Legacy Financial Advisors

Sound Financial Solutions in New Bern, NC, provides comprehensive financial services and investment guidance tailored to your individual needs. We offer expertise in investment management, retirement planning, and tax strategies. Our services encompass a variety of investment options including bonds, stocks, and various IRA types. We also specialize in brokerage accounts, treasury bills, government securities, and variable annuities. Our team assists with 401(k) and 403(b) planning, college savings, and estate planning. We also offer money purchasing plans and profit-sharing solutions for businesses. We further provide essential insurance services such as disability income, life, and long-term care coverage.

At United Bank, we value all of the relationships we have built since 1839. We are committed to providing each relationship with an unmatched level of service. While we offer competitive products, services, rates and technology, the level of service we provide and our commitment to building relationships is what sets us apart from our competitors. United Bank is backed by a history of safe, sound and secure banking practices that have allowed us to navigate through decades of changing economic environments. Because of this, our employees, customers, shareholders and communities can rely on us to be their banking partner for decades to come.