Best Financial Advisors in New Bern, NC

“What a wonderful group of people who have your best interest at heart!”

“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...”

“As a client, you will be in exceptionally good hands. We seek out and reward the very best professionals in the industry, purposely employing a high staff-to-client ratio of 18-1, ensuring that you always have someone there to help you.”

“We have been investing with Cooper's for years and fine them very trustworthy and sound in investing.”

“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...”

“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...”

“They are professional, compassionate and care deeply for their clients and their community.”

“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!”

“Very responsible and professional.”

“I am very pleased with the keen attention to detail and valuable insights Alex consistently delivers.”

“They do so much more and ALL the staff are friendly and feel like family.”

“Great people to work with!!!!!!”

“Concierge Wealth Management Services for a Low Fixed Annual Fee with Offices in Greenville, NC Wilmington NC and Chapel Hill NC. Fiduciary with 25 years experience. Family Office Services including Trust and Estate and Foundation. Raleigh NC Durham N...”

“I was having a difficult time getting my finances in order but with the help of Eric I was able to get on the right track in no time.”

“For those starting out on a financial journey , she's a great person to start with in building a budget you can work with and offering simple non complicated advice”

“I know you north carolinians only speak german but this is unnaceptable!!!!!”