Blackbridge Financial
Financial Service
Why pick this one
Blackbridge Financial provides holistic financial planning and investment management while emphasizing client education and empowerment.
Best for
- pre-retirees
- post-retirees
- small business owners
Look elsewhere if
- clients seeking low-cost investment options
- those preferring straightforward transactional financial services
Specialties
- retirement income planning
- investment management
- long-term financial planning
- 401(k) rollover services
Certifications
- Series 7
- Series 63
- Series 66
- FINRA
- SIPC
What makes them different
- Holistic financial planning approach
- Focus on educating clients about financial markets
- Client empowerment starts with uncovering core beliefs about finances
- Advisors associated with Independent Advisor Alliance, LLC
- Serves
- Dacula, Georgia
Distilled from this business's own website.
Contact & Location
- Address
- 11215 N Community House Rd Ste 775, Charlotte, NC 28277
- Phone
- (704) 499-3387
- Website
- https://www.blackbridgefinancial.com
Services
- financial planning
- investment management
- estate planning
- risk management