Find Top Financial Advisors in New Bern, NC
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A9Reviews
Business Description:
Our passion is partnering with our clients to crystallize their financial goals, design a strategy to achieve those goals and execute the plan to its completion. You know it’s not enough to just make a plan, even the most well designed strategies can fail if not executed properly and then monitored for progress and suitability. This is why we consistently monitor the progress of your plan and make changes as new developments come to light with your changing goals. Whether we are helping a you...
Recent Review:
AThey have worked for me for many years and have provided great service to me. They have made profitable choices to handle my investments so I can live well in my senior years. I have been impressed with the wonderful way they keep me informed and help me make investment decisions. They are especially good at helping widowed persons plan for the rest of their lives, possibly alone.
Reviewed by Carla J.
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A152Reviews
Business Description:
Capitol Benefits is an award-winning independent insurance agency representing 12 states. Our two main offices are in the Washington DC area and the Jacksonville, FL area. We represent over 200 insurance companies and all types of insurance.. We represent our clients, not an insurance company. Discounts of up to 30% are available for combining home and auto, AARP members, Federal Government employees, safe drivers, and more. Visit our website at www.capitolbenefits.com for instant quotes and ...
Recent Review:
ATheo went above and beyond great customer service. He was friendly, empathetic and put my mind at ease in an otherwise extremely stressful situation. I would recommend him for ANY service!
Reviewed by Gina L.
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A64Reviews
Business Description:
With over 30 years of combined experience, we pride ourselves on offering top-level, white-glove service to our clients. Visit us today for a FREE review of your previous year tax return! We use the latest technology, including a secure cloud file exchange and electronic document signatures. You can view our office and meet Greg and Angela at this link: http://www.taxproff.com/greg-freyman-video/
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A38Reviews
Business Description:
Flexible appointment hours
Recent Review:
APersonal taxes. Robert returns calls, answers questions, is professional and knowledgeable. He explains things well and I recommend him.
Reviewed by Kivie W.
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A199Reviews
Business Description:
8x Super Service Award Recipient. Call or text me directly on (888) 261-3584 or email bruno@healthbrokersonline.com. Independent insurance broker representing every major health insurance carrier in United States. I help you understand all your options and compare between the carriers in your state to find the one with the best rates in your area, as well as the policy that is best suited for you based on your specific situation. I am here to answer any question you may have. I am experienced...
Recent Review:
DI called and spoke with someone before the Thanksgiving holiday, and was assured I would hear back from them. I heard not a peep until they finally called back on Jan. 14! Ridiculous. Don't bother with this outfit. Not serious.
Reviewed by Mark M.
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B6Reviews
Business Description:
Certified Financial Planner, Chartered Retirement Planning Counselor, Chartered Retirement Plan Specialist. Partner at an independent advisory firm, The Main Street Group. Tom uses Charles Schwab Co., Inc. to custody assets. Charles Schwab has $4.04 trillion under management. Awards: Tom has been recognized from 2013 - 2019 as a Five Star Wealth Manager of Richmond as seen in The Wall Street Journal, Forbes, and Richmond Magazine. Tom was named a top 40 under 40 advisor in the nationwide Inve...
Recent Review:
ATom did a fantastic job. We went aggressive, and he made us 39% in 2019. He did it all, and kept us updated on the accounts. It was friendly, no stress and easy. Best decision ever!
Reviewed by Sarah K.
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A3Reviews
Business Description:
Credit Restoration Specialists that will go above and beyond for the clients! We have real results from real people!
Recent Review:
AClimax X helped me immensely with my credit. I went from rejections of a house loan, new car off the lot and a phone line with Verizon to not only being approved but have the interest rate so small I barely have to pay anything except the principal. I have worked with other credit repair services but none gave me the results like Climax X. They left me with the knowledge to keep my credit A one. 10 out of 10, would recommend.
Reviewed by Tori C.
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A335Reviews
Business Description:
www.scoreologyusa.com is a national credit repair company providing our clients with one on one unmatched customer service. We have a track record of proven, outstanding results. We offer a wide variety of credit repair, building and budgeting services. Give us a call to set up your Free Consultation. Scoreology was formerly known as Credit Dr.
Recent Review:
AUnbelievably well. Daniel was real good with advices and which direction to take. Real honest and straight forward. I would recommend to anyone struggling to get back on track as far as credit scores go. Don't hesitate.
Reviewed by Adriano S.
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F2Reviews
Business Description:
Phil Wasserman Annuities helps retirees navigate the confusing world of annuities and retirement investments. With so many various types of annuities on the market today, it can be very difficult to know which products are right for your unique situation. Phil Wasserman, the leading annuities expert can answer any questions you may have so call today.
Recent Review:
FDo your due diligence before doing any business or signing any papers with this man or any of his associates Ken Rossman, Micheal Wasserman None of them has my fathers best interest at hand when selling him all kinds of insurances which they made huge commissions off . Google PHILLIP WASSERMAN and you will see how he runs his business. Me and my father invested OUR LIFE SAVINGS in his new company FAST LIFE, who Billy Ray Cyrus was once associated with. We are still awaiting outstanding interest and return of our loan. Which was signed under PHILLY ROY FINANCIAL CONSULTANTS LLC- DBA FAST LIFE. WHICH HE HAS NOT UPKEPT HIS BUSINESS OR PERSONAL RESPONSIBILITY IN INTEREST PAYMENTS OR RETURNING OUR LOAN. Then uses threatens and intimidation tactics when called to pay. I wouldn’t even give him 1 star
Reviewed by Laine D.
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F1Review
Business Description:
Solve a real life problem! Medical billing mistakes cause unnecessary stress and cost to nearly all Americans. Medical Debt Solutions are very passionate for patients who are already overwhelmed with their medical issues, now having to struggle with huge medical debt, which is often full of errors. By auditing your health insurance companies for mistakes, we make a difference. With over 20 years of medical billing, collections and auditing experience we work for patients with concerns about t...
Recent Review:
FPaid up front ( big mistake)....After one full year, still no response or results. She now won’t respond to any emails & I have no results
Reviewed by Christina E.
