Brian Spencer & Associates
Bank Credit Union
Why pick this one
They provide individualized financial strategies and data-driven analysis to help clients achieve personal and family goals.
Best for
- custom wealth management
- financial transition guidance
Look elsewhere if
- clients seeking traditional banking services
- simple investment options
Certifications
- SmartVestor Pro
What makes them different
- data-driven analysis
- individualized financial strategies
- comprehensive financial management
Distilled from this business's own website.
Contact & Location
- Address
- 19109 W Catawba Ave, Cornelius, NC 28031
- Phone
- 7043971647
- Website
- http://brianspencerandassociates.com/
- bspencer@capitalchoiceinvest.com
Services
- custom wealth management
- financial guidance
- investment strategies