Investing in Onslow, North Carolina

3 found · ← All categories in Onslow

Updated October 31, 2026

Edward Jones - Financial Advisor: Alice M Cundiff

Investing

Swansboro, NC

Oak Crest Wealth Management provides retirement, estate, insurance, and business succession planning through offices in Arkansas and Oklahoma.

  • retirement income planning
  • families planning college savings through 529 plans
  • business owners preparing succession or exit strategies

Karl A Schmid - Edward Jones

Investing

Jacksonville, NC

Oak Crest Wealth Management provides retirement, estate, insurance, and business succession planning through offices in Arkansas and Oklahoma.

  • retirement income planning
  • families planning college savings through 529 plans
  • business owners preparing succession or exit strategies

Other categories in Onslow

Investing in nearby counties

FAQ

What should I look for when choosing an investment adviser?

Check whether the adviser’s services match your needs, such as retirement income, 529 plans, estate planning, or asset management. You can also ask about relevant credentials and registrations, including the CFP® designation and FINRA registrations.

How much does financial planning or investment management cost?

The supplied business information does not list fees. Ask whether charges are hourly, flat-fee, asset-based, commission-based, or a combination, and request the costs in writing before opening an account.

What does the financial planning process typically include?

This adviser’s listed process includes an introductory meeting, exploration and preliminary planning, detailed planning, and ongoing support. Ask what information is needed for the initial meeting and how often the plan is reviewed.