Financial advisors in New Bern, NC
18 financial advisors listed in New Bern, North Carolina. 15 with a phone number and 17 with a website.
New Bern accounts for 0.7% of the financial advisors listed in North Carolina.
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Quick answer
New Bern, NC has 18 financial advisors listed on USA Business Search. 15 list a phone number and 17 list a website. The most listings are in ZIP codes 28562, 28560.
Updated November 2026H&R Block
Easy Tax
Edward Jones
FASTAX
H&R Block
Jackson Hewitt Tax Service
Overman Capital Management
Signature Wealth Strategies
Tamida's Taxes
Edward Jones - Financial Advisor: Matthew A Kuster
Dennis F. Palumbo, Cpa, Mba
Edward Jones - Financial Advisor: Charles G Benson Ii
Legacy Private Client Services
Bill Slack
Yarbrough & Associates, Inc.
Merritt Roberts
Robert Knisley
How to choose a financial advisor in New Bern
- Ask how they are paid: fees, commissions or both.
- Check licenses and any disciplinary history before you hand over money.
- Get every quote or recommendation in writing.
Check the business: confirm a company's registration with the state in our North Carolina business lookup guide, and licensed trades in the contractor license lookup guide.
Common questions
How many financial advisors are listed in New Bern, North Carolina?
USA Business Search shows 18 financial advisors in New Bern. 15 list a phone number and 17 list a website.
Which ZIP codes do these listings cover?
They include ZIP codes 28562, 28560.
How do I choose a financial advisor in New Bern?
Ask how they are paid: fees, commissions or both. Check licenses and any disciplinary history before you hand over money. Get every quote or recommendation in writing. Check the license or registration through the North Carolina business lookup guide.
How do I add or fix a listing?
Listings are free. Use Add your business, or the Claim or fix link on any listing.
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