Brown and Associates Investment Services
Investing
Why pick this one
Brown and Associates Investment Services provides retirement income, college funding, portfolio reviews, and SIMPLE/SEP IRA plans from its Fayetteville office.
Best for
- Retirement income planning
- College funding for children or grandchildren
- Small businesses establishing SIMPLE or SEP IRA plans
- Investors seeking portfolio reviews and asset-allocation guidance
- Clients needing life, disability, or long-term care insurance reviews
- Employees seeking 401(k) diversification and asset-allocation guidance
Specialties
- Wealth-building strategies
- Retirement income planning
- College funding strategies
- Investment portfolio reviews
- Insurance audits and reviews
- Small-business SIMPLE and SEP IRA plans
- 401(k) education
Certifications
- North Carolina life insurance licenses
- North Carolina disability insurance licenses
- North Carolina long-term care insurance licenses
- FINRA Series 6, 7, 22, 24, 63, 65, and 66 licenses
- Securities America, Inc. broker-dealer alliance
What makes them different
- Founder Bruce T. Brown has been involved in financial services since 1994
- Owner Karen B. Tisdale has been involved in financial services since 2007
- Alliance with Securities America, Inc. provides access to technology, research, institutional money management firms, and risk-control resources
- Offers small-business employer-sponsored SIMPLE and SEP IRA plan development and management
- Provides quarterly newsletters, monthly articles, seminars, portfolio reviews, and personal financial education
Distilled from this business's own website.
Contact & Location
- Address
- 1005 Hay St, Fayetteville, NC 28305
- Phone
- +19104852672
- Website
- http://www.brownandassociatesis.com/
- bruce.brown@brownandais.com
Services
- Financial planning
- Investment management
- Retirement planning
- College funding
- Portfolio reviews
- Life, disability, and long-term care insurance
- Small-business employer-sponsored retirement plans
- 401(k) diversification and asset-allocation guidance
- Financial education