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Routing #: 253174893
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- LPL Financial Advisors
Our Focus Is You
Schedule a Consultation
Your first consultation is on us! Why wait? Schedule today.
Meet Our Financial Advisors
Get to know our Financial Advisors at Marine Federal Financial Group.
Informational Seminars
Learn about our upcoming complimentary, informational seminars.
Account Access
Access your LPL Financial account.
Are you looking for professional guidance on your financial journey? Look no further! At Marine Federal Financial Group, our financial advisors are here to help you navigate through the complexities of finance, whether you're planning for retirement, buying a home, or investing for the future.
Here's why you should choose Marine Federal Financial Group:
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Experienced Advisors: Our team brings years of experience and a deep understanding of financial challenges to help you work toward achieving your goals.
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Personalized Plans: We create customized financial plans tailored to your unique needs, goals, and risk tolerance.
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Supportive Guidance: We offer compassionate support to help you make informed financial decisions with confidence.
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Integrity and Trust: You can rely on us to always act in your best interests, with honesty and integrity.
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Comprehensive Services: From retirement planning to investment management, we offer a full range of financial services to meet your needs.
You don't have to navigate your financial journey alone. Let Marine Federal Financial Group be your trusted partner in building a brighter financial future. Contact us today to schedule your complimentary consultation!
| Topics | Examples |
|---|---|
| Investment Management | Financial Planning, Portfolio Review, Asset Allocation, Risk Management, Investment Advisory Accounts, and more! |
| Retirement Planning | Retirement Savings Strategies, IRAs, Long-Term Care, Tax Planning, Social Security and more! |
| Estate Planning | Wills & Trusts, Wealth Transfer and Legacy Planning, Living Trusts, Beneficiary Designation, and more! LPL Financial representatives offer access to Trust Services through The Private Trust Company N.A. an affiliate of LPL Financial. |
Have you worked with us before? Leave an anonymous testimonial and tell us how we're doing!
Corey Crews
LPL Financial Advisor
910-355-5689
4180 Western Boulevard
Jacksonville, NC 28546
Domicile: NC
CA Insurance #: 0N03226
Check the background of this investment professional on FINRA's BrokerCheck
John Floyd, CFP ®
Certified Financial Planner™
252-622-4026
4180 Western Boulevard
Jacksonville, NC 28546
*Primarily located in New Bern, NC, and Swansboro, NC.
Check the background of this investment professional on FINRA's BrokerCheck
Preston Garner, FPQP™
Financial Paraplanner Qualified Professional
252-622-4026
4180 Western Boulevard
Jacksonville, NC 28546
*Primarily located in New Bern, NC, and Swansboro, NC.
Check the background of this investment professional on FINRA's BrokerCheck
Unlock the secrets to financial success with our informative seminars hosted by our seasoned financial advisors. We're thrilled to offer our members an opportunity receive professional guidance on a variety of financial topics at no-cost! Whether you're just starting your financial journey or looking to optimize your current financial plan, our seminars are designed to empower you with the knowledge and tools you need to make informed decisions.
Upcoming Seminars:
Long-Term Care Planning
According to the federal government, a majority of people over age 65 will need some type of long-term care, with a significant number of people needing care in a nursing home.
In this seminar, you'll learn:
- What long-term care is and where it’s provided
- Strategies to pay for long-term care
- Key features and government incentives for long-term care insurance
- How Medicare and Medicaid factor into long-term care planning
MRR Tracking #: 1-05187548
Seminar Attendance Options:
- November 7, 2024 - At Marine FCU Headquarters in Jacksonville from 6 p.m. to 7 p.m. ET
- November 14, 2024 - At Marine FCU Swansboro Branch from 6 p.m. to 7 p.m. ET
Let's Connect
Helping you pursue your financial goals by carefully developing a plan that aligns with your specific needs, experience, and time horizon, is an honor and our highest priority. Working together, we will create a customized plan to help work toward three key financial goals:
- Wealth accumulation during your working years
- Security and independence in your retirement
- The transfer of assets in the most advantageous manner
Regardless of where you are in life, we have the tools and financial products that, along with your collaboration, we can combine into an appropriate assessment for you. It's easy to get started. Please contact us for a no-cost, no-obligation initial consultation.
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 being 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 allows LPL to pay the Financial Institution for these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services.
Equal Housing Opportunity Insured by NCUA 