamance County, NC Albemarle, NC Asheville, NC Bermuda Run, NC Boone, NC Brunswick County, NC Buncombe County, NC Cabarrus County, NC

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.