Investing in Pitt, North Carolina

5 found · ← All categories in Pitt

Updated October 31, 2026

Edward Jones - Financial Advisor: Casey Brighton

Investing

Greenville, 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

Charlie Tingen - Ameriprise Financial Advisor

Investing

Greenville, NC

Sullivan Wealth Management offers personalized financial planning and investment advice with access to Ameriprise's investment research and secure online account tools.

  • clients seeking personalized financial planning based on individual goals
  • investors wanting ongoing market and economic analysis
  • retirement planning discussions

Jonathan Randall - Ameriprise Financial Services

Investing

Greenville, NC

Sullivan Wealth Management offers personalized financial planning and investment advice with access to Ameriprise's investment research and secure online account tools.

  • clients seeking personalized financial planning based on individual goals
  • investors wanting ongoing market and economic analysis
  • retirement planning discussions

Southern Tier Consulting

Investing

Greenville, NC

Southern Tier Consulting provides investment advisory services through Gradient Advisors, LLC, an SEC Registered Investment Advisor, and offers insurance products through an independent agent.

  • investment advisory services
  • insurance products and services

Other categories in Pitt

Investing in nearby counties

FAQ

How much does a financial advisor in Pitt County charge?

The candidate information does not list local prices. Before meeting, ask whether compensation is based on assets under management, a flat planning fee, hourly billing, commissions, or a combination.

What credentials should I check before hiring an investment advisor?

Verify the advisor's registrations and disciplinary history through Investor.gov or FINRA BrokerCheck. A CFP™ designation can be relevant when you need broader retirement, estate, insurance, or cash-flow planning.

How long does a financial plan usually take to prepare?

The Edward Jones listing describes an introductory meeting followed by exploration and preliminary planning, detailed planning, and ongoing support. Ask each advisor what documents they need and when you will receive the written recommendations.

Should I use an investment advisor for a one-time insurance quote?

Not necessarily: the Edward Jones listing specifically says it may not fit people seeking only a standalone insurance quote. An advisor is more relevant when insurance is being coordinated with investments, retirement, estate, or business-succession planning.