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Signature Wealth Strategies
Comprehensive Planning, Business Solutions, Portfolio Management
“What a wonderful group of people who have your best interest at heart!”
Best Financial Advisors in New Bern, NC
The highest-rated Financial Planning & Wealth Management companies out of 201 vetted & reviewed in the New Bern area.
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Atlantic Wealth Management
Overview, Tax Planning, Risk Management
“They are professional, compassionate and care deeply for their clients and their community.”
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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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Murphy Matza Wealth Management
“They are very honest and respectful.”
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Bumbry & Associates
“Because of my situation, I could file on my own but it's worth the few extra dollars, sewing into his business to get high quality service and actually speaking with someone knowledgeable.”
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Todaro & Associates
Business Services, Services For Quickbooks, Tax Services
“As long as I have organized paperwork, he can finish them in about 30 minutes and for a very reasonable charge.”
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Lb&j Certified Public Accountants
Coronavirus Disaster Assistance, Accounting & Bookkeeping, TAX Services
“We worked with Randall Little - there was even an understanding that tax filing and tax strategy can be separate but related issues - the tax strategy part is how we really developed a connection with Randall.”
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Aradhana Aggarwal CPA
- Questions
- Organized
- Team
“Her tax organizer makes uploading documents a very simple and organized process, and she is quick to answer any and all questions in a very timely and thorough manner.”
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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