Investing
Kinston, NC
Michael Ernest Spears - Ameriprise Financial Services is listed as a Crossbridge Private Wealth Advisor serving Kinston and Wilmington, with CRPC® and APMA® designations.
Investing
Kinston, NC
Jordan Mcpherson represents WoodmenLife products spanning whole, term, universal, and final expense life insurance plus retirement planning.
Fees may be asset-based, hourly, flat-rate, commission-based, or a combination. Ask for the total advisory, fund, insurance, and transaction costs before opening an account.
Review the adviser's services, conflicts of interest, compensation, and disciplinary history. Registration and background information can be checked through the SEC's Investment Adviser Public Disclosure database or FINRA BrokerCheck.
Bring recent account statements, income and tax information, insurance policies, debts, monthly expenses, Social Security estimates, and an overview of your retirement goals.