Kelly and her team are the best! They actually care about their clients and make sure to help…read moreprotect them for the most affordable prices!

From the owner: At Spicer Financial Group, we believe that insurance is personal. We want to know you - your goals,…read moreyour values, and the people you love - so we can help you build a plan that fits your life, with smart solutions designed to protect your income, your home, and your legacy. Planning for the future doesn’t have to feel overwhelming, especially when you have the right people by your side. Whether you’re exploring life insurance, retirement options, or how to leave something meaningful behind, we’ll walk with you every step of the way. No pressure. No judgment. Just thoughtful guidance, clear information, and a team that truly cares. We’re here to help you prepare with confidence, for whatever life may throw your way.

Beware - I recently moved several accounts from Edward Jones Advisory Services in New Bern, NC to a…read moredifferent brokerage firm and was very disappointed at the level of support I received. I understand that EJ never wants to lose a customer, but I expected some level of assistance as a professional courtesy after being a long-time customer who paid hundreds of thousands of dollars in fees over the years. After meeting and clearly documenting what I wanted to do, my financial rep Georgiana Bowman failed to assist with the tasks that needed to be done and wouldn't respond to my emails. I ended up working with corporate to find out how to proceed and the process dragged on for 6 weeks. The only thing they were really on top of was a triple-hit on fees, which was somewhat hidden since they took away access to the online website before the transition was complete. Part of the difficulty was that the Advisory Group invested in EJ proprietary funds that can't be transferred to another firm. These investments had to be liquidated, creating taxable gains. It appears to be set up to keep people (and their children who may inherit the funds) locked in to EJ if they don't want to take the tax hit. They may earn a higher commission by putting money into their own funds.

From the owner: During these uncertain times, we're here for you - ready to listen, support and navigate this…read moretogether. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

A great family run business! They are always upfront and honest, with the heart of a teacher. And…read moretreat you as if you are their own.

They helped my elderly aunt with a simple will. It was done over Zoom, so no dragging her out,…read morewhich was perfect. Their contact with us has been good and we feel that she is satisfied.

From the owner: Guzhuna is a risk and wealth advisory firm, built on the philosophy that protecting wealth and…read moregrowing it are not separate pursuits. Headquartered in New York and serving clients across the United States and Internationally, we work with business owners, executives, and families whose financial lives require more than capable advice across individual engagements. We offer insurance, investment management, wealth structuring, estate planning, and business advisory as one integrated strategy. Our approach is built from the ground up. Risk is assessed and structured before capital is deployed. Every component of a client's financial life is designed to function as one coherent whole, from the protection of what has been built to the planning of what comes next, and the legacy that follows. We carry no proprietary products and maintain no affiliations that would influence our recommendations. Our only obligation is to the long-term integrity of the financial lives entrusted to us. Independent. Unconflicted. Built to endure.