Retirement Planning in Craven County, NC

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

Get Help with Planning for Retirement

AS SEEN IN

Entrepreneur
MSN Money
Business Insider
Investopedia
Nasdaq
Yahoo Finance
Market Watch

List of Firms

Top Retirement Planners in Craven County, NC

generic_business-71
First Command
Location 206 Stonebridge Square, Havelock, NC 28532, USA
Phone (252) 447-8772
Directions
generic_business-71
Northwestern Mutual Financial
Location 101 Virginia Ln, Trent Woods, NC 28562, USA
Phone (252) 633-6341
Directions
generic_business-71
Edward Jones - Financial Advisor: Charles G Benson II, CFP®|AAMS®
SEC File# 801-3297
CRD# 250
5 out of 5
Location 2802 Village Way, Trent Woods, NC 28562, USA
Phone (252) 637-4871
Directions
generic_business-71
Sound Partners
SEC File# 801-119173
CRD# 300935
Location 1105 Corporate Dr suite a, Greenville, NC 27858, USA
Phone (252) 756-7721
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
generic_business-71
Edward Jones - Financial Advisor: Browning S Sanderson, CRPC®
5 out of 5
Location 7025 US-70 Suite E, Newport, NC 28570, USA
Phone (252) 622-4882
Directions
generic_business-71
Truewood by Merrill, New Bern
4 out of 5
Location 2701 Amhurst Blvd, New Bern, NC 28562, USA
Phone (252) 632-0240
Directions
generic_business-71
The Viridian
5 out of 5
Location 3003 Waterscape Wy, New Bern, NC 28562, USA
Phone (252) 631-9685
Directions
generic_business-71
Life Wealth Planning Group - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 1604 E Fire Tower Rd Ste C, Greenville, NC 27858, USA
Phone (252) 355-3200
Directions
generic_business-71
Jackson Hewitt Tax Service
5 out of 5
Location 1908 S Glenburnie Rd C, New Bern, NC 28562, USA
Phone (252) 514-9877
Directions
generic_business-71
Atlantic Wealth Management, LLC
5 out of 5
Location 712 Bridges St, Morehead City, NC 28557, USA
Phone (252) 515-7800
Directions
civic_building-71
Crave County Finance
Location 406 Craven St, New Bern, NC 28560, USA
Phone (252) 636-6603
Directions
civic_building-71
Craven County Personnel Office
Location 406 Craven St, New Bern, NC 28560, USA
Phone (252) 636-6602
Directions
generic_business-71
Senior Advisors
Location 2002 S Glenburnie Rd # 3A, New Bern, NC 28562, USA
Phone (252) 635-1347
Directions
generic_business-71
McCarthy Court
5 out of 5
Location 1321 McCarthy Blvd Bldg. 2 1325, New Bern, NC 28562, USA
Phone (252) 637-7133
Directions
generic_business-71
Brookdale New Bern
4 out of 5
Location 1336 S Glenburnie Rd, New Bern, NC 28562, USA
Phone (252) 638-6660
Directions
generic_business-71
Legacy Private Client Services
Location 1315 S Glenburnie Rd d18, New Bern, NC 28562, USA
Phone (252) 514-2568
Directions
Retirement Planning in Craven County, NC

About Craven County, NC for Those Planning to Retire

Craven County, located in the eastern part of North Carolina, is a vibrant and diverse community with a rich history and a promising future. The county is home to several notable landmarks, including the Tryon Palace Historic Site and Gardens, which offers a glimpse into the state's colonial past, and the New Bern Academy Museum, which showcases the county's educational heritage. In terms of top employers, Craven County boasts a diverse and thriving economy, with major companies such as BSH Home Appliances, Hatteras Yachts, and Moen contributing to the county's economic growth and vitality. When it comes to transportation, Craven County is well-connected to the rest of the state and the country, with major highways such as US-70 and NC-55 running through the county, as well as several important streets and thoroughfares that connect residents and visitors to the county's many attractions and amenities.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Craven County, NC would greatly benefit from the services provided by a bank. Being a coastal county, many residents rely on the tourism industry for income. A bank could provide loans to small business owners looking to start or expand their businesses, ultimately boosting the local economy. Additionally, Craven County is home to a large military population due to the presence of Marine Corps Air Station Cherry Point. A bank could offer financial planning services tailored to the unique needs of military families, such as assistance with managing deployment pay and benefits. Moreover, Craven County is prone to natural disasters, such as hurricanes. A bank could provide disaster relief loans to help residents rebuild their homes and businesses in the aftermath of a storm. Overall, a bank would be a valuable resource for the diverse and dynamic community of Craven County, NC.

