Legacy Financial Advisors Mark E. Conard, CFP®, AIF®, RICP® | Financial Advisor

New Bern, North Carolina

Call (252) 494-5722 Visit website →

About

Legacy Financial Advisors, led by Mark E. Conard (CFP®, AIF®, RICP®), operates in New Bern, North Carolina. The firm specializes in retirement planning and investment management. Specific service offerings and fee arrangements are available upon inquiry.

Specialties

Retirement Planning Investment Management

Firm details

Languages
English
Hours
Sunday: Closed, Monday: 9AM-5PM, Tuesday: 9AM-5PM, Wednesday: 9AM-5PM, Thursday: 9AM-5PM, Friday: 9AM-5PM, Saturday: Closed
SEC registered
No

Professional credentials

CFP

Certified Financial Planner

Comprehensive financial planning certification requiring extensive education, examination, experience, and ethical standards

RICP

Retirement Income Certified Professional

Specialized in retirement income planning and distribution strategies

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