Blackbridge Financial
Bank Credit Union
Why pick this one
Blackbridge Financial specializes in comprehensive financial planning, offering tax mitigation strategies and personalized guidance for families, individuals, and corporate executives.
Best for
- multigenerational financial planning
- comprehensive wealth management
- retirement income strategies
Look elsewhere if
- budget-sensitive financial planning
- individuals seeking quick one-time financial advice
Specialties
- financial planning
- asset management
- tax mitigation
- retirement income strategies
- insurance planning
Certifications
- CFP®
What makes them different
- affiliated with Independent Advisor Alliance
- offers comprehensive financial planning as a process
- specializes in multigenerational planning
- focuses on tax mitigation strategies for optimized returns
- provides personalized guidance for corporate executives
Distilled from this business's own website.
Contact & Location
- Address
- 5500 McNeely Dr Ste 201, Raleigh, NC 27612
- Phone
- 9842002185
- Website
- https://blackbridgenc.com/
- support@blackbridgenc.com
Services
- investment management
- strategic wealth planning
- legacy planning