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List of Financial planners in New Bern

There are 15 Financial planners in New Bern as of November 14, 2024; which is an 0.00% increase from 2023. Of these locations, 9 Financial planners which is 60.00% of all Financial planners in New Bern are single-owner operations, while the remaining 6 which is 40.00% are part of larger brands. Average age of Financial planners in New Bern is 3 years and 11 months.

Financial planners are also establishing a strong digital presence across various platforms: 11 have LinkedIn profiles, 11 have Facebook Pages, 6 are active on Instagram, 7 have X (formerly Twitter) handles, and 5 have YouTube channels. About 16 Financial planners have their own website and the remaining 0 don’t have their own website.

  • 15

    Number of Financial planners

  • 4

    Email addresses

  • 16

    Phone numbers

  • 16

    With Websites

  • 11

    LinkedIn Profiles

  • 11

    Facebook Profiles

  • 6

    Instagram Handles

  • 7

    X Handles

  • 5

    YouTube Channels

Data updated on November 14, 2024
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Download list of Financial planners in New Bern

You can download Financial planners email and phone number lists along with top management data. Here is a random sample of 10 records for you to look at. Contact our support team to get more details.

nameaddresscityState/TerritorycountryemailphoneReview CountRating ScoresurlFacebook ProfileInstagram HandleLinkedInTwitterYouTube
BlueSky Wealth Advisors - Fee-Only - NAPFA memberAddressNew BernNorth CarolinaUnited StatesEmailPhone15Link
Bank of America ATM (Drive-thru)AddressNew BernNorth CarolinaUnited StatesEmailPhone00Link
Bank of America (with Drive-thru ATM)AddressNew BernNorth CarolinaUnited StatesEmailPhone411.8Link
LPL Financial and Acera Wealth Management - Michael Delia, AAMS , CFPAddressNew BernNorth CarolinaUnited StatesEmailPhone00Link
MMC Financial GroupAddressNew BernNorth CarolinaUnited StatesEmailPhone00Link
Edward JonesAddressNew BernNorth CarolinaUnited StatesPhone00Link
Murphy Matza Wealth ManagementAddressNew BernNorth CarolinaUnited StatesPhone25Link
Nautilus Wealth Management, LLCAddressNew BernNorth CarolinaUnited StatesPhone00Link
Altrius Capital ManagementAddressNew BernNorth CarolinaUnited StatesPhone00Link
The Northwestern Mutual : Geoff McLawhornAddressNew BernNorth CarolinaUnited StatesPhone00Link
[
  {
    "name": "BlueSky Wealth Advisors - Fee-Only - NAPFA member",
    "address": "21**********",
    "phone": "********0107",
    "email": "co*****@my********",
    "lat": 35.0937568,
    "lng": -77.0974229,
    "url": "ht**********",
    "country": "United States",
    "state": "North Carolina",
    "city": "New Bern",
    "star_count": 5,
    "rating_count": 1,
    "category_name": "Financial planners"
  },
  {
    "name": "Bank of America ATM (Drive-thru)",
    "address": "31**********",
    "phone": "********8500",
    "email": "br**********@ml****",
    "lat": 35.1012292,
    "lng": -77.0901042,
    "url": "ht**********",
    "country": "United States",
    "state": "North Carolina",
    "city": "New Bern",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial planners,Financial consultants,ATMs"
  },
  {
    "name": "Bank of America (with Drive-thru ATM)",
    "address": "31**********",
    "phone": "********7750",
    "email": "br**********@ml****",
    "lat": 35.1012401,
    "lng": -77.0900526,
    "url": "ht**********",
    "country": "United States",
    "state": "North Carolina",
    "city": "New Bern",
    "star_count": 1.8,
    "rating_count": 41,
    "category_name": "Financial planners,Financial consultants,Banks"
  },
  {
    "name": "LPL Financial and Acera Wealth Management - Michael Delia, AAMS , CFP",
    "address": "Mi**********",
    "phone": "********1811",
    "email": "ch***@aw**********",
    "lat": 35.1084031,
    "lng": -77.0986004,
    "url": "ht**********",
    "country": "United States",
    "state": "North Carolina",
    "city": "New Bern",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Investment services,Financial planners,Stock brokers,Financial consultants"
  },
  {
    "name": "MMC Financial Group",
    "address": "26**********",
    "phone": "********1620",
    "email": "in**@mm*********",
    "lat": 35.118932,
    "lng": -77.078206,
    "url": "ht**********",
    "country": "United States",
    "state": "North Carolina",
    "city": "New Bern",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial planners"
  },
  {
    "name": "Edward Jones",
    "address": "35**********",
    "phone": "********5013",
    "email": "",
    "lat": 35.0927417,
    "lng": -77.0968199,
    "url": "ht**********",
    "country": "United States",
    "state": "North Carolina",
    "city": "New Bern",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial planners"
  },
  {
    "name": "Murphy Matza Wealth Management",
    "address": "31**********",
    "phone": "********2447",
    "email": "",
    "lat": 35.0933799,
    "lng": -77.0877427,
    "url": "ht**********",
    "country": "United States",
    "state": "North Carolina",
    "city": "New Bern",
    "star_count": 5,
    "rating_count": 2,
    "category_name": "Financial planners"
  },
  {
    "name": "Nautilus Wealth Management, LLC",
    "address": "60**********",
    "phone": "********1365",
    "email": "",
    "lat": 35.1071836,
    "lng": -77.0434222,
    "url": "ht**********",
    "country": "United States",
    "state": "North Carolina",
    "city": "New Bern",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial planners"
  },
  {
    "name": "Altrius Capital Management",
    "address": "13**********",
    "phone": "********7598",
    "email": "",
    "lat": 35.09741,
    "lng": -77.095583,
    "url": "ht**********",
    "country": "United States",
    "state": "North Carolina",
    "city": "New Bern",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Investment companies,Financial planners,Investment services,Financial consultants"
  },
  {
    "name": "The Northwestern Mutual : Geoff McLawhorn",
    "address": "14**********",
    "phone": "********1620",
    "email": "",
    "lat": 35.1179054,
    "lng": -77.0914979,
    "url": "ht**********",
    "country": "United States",
    "state": "North Carolina",
    "city": "New Bern",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial planners,Financial consultants"
  }
]

