J Bradin Financial
Why pick this one
J Bradin Financial specializes in Roth conversion planning and offers free virtual consultations to develop personalized tax strategies.
Best for
- individuals with $500K–$2M in pre-tax retirement accounts
- clients seeking insight into tax liabilities on retirement accounts
Look elsewhere if
- clients outside the specified asset range
- individuals looking for general financial advising beyond Roth conversions
Specialties
- Roth conversion planning
Certifications
- CRD #317569
- NC State-Registered RIA
What makes them different
- Specializes exclusively in Roth conversion planning
- Offers free 30-minute virtual consultations
- Provides clients with a comprehensive conversion roadmap
- Serves
- Cary
Distilled from this business's own website.
Contact & Location
- Address
- 1155 Kildaire Farm Rd Ste 216, Cary, NC 27511
- Phone
- 9104482884
- Website
- https://jbradinfinancial.com/
Services
- retirement account tax planning