Bragg Financial Advisors
Financial Advising
Why pick this one
Bragg Financial Advisors has over 62 years of experience and manages over $4.4 billion in assets.
Best for
- high-net-worth families
- business owners
- foundations and endowments
Look elsewhere if
- individuals seeking low-cost investment options
- clients requiring quick financial solutions
Specialties
- wealth advisory
- tax and estate planning
- college education funding
- charitable giving strategies
- family office services
Certifications
- CFA
- CFP
- CPA
- AEP
- CTFA
What makes them different
- committed to serving the community
- average advisor experience of 25 years
- over $4.4 billion in assets under management
- custom-written Investment Policy Statement for each client
- Years in business
- 62
- Serves
- Charlotte
Distilled from this business's own website.
Contact & Location
- Address
- 1031 S Caldwell St, Charlotte, NC 28203-3517
- Phone
- +17043770261
- Website
- http://www.braggfinancial.com/
Services
- financial planning
- portfolio management
- investment management