Financial Advisors in New Bern, North Carolina (Craven County)

Overman Capital Management - Rob Overman & Jay Rishel, CFP®️

New Bern, NC

We are an independent, full-service financial services firm committed to helping people pursue their financial goals.

Highlights: College Planning, Retirement Income Planning, Rollover Of 401k Or IRA, CFP Â®, Wealth Management, Retirement Planning, 401k Rollover, Young Investors, Certified Financial Planner, Investment Management, Financial Planning

Bob Land, LUTCF, CLTC

70 miles from New Bern, NC

Executive Benefits, Employee benefits planning

Highlights: Retirement Planning, Legacy Planning, Life Insurance, Annuities & Life Insurance, Retirement Distribution Plan, Women's Issues, Estate Planning, Mutual Funds, College Planning, 401K Consulting, Business Planning, Young Investors, Disability Income & Long Term Care Insurance