Edward Jones

Tucker Bria is structured to focus on your needs and the benefits of coordinating your life goals and aspiration with your estate attorney, CPA and your other trusted advisors. For this reason, each partner strives to be the one phone call you make when either a major life event occurs or when there is just a routine question about your current financial strategy. Our advisory model is about family: parents, children, and grandchildren. We, like you, deal with life events such as: raising a family, putting kids through college, caring for aging parents, managing our careers, death, divorce, planning for the future, and serving and worshipping in our communities. We understand how life events impact your financial wellness.

Thrivent Financial in Durham, NC, offers personalized financial planning services that help individuals align their financial goals with their personal values. Their team of financial advisors works closely with clients to create actionable steps for budgeting, saving, and investing while fostering a commitment to community support and generosity. With a focus on building lasting relationships, Thrivent emphasizes the importance of ongoing guidance as clients navigate life's changes. The organization also encourages volunteerism and financial contributions, demonstrating a strong commitment to giving back to the communities they serve. Generated from the website

Kelly Wealth Management Group is a financial services firm based in Durham, NC, specializing in providing personalized investment strategies and wealth management solutions to individuals and families. With a focus on long-term financial planning and risk management, the firm offers a range of services to help clients achieve their financial goals and secure their financial future. Generated from their business information