Blackbridge Financial
Bank Credit Union
Why pick this one
Blackbridge Financial provides tailored financial strategies with a transparent, client-first approach, focusing on both individual and business needs.
Best for
- working professionals seeking financial clarity
- pre/post retirees planning for a secure future
- business owners needing integrated wealth management
Look elsewhere if
- clients requiring low-cost, budget-sensitive services
- individuals looking for quick, transactional financial advice
Specialties
- retirement income planning
- college funding
- wealth management
- tax planning
- business succession planning
Certifications
- CRPC
- CFP
What makes them different
- personalized financial strategies
- independent advisory firm
- decades of combined experience
- focus on education and empowerment
- commitment to full transparency
- Serves
- Charlotte
Distilled from this business's own website.
Contact & Location
- Address
- 525 N Tryon St 16th Floor, Charlotte, NC 28202
- Phone
- 7049985516
- Website
- https://www.blackbridgefinancialnc.com/
- Tcolen@bbridgefin.com
Services
- financial planning
- investment management
- tax strategies
- debt management