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Signature Wealth Strategies
“During that time, they have been patient with my mom -- explaining everything to her and serving as an overall financial advisor (and sometimes counselor!”
Best Financial Advisors in New Bern, NC
The highest-rated Financial Planning & Wealth Management companies out of 106 vetted & reviewed in the New Bern area.
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Nautilus Wealth Management
Overview, Estate Planning, Risk Management
“Welcome to Nautilus Wealth Management online! We are an independent financial consulting firmbased in New Bern, North Carolina, focusingon the development ofworkingrelationships with families allover theUnited Statesand assisting with the creation, p...”
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Bluesky Wealth Advisors
Bluesky Planning, Bluesky Investing
“I highly recommend booking a free consultation to receive a proposal on how they could help you invest in your life!”
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Murphy Matza Wealth Management
“They are very honest and respectful.”
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Overman Capital Management
Estate Conservation, Retirement Strategies, Investment Management
“Ward (65) and June (61) are nearing the end of their professional careers and feel ready to retire; at least they're prepared from an emotional standpoint. Financially, however, they're not confident they have the assets needed to enjoy their post-ca...”
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Altrius Capital Management
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Lanvermeier & Jarman
Services For Individuals, Tax Services, Business Services
“Whether we like it or not, today's tax laws are so complicated that filing a relatively simple return can be confusing. It is just too easy to overlook deductions and credits to which you are entitled. Even if you use a computer software program ther...”
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Mfi-Miami
“MFI-Miami worked quickly, conscientiously, and respectfully to review the document discrepancies and conflicting financial account information that my foreclosure attorneys received from the lender-servicer in order to develop a thorough report that ...”
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Cooper Investment Company
“We have been investing with Cooper's for years and fine them very trustworthy and sound in investing.”
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Masters Wealth Management Group
- Needs
- Plans
- Phone Call
“Mastrodonato's expertise in planning for retirement certainly is evident with his advanced income and protection of asset techniques provided.”
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Atlantic Coast Wealth Management
“Atlantic Coast Wealth Management created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most importantly, we hope you see the value of...”
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Rutherford Financial Group
“We do business the old fashioned way-face to face and talk to you in words that you can understand, leaving the industry jargon at the front door. We want you to walk away knowing the plan in place for you and have it be something you understand. Man...”
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Arrowstar Financial
Retirement, Income Strategies, Insurance
“Founded in 2018 with headquarters in Jacksonville and Raleigh, ArrowStar Financial now has representatives in 17 offices throughout North Carolina and Kentucky, and serves clients all over the country. We are proud to serve a wide variety of clients ...”
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Influx of Wealth
- Tools
- Coaching
- Goals
“Influx has helped me so much, from financial planning and credit repair to becoming an llc, influx has been instrumental in my development Financial/business literacy!”
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Milestone Wealth
- Parents
- Team
- Interest
“Dave and his team are carefully and thoughtfully working on our behalf, always monitoring and checking, calling fund managers and companies to know the pulse of what is going on and are looking at the long term successes that equal a stable retiremen...”
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Padgett Business Services
“Have been with this company for over 15 years .”
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Thomas Swanner & Co Pa
Services For Individuals, Tax Services, Business Services
“Could not be more pleased with there professionalism, competence, and service.”
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Lloyd Moody, CPA
Strategic Business Planning, Services For Individuals, Bank Financing
“Mr Moody immediately noticed an error on my taxes from last year and filed an ammended return for me which will give me a retroactive refund from last year, not to mention many items I would not have included on my tax return for this year which help...”
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Kevin J McHugh CPA
Services For Individuals, Tax Services, Business Services
“Whether we like it or not, today's tax laws are so complicated that filing a relatively simple return can be confusing. It is just too easy to overlook deductions and credits to which you are entitled. Even if you use a computer software program ther...”
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Banks, Gray & Crumpler
“Very responsible and professional.”
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Alex Pappas, CPA
“I am very pleased with the keen attention to detail and valuable insights Alex consistently delivers.”
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Keel & Long Financial Management
“They have the clients best interest as their top priority.”
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Chused Patterson & Company, Cpas
Association Management, Business Tax Returns, Financial Planning
“They do so much more and ALL the staff are friendly and feel like family.”
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The Journey's Group
“He still lives in the times where he thinks you can stop in at any time and have business taken care of.”
Retirement Planning and Investment Management Services in New Bern, NC Cost Estimates
Minimum cost
$1000
Maximum cost
$8500
National Average
$3000
Avg Per Hour Rates
$300
$2000
$5500
Fair price range is based on
430 cost profiles
Why these companies made our list
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