Bryant & Brannock, Llc
Investment Management Company
Why pick this one
Bryant & Brannock provides financial planning, investment management, and insurance advice in Durham, led by a CFP®, CRPS, and CIMA® managing partner.
Best for
- Individuals and families seeking personalized financial planning
- Clients planning for retirement or college expenses
- Businesses needing employee benefit package selection and management
- Organizations seeking help with employee-benefit fiduciary responsibilities
- North Carolina and Virginia residents seeking fee-based advisory services
Look elsewhere if
- Clients seeking fee-based advisory services outside North Carolina or Virginia
- Clients seeking services outside the firm's listed investment-product states
Specialties
- employee benefit package selection and management
- personalized investment strategy development
- retirement planning
- college savings planning
- insurance planning
Certifications
- Certified Financial Planner (CFP®)
- Chartered Retirement Plans Specialist (CRPS)
- Certified Investment Management Specialist (CIMA®)
- Series 65 Uniform Investment Advisor License
- Licensed to sell insurance products in North Carolina and Virginia
What makes them different
- Managing partner Bill Bryant has 20 years of financial industry experience
- Bill Bryant and Mike Brannock have worked together since 2010
- Bill Bryant holds CFP®, CRPS, and CIMA® designations
- The firm serves both individuals and families and public and private businesses
- Recognized by Expertise.com as one of the best financial advisors in Durham
- Serves
- Durham
Distilled from this business's own website.
Contact & Location
- Address
- 5315 Highgate Dr Ste 105, Durham, NC 27713-6623
- Phone
- 19194934614
- Website
- https://bryant-brannock.com
- info@bryant-brannock.com
Services
- financial planning
- investment management
- insurance advice
- employee benefits consulting
- fiduciary support for businesses and organizations