Financial Advising in Craven, North Carolina

11 found · ← All categories in Craven

Updated October 31, 2026

Edward Jones

Financial Advising

New Bern, NC

Edward Jones's Taylor Paramore holds CFP® and AAMS® certifications and focuses on retirement, estate, wealth, and college savings strategies.

  • Retirement savings and income planning
  • Portfolio reviews
  • Estate and legacy strategies

Edward Jones - Financial Advisor: James Bass

Financial Advising

Havelock, NC

They accept new clients at all asset levels and hold ChFC® and AAMS® certifications, with retirement, business-owner, estate, and divorce-finance focus areas.

  • Retirement savings strategies
  • Retirement income strategies
  • Financial planning for entrepreneurs and business owners

Navy Marine Corps Relief Society

Financial Advising

Havelock, NC

Navy-Marine Corps Relief Society provides eligible Sailors, Marines, and families with interest-free loans and grants, often the same day.

  • Unexpected utility bills or vehicle repairs affecting eligible military families
  • Emergency travel for active-duty or retired Sailors, Marines, and eligible family members
  • Financial recovery after hurricanes, floods, wildfires, fires, or evacuations

Emergency available · Interest-free loans and grants are provided many times on the same day

Overman Capital Management

Financial Advising

New Bern, NC

Overman Capital Management, founded in 2002, provides full-service financial services for current and future retirees and small business owners.

  • current retirees seeking financial planning
  • future retirees seeking financial planning
  • small business owners seeking financial services

Signature Wealth Strategies

Financial Advising

New Bern, NC

Signature Wealth Strategies offers investment management, retirement planning, and business solutions through offices in North Carolina and South Carolina.

  • retirement income, Social Security, and distribution planning
  • business owners needing entity-structure, asset-protection, cash-flow, or exit planning
  • families combining investment, tax, insurance, estate, debt, and education planning

James Bass

Financial Advising

Havelock, NC

James Bass helps new investors, military professionals and veterans, entrepreneurs, and business owners with financial strategy in Havelock.

  • New investors seeking financial guidance
  • Military professionals and veterans seeking financial guidance
  • Estate and legacy strategies

Merritt Roberts

Financial Advising

New Bern, NC

Merritt Roberts focuses on business retirement plans, farmers and ranchers, entrepreneurs and business owners, and estate and legacy strategies in New Bern.

  • Business retirement plans
  • Farmers and ranchers seeking financial advising
  • Entrepreneurs and business owners seeking financial advising

Robert Knisley

Financial Advising

New Bern, NC

Robert Knisley is identified as a financial advisor affiliated with Edward Jones.

  • general financial advising

The Williams Family Agency LLC

Financial Advising

New Bern, NC

The Williams Family Agency LLC provides life insurance and tax-free retirement options and offers a free quote through its website.

  • families seeking life insurance
  • customers exploring tax-free retirement options
  • people wanting a free insurance quote

Other categories in Craven

Financial Advising in nearby counties

FAQ

How do financial advisors charge for their services?

Common arrangements include hourly or flat planning fees, asset-based fees, commissions, or a combination. Ask for the fee schedule and whether investment products create additional compensation before engaging an advisor.

What credentials should I look for in a financial advisor?

CFP® indicates the advisor has completed CFP Board education, examination, experience, and ethics requirements. You should also verify the advisor’s registration and disciplinary history through FINRA BrokerCheck or the SEC’s adviser database.

What should I bring to a first financial-planning meeting?

Bring recent account statements, income and tax information, debts, insurance details, estate documents, and a list of goals. A current budget and expected retirement date can also help make the meeting more useful.

Where can eligible military families get urgent financial assistance?

Navy-Marine Corps Relief Society provides emergency travel assistance without an appointment and offers interest-free loans and grants for qualifying hardships. After hours, the American Red Cross provides assistance using NMCRS funds.

How quickly can military emergency assistance be provided?

The Navy-Marine Corps Relief Society states that qualifying interest-free loans and grants are provided many times on the same day. Eligibility and required documentation still apply.