Overman Capital Management
Financial Advising
Why pick this one
Overman Capital Management, founded in 2002, provides full-service financial services for current and future retirees and small business owners.
Best for
- current retirees seeking financial planning
- future retirees seeking financial planning
- small business owners seeking financial services
Specialties
- retirement planning
- small business owner financial planning
Certifications
- CERTIFIED FINANCIAL PLANNER™
- FINRA Series 6
- FINRA Series 7
- FINRA Series 9
- FINRA Series 10
- FINRA Series 26
- FINRA Series แ63
- FINRA Series 65
What makes them different
- Independent, full-service financial services firm
- Founded by Rob Overman in 2002
- Jay Rishel holds the CERTIFIED FINANCIAL PLANNER™ designation
- Serves current and future retirees
- Serves small business owners
- Years in business
- 24
Distilled from this business's own website.
Contact & Location
- Address
- 331 Middle St, New Bern, NC 28560-4928
- Phone
- 12526356666
- Website
- http://www.overmancapitalmanagement.com
- Rob@OvermanCapitalManagement.com
Services
- financial planning
- full-service financial services