Brevity & Associates LLC.
Financial Service
Why pick this one
Brevity & Associates is an independent firm that provides customized financial solutions with a Certified Financial Planner.
Best for
- individuals seeking comprehensive financial management
- business owners looking for growth and exit strategies
Look elsewhere if
- clients needing immediate, emergency financial services
- those who prefer in-person consultations over virtual meetings
Specialties
- Key Person Life Insurance
- Employee Retention Tools
- ESOP
Certifications
- Certified Financial Planner
What makes them different
- Independent firm providing tailored financial solutions
- Offers virtual meeting sessions for client accessibility
- Fiduciary responsibility to act in clients' best interests
Distilled from this business's own website.
Contact & Location
- Address
- 8009 Creedmoor Rd, Raleigh, NC 27613-4393
- Phone
- +19196705902
- Website
- http://brevityus.com/
- user@domain.com
Services
- financial planning
- investment analysis
- risk management
- tax and cash flow management
- retirement planning
- estate planning