Edward Jones - Financial Advisor: Joanna F Carr, CFP®|AAMS®

Services Offered

• Retirement planning
• Education savings strategies
• Investment management
• Tax-efficient investing

About

Joanna Carr is a Certified Financial Planner (CFP®) and financial advisor based in New Bern, North Carolina. She provides personalized financial planning and investment guidance to individuals and families in her community. Joanna specializes in retirement preparation, education savings, and tax-smart investing strategies. Her approach emphasizes face-to-face consultations to help clients achieve their financial goals.

Reviews

Location

Business Information