J Bradin Financial
Financial Advising
Why pick this one
J Bradin Financial offers a free estate planning workshop and partners with legal professionals to ensure comprehensive financial strategies.
Best for
- retirees
- business owners
- legacy-minded families
Look elsewhere if
- clients seeking strictly legal advice
- those not interested in estate planning
Specialties
- estate planning
- financial planning
- asset management
Certifications
- state-registered investment advisor
- North Carolina Bar–admitted attorney partnership
What makes them different
- offers a free estate planning workshop
- acts as a fiduciary financial advisor
- partners with attorneys for legal document requirements
- creates custom-tailored investment and estate strategies
- Serves
- Raleigh, Cary
Distilled from this business's own website.
Contact & Location
- Address
- 1155 Kildaire Farm Rd, Cary, NC 27511-4581
- Phone
- +19104482884
- Website
- http://www.jbradinfinancial.com/
- jesse@jbradinfinancial.com
Services
- financial advising