Bryant & Bolick Financial Services
Financial Advising
Why pick this one
They have over 26 years of experience in financial services and specialize in retirement investing and distribution strategies.
Best for
- individuals seeking personalized financial strategies
- clients needing guidance on estate conservation and retirement planning
Look elsewhere if
- those looking for budget financial advising
- clients wanting low-cost investment options
Specialties
- estate conservation issues
- retirement investing and distribution strategies
Certifications
- CERTIFIED FINANCIAL PLANNER™
What makes them different
- David Bolick has over 26 years of experience in financial services
- focus on creating mutually beneficial long-term client relationships
- specializes in personalized financial strategies based on individual needs
- Years in business
- over 26 years
Distilled from this business's own website.
Contact & Location
- Address
- 145 E Council St, Salisbury, NC 28144-5019
- Phone
- +17046301096
- Website
- http://www.bryantandbolick.com/
- david.bolick@lpl.com
Services
- financial advising
- investment management
- retirement planning