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How many Financial planners are there in New Bern?

There are a total of 15 Financial planners in New Bern as of November 14, 2024.

Number of Financial planners in New Bern with Phone Number

16

Number of Financial planners in New Bern with Email

4

List of Financial planners in New Bern with Social Media Accounts

11

Facebook Profiles

6

Instagram Handles

11

LinkedIn Profiles

7

X Handles

5

YouTube Channels

Download sales qualified leads of Financial planners in the New Bern

Download this data in CSV, Esri Shapefile, Excel, GeoJSON, or KML
(Google Earth) file formats.

Data of Financial planners in New Bern with/without Website

Download the list of Financial planners in New Bern as of November 14, 2024 with and without website information.

16

Number of Financial planners in New Bern with website

0

Number of Financial planners in New Bern without website

List of Financial planners in New Bern By Ratings

Download the data of the number of star-rated Financial planners in New Bern as of November 14, 2024.

1

Number of 1 star-rated Financial planners in New Bern

1

Number of 2 star-rated Financial planners in New Bern

0

Number of 3 star-rated Financial planners in New Bern

1

Number of 4 star-rated Financial planners in New Bern

4

Number of 5 star-rated Financial planners in New Bern

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The total number of Financial planners in New Bern is 15.

Smartscrapers is your go-to platform to get authentic and reliable data on Financial planners in New Bern at an affordable price.

You can download the complete dataset of sales qualified leads of Financial planners in New Bern once you purchase it.

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You can download the data in CSV, Esri Shapefile, Excel, GeoJSON, or KML (Google Earth) file formats.

The price of Financial planners in New Bern dataset costs $99.

There are 16 Financial planners in New Bern with phone numbers.

There are 4 Financial planners in New Bern with email addresses.

There are 5 Financial planners in New Bern with both phone numbers and email lists.

There are 11 Financial planners in New Bern with LinkedIn Profiles.

There are 11 Financial planners in New Bern with Facebook Profiles.

There are 6 Financial planners in New Bern with Instagram Handles.

There are 7 Financial planners in New Bern with X Handles.

There are 5 Financial planners in New Bern with YouTube Channels.

The total count of Financial planners in New Bern with a website is 16.

There are 4 5-star rated Financial planners in New Bern.

There are 1 4-star rated Financial planners in New Bern.

There are 0 3-star rated Financial planners in New Bern.

There are 1 2-star rated Financial planners in New Bern.

There are 1 1-star rated Financial planners in New Bern.

The average age of Financial planners in New Bern is 3 years and 11 months.

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With the email addresses of Financial planners, you can reach your audience directly, ensuring your messages land in the inboxes of potential customers, leading to increased engagement and conversion rates.

Whether for cold calling campaigns or personalized messaging, having accurate phone numbers allows you to establish meaningful connections.

The mailing address data of Financial planners ensures that your promotional materials reach the hands of potential customers, driving engagement and brand recognition.