Bragg Financial has been helping families and institutions reach their financial goals and objectives for over 50 years. Today, Bragg Financial provides fee-based asset management and planning for individuals, trusts, foundations, and corporations. A Registered Investment Advisor, our firm offers a unique combination of experience, expertise, and exceptional service. The firm has grown and evolved over time, but has remained true to its core founding principles of providing clear, objective advice and a high level of personal service.
SEC Investment Adviser Search: https://adviserinfo.sec.gov/
Company Details
- Employees
- 32
- Founded
- -
- Address
- 1031 S. Caldwell Street,
- Phone
- (704) 377-0261
- ad****@****ial.com
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- braggfinancial.com
- Keywords
- Wealth Management, Estate Planning, Charitable Planning, Retirement Planning, Financial Advisory, Conservation Easements, Investment Management, Tax Planning.
- HQ
- Charlotte, NC
Bragg Financial Questions
Bragg Financial's helpline number is (704) 377-0261
Bragg Financial's website is braggfinancial.com
Bragg Financial's LinkedIn profile is https://www.linkedin.com/company/bragg-financial-advisors
Bragg Financial has
32 employees.
View email and phone details for 32
employees at Bragg Financial.
Bragg Financial's industry is
Investment Management
Bragg Financial's top competitors are
Westend Advisors,
Corrum Capital Management Llc,
Novare Capital Management,
Horizon,
Matter Family Office,
Linden Thomas & Company,
Colony Family Offices,
Sterling Capital Management Llc,
Biltmore Family Office, Llc,
New Republic Partners.
Bragg Financial's support email address is advisors@braggfinancial.com
Bragg Financial's categories are Investment Management
Bragg Financial's founding year is 1964
