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Financial & Investment Management. | Greenville, Farmville, Winterville, Bethel, Ayden, Grifton and surrounding Eastern NC communities
At Carolina Business Enterprises, our knowledgeable financial advisors understand the importance of helping each client along every step of life’s journey. Our financial advisors are equipped to offer products and services including planning services, mutual funds, annuities, insurance, risk management and retirement plans, all of which aim to help clients build and manage wealth at each step of the journey.
Retirement Planning
Our financial advisors can help you navigate the various retirement plan options available to you, whether the plan is through your employer or on your own. To view available fund families on Retirement Solutions Premier, refer to the Available fund families link.
Risk Management
Because of the inherent risk of investing, it is important to adhere to an investment strategy that seeks to minimize the risk at your expected level of return. Your financial advisor has access to professional asset managers with the experience and resources to develop the investment strategies and portfolios that can help you manage risk and achieve your financial goals.
Mutual Funds
While the selection of the proper investment choices can often be overwhelming, guidance from our financial advisors can help ensure your investment portfolio suits your unique needs.
Individual Securities
Clients of Carolina Business Enterprises can buy and sell individual securities — including common and preferred stocks; corporate, government and municipal bonds; exchange-traded funds; and money market funds — that are sold on major exchanges and in the over-the-counter market.
Annuities
Our financial advisors are able to offer a selection of fixed or variable annuity investments, which not only allow you to accumulate wealth, but also help protect your earnings from current taxation.
Insurance
The uses of insurance are far-reaching — from protecting your loved ones and preserving your estate to providing an income stream in the event of a long-term disability — your financial advisor can teach you how to protect the people and items you value most.
Planning Services
Our qualified financial professionals are ready to assist you — investment planning, insurance planning, estate planning, education planning, or retirement planning — rely on their knowledge to help guide your plans.
Full Service Accounting
Doesn’t matter if you are a start-up, work at home business or an established company with hundreds of employees. Carolina Business Enterprises can provide full-service, professional and accurate accounting services.
QuickBooks Certified Pro Advisor
QuickBooks is one of the world’s most popular accounting software for small and large businesses. Carolina Business Enterprises can help you with sales, installation, implementation, customization, training and support.
Payroll Services
Assisting businesses of all sizes with payroll, including withholding and consulting on health care and tax laws.
Business Consulting
A personal discussion of your financial statements or other business concerns is available when you need it and as close as your phone or computer. What’s more, Carolina Business Enterprises takes the time to learn your business, understand your goals and plans, and help you stay on course
Office Information
102 Fox Haven Rd. Suite A
Greenville, NC 27858
Ph. 252-355-1099
Monday-Thursday 8 a.m. – 5 p.m.
Friday 9 a.m.-1 p.m.
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