I think of myself as my clients' financial GPS.
I help GUIDE clients in looking for long-term, individualized ways to save so that they may have more options when they retire and while they live in retirement.
I provide PROTECTION strategies for the unexpected. No one appreciates a financial challenge, but when one arises, all feel better when they feel more prepared.
I suggest ways to SPEND or SHARE their wealth more wisely, in order to plan for the life and legacy they desire.
I also think of myself as one who serves my community and my family. I enjoy serving through the New Bern Preservation Foundation, the Coastal Women's Forum, my alma mater's, the University of North Carolina's, local outreach club and as a mother of two. At the end of the day for me, it's about making lives feel purposeful and valued.
However, I don't do it alone. My clients and I are supported by a dedicated branch team. Robert Knisley, a native Carolinian, provides care with a passion for finance. Together, we deliver responsive and timely service to address our clients' needs.
You are invited to experience working with a full-service financial advisor who will take the time to learn and will value what is important to you regarding your finances. Experience working with a financial advisor who follows a thorough process to tailor an investment strategy that is designed for you and one who desires a long-term partnership with you. Please consider accepting a complimentary review if you are willing to provide your time, information and destination (financial goals); simply call or email to schedule an appointment today.
- Retirement Income Strategies
- Divorce Finances
- Business Retirement Plans
- Insurance & Annuities
- Portfolio Reviews
My Personal Interests
- Spending Time with Family
- Personal Fitness
- Animal Rescue
Office Address246 Craven St
New Bern, NC 28560 opens in a new window
Phone NumberGeorgiana Bowman Bircher at (252) 514-0279
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