Tucker Bria Wealth Strategies
Financial Advising
Why pick this one
Tucker Bria Wealth Strategies provides fee-based financial planning, retirement planning, and sudden-wealth coaching through CFP professionals.
Best for
- Individuals and families needing ongoing financial planning
- People preparing for or living in retirement
- Clients managing an inheritance, windfall, or company sale
- Families seeking wealth preservation and legacy planning
- Clients seeking tax planning strategies
- Executives, trades professionals, and families navigating changing financial goals
Look elsewhere if
- People seeking transactional banking services rather than financial planning
- People seeking emergency financial services or immediate investment transaction support
Specialties
- personalized financial planning
- retirement planning
- tax planning
- wealth creation strategies
- wealth preservation and legacy planning
- sudden wealth coaching
Certifications
- CERTIFIED FINANCIAL PLANNER (CFP)
- Chartered Retirement Plans Specialist (CRPS)
- FINRA Series 7 registration
- FINRA Series 66 registration
- Life insurance, variable life, and annuity insurance agent licenses
- Long-term care insurance agent licenses
What makes them different
- Independently owned financial services firm
- Fee-based planning structure instead of traditional commissions
- Fiduciary wealth advisors
- Sudden wealth coaching for inheritances, windfalls, and company sales
- Regular client meetings scheduled to update strategies as goals change
Distilled from this business's own website.
Contact & Location
- Address
- 3211 Shannon Rd, Durham, NC 27707-6322
- Phone
- +19193815780
- Website
- http://www.tuckerbria.com/
- info@tuckerbria.com
Services
- wealth management
- financial planning
- retirement planning
- investment guidance
- tax planning
- risk management