Insurance Broker

Residents of Craven County, NC can benefit from the services of an insurance broker in numerous ways. One of the most common ways is by providing guidance on the best insurance policies that cater to the specific needs of individuals residing in the county. With a population of over 100,000 people, Craven County is home to a diverse community with varying insurance needs. An insurance broker can help residents navigate the complexities of insurance policies, including flood insurance, which is particularly important in Craven County due to its proximity to the Neuse and Trent rivers. Additionally, an insurance broker can assist residents in finding affordable health insurance policies, which is crucial in a county where over 16% of the population is uninsured. Overall, an insurance broker can provide valuable assistance to residents of Craven County, NC in securing the insurance coverage they need to protect their families, homes, and businesses.

Wealth Management

Residents of Craven County, NC could benefit greatly from the services of a wealth manager. With a population of over 100,000 people, the county is home to a diverse range of individuals with varying financial needs and goals. A wealth manager could help these residents by providing personalized financial advice and guidance, as well as offering investment strategies that are tailored to their specific needs and risk tolerance. For example, residents who live in the coastal areas of the county may have unique financial concerns related to hurricane preparedness and insurance coverage, which a wealth manager could address. Additionally, with a significant military presence in the area, many residents may have questions about military benefits and retirement planning. A wealth manager could provide valuable insight and assistance in navigating these complex financial issues. Overall, the expertise and guidance of a wealth manager could help residents of Craven County achieve their financial goals and secure their financial future.

Financial Advisor

Residents of Craven County, NC can benefit greatly from the guidance and expertise of a financial advisor. With a population of over 100,000, the county has a diverse economy that includes industries such as agriculture, healthcare, and tourism. A financial advisor can help individuals and families in the county create a customized financial plan that takes into account their unique goals, needs, and circumstances. This may include strategies for saving for retirement, investing in the stock market or real estate, managing debt, and protecting assets through insurance. Given the county's proximity to the coast, a financial advisor can also provide advice on preparing for natural disasters such as hurricanes, which can have a significant impact on personal finances. With their knowledge of the financial landscape and access to a wide range of tools and resources, a financial advisor can help residents of Craven County achieve financial stability and security for themselves and their families.

Mortgage Loan Officer

Residents of Craven County, NC can greatly benefit from the expertise of a mortgage loan officer. With the county being home to several military installations, including Marine Corps Air Station Cherry Point and Fleet Readiness Center East, many residents are active duty or retired military. A mortgage loan officer can assist these individuals with VA loans, which offer favorable terms and conditions to military personnel. Additionally, Craven County is located on the coast of North Carolina, making it vulnerable to hurricanes and flooding. A knowledgeable loan officer can guide residents through the process of obtaining flood insurance and securing loans that cover the costs of repairs and rebuilding after a natural disaster. With the county's diverse population, a loan officer can also provide guidance on loan options for first-time homebuyers, those with low credit scores, and those seeking to refinance their existing mortgages.

Tax Services

Residents of Craven County, NC can benefit from the expertise of a tax advisor in several ways. Firstly, a tax advisor can help residents navigate the complex tax laws and regulations specific to the county. With a population of over 103,000 people, Craven County has a diverse economy with various industries, including healthcare, education, and military. Therefore, a tax advisor can provide tailored advice to residents based on their specific profession and financial situation. Additionally, a tax advisor can help residents maximize their tax deductions and credits, such as those related to homeownership or charitable donations. This can result in significant savings for residents, which can be especially helpful in a county with a median household income of $53,000. Finally, a tax advisor can assist residents in preparing and filing their tax returns accurately and on time, avoiding costly penalties and interest charges.

Estate Planning Lawyer

Residents of Craven County, NC can benefit greatly from the services of an estate planning lawyer. With the county's population of over 100,000 people, it is important for individuals to have a plan in place for their assets and properties. An estate planning lawyer can assist with drafting a will, setting up trusts, and designating beneficiaries. Additionally, for those who own property in areas prone to natural disasters, such as the coastal regions of Craven County, an estate planning lawyer can help develop a plan for protecting assets during emergencies. The complexity of estate planning can be overwhelming, but with the help of a lawyer, residents can have peace of mind knowing their assets are protected and their wishes will be carried out.

FREQUENTLY ASKED QUESTIONS

Retirement Income Planning FAQs