Tucker Bria is a financial advisory firm structured to focus on your needs and goals alongside your estate attorney, CPA and other trusted advisors. For this reason, each partner strives to be the one phone call you make when a major life event occurs or a routine question arises.
Our advisory model is about family: parents, children, and grandchildren. We, like you, deal with life events and understand how these events might impact your financial wellness.
You can expect the following commitment from Tucker Bria:
•Clear explanations of our processes, services, and fees.
•Strategies that address your needs, not those of a corporate parent.
•Pragmatic market and world views.
•Realistic assessments of our ability to assist you.
•Prompt answers and reliable service.
•Unemotional risk management
Our clients come to Tucker Bria for many reasons.
They stay because we care.
3100 Tower Blvd, Suite 117
Durham, North Carolina 27707
Phone: (919) 381-5780
225 N Bennett St, Suite C
Southern Pines, NC 28387
Phone: (910) 693-0032
Securities and advisory services offered through Commonwealth Financial Network®, Member www.FINRA.org/www.SIPC.org, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth.
The Financial Advisors associated with this profile may only discuss or transact business with residents of states in which they are properly registered. Please check FINRA’s Broker Check for a list of current registrations.
Please review our terms of use: www.commonwealth.com/termsofuse.html
Neither Commonwealth Financial Network® nor Tucker Bria Wealth Strategies, LLC provides legal or tax advice. You should consult a legal or tax professional regarding your individual situation.
Company Details
- Employees
- 5
- Founded
- -
- Address
- 3100 Tower Blvd, Durham,north Carolina 27707,united States
- Phone
- +1 919 381-5780
- in****@****ria.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- tuckerbria.com
- Keywords
- Financial Services, Wealth Management, Retirement Planning, Investments, Financial Planning, Portfolio Management.
- HQ
- Durham, North Carolina
- Competitors
- TD Securities, Eight Eleven Group, eMoldino, UniCredit.
Tucker Bria Wealth Strategies Questions
Tucker Bria Wealth Strategies's helpline number is +1 919 381-5780
Tucker Bria Wealth Strategies's website is tuckerbria.com
Tucker Bria Wealth Strategies's LinkedIn profile is https://www.linkedin.com/company/durhamfinancialadvisor
Tucker Bria Wealth Strategies has
5 employees.
View email and phone details for 5
employees at Tucker Bria Wealth Strategies.
Tucker Bria Wealth Strategies's industry is
Financial Services
Tucker Bria Wealth Strategies's top competitors are
Td Securities,
Eight Eleven Group,
Emoldino,
Unicredit.
Tucker Bria Wealth Strategies's support email address is info@tuckerbria.com
Tucker Bria Wealth Strategies's categories are Financial Services
Tucker Bria Wealth Strategies's founding year is 2013
