Active Retirement Camp Lejeune NC

Here you will find information and local resources in Camp Lejeune, NC that will assist with Active Retirement. Get the information and expertise in Camp Lejeune you are looking for Active Retirement, retirement plan, retirement consulting, architects retirement planning, benefit plan. Do the research before you make any investments or decisions regarding Retirement Planning. Our guides and resources will help you quickly and easily make an educated decision about Active Retirement.

Ms. Korene Zue Phillips Marsh, CFP®
(910) 347-5900
302 B Western Blvd
Jacksonville, NC
Firm
First Citizens Investor Servic
Areas of Specialization
Asset Allocation, Banking, Business Succession Planning, Charitable Giving, Education Planning, Employee and Employer Plan Benefits, Estate Planning
Key Considerations
Average Net Worth: $250,001 - $500,000

Average Income: $100,001 - $250,000



Data Provided by:
Mr. Scott C Rainville, CFP®
(919) 751-8772
200 Valencia Dr
Jacksonville, NC
Firm
First Command Financial Planning
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Education Planning, General Financial Planning, Government and Military, Insurance Planning, Investment Management

Data Provided by:
Mr. Joseph R. Mclaughlin, CFP®
(910) 937-1177
200 Valencia Dr
Jacksonville, NC
Firm
First Command

Data Provided by:
Mr. Richard L. Pugh (RFC®), CFP, MBA
(910) 455-6400
824 Gum Branch Rd., Suite I
Jacksonville, NC
Company
Pugh & Associates Inc.
Qualifications
Education: MA Business Administration
Years of Experience: 16
Membership
IARFC
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Pension Planning, Executive Compensation Planning, Retirement Planning, Medicaid Planning, Tax Planning, Seminars Work, Employee Benefits, Stocks and Bonds, Mutual Funds, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Charitable Planning, Asset Protection, BuySell, Compensation Plans

Data Provided by:
Mr. Charles Robert Jones, CFP®
(704) 348-9535
103 Fairytale Ln
Surf City, NC
Firm
Wells Fargo Advisors, LLC
Areas of Specialization
Retirement Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $100,001 - $250,000

Profession: Not Applicable

Data Provided by:
Mr. Marion V. Rains Iii, CFP®
(910) 617-3543
1171 Western Blvd
Jacksonville, NC
Firm
Navy Federal Financial Group
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Employee and Employer Plan Benefits, General Financial Planning, Government and Military, Insurance Planning, Investment Management
Key Considerations
Average Net Worth: $250,001 - $500,000

Average Income: $100,001 - $250,000

Profession: Government Employees

Data Provided by:
Mr. Ross M Van Klaveren, CFP®
(210) 456-7240
1447 Western Blvd Ste 100
Jacksonville, NC
Firm
USAA Wealth Management
Areas of Specialization
Asset Allocation, Charitable Giving, Education Planning, Estate Planning, Insurance Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $100,001 - $250,000

Profession: Government Employees

Data Provided by:
Mr. Richard L. Pugh, CFP®
(910) 455-6400
824 Gum Branch Rd Ste I
Jacksonville, NC
Firm
Financial Security Management,
Areas of Specialization
Estate Planning, Government and Military, Insurance Planning, Investment Planning, Retirement Income Management, Retirement Planning, Small Business Planning

Data Provided by:
Mrs. Stephanie M. Jeunette, CFP®
239 Parnell Rd
Hubert, NC
Firm
Simplified Outsourcing Solutions, LLC

Data Provided by:
Bank of America - Country Club Road
(910) 355-4238
1726 Country Club Road
Jacksonville, NC
Type
Banking Center
Services
Banking Center Services: Change Order, Commercial Deposits, Night Deposits, Drive Up
Outdoor ATM Services: Open 24 Hours, Talking ATM, Braille, Accepts Deposits, Drive Up, Deposit Image
Languages
English, Spanish, Chinese, Korean, French, Russian, Portuguese
Office Hours
Monday 9-5
Tuesday 9-5
Wednesday 9-5
Thursday 9-5
Friday 9-6
Saturday 9-1
Sunday Closed
Drive Up Hours
Monday 9-5
Tuesday 9-5
Wednesday 9-5
Thursday 9-5
Friday 9-6
Saturday 9-1
Sunday Closed

Data Provided by: