Brandt Nance
Why pick this one
Brandt Nance has over 125 years of experience in wealth management and specializes in estate planning and trust administration.
Best for
- comprehensive estate planning needs
- wealth transfer strategies
- trust administration services
Look elsewhere if
- budget-sensitive financial advice
- general financial services without a trust focus
Specialties
- estate planning
- wealth transfer
- trust administration
Certifications
- Certified Trust & Financial Advisor (CTFA)
- Accredited Trust & Financial Advisor (ATFA)
What makes them different
- over 125 years of experience
- focus on comprehensive estate and tax planning
- coordination with tax and legal professionals
- Years in business
- 125
- Serves
- Raleigh
Distilled from this business's own website.
Contact & Location
- Address
- 8540 Colonnade Center Dr, Raleigh, NC 27615
- Phone
- 9197162383
- Website
- https://foundation.firstcitizens.com/nc/raleigh...
- Brandt.Nance@firstcitizens.com
Services
- wealth management
- financial planning
- investment management