Are You Looking for Professional Guidance on Your Financial Journey?
Navigating the complexities of wealth accumulation, investments, and long-term planning can feel overwhelming. At Marine Federal Financial Group, we believe you shouldn't have to walk your financial path alone. Our experienced advisors partner with you to clarify your options and map out customized financial plans that protect your success.
Corey Crews
LPL Financial Advisor
The Details:
Direct Phone: (910) 355-5689
Office Location: 4180 Western Boulevard, Jacksonville, NC 28546
State Domicile: NC (CA Insurance License #: 0N03226)
John Floyd, CFP®
Certified Financial Planner™
The Details:
Direct Phone: (252) 622-4026
Office Location: 4180 Western Boulevard, Jacksonville, NC 28546
Primary Location Area: New Bern, NC, and Swansboro, NC
Preston Garner, FPQP™
Financial Paraplanner Qualified Professional
The Details:
Direct Phone: (252) 622-4026
Office Location: 4180 Western Boulevard, Jacksonville, NC 28546
Primary Location Area: New Bern, NC, and Swansboro, NC
Clear Planning Built Around Your Life Goals
What financial topics can we help you solve?
We deliver holistic financial planning built around three critical wealth milestones: accumulating assets during your career, establishing secure independence in retirement, and transferring wealth advantageously to the next generation.
Investment Management: Get professional oversight on active portfolios. We coordinate Asset Allocation, Portfolio Reviews, Risk Management, and specialized Investment Advisory Accounts.
Retirement Planning: Protect your retirement years with dedicated IRAs, Retirement Savings Strategies, Long-Term Care solutions, Tax Planning, and optimal Social Security timing.
Estate & Trust Planning: Safeguard your legacy. We assist with Wealth Transfer, Beneficiary Designations, Wills, Living Trusts, and estate coordination.
Note: LPL Financial representatives offer access to specialized Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.
Empower Your Plan With Free Education
We regularly host complimentary, informational workshops designed to unlock the secrets of financial success at zero cost.
Upcoming Events: Seminars coming soon! Check back regularly for schedule announcements.
Have you worked with us before? Your feedback makes us better!
Ready to Unlock Your Financial Potential?
Let's Schedule Your Complimentary, No-obligation Initial Consultation
You don't have to navigate your financial path alone. Working closely with our advisors, you will receive a customized roadmap that aligns perfectly with your risk tolerance, age, and time horizon. Get started today.
Essential LPL Regulatory Disclosures and Protections
Understand Your Advisor Relationship and Fund Protections
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Marine Federal Credit Union and Marine Federal Financial Group are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Marine Federal Financial Group and may also be employees of Marine Federal Credit Union. These products and services are offered through LPL or its affiliates, which are separate entities from and not affiliates of Marine Federal Credit Union or Marine Federal Financial Group. Securities and insurance offered through LPL or its affiliates are:
NOT Insured by NCUA or Any Other Government Agency
NOT Credit Union Guaranteed
NOT Credit Union Deposits or Obligations
May Lose Value
Your Credit Union ("Financial Institution") provides referrals to financial professionals of LPL Financial LLC ("LPL") pursuant to an agreement that permits LPL to pay the Financial Institution for these referrals, thereby creating a conflict of interest. The Financial Institution is not a current client of LPL for advisory services.
