Blackbridge Financial
Financial Advising
Why pick this one
Blackbridge Financial offers personalized financial strategies and a comprehensive planning process to help clients achieve their unique financial goals.
Best for
- long-term financial planning
- wealth management for families
Look elsewhere if
- seeking purely transactional financial services
- budgeting for small, one-time financial tasks
Specialties
- retirement planning
- investment planning
- estate planning
- business strategies
- tax planning strategies
Certifications
- CLU
- ChFC
- CFP
- MBA
- AIF
What makes them different
- personalized financial strategies based on unique client circumstances
- comprehensive three-step planning process
- complimentary consultations available
- Serves
- Charlotte
Distilled from this business's own website.
Contact & Location
- Address
- 15515 York Rd, Charlotte, NC 28278
- Phone
- +17046410018
- Website
- http://www.craigfaile.com/
- cfaile@bbridgefin.com
Services
- wealth management
- financial planning
- asset management