Investing in New Bern, NC
2 locations found near New Bern
View Map8:30AM - 5PM
315 Metcalf St
Investing
Investing
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Wells Fargo
2 Locations
“Our family has invested for many years with Signature Wealth Strategies (Raymond James). During that time, they have been patient with my mom -- explaining everything to her and serving as an overall financial advisor (and sometimes counselor!). They work with me remotely to assure my mom is getting the most out of her investments and to move money around as needed. When mom moved to assisted living recently, they strategically moved money around so tax implications were minimized. They've been with us every step of the way and know our family needs well. It hard to find this level of genuine care any more!”