Financial Advising in Pasquotank, North Carolina

3 found · ← All categories in Pasquotank

Updated October 31, 2026

Edward Jones

Financial Advising

Elizabeth City, NC

Edward Jones’s Doug Bates focuses on portfolio reviews, military professionals and veterans, retirement savings strategies, and wealth strategies in Elizabeth City.

  • military professionals and veterans seeking financial advising
  • portfolio reviews
  • retirement savings strategies

Whichard Woolard and Mitchell Wealth Management

Financial Advising

Elizabeth City, NC

Whichard Woolard & Mitchell Wealth Management brings over 170 years of combined experience to business owners and vacation rental management owners.

  • business owners planning ownership transitions
  • vacation rental management owners seeking wealth management
  • business owners seeking investment planning

Ryan M Smith

Financial Advising

Elizabeth City, NC

Ryan M Smith holds the AAMS® designation and focuses on retirement income strategies for military professionals and veterans.

  • Military professionals and veterans seeking financial guidance
  • Portfolio reviews
  • Retirement savings planning

Other categories in Pasquotank

Financial Advising in nearby counties

FAQ

Which Pasquotank-area financial advisor works with business owners?

Whichard Woolard and Mitchell focuses on business owners, including vacation rental management owners, and offers business ownership transition strategies.

Can I get a portfolio review without committing to an advisor?

Whichard Woolard and Mitchell advertises no-obligation portfolio reviews or consultations. The supplied information does not list a fee, so confirm pricing when scheduling.

Which local advisor offers Saturday appointments?

Edward Jones’s Elizabeth City office offers Saturday appointments by appointment only.

Which advisor can help with retirement income planning?

Ryan M Smith lists retirement income strategies and retirement savings planning among his specialties. Edward Jones also lists retirement savings strategies.